Core Insights - The leading smart lock brand, Deshman, has received five prestigious certifications for its AI smart lock, including "First AI Smart Lock in China" and "AI Smart Lock Leader" [1][2] - The AI smart lock market is still in its early stages, presenting opportunities for brand establishment and differentiation [1] - Deshman has redefined the boundaries of smart locks by enhancing market penetration, brand influence, technological research, and functional innovation [1] Industry Analysis - The AI smart lock is recognized as a key entry point in smart home technology and a significant application of "Artificial Intelligence+" [1] - The competition in the AI smart lock sector is shifting towards AI algorithm capabilities and the integration of large models, moving away from traditional price wars [1] - Deshman is the first brand to launch an AI smart lock, incorporating human recognition AI algorithms and advanced AI functionalities [2]

Core Insights - The core viewpoint of the articles highlights that Deshman, a leading brand in smart locks, has received multiple authoritative certifications for its AI smart locks, establishing itself as a market leader in innovation and sales [1][2][3]. Group 1: Certifications and Market Position - Deshman has been awarded five significant certifications, including "First AI Smart Lock" and "National Sales Leader," reinforcing its leadership in the AI smart lock sector [1][2]. - The company has maintained its position as the top seller of high-end smart locks globally for three consecutive years, showcasing its strong market presence [1][8]. - According to a report by Zhongyan Century, the AI smart lock market is still in its early stages, presenting opportunities for brands to establish technological barriers and differentiate themselves [1][2]. Group 2: Product Innovation and User Experience - Deshman is recognized as the first brand to launch AI smart locks, integrating human recognition AI algorithms and advanced AI functionalities [3][4]. - The AI smart lock series, including the Kirin R9 and AI smart housekeeper Miya, redefines the role of smart locks from mere security devices to central components of smart home ecosystems [4][6]. - The Kirin R9 features advanced capabilities such as proactive decision-making, voice control, and multi-language support, enhancing user experience and convenience [6][8]. Group 3: Sales and Consumer Feedback - Deshman’s AI smart locks achieved a sales volume of 49,192 units from January 2024 to June 2025, which is double that of the second competitor, indicating strong consumer recognition and purchasing power [3]. - The brand leads in user satisfaction, with the highest approval ratings and recommendation rates among similar products, reflecting strong brand loyalty and trust [3][8]. - Deshman’s commitment to enhancing user experience through technology innovation is emphasized by its CEO, who states that the focus is on providing real convenience and security to users [8].

Core Viewpoint - AI has fundamentally changed the competitive logic of the smart lock industry, transitioning from a focus on hardware specifications to an emphasis on AI applications and ecosystem integration [22][23]. Industry Overview - The smart lock industry in China has evolved over two decades, moving from a phase of rapid expansion and price wars to a more refined competition driven by AI technology [21]. - In 2015, the industry saw over 3,500 brands and more than 1,500 manufacturers, leading to a "thousand lock battle" characterized by low-quality products and services [21]. AI Integration - The introduction of AI has marked a significant shift in the smart lock market, with a focus on intelligent interaction and proactive service capabilities rather than just hardware features [23]. - The launch of the DeShiMan Kirin R9 series signals a new era where AI applications and ecosystem connectivity are prioritized [22][23]. Market Leadership - DeShiMan has established itself as a leader in the AI smart lock sector, achieving the highest sales and customer satisfaction ratings, with a reported satisfaction score of 90.04 and a recommendation rate of 92% [19]. - The Kirin R9 series has sold 49,192 units from 2024 to 2025, doubling the sales of the second-ranked brand, indicating strong market validation [19]. Product Innovation - The Kirin R9 series integrates advanced features such as the Miya smart assistant, which enhances user interaction and provides personalized services [13][16]. - The product also includes upgraded fingerprint recognition technology, ensuring security and ease of use in various conditions [15]. Competitive Advantage - DeShiMan's comprehensive approach combines technology innovation, market performance, and user feedback, allowing it to dominate both market breadth and depth [19]. - The company has shifted the focus from mere functionality to creating a smart home hub, setting a benchmark for the industry [19][23].

