Industry Dynamics - The Chinese home decoration industry is undergoing a deep transformation driven by digital intelligence, with Tmall redefining home consumption paradigms through a new category called "light customization" [2][3] - This innovation aims to balance standardization and personalization in home decoration, addressing consumer needs for aesthetics, functionality, cost-effectiveness, and efficiency [3][5] Light Customization Model - The "light customization" model utilizes AI technology and brand supply chain support to reduce renovation costs while efficiently meeting personalized home decoration demands [3][4] - It features a modular approach combining standardized cabinet modules with personalized design, significantly shortening delivery times to around 15 days and eliminating hidden fees [3][5] AI Capabilities - Tmall has developed a four-part AI capability matrix covering design, interaction, manufacturing, and delivery, allowing consumers to generate design plans through mobile photos and receive instant responses to their needs [3][4] - The AI manufacturing process utilizes extensive housing data to produce standardized dimensions and functional modules, covering over 90% of consumer cabinet needs [3] Market Response and Growth Potential - The "light customization" solution has received strong recognition from various brands, filling the market gap between traditional ready-made cabinets and fully customized solutions [5][6] - The market for light customization is projected to reach 50 billion yuan, driven by the increasing demand for partial renovations in second-hand housing, which now accounts for over 50% of transactions in first- and second-tier cities [5][6] Future Implications - The emergence of "light customization" signifies a shift from scale expansion to value creation in the industry, leveraging digital technology to reconstruct existing industry elements [6] - This model represents a new path from "scale dividends" to "value dividends," indicating a transition towards a user-centered, evolving home consumption era [6]