近日，据媒体报道，部分智能家居家电产品存在"伪智能"乱象。比如，智能炒菜机在烹饪过程中需要人 工频繁干预，有的智能洗衣机自动投放的洗衣液用量与实际需求明显不符等。伪智能家居家电非但不省心， 还给人添堵，让渴望解放双手的消费者大失所望。 "伪智能"乱象反映出行业内一些商家急功近利的心态。当智能家居家电越来越成为市场主流，一些商家 为抢占市场，将功能明显达不到要求的产品贴上"智能"的牌子进行夸大宣传，扰乱市场正常秩序，对此应及 时进行有力监管。从源头上说，伪智能产品之所以能够贴上"智能"的标签，是行业标准相对滞后，让不良商 家钻了空子。健全完善智能产品行业标准，对其进行严格细致的划分与界定，才能为市场监管提供强有力支 撑，从源头上避免伪智能产品流向市场。 （图/王少华 文/韩慧） ...

智能炒菜机在烹饪过程中需要频繁人工干预，与解放双手的预期相去甚远；有的智能洗衣机自带投放洗 衣液功能，但用量不符合实际需要……据媒体报道，部分智能家居家电产品存在"伪智能"现象，表现为 功能被夸大、操作复杂、体验存在落差等。 当前，人工智能发展如火如荼，一些厂商借机炒作，将简单的程序控制包装成"智能黑科技"，只想以天 花乱坠的话术"忽悠"消费者，对用户真实使用痛点视而不见。这些"伪智能"产品靠虚假宣传等手段，短 期或许能赚取一些利益，但长远来看，缺乏科技含量终究难以走远。其更大的危害在于，挤压创新型企 业的市场空间，更会损害消费者信任，拖慢数智化升级步伐。 科技的价值，在于让生活更便捷、更美好。智能家居家电行业的健康发展，靠的是硬核技术与优质服 务，而非炒作概念、制造噱头。应依法加强监管，让"伪智能"没有市场，让真正的智能产品更好服务千 家万户。 （摘编自《吉林日报》） （文章来源：人民日报） 整治"伪智能"乱象，关键在于筑牢监管防线。相关部门要主动靠前发力，加快完善法规制度，细化家居 家电等领域"智能化"标准，让监管执法有章可循。同时，强化常态化监管与专项整治，对虚假宣传等违 法行为严惩不贷，畅通消费者维权 ...

（来源：工人日报） 本报讯（记者黄洪涛 杨召奎）智能炒菜机在烹饪过程中需要频繁的人工干预，且备菜环节耗时长，与 解放双手的预期形成明显落差；商家宣称智能手表会自动将孩子的血氧状态实时发送给家长，但实际无 法实现数据即时推送；有的智能洗衣机自动投放的洗衣液不准确……《工人日报》记者近日采访发现， 部分智能家居家电产品存在"伪智能"现象，其问题主要集中表现为功能夸大、操作复杂、体验存在落差 等问题。 "这一案例既反映出商家对智能产品智能化程度的过度营销，也体现了部分品牌的智能产品功能设计与 实际需求存在脱节。"江苏省消费者权益保护委员会（以下简称江苏省消保委）相关负责人对记者说。 江苏省消保委日前发布的《智能家居家电产品消费调查报告》（以下简称《报告》）显示，在使用智能 洗衣机的过程中，有44.8%的受访者反馈了智能洗衣机无法根据衣物材质重量自动调整洗涤参数、投放 洗衣液不准确这两项问题，甚至有28.96%受访者反馈因智能识别衣物错乱导致衣物出现缩水、染色等 损坏情况。 近年来，智能炒菜机也逐步从商用场景延伸至家用场景，"飞入寻常家"，给一些不会做饭的年轻人带来 了诸多便捷。不过，《报告》显示，在炒菜机的实际使用 ...

转自：成都日报锦观 成都已建成市级及以上中试平台和概念验证中心141家 全市企业技术中心总量超1700家 镜头一转，来到蜂鸟智造的车间，数条中试生产线运转，光学、机械、结构等各类设备一应俱全，现场来自医疗器械、智慧停车、商用服务 机器人、消费电子等领域的创新成果，正在此处完成产业化前的最后"蜕变"。 蜂鸟智造中试基地内，工作人员正对研发产品进行小规模生产。 "成都造"人形机器人从实现零的突破到形成关键零部件、机器人本体、系统集成及终端应用的全产业链条，仅仅用了一年多时间；成都11家制 造业中试平台纳入工业和信息化部首批制造业中试平台重点培育名单，数量位居全国前列……近来，创新成果竞相涌现，进一步赋能产业发 展。这背后，都离不开一个关键词——科产融合。 市委十四届八次全会锚定"五中心五地"建设目标，以"八个着力八个提升"明确实施路径，强调科技创新与产业创新深度融合，提升现代化产业 体系竞争力。 "十五五"开局起好步，进一步推动科产融合，对于正在加快建设全国重要的科技创新中心、全国先进制造业基地的成都而言，重要性不言而 喻。 以中试"破"难题 构建覆盖全产业链的中试生态体系 "一键开启，加热、翻炒……"元旦假期， ...

