Core Viewpoint - The article emphasizes the importance of identifying certainty in industries and assets amidst rising geopolitical uncertainties and the reallocation of global capital due to the ongoing "America First" policy [3]. Group 1: Event Overview - Nomura Orient International Securities will hold a mid-term strategy conference on June 10 at the Ritz-Carlton Hotel in Shanghai [1]. - The theme of the conference is "Exploring Certainty in Geopolitical Games" [2]. Group 2: Morning Session - The morning session will feature prominent speakers including Gu Zhaoming, Chief Economist of Nomura Research Institute, and Su Bowen, Head of Global Macro Research, who will analyze macroeconomic trends and share insights on market changes [5]. Group 3: Afternoon Sessions - Two parallel industry sub-forums will take place in the afternoon, where Nomura's research team and industry experts will discuss industry trends and future development directions [6]. - The sub-forums aim to help investors identify opportunities in specific sectors through case studies and forward-looking analyses [6]. Group 4: Special Presentation - A special showcase of the Orca I humanoid robot will be held, highlighting its advanced capabilities such as autonomous movement, decision-making, and interaction [8]. - The Orca I robot features high-precision perception modules and has achieved significant technological breakthroughs, including stable natural variable-speed walking in a straight-knee state [8].

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].