此外，海尔智家的《面向智慧家庭领域的Uhome大模型》入选了数字技术服务能力案例。针对智慧家庭 场景中，设备联动僵化、服务体验被动、难以真正理解用户个性化意图的痛点，海尔智家研发了智慧家 庭垂域模型——Uhome大模型，该模型作为家庭的"智慧大脑"，通过自然语言交互与情景感知，实现 从"被动控制"到"主动服务"的跃升，为用户提供更自然、更贴心、更安全的个性化智慧生活体验。该模 型已通过中国信通院可信AI大模型标准验证，获评最高等级双4+级。 近日，以"AI赋能 消费焕新"为主题的第十五届中国轻工业信息化大会在北京召开，大会正式发布 《2025年度轻工业数字化转型"领航者"案例名单》，为轻工行业企业深入推进新型工业化建设提供路径 参考。其中，海尔3项数字化实践案例成功上榜。 三大案例探路轻工业高质量发展 本次"领航者"案例的评选，就是要遴选一批创新性强、渗透性好、覆盖度高的典型案例，助力更多轻工 企业深入推进数字化转型。 海尔此次入选的3个案例，覆盖智慧家庭、智能制造、数字经济等核心领域，分别为《智能履约： AI+供应链全链路优化》《天智工业大模型数智领航实践》《面向智慧家庭领域的Uhome大模型》，展 现了其 ...

31年来，五粮液品牌价值在白酒行业一直排在第一位。研究认为，品牌价值不是比谁的产品卖价高，利 润高，而是产品市场覆盖率高，人们重复消费的频率高。如果仅仅是卖价高，但是由于种种原因而产量 受局限，市场假冒很难免。品牌的名称也很重要，酒类产品过去常常以地名作为品牌，如法国"香槟"因 为突出的是产地，其品牌发展因此受限。五粮液的名称很符合酒的特质，而且有着丰富的产品线，如五 粮春、五粮醇等不同产品档次和清晰的价位区分，能够覆盖更多不同需求的消费群体，因而具有更大的 发展空间。 2025（第31届）中国品牌价值100强研究报告日前揭晓，海尔品牌价值5152.76亿，连续24年居首，其后 是阿里巴巴4662.83亿、五粮液4298.16亿、腾讯2687.65亿、茅台1856.86亿、美的1764.76亿、联想 1635.67亿、TCL1438.58亿。 该研究始于1994年，是国内最早也是持续时间最长的关于品牌价值比较的专业研究。该研究在国内最先 提出"品牌是最有价值的资产"，目的是推进中国企业创建自主品牌，由北京名牌资产评估有限公司连续 31年跟踪进行。 今年的研究重点，继续关注2020年新冠疫情5年来对品牌发展的影 ...

Core Viewpoint - China's economy has demonstrated remarkable resilience and exceeded expectations in growth during the first half of the year, prompting several foreign media outlets to revise their forecasts positively [1] Group 1: Economic Performance and Trends - China's economy is characterized by a strong vitality and resilience, attributed to the effective coordination of supply and demand, as emphasized by President Xi Jinping [1] - The domestic consumption of goods has seen a significant increase, with the total number of consumer goods surpassing 200 million, and over 8.09 million new consumer goods introduced in the first four months of the year, marking a 40.4% year-on-year growth [1] - The contribution rate of domestic demand to economic growth reached 68.8% in the first half of the year, with final consumption expenditure contributing 52%, establishing domestic demand as the main driver of economic growth [4] Group 2: Supply and Demand Dynamics - The shift from "what is available" to "what is desired" indicates a transformation in consumer demand, which is now driving profound changes in the supply structure [3] - New consumer demands are leading to innovations in production methods, such as the introduction of multifunctional washing machines and quick-drying clothing, reflecting a trend towards personalized and flexible manufacturing [3] - Policies aimed at boosting consumption, such as the "Special Action Plan to Boost Consumption" and the "Service Consumption Quality Improvement Action Plan," are enhancing consumer capacity and improving conditions for consumption [3] Group 3: Innovation and Market Development - China's transition from a manufacturing hub to a global innovation center is supported by a complete industrial system and technological advancements, continuously creating high-quality supply to meet diverse consumer needs [2] - The emergence of new consumption patterns, such as the "light food wave" and low-altitude economy, is opening up new opportunities for industries [3] - The synergy between high-quality supply and high-quality demand is creating a robust foundation for China's economy, enhancing its structural quality, resilience, potential, and vitality [6]

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Viewpoints - The report emphasizes that Haier Smart Home is leveraging AI technology to enhance its strategic, product, and ecological frameworks, leading the industry towards a smart home future [2][3][10]. Strategic Aspects - AI is aiding the company in deepening digital transformation and improving operational efficiency, with a shift to online marketing, AI-driven service matching, and smart logistics reducing costs [11][13]. - The company has upgraded its R&D, manufacturing, and order systems using AI, resulting in a 20% reduction in R&D cycles, a 30% increase in production efficiency, and a 13% improvement in order response times [11][15][16]. Product Development - Haier is transitioning from "assisting with chores" to a vision of "unmanned chores," introducing the "AI Eye" series of appliances that autonomously manage cooking and laundry tasks [17][20]. - The "AI Eye" technology enables appliances to recognize and respond to user needs, enhancing user experience and operational efficiency [20][21]. Ecological Development - The "Smart Home Brain" has been upgraded to incorporate AI perception, voice, and visual capabilities, aiming to create a more intuitive home environment [36][38]. - The company is expanding its smart home solutions through its "Three Wings Bird" brand, which covers smart appliances, customized home solutions, and comprehensive home control [31][35]. Investment Recommendations - The report suggests that Haier Smart Home is well-positioned to capitalize on AI-driven opportunities, with projected net profits of 21.44 billion, 24.29 billion, and 26.76 billion yuan for 2025-2027, corresponding to P/E ratios of 11.5, 10.1, and 9.2 times [43].