Core Insights - The "Yingstone Blue Ocean Model" has officially received the certification as the "first embodied intelligent large model in the home furnishing industry" from the renowned consulting firm CIC Zhaoshi [1][3] - The model is defined as an artificial intelligence large model specifically applied to the home furnishing industry and has received full national registration [3] Group 1: Model Characteristics - The Yingstone Blue Ocean Model focuses on embodied intelligence, emphasizing continuous interaction with the physical environment for learning, understanding, and decision-making [3][5] - It has established a complete technical hierarchy from L0 (basic perception) to L4 (embodied intelligent agent), aiming to create true spatial-level intelligent interaction capabilities [5] - The model addresses the shortcomings of general large models in home scenarios, such as inefficient interaction with physical devices and lack of "embodied memory" [5][7] Group 2: Technological Advancements - The model has evolved to version 2.0, enhancing perception, understanding, and memory capabilities through multi-dimensional integration, modal expansion, and specialized memory [5][7] - It covers 1,200 common home targets across various scenarios and recognizes over 7,100 bird species and 36 dangerous animals [7] - The model supports mixed understanding of multi-modal signals, enabling real-time scene recognition, such as identifying a specific person based on clothing and context [7] Group 3: Market Impact - The certification of the model marks a significant recognition of its technological direction and provides strategic backing for the smart upgrade of the home furnishing industry [8] - The Yingstone cloud platform has gathered over 360,000 developer clients, with applications extending beyond home scenarios to retail, agriculture, and education [8] - The model's introduction signifies the formal entry of embodied intelligence technology into the core of home furnishing scenarios, influencing the broader developer ecosystem [8]

Core Viewpoint - The development of AI technology is driving the evolution of smart home products, which are increasingly integrated into daily life, but challenges remain in matching product functionality with consumer needs and ensuring ease of use [1][3]. Group 1: Smart Home Industry Trends - The 27th China International Building and Decoration Fair (Guangzhou) showcases the evolution of smart home companies and their products, highlighting their stories of technological advancement [1]. - Smart home products are transitioning from single-function devices to integrated solutions that address consumer expectations for intelligent living environments [3][9]. Group 2: Company Overview - YingShi - YingShi has established itself as a leader in the smart home industry, achieving significant growth with a 145% increase in retail volume and a 154% increase in retail value in the online market in 2024 [14]. - The company holds over 45% market share in the high-end smart lock segment priced above 2000 yuan, leading the industry in both retail volume and value [14]. - YingShi's innovative products, such as the AI-powered facial recognition smart lock, enhance security and user experience through advanced technology [5][8]. Group 3: Product Innovations - The YingShi smart lock utilizes proprietary 3D facial recognition technology, ensuring quick and secure access regardless of lighting conditions or personal appearance changes [5]. - The company is set to unveil the latest AI facial video lock model, Y5000FVX, at the China International Building and Decoration Fair, which integrates advanced AI interaction capabilities [8][19]. - YingShi's product ecosystem is evolving to a "2+5+N" model, combining AI and cloud technology with a diverse range of smart home devices [9]. Group 4: Market Performance - In Q1 2024, YingShi reported revenue of 1.38 billion yuan, a year-on-year increase of 11.59%, with high-margin products like smart cameras and locks contributing to a 1.2 percentage point increase in gross margin [17]. - The company has maintained a leading position in the global smart camera market, achieving an 8.2% year-on-year growth rate in shipment volume [17]. - YingShi's commitment to R&D is evident, with 30.25% of its workforce dedicated to research and development, and an investment of 814 million yuan, representing 14.95% of its revenue [18].

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