Core Viewpoint - The company must reconstruct a win-win model with franchisees, optimize the supply chain, control prices, and strengthen food safety measures to alleviate its current survival predicament in the context of a challenging hot pot industry landscape in 2025 [2][32]. Group 1: Industry Overview - The hot pot industry is experiencing a dual scenario of decline and growth, with a significant drop in new registrations of hot pot enterprises, only 22,000 in the first half of 2025 compared to 50,000-100,000 annually from 2021 to 2024 [33]. - Despite the industry's downturn, the company is projected to achieve revenue of 1.85-2.05 billion yuan in Q3 2025, representing a year-on-year growth of 13.6%-25.8% [33]. - The company's stock price has nearly doubled from 1.57 HKD per share in January 2025 to 4.44 HKD in November 2025, reflecting a 98.1% increase [33]. Group 2: Franchisee Challenges - Franchisees face three main challenges: significant regional differences in dietary preferences, food safety issues eroding consumer trust, and limitations in the hot pot category that hinder new business exploration [35]. - Many franchisees report a drastic decline in daily sales during peak seasons, with some stores earning only a few hundred yuan, leading to unsustainable losses due to high fixed costs [37][38]. - The competitive pricing of external hot pot restaurants has diminished the appeal of the company's at-home hot pot offerings, with consumers increasingly opting for cheaper alternatives [38]. Group 3: Market Dynamics - The average consumer spending on hot pot has decreased from over 80 yuan to around 70 yuan by the end of 2024, with leading brands also experiencing a drop in average transaction values [39]. - The company’s internal competition has intensified due to the rapid opening of new stores, leading to customer traffic dilution and unhealthy competition among franchisees [41]. - The target demographic of young consumers is increasingly absent from county and town markets, as many have migrated for education or work, leaving behind a primarily older demographic with different consumption habits [42]. Group 4: Strategic Responses - The company has implemented several strategies to address its challenges, including expanding its product offerings, enhancing online and offline marketing efforts, and investing in smart store technologies [45][46]. - Despite these efforts, franchisees report a decline in overall profit margins, with many experiencing a drop to 15%-20% due to high delivery platform fees and operational conflicts arising from diverse retail scenarios [46][47]. - The company’s reliance on frozen and pre-packaged foods is increasingly at odds with consumer preferences for fresh and made-to-order meals, further complicating its market position [48]. Group 5: Industry Pressures - The frozen food industry is facing a downturn, with many companies reporting declining revenues and profits, exacerbating competitive pressures on the company [54][55]. - The shift towards direct-to-consumer sales by frozen food manufacturers is undermining the company's traditional distribution model, making it harder to maintain price competitiveness [55]. - Franchisees are burdened by stringent performance metrics and penalties imposed by the company, which further complicates their operational challenges [27].

Group 1 - The central economic work conference emphasized the importance of "deepening and expanding 'Artificial Intelligence+'", indicating a strong governmental push towards integrating AI across various industries [1] - The launch of the first open robot leasing platform "Qingtian Rental" is expected to facilitate exponential growth in robot leasing, with an anticipated market size of no less than 10 billion yuan next year [1] - The "Smart Cooking" trend is penetrating various business formats, with commercial smart cooking machines executing precise cloud-based instructions in fast-food kitchens [3] Group 2 - Hubei province is accelerating the development of the AI industry, creating inclusive application scenarios for "Artificial Intelligence+", with smart cooking machines recognized as one of the top ten innovative AI products in Wuhan this year [5] - AI technology is deeply integrated into sectors such as mining, agriculture, and urban governance, with the Xinjiang Software Park attracting 133 companies, over 50% of which are digital intelligence enterprises [7] - The central economic work conference called for "improving AI governance", signaling a shift from policy documents to practical applications in factories and fields, emphasizing the need for institutional and technological innovation to overcome barriers [9]

