【环球网科技综合报道】今年前三季度，海尔空调交出亮眼成绩单：1-9月全渠道销量同比增幅31%，仅用9个月时间，全渠道年累净收入就已超越2024年全 年。 在业绩领跑基础上，海尔空调率先开启双11。10月12日，在青岛举办的"海尔空调双11焕新盛典"上，一场近千人参与的线下众测活动同步启动。用户通过亲 手触摸、亲耳聆听与亲身感受，开启了一场沉浸式的AI好空气体验之旅。 AI 好空气赛场：用科技破解空气难题 步入展区，仿佛置身于一场科技与运动交织的赛场。海尔创新打造"AI好空气赛场"，将足球、乒乓球等竞技元素融入体验场景。这一创意恰好与品牌的体育 布局相呼应——海尔欧洲已与利物浦、巴黎圣日耳曼两大欧洲冠军足球队达成长期合作，更成为中国女排官方合作伙伴。此次海尔将竞技精神融入空气体 验，旨在为用户呈现一种更具参与感的科技互动。 在这个赛场上，海尔旗下4大AI矩阵以创新科技直面各类空气难题： 卡萨帝空调 主打"AI舒适"，如技巧型球员般细腻控风。揽光平隐式空调、星悦空调等产品，借助平隐式送风、舒适分控等技术，打破传统空调冷热不均的舒 适难题。 海尔空调 以"AI健康"为核心，像赛场上的防守主力。麦浪舒适风、小红花聪明 ...

Core Viewpoint - The Chinese home appliance industry is transitioning from a phase of rapid scale expansion to a focus on high-quality transformation, emphasizing value upgrades over price wars [3][15]. Industry Overview - The competition logic in the home appliance sector is shifting from scale expansion to value enhancement, with companies needing to find new growth drivers in this new cycle [3][5]. - Traditional categories like televisions and refrigerators are facing short-term adjustments, while emerging categories such as dryers and dishwashers are gaining market share, indicating a shift in industry dynamics [3][4]. Company Performance - Midea reported revenue of 251.12 billion yuan for the first half of 2025, a year-on-year increase of 15.58%, with net profit rising by 25.04% to 26.01 billion yuan, driven by diversified business synergies [4]. - Haier's revenue reached 156.49 billion yuan, up 10.2%, with net profit increasing by 15.6% to 12.03 billion yuan, supported by its high-end market strategy [4]. - Gree's revenue was 97.33 billion yuan, a slight decline of 2.46%, but net profit increased by 1.95% to 14.41 billion yuan, with growth in overseas and industrial products [4][7]. Competitive Landscape - The competition is evolving from merely capturing existing market share to focusing on detailed, scenario-based, and personalized innovations to extract incremental growth from existing markets [5][14]. - The overseas market is becoming a critical battleground for growth, with companies needing to adapt their strategies to local market characteristics [5][10]. Emerging Trends - Gree's reliance on air conditioning remains high, with this segment accounting for 78.38% of its revenue, highlighting the risks of dependence on a single product category [7]. - Midea's diversified business model has shown resilience, with its new energy and industrial technology segments generating significant revenue growth [8][9]. - Haier has successfully positioned itself in the high-end market, with its Casarte brand leading in market share for premium appliances [9]. Global Expansion - Midea's overseas revenue reached 107.2 billion yuan, a 17.7% increase, with a focus on global distribution and local production to reduce costs [12]. - Haier's overseas revenue was 79.08 billion yuan, up 11.66%, with over 50% of its total revenue coming from international markets, showcasing its global strategy [13]. - Gree's overseas revenue was 16.34 billion yuan, a 10.19% increase, but its market share remains significantly lower compared to Midea and Haier [13]. Future Outlook - The smart home market in China is expected to grow steadily, with a projected shipment of 281 million units in 2025, indicating a shift towards refined operations and product upgrades [14]. - The industry is moving towards a "value war," where companies must focus on demand insights and technological advancements rather than just cost control [15].

