When automobiles meet home appliances, a revolution in lifestyle scenarios is quietly unfolding.

Recently, Shenzhen Denza New Energy Automotive Co., Ltd. (Denza) announced a strategic partnership with COLMO, the premium smart home appliance brand under Midea Group. This collaboration enables Denza N8L owners to control whole-house smart appliances from their vehicles while simultaneously monitoring car status and executing remote operations via home devices.

Li Hui, Denza's Brand Director, stated that the integration allows "bidirectional connectivity between smart vehicles and smart homes – controlling home appliances from the car and managing vehicles from home."

Such alliances between appliance manufacturers and automakers have become increasingly frequent this year, accelerating the construction of "Human-Vehicle-Home" intelligent ecosystems through automotive-appliance integration. This seamless connectivity underscores smart vehicles' potential as the next-generation internet gateway.

Midea Group has been steadily expanding its automotive footprint, leveraging home appliances as core nodes to form cross-industry alliances that break scenario barriers. In August 2023, Midea unveiled its comprehensive smart home strategy, designating "Human-Vehicle-Home Ecology" as one of three strategic pillars. Its ecosystem now integrates mobile, automotive, and internet interfaces, establishing an extensive network combining hardware synergy and scenario co-creation.

Not to be outdone, Haier Group has actively developed automotive internet initiatives. In July, Haier signed a strategic cooperation agreement with Chongqing Changan Automobile to advance collaboration in new energy, supply chains, healthcare, and global branding. On August 27, Haier's subsidiary Kaolaise Holdings completed strategic equity investment in Autohome, finalizing board restructuring to deepen automotive ecosystem development.

Simultaneously, home appliance manufacturers are expanding into mobility scenarios. Skyworth Group Co., Ltd., a pioneer among appliance makers venturing into vehicle manufacturing, has developed a "vehicle-home integration" system-centric strategy. Sharp Corporation showcased its LDK+ concept car at the 2025 Japan Mobility Show, transforming a 5-meter-long van into a "mobile living room."

"Facing the vast potential of the Human-Vehicle-Home ecosystem, appliance companies are pursuing divergent paths based on their technological DNA and resource advantages," explained Zhang Jianfeng, Secretary-General of China Household Electric Appliance Business Association. "The cross-border vehicle manufacturing camp, represented by Xiaomi, Sharp, and Dreame, views automobiles as next-gen smart terminals to complete their ecosystems through direct production. The deep-scenario camp, including Midea, Haier, and Skyworth, focuses on scenario convergence."

Gree Electric Appliances Inc. of Zhuhai has carved out a dual-path approach combining B-end supply chain expertise and C-end terminal development. Leveraging its air-conditioning technology, Gree has created vehicle thermal management solutions with 30% energy savings, becoming a key supplier for EV makers. Concurrently, it uses Gree smartphones as central control hubs to enable basic connectivity between mobile devices, vehicle systems, and home appliances.

This ecosystem competition ultimately revolves around two strategic battlegrounds: full-scenario entry points and consumer data dominance.

Dong Min, Secretary-General of China Video Industry Association, analyzed: "The Human-Vehicle-Home ecosystem has dual command centers - the home's 'master switch' and the vehicle's 'smart system.' Appliance giants firmly control residential entry points through years of smart home deployment, while automakers naturally dominate the mobile vehicular portal."

User data forms another critical frontier. By analyzing behavioral patterns across vehicles, homes, and mobile devices, companies can construct precise user profiles for hyper-personalized services, thereby strengthening customer retention.

Zhang Jianfeng predicts a tiered competition structure as more players join the race: "A handful of ecosystem architects with OS and AI capabilities will set the rules; most automakers and appliance brands will become ecosystem participants seeking differentiation within established frameworks; core component suppliers will serve as indispensable infrastructure providers across all ecosystems through technical specialization."

Declaration: This article comes from Securities Daily. If copyright issues are involved, please contact us to delete.