Group 1 - The core theme of AWE is "AI Technology, AI Life," highlighting the integration of visual technology with large models, leading to significant improvements in human-machine interaction capabilities for traditional products [1][2] - Major appliance companies are actively entering the robotics sector, leveraging their strong technical foundations and in-house component manufacturing capabilities to enhance their business structures and break through traditional business ceilings [1][4] - The introduction of new AI-driven products, such as AI glasses and toys, indicates a trend towards rapid iteration and innovation in the appliance sector, with companies like Haier and TCL showcasing advanced AI models [1][2] Group 2 - Large enterprises are expanding their product categories, with companies like Gree and Hisense launching innovative products such as a cooling range hood and a three-compartment washing machine, respectively [2] - The marketing strategies of traditional appliance brands are evolving to appeal to younger consumers, with a focus on product aesthetics, as seen in Gree's rose pink air conditioner and Vatti's colored water heaters [3] - The emergence of humanoid robot prototypes, such as the one from Midea Group, showcases the industry's commitment to advancing robotics and automation capabilities [2][4] Group 3 - Investment recommendations favor leading appliance companies that are well-positioned in the robotics growth sector, with a focus on long-term growth potential and a redefined valuation framework [4] - Companies like Midea Group, Boss Electric, Hisense Visual, and Vatti are highlighted as key players in the evolving market, alongside emerging sectors like smart home devices and AI companion toys [4]