Core Insights - The World Intelligent Industry Expo showcased various smart products, raising questions about their potential integration into daily life [3] - Companies are focusing on addressing user pain points to evolve their smart products into "explosive" items [4][7] - The automotive industry is undergoing significant transformation driven by artificial intelligence, enhancing vehicles into intelligent mobile entities [6] Group 1: Smart Product Innovations - Luokey Technology launched a high-end smart lock with palm vein recognition, achieving over 8 million units sold last year [4] - Innovations include a smart pet leash with safety features and a smart wedding ring that monitors health metrics, addressing traditional product limitations [5] - Chongqing Qianli Technology's smart cockpit system enhances user experience by integrating navigation with voice commands [5] Group 2: Robotics Industry Challenges - The humanoid robotics sector is still in its early stages, with companies like Yushu Technology acknowledging the gap between current capabilities and household integration [8][10] - Companies are exploring industrial applications for humanoid robots, using them in factories to improve stability and safety before moving to consumer markets [10] - The focus on data collection and AI-driven solutions is evident, with products like dual-arm remote operation robots being developed to meet industry needs [9]

Summary of the Conference Call for Yingstone Network Industry and Company Overview - The conference call pertains to Yingstone Network, focusing on the smart home camera (SHC) and smart entry sectors, with insights into their growth strategies and market dynamics [2][3][5]. Key Points and Arguments Smart Home Camera (SHC) Business - The SHC business is expected to maintain steady growth in 2025 despite a slight decline in overall sales in 2024 due to reduced operator procurement and strategic decisions to forgo certain bids [3][4]. - Excluding operator contributions, there was a 2% growth in 2024, with a 7% reduction in the professional customer channel by year-end [3]. - Notable growth opportunities identified in niche markets, particularly for 4G battery cameras, which have shown significant performance in the domestic market [3]. - Innovative products like screen video call cameras and pet spray cameras are recognized for their future growth potential, despite currently low market shares [3]. Smart Entry Business - The company has confidence in the smart entry sector, particularly with the Y3,000 facial recognition and video lock series, which have demonstrated superior video capabilities and self-developed algorithms compared to traditional brands [5]. - The Y5,000 smart lock, featuring the Nanhai large model, is set to enhance smart processing capabilities and has received positive market feedback, with pre-sales reaching 170,000 units [6][7]. - The company plans to expand its overseas smart lock market, targeting countries with high apartment living, and has established a channel foundation for this purpose [8]. Second Growth Curve - The second growth curve, identified as a star business, aims to achieve profitability in 2025, contributing to the company's cash flow [9]. Third Growth Curve - Emerging businesses such as AI service robots and smart wearable devices are in the incubation stage, showing significant commercial potential [10]. C-end Value-added Services - C-end value-added services are closely linked to 4G products, with 4G traffic being a key growth point. The company is testing and launching multiple AI value-added services to enhance video content processing capabilities [11]. ToB PaaS Platform - The ToB PaaS platform is experiencing rapid growth, outpacing C-end growth, with a comprehensive upgrade to meet diverse industry needs [12]. Market Trends and Strategies - The smart home industry is shifting towards an end-cloud collaborative model to optimize cost-effectiveness, balancing real-time and non-real-time processing tasks between edge and cloud [13]. - National subsidy policies have positively impacted the company's online and offline business, enhancing domestic consumption levels [14]. Geopolitical Factors - Geopolitical issues have minimal impact on the company's overseas business, particularly in the U.S. market, where hardware revenue is negligible due to limited resource allocation [15]. Commercial Cleaning Robots - The commercial cleaning robot project has seen limited implementation, with a low overall market share, facing intense competition in the B-end market [16]. Brand Strategy - The introduction of sub-brands like "Beanfield" aims to cater to specific user needs, enhancing brand recognition and user experience through independent app operations [17][18]. Overseas Market Performance - The overseas market sales growth is outpacing domestic sales, with a shift from single-category to multi-category offerings, particularly in entry and cleaning products [19].

