Midea Group(000333) 证券时报网·2025-04-03 11:14Core Viewpoint - Midea Group's subsidiary, Midea Building Technology, has launched the world's first fully AI-enabled water machine lighthouse factory in Chongqing, marking a significant step in digital transformation and production efficiency in the industry [1] Group 1: Lighthouse Factory Development - The lighthouse factory in Chongqing is the first of its kind for Midea Group and is designed to be fully digitalized and intelligent, taking approximately 8 months from project initiation to completion [1] - The factory utilizes advanced technologies such as machine learning and augmented reality to enhance production modes, resulting in an 81% reduction in water machine selection cycle, a 45% reduction in product design cycle, and a 31% decrease in maintenance rates [1] Group 2: Market Performance and Trends - Despite a 20% decline in the centrifugal machine industry last year, Midea's centrifugal machine sales have continued to grow, with expectations for double-digit growth this year [1] - The trend in centrifugal chillers is shifting towards oil-free technology, with magnetic levitation being a key focus area. Midea's magnetic levitation technology is reportedly advancing rapidly, with sales growth in recent years reaching several times over [1] Group 3: Product Innovations - The new "Kunyu" generation of magnetic levitation centrifugal chillers achieves an IP67 protection level, allowing the core unit to operate normally after being submerged in water for half an hour, thus resisting moisture and industrial corrosive gases [2] - The magnetic levitation bearing technology ensures precise control of the gap between the shaft and bearing at 0.1 mm, with static suspension precision reaching 0.5 microns, enabling stable operation at speeds of 20,000 RPM [2] - The "Kunyu" chillers are designed with energy-efficient compressors and AI adaptive technology, achieving a dual first-level energy efficiency rating, meeting the industry's demand for high-efficiency equipment [2] Group 4: Industry Standards and Future Developments - Midea Group is actively involved in the formulation of domestic and international standards, with a national standard for centrifugal refrigeration compressors expected to be approved this year [2] - The company is collaborating with Midea Central Research Institute to develop innovative products and technologies, with several industry-first products anticipated in the coming years [2]