智能家居虽已走进千家万户，但究竟怎么才算智能家居，却始终没有明确答案。 近日，国家标准委发布"新国标"，对智能家电进行了系统定义，根据智能化水平的不同，智能家居 产品可以划分为L1-L5级别，每一级都代表着用户体验的一次跨越。海尔、美的、小米是其中的佼 佼者。近期这三家企业不约而同升级APP，三者之间路径不同，理念各异，究竟哪一款更懂你呢？ 结语 海尔智家：构建开放生态的"生活拓展者" 海尔智家APP的定位 很 清晰：致力于成为"智慧家庭第一入口"。 其最新升级的APP不仅带来融合 海尔兄弟的新形象，更焕新体验，首创 3D智慧家庭视图 ， 将平面化、零散的设备列表变成可交互 的3D小家，实现从"卡片操作"到"场景交互"的跨越，让管控一目了然。 在生态建设上，美的美居同样积极拥抱开放，与华为、荣耀、vivo等主流手机厂商，以及比亚迪、蔚 来等车企深化合作，共同拓展"人车家"互联的边界。美的的策略，显然是押注于AI技术的深度渗 透，力求让智能家居变得更聪明、更"隐形"， 让用户生活更舒适 。 米家：致力广泛适配的"万能连接器" 米家APP作为小米智能生态的核心控制平台，风格一以贯之：界面简洁清新，操作逻辑直观。它 ...

Core Viewpoint - The article emphasizes that Midea is transitioning from a focus on individual product features to creating a comprehensive ecosystem in the smart home sector, driven by AI and data integration [2][10]. Group 1: Midea's Smart Home Strategy - Midea showcased two distinct smart living "operating systems" at the AIE, targeting both high-end and broader consumer markets [4]. - The high-end system, centered around AI HOME, aims to provide integrated smart home solutions for affluent users, featuring advanced AI capabilities and a "smart home brain" that learns and adapts to user needs [5][7]. - The mass-market approach, branded as Smart for Joy, focuses on user-friendly products that simplify smart home experiences, appealing to younger consumers and lowering the entry barrier for smart technology [8][10]. Group 2: Strategic Partnerships and Ecosystem Development - Midea's collaboration with BYD aims to create a "people-car-home" smart ecosystem, integrating data and control between smart appliances and vehicles [11][13]. - This partnership is expected to generate a "data flywheel" effect, enhancing user experience through seamless interaction between home and vehicle environments, while providing Midea with valuable user behavior data [13][14]. - The integration of diverse business segments within Midea allows for innovative service models, potentially transforming the company from hardware sales to ongoing service and data monetization [14][15]. Group 3: Long-term Value and Market Positioning - Midea's dual strategy of high-end and mass-market offerings positions it to capture a wide consumer base while establishing a strong brand presence in the smart home sector [10][11]. - The company's focus on creating a cohesive ecosystem enhances customer retention and creates significant switching costs for users, thereby increasing customer lifetime value [14]. - Midea's ability to redefine living paradigms and leverage its extensive user ecosystem for service monetization is seen as a key driver of its long-term valuation potential [15].

Core Viewpoint - The first Global Intelligent Machinery and Electronic Products Expo (AIE) in Zhuhai showcased Midea's vision for the future of smart home ecosystems, indicating a shift from basic functionality to integrated ecosystems and data fusion in the smart home market [1] Group 1: Midea's Smart Home Strategy - Midea presented two distinct yet complementary smart living "operating systems" at the expo: one targeting high-end users with AI HOME and the other focusing on broader accessibility with Smart for Joy [2][3] - The AI HOME system, centered around the COLMO brand, offers comprehensive smart home solutions, emphasizing user experience through autonomous learning and proactive service [3][5] - The Smart for Joy initiative aims to engage younger consumers by simplifying smart home technology, making it more accessible and user-friendly [6][8] Group 2: Market Positioning and Revenue Potential - Midea's high-end offerings are designed to enhance brand value and profitability by providing expensive, integrated smart home solutions to affluent customers, creating high switching costs and ongoing revenue opportunities [5] - The broader strategy aims to expand Midea's user base and cultivate an ecosystem, leveraging lightweight products to increase smart appliance penetration [8] Group 3: Strategic Partnerships and Data Integration - Midea's collaboration with BYD to create a "people-car-home" smart ecosystem represents a significant strategic advancement, integrating data and control between smart appliances and vehicles [10][12] - This partnership is expected to generate a powerful "data flywheel," enhancing user experience and enabling personalized smart services through continuous data flow [12][13] - The collaboration also opens avenues for innovative service models, such as energy and health management, transitioning Midea from hardware sales to ongoing service and data monetization [12][13] Group 4: Future Outlook - Midea's presentation at AIE signals a profound transformation in its business model, focusing on the potential for service monetization and the unique advantages of cross-scenario data assets [15] - The company's ability to define new living paradigms and convert them into reality will be crucial for its long-term value and market positioning [15]