Core Viewpoint - The stock of Guoquan (02517) has increased by over 4%, currently trading at 3.66 HKD with a transaction volume of 50.776 million HKD, following the announcement of its first store trial operation on January 6, 2026 [1] Group 1: Business Development - Guoquan's new business model, "Guoquan Xiaochao," will utilize an intelligent cooking machine as its core component, aiming to provide efficient and flavorful freshly made Chinese meals in community settings [1] - The project leverages Guoquan's strengths in compound seasoning and food supply chain, indicating a strategic focus on enhancing customer experience and operational efficiency [1] Group 2: Market Potential - Huaxi Securities recently highlighted that the new business model could optimize labor efficiency through the intelligent cooking machine, enabling standardized operations and data analysis to identify the most popular menu items among consumers [1] - Once the model is successfully implemented, it is expected to become a new profit growth point for the company [1]

Core Viewpoint - Guoquan (02517) shares rose over 4%, currently up 4.27% at HKD 3.66, with a trading volume of HKD 50.776 million [1] Group 1: Business Development - Guoquan's new venture, Guoquan Xiaochao, is set to begin trial operations on January 6, 2026 [1] - The project focuses on an intelligent cooking machine as its core component, leveraging Guoquan's strengths in compound seasoning and ingredient supply chains [1] - The aim is to provide efficient and flavorful freshly prepared Chinese meals in community settings [1] Group 2: Market Analysis - Huaxi Securities (002926) recently reported that the new business model "Guoquan Xiaochao" optimizes labor efficiency through the intelligent cooking machine [1] - The model is expected to standardize operations and analyze data to identify the most popular menu items among consumers [1] - Once the model is proven successful, it is anticipated to become a new profit growth point for the company [1]

Core Insights - The company, Guoquan, is expanding its business model by launching a new project called Guoquan Xiaochao, which focuses on Chinese cuisine and is set to open its first store on January 6, 2026 [1][3] - The new store format will utilize robotic cooking technology, allowing for quick meal preparation without traditional chefs, aligning with the company's "community central kitchen" strategy [3][10] Business Model and Strategy - Guoquan Xiaochao will not have dine-in options; instead, it will offer a takeout model where customers can order online and pick up their meals, with a cooking time of as little as 1 minute [3][8] - The menu has been carefully curated based on extensive consumer data analysis, focusing on high-recognition and high-repurchase dishes that are easy for robotic cooking [7][10] - The company aims to enhance meal convenience while maintaining quality and affordability through a partnership with a smart kitchen service provider, Xiong Miao Dashi, to integrate technology and supply chain efficiency [10][11] Market Potential and Competitive Landscape - The Chinese fast food market, particularly in community settings, is seen as having significant growth potential, with increasing demand for convenient and cost-effective meal options [10][14] - Guoquan's strategy aligns with industry trends towards digitalization and the integration of pre-prepared meals with smart cooking devices, which could help the company expand its market presence [10][14] - The company faces challenges in reshaping consumer perceptions, as its brand is primarily associated with hot pot, and must ensure food safety and quality to compete effectively in the Chinese cuisine sector [13][14] Financial Performance - As of the first half of 2025, Guoquan reported revenue of 3.24 billion yuan, with 97.4% of this revenue coming from food product sales, primarily through franchise channels [11] - The franchise model has been a significant contributor to the company's revenue, with franchise sales accounting for approximately 80.1% of total revenue from food products [11]

Core Insights - Guoquan Food plans to explore community growth through a new model called "Guoquan Stir-fry," with the first store set to open in early 2026 [1][2][4] Group 1: New Store Concept - The "Guoquan Stir-fry" stores will utilize smart cooking machines, focusing on community settings without dine-in options, with a cooking time of 2-3 minutes per dish and as fast as 1 minute for some items [1][4] - The menu for Guoquan Stir-fry has undergone six rounds of selection based on extensive consumer data analysis, featuring over a hundred dishes that are popular and suitable for smart cooking machines [4][8] - The company aims to address the challenges of home cooking by offering dishes that are commonly desired but difficult to prepare, thereby increasing order rates and operational efficiency [4][8] Group 2: Strategic Partnerships and Supply Chain - Guoquan has partnered with smart kitchen service provider Xiong Miao Master to enhance its supply chain and operational efficiency, leveraging a comprehensive integration of technology and market coverage [5][7] - The company has a strong reliance on franchisees, with 99.9% of its revenue coming from franchise sales, indicating a deep integration with its partners [7][9] Group 3: Market Potential and Challenges - The Chinese fast food market, particularly in community settings, shows significant growth potential, and the smart cooking machine model aligns with the trend of digitalization in the restaurant industry [8][10] - Despite the promising outlook, Guoquan faces challenges related to food safety, as recent incidents have raised concerns among consumers, which could impact the new store's long-term viability [9][10] - The company must also work on reshaping consumer perceptions, as its brand is primarily associated with hot pot, and it needs to ensure quality and safety in its new offerings [9][10]