In the secondary market, stock price trends often serve as leading indicators. For instance, when a company's shares maintain a strong upward trajectory without significant news catalysts, it may reflect smart money pricing in optimistic growth expectations. Take Midea Group (000333.SZ, 00300), a manufacturing powerhouse, as an example. Its A-shares and H-shares have recently hit year-to-date highs, surging over 10% and 20% respectively this year. This resilience stands out amid broader market adjustments, hinting at underlying strengths beyond visible catalysts.
A deep dive into Midea’s traditional core business reveals incremental advancements that likely fuel investor confidence. The 2025 Global Intelligent Machinery and Electronics Expo (AIE Expo), launched on December 4, showcased Midea’s tangible breakthroughs in home appliances, driven by sustained R&D and ecosystem development.
**AI Takes Center Stage in Home Appliances** China’s appliance market is entering an era of AI-driven transformation, with intelligence reshaping R&D, manufacturing, and sales. At AIE Expo, Midea emerged as a standout exhibitor, unveiling a multi-category lineup brimming with AI innovation.
Under its flagship brand *Midea*, the “Smart for Joy” whole-home intelligent solution debuted, powered by the upgraded “Xiaomei AI” on the Midea Home app. Unlike passive assistants, Xiaomei AI proactively optimizes decisions and coordinates devices, pioneering a human-centric, active-service paradigm. Vertical offerings included the AI Skyfall Eye-Care Lamp and the flagship *FreshPure T6 Air Conditioner*—the world’s first DeepSeek-enabled AC, redefining industry benchmarks.
**COLMO’s AI HOME Ecosystem** Midea’s premium sub-brand *COLMO* unveiled its “AI HOME” ecosystem, anchored by the newly launched *COLMO Smart Control Panel Pro*. Integrated with the *AI Butler*, it delivers omnidirectional smart home management via advanced AI and multi-sensory tech. The *TURING 2.0 Series*—spanning 11 categories like central AC and refrigerators—elevates luxury with “intelligent interaction, evolution, and care.”
**Strategic Alliance with BYD** A highlight was Midea’s collaboration with BYD, showcasing seamless “Human-Car-Home” connectivity. AI and IoT enable users to control home devices from their vehicles, blurring boundaries between spaces. The partnership will expand across brands, categories, and domains.
**Multi-Brand Synergy** Toshiba (under Midea) impressed with its *Master Series 733 Fridge*, targeting premium embedded markets with space-saving design and aviation-grade cooling tech. Other brands like Little Swan and Hualing also reinforced Midea’s diversified portfolio.
**Tech Leadership as Growth Engine** From a local factory to a global leader, Midea’s DNA is rooted in innovation. Recent strides in变频 control, green design, and AI integration underscore its dominance. Beyond appliances, Midea is leveraging generative AI and digital tech to redefine value chains.
This relentless evolution aligns with capital markets’ appetite for growth stocks—combining industrial solidity with high-tech agility. Notably, Midea’s buybacks (totaling ¥15.1B for 20.56M A-shares and ¥9.465B for 128M A-shares as of Nov 30) signal confidence. With visibility improving, its rally may have further room to run.
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