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AI 与数字化双轮驱动:海尔智家把数据变成真金白银

龚作仁 2026-01-29 12:28
龚作仁 2026/01/29 12:28

邦小白快读

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海尔智家2025年数字化转型成果显著,AI与数字化工具带来实效。

1. AI工具“智小能”提升效率:作为核心载体,覆盖全员全流程,聚合89个企业智能体和262个个人智能体,在办公场景如会议总结、翻译等效率提升80%,研发端AI图纸识别缩短周期,型号效率提升20.7%,采购端AI比价和大宗预测实现10%降本,服务端智能体覆盖咨询派单,咨询量减18%,问题解决率99.5%,效率升50%。

2. 用户资产驱动增长:平台沉淀4.3亿用户,同比增长20%,精准营销提升爆款脚本转化效率10倍,门店型号推荐效率增90%,用户全生命周期管理优化处理效率30.2%,复购率持续提高,形成营收增长良性循环。

3. 全球化扩张支持:海外电商销额同比增124%,依托统一数字底座覆盖76国,欧洲市场GIMS系统降本7%,东南亚数字化样板可复制,中东非数字门店零售额升7%,ESG支撑碳排管理效率升72%,助企业宣布2050年碳中和目标。

总结:AI从可选项变必选项,推动企业降本增收扩规模,为投资人提供确定性与成长性价值。

海尔智家数字化案例在品牌营销和产品研发中提供参考。

1. 品牌营销:AI驱动精准营销提升爆款脚本智能转化效率10倍,门店型号推荐效率增90%,卡萨帝高端品牌通过全域数字化转型同步增长,成为重要营收引擎。

2. 产品研发:AI与数字化深度融合,图纸识别快速提取信息,技术创新转化周期缩短,型号效率提升20.7%,体现研发效率优化趋势。

3. 消费趋势:用户行为观察显示4.3亿用户资产沉淀同比增长20%,全生命周期体验管理优化处理效率30.2%,推动复购率提升,反映用户忠诚度增强趋势,高端化市场收获显著。

4. 用户行为:精准运营数据如复购率提升证实消费需求变化,数字化支撑用户增长,形成“用户增长-体验优化-营收提升”模式,适用于品牌渠道建设。

数字化带来增长机会与可学习应对策略。

1. 增长市场机会:海外电商业务爆发式增长,销额同比增124%,全球化布局从单点突破走向规模复制,欧洲、东南亚、中东非市场提供扩张机会。

2. 消费需求变化:4.3亿用户基础增长20%,精准营销提升转化效率,用户全生命周期体验优化处理效率30.2%,推动复购率提升,显示需求侧机会。

3. 正面影响与可学习点:AI工具如“智小能”在采购降本10%、研发效率升20.7%、服务效率升50%等环节提供实操案例,数字化流程如海外工厂可复制样板,ESG支撑降低合规风险,风险提示如全球可持续投资趋势。

4. 事件应对措施:数字化赋能供应链稳定,如大宗行情预测,机会提示包括用户资产变现模式,可借鉴合作方式如平台化技术底座强化。

海尔智家数字化启示生产优化与电商机会。

1. 产品生产和设计需求:研发端AI图纸识别实现关键信息快速提取,数字化流程优化型号效率提升20.7%,缩短创新转化周期,支持高效产品开发。

2. 商业机会:采购领域AI一键比价和预测功能结合数字化平台,助力降本10%,保障供应链稳定,海外工厂数字化贯通11大核心领域,构建可复制运营样板,提供生产端启示。

3. 推进数字化和电商启示:海外电商增长124%显示电商潜力,数字门店落地如中东非地区提升直销员上平台率,零售额增7%,ESG碳排管理效率升72%启示可持续生产,推进数字化从成本减负转向增收。

行业趋势与新技术解决方案突出客户价值。

1. 行业发展趋势:AI从可选项变必选项,拉大企业差距,海尔智家案例证明数字化与AI深度融合成为利润增长推手,全球化覆盖76国显示一体化运营趋势。

2. 新技术应用:超级智能体“智小能”作为核心载体,聚合智能体加速落地近百个场景,解决客户痛点如效率低,在办公、研发、采购、服务端提供效率提升方案。

3. 客户痛点与解决方案:通用办公场景效率提升80%,服务端问题解决率99.5%效率升50%,研发周期缩短,采购降本10%,方案如AI比价和预测,ESG碳排管理效率升72%提供合规解决方案。

