野村东方国际证券将于6月10日在上海浦东丽思卡尔顿酒店举办2025中期策略会。 主题： 探寻地缘博弈中的确定性 6月10日 08:55-16:45（全天） Orca I集成高精度感知模块，具备自主肢体运动控制、决策、操作、交互能力，兼具高自由度、 低自重、强劲性能等特质。基于团队高效自主研发与创新，OrcaⅠ成功在本体设计、运动控制、自 然语言对话、双臂操作等多个维度实现技术突破，首次在机器人真机上稳定实现直膝状态下的自然 变速行走，并创造了多项世界首创的成就。 ▲ 上图为： Cyan青心意创全自研通用人形机器人 ORCA I 野村东方国际证券诚邀您参加本次策略会，与行业精英共同探寻和2025年投资的关键。期待 与您相聚，共赴这场思想与智慧的盛宴！会议具体日程安排如下。 上午：宏观经济主论坛 6月10日上午，我们将迎来重磅线下嘉宾——野村综合研究所首席经济学家辜朝明先生、野村 全球宏观研究主管及全球市场研究部联席主管苏博文先生，以及野村中国首席经济学家陆挺博 士。他们将以国际化视野为切入点，深度剖析宏观经济形势，分享前沿观点，前瞻市场变化趋 势，为您拨开迷雾，把握宏观经济的确定性脉络。 下午：两场并行行业分论 ...

Core Viewpoint - The integration of AI technology into home appliances is transforming the industry, enabling a more personalized and secure smart experience for users [1][18]. Group 1: AWE 2023 Overview - The China Household Appliances and Consumer Electronics Expo (AWE) opened on March 20 in Shanghai, featuring a theme of "AI Technology, AI Life" with an exhibition area exceeding 150,000 square meters [2]. - AWE showcased the trend of integrating modern home appliances with AI technology, moving from concept to consumer application [2][18]. - 36Kr led five intelligent enterprises to create the first "Robot Specialty Exhibition Area" at AWE, highlighting the market potential of embodied intelligence in home appliances [4][5]. Group 2: Featured Products and Innovations - The Robot Specialty Exhibition Area featured innovative products such as the Orca I humanoid robot, MiTa bionic pet, and Mini π from companies like Cyan, Elephant Robotics, and others [5][8]. - The Orca I humanoid robot demonstrated high-precision perception and human-like interaction, attracting significant attention [8][10]. - The UP series from Cloudwalk Technology is one of the first multi-modal robots, capable of performing various tasks like delivery and cleaning in diverse environments [12][18]. Group 3: AI Applications in Home Appliances - Panasonic's new ultra-thin washing machine series is designed to save space and enhance washing efficiency, integrating advanced noise reduction and AI algorithms [21]. - The AI technology is also being applied to televisions, with Samsung's "AI for All" strategy showcasing innovations like MICRO LED and Vision AI solutions [27]. - AI is revolutionizing cooking methods, with companies like Gree and others demonstrating how AI can enhance energy efficiency and user experience in appliances [28]. Group 4: Industry Insights and Future Trends - The rapid development of embodied intelligence is pushing the home appliance industry towards multifunctional and scenario-based services [18]. - The demand for companion robots is growing, particularly in regions with cultural differences in pet ownership, indicating a potential market shift in China [32]. - AI is expected to play a crucial role in addressing sleep-related issues, with innovations in smart beds that integrate advanced sensors and AI models [34].

Core Viewpoint - The article emphasizes the transformative impact of "happy technology" through the integration of artificial intelligence (AI) with home appliances, enhancing user experience and emotional connection with devices [1][4]. Group 1: Event Overview - The China Household Appliances and Consumer Electronics Expo (AWE) will take place from March 20-23, 2025, in Shanghai, focusing on "AI Technology, AI Life" [1]. - AWE will showcase the latest technological breakthroughs in AI within the home appliance and consumer electronics sectors, highlighting improvements in quality of life [1]. Group 2: 36Kr's Role - 36Kr will act as both an industry observer and an innovator at AWE, leading five smart enterprises to create the first "robotics specialty exhibition area" [2]. - The exhibition will feature a "36Kr Future + Interview Room," utilizing video interviews and live broadcasts to explore the concept of "happy technology" powered by AI [2][14]. Group 3: Embodied Intelligence - The article discusses the breakthrough development of embodied intelligence, merging AI with robotics to create physical robots that enhance daily life [4]. - Various robots, including humanoid robots and collaborative arms, will be showcased, demonstrating the significant advantages and market potential of embodied intelligence in the home appliance industry [4]. Group 4: Featured Companies - Cyan Qingxinyichuang, established in late 2023, focuses on the design and development of general-purpose humanoid robots, showcasing the Orca I humanoid robot at AWE [6]. - Elephant Robotics, founded in 2016, will present three product series, including the Mita Star Pet and lightweight six-axis collaborative robotic arms [8]. - Gaoqing Electromechanical, established in 2022, aims to provide high-performance humanoid robot platforms for developers, featuring products like Mini π & Mini Hi at AWE [10]. - Yunjike Technology, founded in 2014, will introduce the UP robot, a novel service robot capable of multi-task collaboration across various scenarios [12]. - Qinglang Intelligent, established in 2010, will showcase several service robots designed for commercial cleaning, hotel services, and food delivery [13]. Group 5: Live Broadcast and Interviews - The "Future + Interview Room" will feature live broadcasts and video interviews, providing insights into the latest trends and developments in the smart home appliance industry [15][17]. - The broadcast will cover topics such as technological innovation, scene reconstruction, and industry trends, with expert guests discussing the evolution of the industry [16][17].