Core Insights - The launch event for Heimi Technology's smart home products took place at the 2026 Haoleke Dealer Summit, showcasing AI-driven solutions including smart 5G CPE speakers and voice assistants [1] - Heimi Technology is a joint venture established by Fengzhushou Co., Ltd., Haoleke Creative Home Co., Ltd., and Guangdong Haotaitai Technology Group Co., Ltd., leveraging Fengzhushou's expertise in hardware integration and communication technologies [1] Group 1 - Fengzhushou is advancing an integrated AI application strategy combining hardware, cloud terminals, services, and scenarios, addressing industry pain points such as manual pairing and connection stability of smart devices [2] - The company has developed a home-specific intent model that collaborates with major cloud platforms to enhance voice interaction adaptability and semantic understanding, enabling features like voice control and smart Q&A [2] - The "cloud terminal + service" model has empowered AI application solutions, integrating multimodal large model technology with hardware to create devices that can proactively serve user needs [2] Group 2 - The company plans to accelerate the launch of various AI smart terminals, positioning them as key nodes in the Internet of Things to facilitate the implementation of AI applications across different scenarios [3]

Group 1: Investor Relations Activities - The company engaged in investor relations activities through online meetings with various investment firms, including Tianfeng Securities and Huatai Securities [2] - The meeting took place on January 27, 2026, with key personnel including the Chairman and General Manager, Mr. Luo Hongpeng, and Vice General Manager, Mr. Wei Zijun [3] Group 2: AI Integration in Smart Home Solutions - The company aims to integrate AI capabilities with cloud terminals, IoT, and digital products to create a comprehensive smart home solution [3] - A new product line, including smart speakers and AI-driven home solutions, was launched in collaboration with partners, showcasing the company's AI application integration capabilities [4] - The smart home solution leverages self-developed intent models and collaborates with major cloud services to enhance voice interaction and semantic understanding [4][5] Group 3: Business Model Transformation - The company is shifting from a hardware sales model to a service-oriented model, focusing on continuous user engagement and value creation [7][9] - Each household is expected to generate over 1,000 yuan annually from basic network and digital rights services, contributing to a stable revenue stream [9] - The new model emphasizes long-term user value and operational sustainability, moving away from one-time hardware sales [9] Group 4: Expansion into Aviation Internet - The company is developing communication solutions for aviation, focusing on integrating ground, air, and satellite networks for seamless connectivity [11] - A strategic partnership with Xinghang Huilian aims to enhance in-flight communication services, allowing passengers to use existing mobile plans [11] - The company plans to extend its digital service offerings to in-flight entertainment, leveraging its extensive digital content resources [12][13]