数字化平台运营管理与需求响应。

1. 商业对平台的需求和问题:统一数字底座支撑全球业务协同,覆盖76国,依托5大数据中心等基础设施,解决地域壁垒问题,如海外电商增长需求。

2. 平台的最新做法:GIMS全流程预算与费用管理系统在欧洲市场实现研发项目可追溯,采购降本7%,东南亚数字化流程贯通核心领域,中东非数字门店100%上平台,零售额提升7%。

3. 运营管理与风向规避:数字化赋能效率提升如服务端咨询量减18%,ESG支撑碳源数字化接入占比超80%,降低合规风险,契合可持续趋势,平台招商机会如全球一体化运营深化。

产业动向与商业模式提供政策启示。

1. 产业新动向:AI革命成为企业生存发展必选项,拉大国家与企业差距,海尔智家案例显示数字化转型从降本增收走向规模扩张,如海外电商增124%。

2. 新问题与商业模式:用户资产4.3亿增长20%驱动营收,精准营销变现能力高,形成“用户增长-体验优化-营收提升”循环模式,ESG目标落地如碳排管理效率升72%,商业模式强调长期增值。

3. 政策法规建议和启示:企业宣布2050年碳中和目标,降低跨国合规风险,启示政策支持数字化与ESG结合,产业趋势如全球可持续投资,提供法规优化方向。

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Quick Summary

Haier Smart Home's 2025 digital transformation has yielded significant results, with AI and digital tools delivering tangible benefits.

1. AI tool "Zhi Xiao Neng" boosts efficiency: As a core platform, it covers all employees and processes, integrating 89 enterprise and 262 personal AI agents. Office efficiency (e.g., meeting summaries, translation) improved by 80%. In R&D, AI drawing recognition shortened cycles, increasing model efficiency by 20.7%. Procurement AI comparison and bulk forecasting achieved 10% cost reduction. Service-side AI agents handle consultations and dispatch, reducing inquiries by 18%, achieving a 99.5% resolution rate, and boosting efficiency by 50%.

2. User assets drive growth: The platform accumulated 430 million users, a 20% YoY increase. Precision marketing improved hit product conversion efficiency tenfold. Store model recommendation efficiency rose 90%. User lifecycle management optimized processing efficiency by 30.2%, driving repeat purchase rates and creating a virtuous revenue cycle.

3. Global expansion support: Overseas e-commerce sales grew 124% YoY, supported by a unified digital base covering 76 countries. In Europe, the GIMS system reduced costs by 7%. Southeast Asia's digital model is replicable. Middle East/Africa digital stores saw a 7% retail sales increase. ESG efforts boosted carbon management efficiency by 72%, supporting the 2050 carbon neutrality goal.

Conclusion: AI has transitioned from optional to essential, driving cost reduction, revenue growth, and scale expansion, providing investors with certainty and growth value.

Haier Smart Home's digital case offers reference for brand marketing and product development.

1. Brand Marketing: AI-driven precision marketing improved hit product conversion efficiency tenfold. Store model recommendation efficiency increased 90%. The high-end brand Casarte grew synergistically through omnichannel digital transformation, becoming a key revenue engine.

2. Product R&D: Deep integration of AI and digital tools enabled rapid information extraction from drawings, shortening innovation cycles. Model efficiency improved 20.7%, reflecting R&D optimization trends.

3. Consumer Trends: Observation of 430 million user assets (20% YoY growth) and 30.2% optimized lifecycle management efficiency indicate rising repeat purchase rates and enhanced loyalty, with significant gains in premium markets.

4. User Behavior: Data like increased repeat rates confirm shifting consumer demands. Digital tools support user growth, forming a "user growth-experience optimization-revenue increase" model applicable to brand channel building.

Digitalization presents growth opportunities and actionable strategies.

1. Growth Market Opportunities: Overseas e-commerce sales surged 124% YoY. Global expansion shifted from point breakthroughs to scalable replication, with opportunities in Europe, Southeast Asia, and Middle East/Africa.

