美的、海尔密集“联姻”车企，行业巨头加速抢滩

家电网01-25

当前，一场围绕“人车家”生态的跨界竞合大幕正加速拉开。从美的接连与长安、比亚迪、蔚来等车企签署战略协议，到海尔携手奇瑞、长安并推出车家互联生态开放平台，家电行业头部企业正以前所未有的力度和速度，将自身的智能化版图从家庭空间延伸至智能汽车这一“移动空间”。这不仅是家电企业寻求增长新动能的战略选择，也标志着以场景为中心的生态竞争，已成为决定未来智能出行与智慧生活市场格局的关键。美的“合纵连横”公开消息...

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Agent能力、智能家居·家电融合矩阵和“人·车·家生态”三位一体的新智能版图。在随后举行的美的集团第30届科技月暨第3届远见者大会上，美的集团全屋智能总经理尚喆表示，美的正以COLMO和Midea双品牌战略构建家的深度智能化，通过“人车家融合”满足用户跨空间跨场景的需求连接。尚喆强调，美的不会去做手机和汽车，而是将他们联系起来，美的要做的是用户的价值。海尔“生态破局”无独有偶，另一家行业巨头海尔同样也在持续加码“人车家”赛道。2025年11月，海尔智慧家庭与奇瑞瑞享生活正式达成战略签约。根据合作内容，双方将深度共建“人-车-家”互联生态，打破出行与居家的场景壁垒，让智慧服务在车辆、家居、生活多端实现无断点流转，实现“车上管家、家中控车”。8月，海尔集团公司旗下卡泰驰控股成功完成战略入股汽车之家的交易交割及董事会改组，加速构建汽车产业新生态。7月，海尔集团与长安汽车在重庆签署战略合作协议，双方将在车家生态、汽车产业链等方面开展深度合作。随后，长安汽车旗下阿维塔科技与海尔集团旗下卡泰驰控股正式达成合作，双方将基于阿维塔全新百万级旗舰产品，在产品定制共创、车家场景互通、车载功能设计等方向展开联合创新，共同打造更具高端体验与科技融合感的智慧出行方案。同时，海尔智慧家庭正式对外发布行业首个车家互联生态开放平台UhomeCar，将智慧生活进一步从家庭延展至出行场景。据介绍，UhomeCar为整个行业提供了一套开放、统一、易于集成的“标准语言”，不同品牌的设备都能用同一种“语言”交流。海尔智家相关人士介绍，随着UhomeCar平台生态开放能力的不断拓展，海尔智家将携手更多品牌，持续为用户创造无缝流转的“人－车－家”智慧新生活。赛道升温家电巨头不约而同布局“人车家”生态，分析人士认为，这不仅是技术发展的结果，更是市场竞争、用户需求升级和企业寻求新增长点的必然选择，其背后是对“人车家作为下一代智能终端和生态入口”这一战略价值的共同认可。分析人士指出，传统家电市场趋于饱和，汽车成为高频交互的“移动空间”，智能家居与智能汽车的场景融合已成趋势，抢占“车家互联”入口意味着未来用户生态的主导权，构建“车家互联”生态还能为企业带来持续的数据价值与增值服务潜力。同样的，对于车企而言，融入并共建“人车家”生态，不仅是拓展产品功能与用户体验的必然路径，更是其在竞争中构建护城河，打开增长新空间的好方法之一。值得关注的是，1月7日，小米汽车发文：新一代SU7，预计2026年4月上市。新颜色“卡布里蓝”，惊艳登场。此前，小米创办人、董事长兼CEO雷军表示，2025年小米汽车的交付量超41万辆，超过原先计划的30万辆，并透露，2026年全年小米汽车的交付目标定为55万辆。雷军还表示，2026年会将更多精力放在小米汽车上。《全球智能汽车竞争格局》报告显示，具备生态整合能力的企业将占据智能出行与家庭融合市场50%以上的新增收入；波士顿咨询同期预测，2030年人车家生态占智能市场增量比重将达58%。分析人士认为，作为“人车家”生态的代表玩家，小米凭借其横跨手机、汽车、家电的完整生态闭环与用户基础，已占据显著先发优势，这或许会是家电企业与车企双方加快合作布局的原因之一。未来，随着生态竞争的深化，“人车家”融合或将催生新的行业标准与商业模式，谁能率先打通并主导“人车家”全场景的体验闭环，谁就能在未来的竞争中占据先机。HEA.CN| 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