Core Viewpoint - The Chinese home appliance industry is facing multiple challenges, including intensified domestic competition and increased uncertainties in international markets. Haier Smart Home's recent performance report indicates strong growth, driven by strategic focus on product innovation, digital transformation, and global market diversification [1][7]. Group 1: Financial Performance - In the first half of 2025, Haier Smart Home achieved revenue of 156.49 billion yuan, a year-on-year increase of 10.2%, and a net profit of 12.03 billion yuan, up 15.6%, marking a historical high [1]. - The second quarter alone saw a net profit of 6.55 billion yuan, reflecting a significant year-on-year growth of 16.14% [1]. Group 2: Product Strategy and Market Share - Haier Smart Home focused on star products and multi-brand collaboration, resulting in a 13% improvement in SKU efficiency in the first half of 2025 [2]. - The company maintained the top market share in both online and offline channels, with notable growth in its premium brand Casarte, which saw revenue growth exceeding 20% [3]. - Casarte's refrigerator captured over 50% market share in the high-end segment, while its washing and drying machine achieved a 95% share in the 20,000 yuan price segment [3]. Group 3: Digital Transformation and Efficiency - Haier Smart Home integrated AI and digital tools across all processes, leading to a 0.1% optimization in sales management expense ratio [5]. - The company generated 526,400 business opportunities and converted them into retail sales of 1.49 billion yuan in the first half of 2025 [6]. Group 4: Global Market Strategy - Despite challenges in overseas markets, Haier Smart Home reported an 11.66% increase in overseas revenue, with significant growth in regions like Europe (24.07%) and emerging markets [7]. - The company is building a dual-track supply chain system to enhance resilience and improve delivery speed, including local factories in Egypt and Thailand [7]. Group 5: Shareholder Returns - Haier Smart Home announced a cash dividend plan for the first half of 2025, proposing a distribution of 2.69 yuan per 10 shares, totaling over 2.5 billion yuan [7].

Group 1 - The core viewpoint of the articles highlights the significant growth and market leadership of the company Casarte in the home appliance industry, driven by the integration of AI technology [1][3] - Casarte achieved a retail sales growth of over 20% year-on-year in the first half of the year, with a cumulative retail sales increase of 24% in July [1] - The company leads the high-end market, holding the top market share in premium segments for refrigerators, washing machines, and air conditioners, with year-on-year retail sales growth of 21% and 16.4% for refrigerators and washing machines priced above 10,000 yuan, respectively, and a remarkable 135% increase for air conditioners priced above 15,000 yuan [1] Group 2 - The AI technology implemented by Casarte includes features such as the "AI Eye," which can recognize 210 types of food and adjust storage conditions to maintain freshness [3] - The AI capabilities extend to kitchen appliances, where the smoke machine can monitor cooking and prevent overflow, while the steam oven can identify food types and quantities for one-button cooking [3] - The washing machine's AI technology offers features like anti-clogging and color protection, while the air conditioning system maintains a consistent indoor climate by monitoring five environmental factors [3]

Group 1 - The AI air conditioning sector is becoming one of the hottest areas in the home appliance industry, with Haier Air Conditioning leading the market in both sales volume and revenue growth [1][2] - In the Chinese air conditioning market, Haier Air Conditioning achieved over 50% growth in installation volume, with online market share increasing by 2.3% and offline market share by 2% [1] - The Casarte brand under Haier saw revenue growth exceeding 50% in high-end air solutions, with sales of air solution products surging by 120% year-on-year [1] Group 2 - Globally, Haier Air Conditioning also performed well, with retail volume increasing by 20% and a net gain of 1.2 percentage points in global market share [2] - The launch event on August 7 showcased Casarte's AI application innovations, highlighting the brand's first-mover advantage in the AI air conditioning sector [2] - AI technology application in high-end air conditioning has deepened, with voice control becoming a standard feature, although many products still require precise temperature and humidity values for operation [2] Group 3 - Casarte Air Conditioning has introduced the AI Comfort Home system, which allows users to express their comfort needs rather than providing fixed voice commands [4] - The system utilizes three core models: the Air Comfort Model, the Health Model, and the Sleep Model, which dynamically adjust air quality based on various factors [4] - During the launch event, the AI system demonstrated its ability to respond to user needs by analyzing environmental data and making real-time adjustments [4] Group 4 - Casarte Air Conditioning has optimized operational logic and expanded the value boundaries of AI air conditioning [6] - The product has received the industry's first L3-level AI air conditioning certification from the China Household Electric Appliances Research Institute [6] - This certification is expected to continuously reshape high-end air conditioning standards and inject strong momentum into industry upgrades [6]