2. Changing Consumer Demand: A 430 million user base (20% growth) and precision marketing boosted conversion efficiency. User lifecycle management efficiency improved 30.2%, increasing repeat rates and revealing demand-side opportunities.

3. Positive Impacts & Learnings: AI tool "Zhi Xiao Neng" offers practical cases—10% procurement cost reduction, 20.7% R&D efficiency gain, 50% service efficiency increase. Replicable overseas factory models and ESG support mitigate compliance risks, aligning with sustainable investment trends.

4. Response Measures: Digitalization stabilizes supply chains (e.g., bulk forecasting). Opportunities include user asset monetization models and partnerships leveraging platform-based technical infrastructure.

Haier Smart Home's digital transformation offers insights for production optimization and e-commerce opportunities.

1. Production & Design Needs: R&D AI drawing recognition enables rapid information extraction. Digital processes increased model efficiency by 20.7%, shortening innovation cycles and supporting efficient product development.

2. Business Opportunities: Procurement AI comparison and forecasting combined with digital platforms cut costs by 10% and stabilized supply chains. Overseas factories digitally integrated 11 core areas, creating replicable operational models for production insights.

3. Digital & E-commerce Insights: 124% overseas e-commerce growth highlights potential. Digital store rollouts (e.g., Middle East/Africa) increased direct sales platform participation, lifting retail sales by 7%. ESG carbon management efficiency gains of 72% inform sustainable production, shifting digital focus from cost savings to revenue growth.

Industry trends and new technology solutions highlight customer value.

1. Industry Trends: AI has become essential, widening competitive gaps. Haier's case proves deep AI-digital integration drives profit growth. Global coverage of 76 countries reflects integrated operations trends.

2. New Technology Applications: The super AI agent "Zhi Xiao Neng" serves as a core platform, accelerating deployment across nearly 100 scenarios. It addresses pain points like low efficiency in office, R&D, procurement, and service functions.

3. Customer Pain Points & Solutions: Office efficiency rose 80%; service resolution hit 99.5% with 50% efficiency gain; R&D cycles shortened; procurement costs fell 10% via AI comparison/forecasting. ESG carbon management efficiency improved 72%, offering compliance solutions.

Digital platform operations management and demand response.

1. Business Needs & Challenges: A unified digital base supports global coordination across 76 countries, leveraging infrastructure like 5 data centers to overcome regional barriers, meeting overseas e-commerce growth demands.

2. Latest Platform Practices: In Europe, the GIMS system enabled traceable R&D projects and 7% procurement cost reduction. Southeast Asia's digital processes integrated core areas. Middle East/Africa achieved 100% digital store platform adoption, boosting retail sales by 7%.

3. Operations Management & Risk Mitigation: Digitalization improved efficiency (e.g., 18% fewer service inquiries). ESG digital carbon source integration exceeded 80%, reducing compliance risks and aligning with sustainability trends. Platform partnership opportunities arise from deepened global integration.

Industry movements and business models offer policy insights.

1. Industry Trends: The AI revolution is now essential for corporate survival, widening gaps between nations and firms. Haier's case shows digital transformation evolving from cost-revenue gains to scale expansion (e.g., 124% overseas e-commerce growth).

2. New Issues & Business Models: 430 million user assets (20% growth) drive revenue. High precision marketing monetization forms a "user growth-experience optimization-revenue increase" cycle. ESG implementation (72% carbon management efficiency gain) emphasizes long-term value creation.

3. Policy Implications: Haier's 2050 carbon neutrality goal reduces cross-border compliance risks, suggesting policies should support digital-ESG integration. Global sustainable investment trends inform regulatory optimization directions.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

1月23日,海尔智家 “2025年数字化转型工作总结暨2026年发展战略发布会”在青岛召开,现场展示的2025年成绩单,用一串实打实的数据,印证了AI与数字化对企业盈利的有力支撑作用。

在AI已成为全球企业必争赛道的背景下,海尔智家的数字化转型早已不是“图纸”,而是已经全面转化为降本、增收、扩大规模的经营成效,也为投资人带来更具确定性与成长性的价值回报。