Core Insights - The core point of the articles is that the leading smart lock brand, Deshman, has once again achieved the highest sales and volume across all platforms during the 618 e-commerce promotion, with a remarkable year-on-year growth of 245% in the high-end market, solidifying its dominant position in the industry [1][7]. Sales Performance - Deshman has secured the top sales and volume position for the 10th consecutive year during the 618 promotion [1]. - The Q5FPro smart lock achieved over 100 million in sales across all platforms, with a year-on-year growth of 228% [7]. - The Q5FPro topped multiple sales rankings on major e-commerce platforms, including JD.com, Tmall, and Douyin, indicating its widespread popularity [4]. Product Features - The Q5FPro smart lock is equipped with advanced features such as GPTfinger fingerprint recognition technology and a high-torque motor, contributing to its market leadership [10]. - The product boasts an impressive battery life of nearly 9 months due to its dual lithium battery design and energy-saving mode [10]. Market Trends - As the concept of smart homes becomes more prevalent, consumer demand for smart locks is shifting from basic locking functions to a comprehensive pursuit of security, intelligence, and convenience [10]. - Deshman is committed to continuous innovation, with plans to release more high-quality and high-performance smart lock products in response to evolving consumer needs [10].

Core Insights - The article highlights that DESSMANN has achieved a record-breaking "ten consecutive championships" in sales and volume across all platforms during the 2025 618 shopping festival, marking ten years of leading the smart lock industry [1][8]. Sales Performance - DESSMANN's total sales and volume increased by 88% year-on-year during the 618 event, with high-end market sales and volume experiencing a remarkable growth of 245% [4][6]. - The company dominated multiple official rankings, including first place in the Douyin 618 official basic building materials brand list, Tmall's whole-house smart store list, and JD's smart door lock brand list [4][8]. Product Leadership - DESSMANN maintained its leadership in four major smart lock categories, including fully automatic smart locks, facial recognition locks, palm vein smart locks, and visual large-screen smart locks, with significant year-on-year sales growth of 192%, 587%, 268%, and 443% respectively [11][12]. - The introduction of new technologies such as the AI smart butler Miya and advanced features like IP66 waterproof technology and the largest solid-state battery in the industry further solidifies DESSMANN's technological strength [12][20]. Market Strategy - DESSMANN's strategy of focusing on the mid-to-high-end market has allowed it to lead across various price segments, promoting healthy industry development amidst price competition [8][20]. - The launch of the AI smart butler lock Kirin R9, which became a bestseller during the 618 event, showcases DESSMANN's innovation in the smart lock category [15][20]. Brand Recognition - DESSMANN's flagship product, the Q5 FPro, achieved over 100 million in sales across platforms, reflecting a year-on-year increase of 228% and securing multiple top rankings on major e-commerce platforms [13][20]. - The company's consistent performance over the years is attributed to its deep commitment to the smart lock industry and its ability to exceed its own benchmarks [20].

Core Insights - The company DeShiMan has secured the industry sales champion for the 618 e-commerce promotion, with its flagship product, the DaSheng Q5FPro, achieving multiple top rankings across various e-commerce platforms [1][3][4] Group 1: Sales Performance - DeShiMan's DaSheng Q5FPro ranked first in several official sales lists, including JD's electronic lock popularity list and Douyin's home decoration hot sales list during the 618 event [1][3] - On the first day of the 618 sales, DeShiMan achieved the dual championship in sales volume and sales amount across all platforms, as well as in the high-end smart lock category [3] - The DaSheng Q5FPro has consistently performed well in past promotions, including ranking first in sales during the 2024 Double 11 event on JD [3] Group 2: Product Features - The DaSheng Q5FPro is equipped with advanced technologies such as GPTfinger fingerprint recognition, a high-torque LongTing motor, and the D-Power smart endurance system [3] - It features an AI smart peephole, a 4-inch high-definition screen, and 3D facial recognition, offering nine unlocking methods and a super power-saving mode with a battery life of up to nine months [3] Group 3: Promotional Strategies - DeShiMan has implemented various promotional strategies, including significant discounts and subsidies during the 618 event, such as a 150 yuan discount for purchases over 1500 yuan on Tmall and additional reductions on JD [4] - The company is actively responding to national policies promoting consumption upgrades, providing substantial benefits to consumers [4] - A live-streaming event featuring the company's president is scheduled to offer additional promotions and incentives, enhancing consumer engagement [4]