Core Insights - JD.com and Haier have established a comprehensive strategic partnership to create a new brand focused on the silver economy, Haier Care, targeting the needs of elderly households [1] - The partnership aims to leverage JD.com's supply chain and marketing resources alongside Haier's core appliance technology to enhance the quality of home care for the elderly [1] - The goal is to achieve a compound annual growth rate of over 55% for Haier Care on JD.com from 2026 to 2028 [1] Product Supply Chain Collaboration - The collaboration will focus on launching new products and creating bestsellers, utilizing JD.com's insights into the pain points and needs of the elderly demographic [1] - The companies plan to explore exclusive product collaborations and upgrade the integrated path of research, production, and sales to drive customized product innovation [1] - They aim to jointly develop multiple industry trend products over the next three years, with a target of doubling sales by 2028 [1] Service Experience Collaboration - The partnership will enhance service experiences by integrating JD.com's one-stop service with Haier's professional bathroom measurement, design, and installation services [2] - Standardized service solutions such as "buy and install immediately," "integrated delivery and installation," and "old-for-new" will be introduced to address long renovation cycles [2] - The goal is to create a worry-free service loop that enhances user experience across purchasing, installation, and after-sales [2] Marketing Collaboration - The companies will utilize JD.com's marketing ecosystem to create a complete marketing chain from content creation to sales conversion [2] - They plan to engage potential customers through scenario-based live streaming and experiential marketing activities, utilizing various content formats like live broadcasts, images, and short videos [2] - This collaboration aims to lead a new trend in smart elderly care consumption [2]

Core Insights - The smart shower market in China is projected to reach approximately 6.09 billion yuan by 2024, driven by advancements in technology and increasing consumer demand for high-quality living experiences [1][16] - Smart showers integrate features such as automatic temperature control, smart cleaning, and automatic drainage, enhancing user comfort and extending product lifespan [1][16] - The industry is experiencing significant growth due to the dual drivers of technological progress and consumption upgrades, particularly with the empowerment of emerging technologies like 5G and IoT [1][16] Industry Overview - Smart showers, also known as showerheads, are categorized by various forms, water output methods, installation heights, and control methods, with smart showers being a key segment [3] - The high-end market for smart showers is dominated by international brands like Kohler and Moen, while domestic brands lead the mid-to-high-end market [19] Market Size and Growth - The demand for smart showers in China has grown from 1.57 million units in 2017 to 5.65 million units in 2024, with a compound annual growth rate (CAGR) of 20.05% [15] - The overall smart home market in China is expected to grow from 325.47 billion yuan in 2017 to 876.74 billion yuan in 2024, with a CAGR of 15.21% [9] Policy Support - The Chinese government has implemented various policies to support the development of smart home products, including smart showers, aiming to enhance consumer spending and promote upgrades in home appliances [7][9] - Specific measures include subsidies for home renovations and the promotion of smart home consumption [7][9] Technological Advancements - Smart showers utilize IoT technology, incorporating devices such as smart temperature and humidity sensors, smart valves, and smart flow meters to enable remote and automated control [5][15] - Future innovations will focus on enhancing core functionalities, such as precise temperature control and the integration of health monitoring features [26] Competitive Landscape - Key players in the smart shower market include Arrow Home, Xiaomi Group, Huida Sanitary Ware, and others, each leveraging unique strengths to capture market share [1][19][20] - The competitive landscape is characterized by a mix of international and domestic brands, with local companies increasingly focusing on innovation and quality to meet consumer demands [19][20] Industry Chain - The smart shower industry chain includes upstream raw materials like copper and aluminum, midstream manufacturing, and downstream applications in home renovation and smart home integration [11][12]