一、超级智能体“智小能”赋能全员全面AI化提效

海尔智家以超级智能体“智小能”为核心载体,打造全员全流程覆盖的AI化体系,让数字化工具深度融入研发、采购、服务等核心环节,实现运营效率的系统性跃升。

作为企业员工统一交互入口,“智小能”已聚合89个企业智能体,员工更在平台上自主开发出262个个人智能体,近百个智能场景正加速落地推进。

在即时消息、会议总结、智能翻译、内容创作等通用办公场景,“智小能” 助力员工效率提升80%。

海尔智家副总裁、首席数字官孙丹凤指出,未来企业需要两类AI人才,一类是创造AI能力的技术与知识型人才,另一类是运用AI工具实现业务价值的人才,而“智小能”正加速推动员工实现两类角色的融合。

在业务全链条中,“智小能” 的赋能价值同样凸显。

比如,在研发端,AI图纸识别实现关键信息快速提取,数字化流程优化让型号效率提升20.7%,技术创新转化周期显著缩短。

采购领域,AI一键比价、大宗行情预测等功能结合数字化平台支撑,在保障供应链稳定的同时,助力达成10%的降本目标。

在服务端,智能体覆盖咨询、派单、终端赋能等场景,让系统内问题咨询量减少18%,3万名终端人员问题解决率达99.5%,服务效率提升50%。

AI与数字化的深度融合,正成为海尔智家利润增长的有力推手。

二、4.3亿用户带动营收增长,高端化与复购双丰收

数字化不仅让成本“减下来”,更让营收“涨上去”,通过用户资产沉淀与精准运营,海尔智家实现增长质量的持续提升。截至2025年,平台已沉淀4.3亿用户,同比增长20%,这一庞大的用户基数成为营收增长的核心蓄水池。

借助AI驱动的精准营销,爆款脚本智能转化效率提升10倍,门店型号推荐让产业效率提升90%,印证了数字化运营的变现能力。在高端市场,卡萨帝通过全域数字化转型实现同步增长,成为营收增长的重要引擎。

同时,用户全生命周期体验管理平台的落地,让问题处理效率提升30.2%,良好的用户体验推动复购率持续提升,形成“用户增长-体验优化-营收提升”的良性循环,海尔智家将用户资产转化为可持续的营收增长。

三、海外电商增124%,数字化支撑全球化规模扩张

统一的数字底座与本地化运营的结合,让海尔智家的全球化布局从“单点突破”走向“规模复制”,打开长期增长天花板。依托5大数据中心、6个网络中心及12000台云主机,海尔智家的数字化能力已覆盖76个国家,为全球业务协同奠定基础。

在欧洲市场,通过GIMS全流程预算与费用管理系统,实现研发项目全程可追溯,采购数字化赋能直接降本7%;在东南亚,数字化流程贯通海外工厂11大核心领域,构建起可复制的运营样板;中东非地区落地数字门店后,直销员核心场景100%上平台,零售额同比提升7%。

尤为亮眼的是,海外电商业务在数字化赋能下实现爆发式增长,销额同比增幅高达124%,成为全球化增长的新引擎。

同时,数字化为ESG目标落地提供了坚实支撑,碳源数字化接入占比超80%,碳排放运营管理效率提升72%,助力企业成为家电行业头部企业中首个宣布2050年碳中和目标的企业。这既降低了跨国运营的合规风险,又契合全球可持续投资趋势,海尔智家以数字化打破地域壁垒,实现规模与价值的同步扩张。

总结:

从行业趋势来看,AI已从“可选项”变为企业生存发展的“必选项”。AI革命无疑将拉大国家之间、企业之间的差距,正如马斯克所说的“超音速海啸”。

海尔智家的实践证明,数字化与AI的价值可以实实在在落地成为降本、增收、扩规模的实际成果。展望2026年,平台化技术底座的强化、AI与业务的深度融合、全球一体化运营的深化,将持续推动这些价值的落地。

对投资人来说,海尔智家的数字化转型是推动企业穿越行业周期、实现长期增值的关键保障,也构成了兼具确定性与成长性的投资逻辑。

注:文/龚作仁,文章来源:Laborer,本文为作者独立观点,不代表亿邦动力立场。

文章来源:Laborer

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