几乎同一时间，量子位关注到了一家低调押注 AIOS 的新秀，它已经逐步进入公众视野。这家成立于今年 8 月的公司，叫做智跃千里。 与吉利系紧密相关 工商信息显示，该公司董事为董欢、郝建国。其中，郝建国还是智跃千里的法定代表人。 今年 8 月 11 日，郝建国投资智跃千里，投资比例为 50%；次日起担任智跃千里法定代表人。 它的最大卖点，是集成了字节自研大模型 Agent 服务。字节向第一财经表示，上面搭载的豆包手机助手技术预览版，是在豆包 App 基础上与手机厂商在 操作系统层面合作的 AI 助手软件。 同时豆包声称自己没有造手机的计划。答案很明显，字节出这张牌目的不在 AI 手机本身，而是软件侧底层的 AIOS 赛道。 字节和中兴的前脚刚宣布合作 AI 手机，后脚第一代产品就已经上架，3499 元开卖。 沈子瑜是苏静上一任星纪魅族集团 CEO，更是吉利集团在智能化转型中的核心人物之一。 不仅帮助吉利搭建了从芯片、系统到生态的完整技术链，还直接操盘了魅族与汽车业务的整合，深度参与构建了吉利在智能座舱、芯片、手机等领域的生 态布局。 卸任星际魅族集团 CEO 后，沈子瑜的工作重心更加聚焦于极星品牌在中国市场的发 ...

Investment Rating - The report indicates a cautious outlook for the home appliance sector, with the sector underperforming compared to the CSI 300 index, which remained stable while the home appliance index fell by 1.5% [2][3]. Core Insights - Haier Group and Alibaba have signed a comprehensive strategic cooperation agreement focusing on AI and cloud technologies, advanced manufacturing, e-commerce, and globalization, aiming to create a new digital industrial ecosystem [7][48]. - JD.com's 11.11 sales event showed impressive results, with home appliances and new trend products experiencing significant growth, including a more than 4-fold increase in sales for over 1,000 brands [8][48]. - The report highlights three main investment themes: 1. White goods sector benefiting from favorable real estate policies and high dividend yields, with a recommendation for leading companies like Hisense, Midea, and Gree [2]. 2. Export opportunities driven by large customer orders, recommending companies like Ousheng Electric and Dechang Shares [2]. 3. Core components demand exceeding expectations due to the white goods sector's performance, recommending companies like Huaxiang and Shun'an Environment [2]. Industry Dynamics - The home appliance sector has seen a decline in stock performance, with leading companies like Yitian Intelligent and Aupu Technology showing gains, while companies like Biying and Light Peak Technology faced significant losses [4][3]. - The report notes a rise in raw material prices, particularly copper and aluminum, while stainless steel prices have decreased [9]. - Sales data for cleaning appliances in September showed a significant increase, with robotic vacuum sales up 56.56% and washing machine sales up 61.29% year-on-year [24][30]. Company Updates - Yitian Intelligent announced a tax payment of 5.65 million yuan, which will be accounted for in the current year's financials [42]. - Biying Electric completed a non-trading transfer of shares for its employee stock ownership plan [42]. - Haier Group has engaged in a strategic partnership with Alibaba to enhance its digital capabilities [48].