公司在研发端通过技术迭代实现硬件降本；营销端引入AI自动投放广告系统，减少人力操作失误，适 配国内外时差，提升广告转化效率，降低营销成本(占比约23%)；供应链端依托国内成熟电子消费品供 应链优势，进一步压缩生产成本。 通过技术差异化与品牌溢价，公司毛利率从2024年的58%提升至2025年的64%，远高于国内传统厨电品 牌。 目前公司主要产品为高端空气炸锅，定价全球领先，针对海外家庭人口多、烹饪效率需求高的特点，可 一次性烹饪32块鸡翅、披萨等食材，无需预热，12分钟即可实现上下焦香效果，当前稳居亚马逊高端空 气炸锅销量第一，销量增速迅猛。通过研发驱动实现迭代升级，二代产品在提升品质和性能稳定性的同 时，BOM成本降低30%。 其无线温度探针产品聚焦高温密闭环境下的精准温控与信号传输核心需求，产品体积小巧，内置温度传 感器与信号传输模块，开放空间传输距离达900余米(竞品约780米)，密闭空间(烤箱/烤炉内)达200余米 (竞品约30余米)，信号稳定性行业领先。搭配智能底座，支持单机使用，无需依赖手机，亚马逊评分为 4.6分，退货率3.5%。2024年全球市占率3%，2025年提升至10%，预计2026年达 ...

Group 1 - The core viewpoint of the article emphasizes the transformative impact of AI large models, particularly DeepSeek, on the home appliance industry, enabling a shift towards intelligent and proactive services in smart home devices [1][15][24]. - The evolution of AI home appliances is categorized into three main stages: the voice interaction era ("hearing"), the perception decision era ("seeing"), and the autonomous action era ("doing"). The industry is currently in the second stage, characterized by significant breakthroughs in AI visual technology [2][16][27]. - The current "seeing" stage is marked by three revolutions in user experience, technology restructuring, and scene evolution, leading to a shift from passive response to proactive service [4][17][35]. Group 2 - User experience has evolved from operating appliances to having needs met seamlessly, driven by advancements in spatial, temporal, and emotional dimensions of interaction [5][36][39]. - Technological upgrades in AI appliances involve the integration of multimodal perception, cloud-edge collaboration, and adaptive optimization, enhancing autonomous decision-making capabilities [5][41][45]. - Scene evolution is facilitated by AI technology, enabling data intelligence and deep collaboration among devices, transitioning from isolated operation to interconnected smart scene ecosystems [5][48][49]. Group 3 - Haier Smart Home exemplifies the integration of AI technology, particularly through its "AI Eye," which enhances appliance functionality and creates a new standard for smart homes [6][58]. - The "AI Eye" technology allows appliances to possess proactive observational capabilities, enabling them to recognize user needs and environmental conditions, thus transitioning from passive to active service [7][59]. - Haier's comprehensive smart home solutions, such as the "1+3+5+N" model, illustrate the interconnectedness of various appliances, allowing for seamless collaboration across different home scenarios [5][50][60]. Group 4 - Future AI home appliances are expected to achieve full-scene autonomous collaboration and ubiquitous intelligence, reshaping lifestyles through a highly coordinated smart ecosystem [8][18]. - The integration of household robots is anticipated to enhance the capabilities of AI appliances, enabling them to perform complex tasks autonomously and redefine household management [8][32][33].