Core Viewpoint - The integration of intangible cultural heritage (ICH) with technology is becoming a new growth driver for high-end home appliances [1][6]. Group 1: Cultural Integration - Young consumers are increasingly drawn to traditional products, such as Shu embroidery and Zisha teapots, which are gaining popularity on e-commerce platforms [2][3]. - The next step for brands is to transform ICH into a lifestyle that encompasses aesthetics and wisdom, integrating it into home decor [4][5]. - The home appliance industry is unexpectedly leading this cultural integration [6]. Group 2: Brand Evolution - Casarte, a high-end home appliance brand, has evolved from being "the creator of home art" to "the contemporary guardian of cultural heritage," aiming to incorporate the beauty of ICH into modern living through the "Casarte AI Appreciation Series" [7][15]. - The brand's commitment to ICH reflects a response to consumers' pursuit of quality, culture, and spiritual identity [15][24]. Group 3: Market Trends - A survey by Hurun in 2025 indicated a decline in traditional luxury goods, with consumers focusing more on spiritual satisfaction and happiness [11]. - This shift has led to a surge in experiential high-end services and a growing interest in cultural symbols over material satisfaction [12]. Group 4: Technological Integration - Casarte's approach combines ICH with advanced technology, aiming to enhance user experience and meet the evolving preferences of high-net-worth individuals [10][30]. - The "AI Eye" technology allows home appliances to perceive and respond to user needs, transforming them from mere tools into intelligent companions [28][30]. Group 5: Product Innovations - Casarte has integrated ICH into its product offerings, such as collaborating with Nanjing Yunjin Museum for a heritage preservation art exhibition and launching the "Casarte Heritage Protection Journey" [17]. - The brand's products, like the AI washing machine and kitchen appliances, utilize ICH principles to enhance functionality and user experience, ensuring the preservation of traditional craftsmanship [20][22][29]. Group 6: Brand Performance - Casarte's strategy has yielded tangible results, with its brand value increasing from 82.1 billion to 92.816 billion, making it the most valuable brand in the high-end sector [24].

Core Viewpoint - The article discusses the transformative impact of AI technology on everyday life, emphasizing its ability to address mundane challenges and enhance user experiences in home appliances and beyond [1][2][3]. Group 1: AI Technology and Market Trends - The global AI home appliance market is projected to exceed $80 billion by 2025, with China's annual compound growth rate reaching 28.6%, significantly outpacing the overall consumer electronics industry [2]. - The penetration rate of AI in various sectors, including agriculture and retail, is expected to grow over 200% year-on-year by 2024, marking a shift from high-end applications to widespread consumer use [5]. Group 2: Innovations in Home Appliances - Traditional home appliances have evolved from basic remote control to advanced AI products capable of environmental sensing, recognizing ingredients, and managing food freshness [6]. - In 2024, 37% of smart home appliances in China will feature AI visual recognition capabilities, a 26 percentage point increase from 2021, indicating a competitive landscape focused on understanding user needs [6]. Group 3: User-Centric Innovations - The article highlights how Casarte, a high-end appliance brand, has shifted from a technology-centric approach to a user-centric model, allowing technology to understand user needs rather than requiring users to adapt to technology [12]. - Casarte's innovations include an AI system that autonomously senses cooking conditions and adjusts settings to prevent overflow, showcasing a practical application of AI in everyday cooking [15]. Group 4: Cultural and Historical Integration - Casarte collaborates with cultural institutions to integrate technology with heritage, such as AI preservation of traditional textiles, demonstrating a commitment to cultural continuity alongside technological advancement [26]. - The brand's approach to AI is not merely about technical specifications but about understanding and enhancing the nuances of daily life, thereby creating a more intuitive user experience [22].

