萤石网络 20250710 摘要 银石网络在智能入户领域的发展情况如何？ 智能入户领域方面，从去年（2024 年）开始，公司对这一块业务充满信心。 尤其是 Y3,000 人脸锁和视频锁系列推出后，在研发、用户体验反馈等方面表 现出色。与德施曼凯迪仕等传统锁具品牌相比，银石网络在视频视觉能力、自 研算法及成本优化上具有明显优势，这使得公司的产品创新性价比领先于其他 竞争对手。 此外，这两年智能锁品牌认知度显著提升，公司市占率不断上升。 因此，对于智能入户业务的发展前景，公司充满信心，并认为能够持续保持领 先地位。 今年（2025 年）公司对智能锁产品进行了哪些创新和升级？ 公司预计 2025 年 SHC 业务保持稳健增长，尽管专业客户渠道有所收缩， 但 4G 电池相机等细分市场表现突出，创新产品如带屏视频通话摄像机 和宠物喷雾相机也具增长潜力，海外市场需求差异大，但新机会点不断 涌现。 银石网络在智能入户领域，特别是 Y3,000 人脸锁和视频锁系列，凭借 视频视觉能力、自研算法及成本优化，与传统品牌相比具有竞争优势， 市场占有率不断提升，对智能入户业务发展前景充满信心。 2025 年，银石网络推出搭载南海大模 ...

萤石蓝海大模型持续进化，在2025年6月迎来了全新升级的2.0版本，聚焦技术能力与场景应用的双重落 地，通过多维融合、模态扩展与专项记忆三大技术路径，实现感知、理解、记忆能力的三重增强，同时 助力垂直领域，做到专项能力、定向优化、精准服务，解决用户的痛点和难点。 近日，萤石自研的"萤石蓝海大模型"正式获得由知名权威咨询机构CIC灼识咨询颁发的"家居行业首个具 身智能大模型"市场地位确认证书。 根据中国计算机协会，具身智能大模型指一种基于物理身体进行感知和行动的智能系统，通过智能体与 环境交互获取信息、理解问题、做出决策并实现行动，产生智能行为和适应性。家居行业具身智能大模 型定义为应用于家居行业且获得完整国家备案的人工智能大模型。 萤石蓝海大模型自2024年6月首次亮相便确立了面向物联网场景的具身智能方向，并于9月完成生成式人 工智能服务安全备案。其命名"蓝海"寓意深刻——正如地球生命起源于浩瀚的蓝色海洋，萤石期待在复 杂多变的家居物联海洋中，孕育出全新的智能形态，最终奔向通用人工智能（AGI）的广阔未来。本次 获得的"家居行业首个具身智能大模型"市场地位确认，正是对其践行这一理念的阶段性肯定。 在通用大模型 ...

随着AI技术的发展，智能化家居产品更是有接入每个产品终端、重新定义生活空间的趋势，灯光、安防、睡眠等系统无一不因此改变设计、 运行、控制逻辑。 在此背景下，第27届中国建博会（广州）联合36氪特别推出《头号玩家 先见未来》栏目，深入智能家居优秀企业，展示企业风采与产品，讲 述他们的智能进化故事。 物联网、人工技术等飞速发展的今天，智能家居正逐渐走进千家万户。然而，看似便捷的背后，仍存在诸多问题，比如产品功能与家庭需求匹配度不高， 设备防护能力欠缺，使用门槛高操作复杂等。伴随新技术的不断升级，智能家居如何实现真正的"智能"，即将在中国建博会（广州）亮相的萤石给出了解 决之道。 萤石 01 从防护出发 构建人为中心的智能家居生活场 在发展之初，智能家居基本是以单品智能为主，彼时的智能化更似一个仅能执行命令的简单的代劳工具。在消费习惯改变的当下，单品智能已跟不上消费 者对智能家居的期望。因此，依托人工智能、AI等新技术的助力，智能家居也开始深入生活中人的需求，向空间场景智能积极转型。 家居生活第一道关——入户场景的智能与安防，成为智能家居中最先面对的场景。以往的智能入户体验中，智能门锁存在着一些使用痛点，诸如人脸识 ...

Corporate Overview June 2025 Safe Harbor Statement Please note that the attached presentation includes forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include projections and information relating to future events, prospects, expectations and results of Skyworks (e.g., certain projections and business trends, as well as plans for dividend payments). We caution you that actual results may differ materially and adversely from those ...

