Core Insights - The home appliance industry in China is entering an era of full-home intelligence, with traditional appliance companies and tech firms like Huawei and Xiaomi intensifying competition through AI technology and smart ecosystems [1][2][7] Group 1: Market Dynamics - Traditional appliance companies such as Midea, Gree, Haier, and Hisense are seeking new growth points by developing AI technology, expanding product lines, and exploring international markets [1] - Tech companies like Huawei and Xiaomi leverage their established smart ecosystem advantages to enhance competition in the appliance market [1][2] - The trend towards smart appliances is evident, with many brands offering independent smart systems, often named with a prefix like "Xiao" [2] Group 2: Consumer Behavior - Consumers are increasingly drawn to smart appliances, with features like AI voice functionality appealing to families with children and elderly members [3] - A shift in consumer preferences is noted, with many opting for domestic brands over foreign ones, indicating a growing expectation for smart features in appliances [3][4] - The interest in full-home smart systems is rising, but many consumers face challenges due to incompatibility between different brands' systems [4] Group 3: Technological Advancements - Midea's full-home smart system integrates various home environments and appliances, evolving from passive responses to proactive services [5][6] - The interaction between vehicles and home systems is emerging, with Midea collaborating with companies like BYD and Tesla to enhance connectivity [5][6] - A report indicates that the smart home market in China is expected to grow at double-digit rates from 2023 to 2025, with smart security, lighting, and audio-visual products being the fastest-growing categories [6][7] Group 4: Competitive Landscape - Major players in the appliance sector include Gree, Midea, Haier, Hisense, and TCL, with the boundaries of the industry becoming increasingly blurred as companies embrace a broader home ecosystem [7][8] - The competition is intensifying, with a notable price war among domestic brands, as they strive to offer smart services that add higher value beyond traditional hardware manufacturing [8]

智能化期待 经济观察报 记者 张锐 中国人的家正在走向全屋智能时代，家电企业的生态战也已经悄然打响。 11月11日，刘醒决定给新家的儿童卧室购买一款美的品牌的"AI（人工智能）空调"，这台空调最吸引她 的是"能给孩子讲睡前故事"。这一功能可以解放她大约半小时的"哄娃"时间。 同一时间，程斌趁"双十一"优惠活动，下单了一款华为品牌具有视频通话、远程看家功能的电视机。在 程斌看来，华为并不是他最初购买电视机的首选，让他改变主意的是父母使用的智能手机、智能手环、 摄像头以及自己使用的智能音箱等都是华为品牌。他认为，这样可以方便自己在同一个系统内操作、查 看"幸福一家人"所有联网设备的实时情况。 刘醒与程斌的选择，正是家电竞争日趋激烈的新战场：一方面，传统家电企业如美的集团（000333） （000333.SZ）、格力电器（000651）（000651.SZ）、海尔智家（600690）(600690.SH)、海信家电 （000921）（000921.SZ）等通过发展AI技术、拓宽产品线、出海等方式，寻找新的增长点；另一方 面，华为、小米等科技企业凭借已形成的智能生态优势，加剧了家电市场的竞争。 过去一周，经济观察报记 ...