According to the Zhitong Finance APP, Shenwan Hongyuan has released a research report stating that intelligent equity is accelerating the landing of AI home terminals, and smart homes are rapidly moving towards the AIoT (Artificial Intelligence + Internet of Things) era. Intelligent equity is expected to make mattresses the priority terminal product in the home category, combining data analysis services to transform traditional homes into proactive health management systems, forming a hardware + software health management closed-loop service, thereby increasing the industry's ceiling. Meanwhile, the consumption policy for replacing old goods with new ones, which will be implemented in 2025, continues to emphasize promoting smart home consumption. From the perspective of subsidy policies across various regions, the coverage rate of smart home brands is the highest. The national subsidy policy catalyzes, combined with the maturity of AI mattress technology and production, 2025 is expected to become the explosive year for smart mattresses.
<h2>Shenwan Hongyuan's main viewpoints are as follows:</h2>
AI Home Hardware: 2025 is expected to become the explosive year for smart mattresses, with penetration expected to leap from 0 to 1.
Since Q4 2024, leading domestic companies have launched smart mattress terminals, with a dense release of new products in March 2025. DERUCCI launched the AI mattress T11 in Q4 2024, enhancing the promotion strategy for AI mattresses since 2025, increasing marketing efforts and opening stores. On March 18, 2025, the AI mattress T11+ was released, introducing the upgraded AI tidal algorithm 2.0, based on 1 million sets of real ergonomic data, combined with multi-dimensional data such as body movement frequency, sleep posture modeling, and heart rate and breathing monitoring, achieving real-time perception and adaptive adjustment of users' sleep conditions. The T11+ has sleep health monitoring capabilities, and the SleepCare health sleep management system can generate sleep assessment reports and provide optimization suggestions, upgrading the mattress to an intelligent health management terminal. The T11+ hardware system has been fully upgraded, equipped with a third-generation self-developed silent motor, optimized AutoFit adaptive adjustment technology, increased mattress zoning adjustment, and a high-precision pressure sensing system to enhance sleep comfort.
In November 2024, xilinmen's AI mattress aise Baobao product opened its first global store in Shanghai, and simultaneously collaborated with hotel groups such as InterContinental and Marriott to launch &#34;Baobao Sleep Rooms,&#34; while also laying out health care scenarios such as elderly care communities and confinement centers, inviting Maye Musk to serve as the global spokesperson. The aise Baobao AI mattress focuses on the innovative function of &#34;sleeping while floating,&#34; achieving dynamic support, intelligent massage, and sleep environment linkage through a cloud motion system (integrating three major modules: CloudHold, CloudSleep, iRoomy). On March 19, 2025, the Tsinghua University xilinmen Smart Sleep Technology Joint Research Center was established, gathering a group of talents in brain, cognition, imaging, and other fields to promote the landing of AI sleep aid and AI companionship products.
Leading domestic companies have developed smart mattresses early, experiencing R&amp;D production and technological upgrades, transitioning from conceptual products to commercialization. DERUCCI launched a personalized health sleep detection system in 2010, and the first AI mattress was developed and landed in 2017; xilinmen released its first smart mattress health sleep system in 2014 and launched the Smart1 smart mattress in 2020. Leading domestic mattress companies began exploring smart and AI mattresses early, undergoing a long period of R&amp;D, technological enhancement, and supply chain integration, with AI mattresses transitioning from early conceptual products priced over 100,000 to commercialization, with the entry-level price of DERUCCI T11 set at 19,980 yuan and T11+ priced at 29,800 yuan
AI Design Empowerment: Providing Standardized Design Tools to Improve Customer Acquisition Conversion Efficiency
Qunhe Technology (one of the six small dragons in Hangzhou) has partnered with Kuka Home to launch the world's first AI design brain tool. Qunhe Technology's CoolJiaLe space design software holds the number one market share in the domestic market, reaching 22%. Qunhe continues to upgrade and iterate its algorithms and products, launching the CoolJiaLe AI product in 2023 to lower the barriers to using interior design software. On March 18, 2025, Qunhe Technology and Kuka Home jointly launched the AI design brain, the world's first multimodal CAD large model, achieving seamless connection from demand insight to production delivery.
AI design tools lower the front-end design threshold, improve design customer acquisition conversion efficiency, and are expected to lead the retail upgrade of the traditional home furnishing industry. Leading domestic space design software company CoolJiaLe continues to iterate and upgrade its algorithms, while leading home furnishing company Kuka Home actively embraces AI transformation. The jointly launched AI design products provide front-end designers with a rich library of materials, lowering design thresholds, quickly generating designs, and addressing the non-standard pain points of front-end design, which helps improve customer acquisition conversion efficiency.
Juran Smart Home is a leading home furnishing marketplace in China, and Juran Design Home positions itself as an AI home decoration design platform. Juran Design Home has evolved from Autodesk and has regained control from Alibaba. On March 19, 2025, it will participate in the NVIDIA GTC conference and deliver a keynote speech, with the domestic version of the app set to be released in April 2025. Additionally, the company is also developing Juran Smart Home and Dongwo, which are positioned as smart home platforms and digital home decoration industry service platforms, respectively, leading the industry in intelligence.
Risk Warning
Risks related to AI product development and functionality not meeting expectations, as well as risks from macroeconomic conditions and real estate fluctuations

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Shenwan Hongyuan released a research report indicating that the smart home industry is accelerating towards the AIoT era, with an expected explosion of smart mattresses by 2025. Smart equity will drive mattresses to become a priority product, and combined with data analysis services, traditional home furnishings will shift towards proactive health management. Policy support and technological maturity will promote smart home consumption, with companies like DERUCCI and xilinmen launching new products to enhance users' sleep monitoring and management capabilities

Zhitong

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xilinmen

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Shenwan Hongyuan: AI empowers the upgrade of the traditional home furnishing industry, with the implementation of smart hardware and improved efficiency in AI design