Summary of the Conference Call for YingShi Network Company Overview - **Company**: YingShi Network - **Industry**: Smart Home Technology, focusing on smart locks and cameras Key Points and Arguments Product Launch and Market Performance - YingShi Network launched the AI-upgraded Y5,000 smart lock, priced between 2,500 to 3,500 RMB, with 130,000 pre-orders, enhancing interactivity and intelligence through dual screens and batteries, and integration of the Blue Ocean model [2][3] - The Y5,000 smart lock has outperformed the previous Y3,000 model, achieving a shipment of 170,000 units during the 618 shopping festival, indicating strong market acceptance [22][23] Business Growth and Strategy - The smart lock business is expected to maintain double-digit growth in 2025, driven by technological advancements and market differentiation [23] - The company aims to make its smart home business a cash flow generator, with the smart entry business already accounting for 13% of total revenue and nearing breakeven [4][14] International Expansion - YingShi Network is actively expanding its smart lock business in overseas markets, particularly in regions with high apartment living ratios, leveraging successful domestic strategies [2][5] - The overseas market accounted for 35% of total revenue in 2024, with a growth rate of 20% to 30%, indicating a strong international presence [24] Camera Business Insights - The camera business remains a core growth driver, with the company leading global shipments despite previous challenges from channel contractions [6] - Future growth opportunities are identified in portable 4G battery cameras, catering to diverse consumer needs [6] Sub-brand Strategy - The company has developed sub-brands like JinXiaoDou targeting young women and AiKeTu focusing on outdoor sports, differentiating product design and pricing from the main brand [8] Software Ecosystem Development - YingShi Network is enhancing its software ecosystem with AI value-added services, including AI cloud storage and AI elder care, while also opening its devices and apps for B2B opportunities [10] Channel Strategy - The company is optimizing its online and offline channel structure, with plans to increase the number of direct retail stores and improve O2O operations [11] Financial Management - The management emphasizes cost control and efficient use of R&D funds, with a focus on maintaining a balance between expenses and profit margins [30] Competitive Landscape - In the overseas market, YingShi Network faces competition from local brands in the camera and smart lock sectors, but maintains a technological edge with products like the HP7 villa intercom [25][26] Future Outlook - The company anticipates a return to steady growth in 2025, with new product launches and expansion into niche markets like action cameras expected to drive revenue [29] Additional Important Insights - The integration of AI technology into products is a significant competitive advantage, with the Blue Ocean model enhancing video visual capabilities [15] - The company is exploring the potential of companion robots, which have less competition and significant market potential [20] - The development of smart service robots is seen as a long-term goal, with a focus on 3D vision and AI capabilities [19]

Summary of the Conference Call for Yingzi Network Company Overview - **Company**: Yingzi Network - **Industry**: Smart Home and IoT (Internet of Things) Key Points and Arguments Business Segments and Performance - The impact of the operator business contraction on the company has lessened, with this segment now accounting for only 7% of total revenue, primarily driven by camera sales [2][3] - The company is exploring growth opportunities through market segmentation, targeting younger demographics with sub-brands like "Jin Xiaodou" and focusing on portable 4G cameras and visual communication cameras [2][6] - Overseas business growth is outpacing domestic growth, with a significant increase in contribution to overall revenue. The U.S. business is minimally affected by sanctions on Hikvision, focusing on early sales products and cloud value-added services [2][11] Product Innovations and Launches - The flagship product Y5,000 in the smart home entry business features AI capabilities and has received 130,000 pre-orders, aiming for cash flow transformation this year [2][7][8] - The company is expanding its product lines to include smart service robots and wearables as part of its third growth curve, with a focus on integrating hardware and software [2][9] Financial Performance and Strategy - The smart home camera business is expected to see a slight revenue decline in 2024 due to the contraction of the operator business, but its impact on the overall revenue base is expected to be less significant [3] - C-end value-added services, particularly cloud storage and AI services, are showing significant growth in paid user numbers and average revenue per user [4][10] - The company aims to maintain stable gross and net profit margins despite various influencing factors, including channel structure and market competition [4][16] Market Expansion and Future Outlook - The company is actively expanding into overseas markets, particularly in Europe, Central and South America, and Southeast Asia, with plans to diversify product offerings beyond single categories [2][12] - The C-end cloud service strategy will continue to focus on integrating hardware and software, with an emphasis on cloud storage and AI value-added services [10][12] Technological Developments - The AI platform is being enhanced with third-party models to improve interaction capabilities across various products, including cameras and companion robots [14] - The company is testing AI elderly care services, with plans to launch an app in the second half of the year [4][10] Retail and E-commerce Strategy - The company is transitioning its retail strategy, with successful pilot stores achieving profitability, and plans to expand this model in 2026 [15][16] - Online business growth is significant, but high traffic costs are a concern; the company is working to optimize ROI and cost rates in e-commerce [4][16] Additional Important Insights - The company is focusing on emotional value services for younger consumers through its Jin Xiaodou app, which operates independently [2][6] - The introduction of portable products and specific use-case cameras (e.g., for elderly care) indicates a targeted approach to market needs [6][7] - The overall business growth remains steady, with a strong performance in online sales during promotional periods [15]

在产品层面，极米科技推出了多项创新技术，包括DualLight2.0护眼三色激光、Eagle-Eye鹰眼计算光 学、全自动云台等。公司发布了便携投影Play5、家用旗舰RS10系列、轻薄投影Z7X高亮版及Z6X第五 代等新品，进一步优化了产品矩阵。其中，Play5在抖音等电商渠道广受用户好评，而RS10系列则提升 了中高端产品中激光投影的占比。 2025年4月21日，极米科技发布了2024年年报。报告显示，公司全年实现营业总收入34.05亿元，同比下 降4.27%；归属于母公司所有者的净利润为1.20亿元，同比微降0.30%；扣非净利润为9206.11万元，同 比增长34.94%。尽管营收和净利润均有所下滑，但公司在研发创新、海外市场拓展及车载业务方面取 得了显著进展。 研发创新驱动产品矩阵优化 极米科技在2024年继续加大研发投入，全年研发费用达3.68亿元，新增授权发明专利80项，累计发明专 利达到402项。公司通过自主研发及产学研合作模式，与长春理工大学、重庆大学、电子科技大学等高 校共同开展联合研发及人才培养储备工作。 尽管海外市场拓展成效显著，但公司仍需警惕国际贸易环境的不确定性，尤其是地缘政治风险 ...

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