In the first 11 months of this year, Air Conditioner sales increased by 53% year-on-year! Xiaomi claims to have developed and produced its own Air Conditioners. Who will benefit from the supply chain?
The general manager of the public relations department of Xiaomi Group, Wang Hua, revealed on Weibo that next year (2025), Xiaomi will be able to independently research and produce its own Air Conditioner. Interviewees believe that Xiaomi's independently developed Air Conditioner will disrupt the current market pattern and may intensify the price and quality competition across the entire Industry.
IDC: Top Ten Insights into the Auto Market in China for 2025.
IDC predicts the market for 2025 based on the latest trends in the Technology industry and the recent development of the China Autos market.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that the year-end promotions combined with national subsidy policies this year have supported the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology stated that the impact of tariffs in the USA has begun to show in the third quarter, but currently, the effect on the company's overall financial statements is relatively minor.
Changan's first flying car is expected to debut on December 21, marking a critical point for the industrialization of flying cars.
① Recently, Chongqing Changan Automobile released a teaser poster in Weifang, which seems to indicate that the company's first flying car is about to be unveiled. ② China Merchants Research Reports point out that the growth of the low-altitude economy is expected to continue over the next 3-10 years, and with the maturity of eVTOL technology and the expansion of the market, a new trillion-level market is expected to form.