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银河证券:科技进步+龙头布局,AI智能床垫市场扩容逻辑扎实
Xin Lang Cai Jing· 2025-09-03 00:48
Group 1 - The health sleep industry is identified as a blue ocean market with vast opportunities [1] - AI smart mattresses are highlighted as a core category within the industry, currently having a low penetration rate but significant growth potential [1] - Leading companies are accelerating their layout in the smart mattress sector as AI technology continues to advance [1] Group 2 - It is expected that the technology of smart mattresses will continue to evolve and their functionalities will expand [1] - The logic for market expansion in the smart mattress segment is solid [1]
银河证券:科技进步+龙头布局,AI智能床垫乘风方兴
Group 1 - The health sleep industry is identified as a blue ocean market with vast opportunities, particularly in AI smart mattresses, which are currently experiencing low penetration but have significant growth potential [1] - Leading companies in the industry are accelerating their investments and strategies in the AI smart mattress segment as technology continues to advance [1] - The ongoing evolution of AI technology is expected to enhance the functionality of smart mattresses, leading to a solid market expansion logic and the potential for new growth curves for companies [1]
用AI赋能“躺平”,慕思股份牵手鸿蒙智选 开启全场景睡眠互联
Core Viewpoint - Mousse Health Sleep Co., Ltd. has signed a memorandum of cooperation with Huawei to integrate its health sleep system with the HarmonyOS ecosystem, aiming to create a unified smart sleep environment that enhances user experience through system-level integration rather than fragmented operations [1][2]. Group 1: Partnership Details - The memorandum outlines that Mousse will connect its health sleep system to the HarmonyOS, allowing its AI smart mattress to interact with other smart devices in the bedroom, such as lights, curtains, and air conditioning [1]. - The collaboration aims to establish a "full-scene smart sleep ecosystem" where different brands and types of bedroom devices can work together under Mousse's sleep system, reducing the need for users to operate each device individually at night [1][2]. Group 2: Technical Integration - The integration process involves the AI smart mattress reading pressure data and synchronizing it with other devices in the bedroom through HarmonyOS's distributed capabilities, enabling automated adjustments like dimming lights and closing curtains without manual intervention [2]. - The memorandum also emphasizes "technical standardization," where Mousse's sleep technology algorithms and Harmony's interconnection protocols will be used to create interface standards that can be shared with the industry, potentially reducing redundant development and promoting a unified interconnection protocol in the health sleep industry [2]. Group 3: Strategic Implications - For Mousse, this partnership represents an expansion of its product matrix and a shift towards offering personalized, intelligent health sleep solutions rather than just selling mattresses [3]. - For HarmonyOS, the deep integration of bedroom scenarios will strengthen its system-level advantages in the whole-home smart field, providing a model for collaboration between home manufacturing companies and digital platforms in the context of differentiated terminal demands and the lack of industry standards [3].