Core Viewpoint - Haier's management transformation, termed "Human-Order Integration," represents a significant shift from traditional hierarchical structures to a networked ecological organization, aligning with quantum thinking and challenging Western management theories [2][3][4]. Group 1: Haier's Transformation and Performance - Haier's "Human-Order Integration" transformation has proven effective over 16 years, yet lacks a systematic theoretical foundation to explain its operational framework [3][4]. - The company has achieved substantial market leadership, with global market shares of 21.4% in refrigerators and 22.1% in washing machines as of 2018, and has consistently ranked among the top in global appliance sales [5][6]. - In 2022, Haier reported global revenues of 350.6 billion yuan, a 5.4% increase, with ecological revenue reaching 45 billion yuan, up 16.3% [5][6]. Group 2: Limitations of Western Management Theories - Traditional Western management theories, rooted in a mechanistic worldview, fail to adequately explain Haier's ecological growth and management practices [4][8]. - The mechanistic view, which treats employees as tools, has led to systemic flaws in management, neglecting the human aspects of motivation and creativity [11][12][13]. - Haier's approach contrasts sharply with these theories by prioritizing human value and agency, fostering a culture where employees are seen as integral to the company's success [21][22]. Group 3: Quantum Management Principles - Haier's management model aligns with quantum management principles, emphasizing the dynamic, interconnected nature of business operations and the importance of human agency [42][44]. - The transformation reflects a shift towards a decentralized, platform-based structure where employees operate as independent entrepreneurs, enhancing creativity and responsiveness [22][30]. - The company's innovative practices, such as ecological revenue generation and self-organizing teams, illustrate the application of quantum principles in a business context [38][39]. Group 4: Future Implications and Theoretical Foundations - Establishing a theoretical framework for Haier's management practices could provide insights into replicable methodologies for other organizations [3][43]. - The exploration of quantum management as a theoretical basis for Haier's practices may offer new directions for understanding modern organizational dynamics [44][54]. - Haier's success in integrating quantum principles into its management approach positions it as a potential model for future business practices in an increasingly complex and interconnected world [54].

从技术到场景，我们始终以用户价值为创新原点。2025年，随着AI技术的深度融入，海尔空调将成为 懂需求、会思考的"空气管家"，无论你身在何处，住在什么样的房子里，海尔空调都能为你提供健康、 舒适、节能的好空气。 当结束工作踏入家门的那一刻，您是否渴望清新凉爽的空气扑面而来?当孩子打喷嚏时，您是否期望全 屋空气已经过净化?确实，我们对室内空气品质要求不断提高：既要空气流通避免憋闷，又要兼顾家中 每位成员对温湿度感受的不同需求;既要满足敏感人群的空气净化需求，又要兼顾盛夏和寒冬的快速制 冷制热效率与能耗的平衡。 3月27日晚间，海尔智家发布了2024年报，其中，海尔空调表现亮眼。在国内，核心部件自制率持续提 升，郑州压缩机产能已经突破224万台。在海外，收入增长近30%，出口量增速达31%领跑行业。这份 成绩单的背后，是海尔空调对全球用户对空气需求的精准洞察。 针对家庭、商业用户的不同需求，我们从单品逐渐拓宽到全屋空气生态，解决了"空气不流通""各人各 体感"等用户痛点。海尔空调独创的洗空气科技，PM2.5瞬间清零，敏感、多娃家庭直呼"救星";跃频科 技15秒速冷、30秒速热，三伏天就像扎进冰西瓜堆;卡萨帝射流匀 ...