Nan 2025, mache mondyal ak Lachin rapid rapid robo yo pral rive nan 13 milya dola ameriken ak 5 milya dola ameriken respektivman (done pwevwa UBS). Koulye a, pousantaj pénétration de bale robo nan mache lokal la se sèlman 4 pousan -6 pousan, ki se pi ba anpil pase 13 pousan nan peyi Etazini.
Sa a se yon rezon enpòtan poukisa kapital ap kouri dèyè endistri a robo baleye.
Menm si Cobos (603486.SH), ki gen yon valè sou mache a 100 milya dola Yuan, ak Rock Teknoloji (688169.SH), ki gen pri stock yon fwa kouri nan 1,300 Yuan nan endistri a, bale robo yo toujou sib cho nan envestisman an ekite. mache.
According to the company's data, the total amount of investment and financing in the domestic robot industry in 2020 will reach 26 billion yuan, of which the cleaning robot track, which is dominated by sweeping robots, accounts for about 13 percent .
Depi nan konmansman an nan ane sa a, te gen plis pase 10 finansman pou konpayi vakyòm robo, ak mak yo te konplete dè dizèn de milyon finansman prèske chak mwa.
Sou 15 jen, Lesheng Intelligent te anonse fini an nan dè dizèn de milyon Yuan nan Seri A finansman; sou 19 Jiyè, Yuli ranpli 50 milyon dola Yuan nan Seri A finansman; sou 21 septanm, Trifo ranpli dè santèn de milyon Yuan nan C1 wonn nan finansman; nan mwa Oktòb, Mi Teknoloji ranpli 3.6 milya dola Yuan nan C wonn nan finansman, kraze dosye a finansman endistri; an Novanm, Beetle Intelligence te anonse ke li te konplete de jij nan finansman, ak kantite lajan finansman an jeneral se plis pase 100 milyon dola ...
Dèyè antre yo, li vo reflechi sou: Èske endistri sa a vrèman tèlman atire? Anba benediksyon kapital la, ki kalite batay fe yo òganize pa divès konpetitè? Ki liy prensipal konpetisyon nan endistri sa a? Ki konpayi ki pral vin tèt absoli endistri a?
"Sweeping robot" temptation
The "lazy economy" is full of buffs for the rise of the robot vacuum industry.
When it comes to "lying flat", the post-90s generation has the most say. After working and squeezing the subway bus to go home, who would be willing to spend their youthful little tail on sweeping and mopping the floor? Data from Zhiyan Consulting shows that the robot sweeps the floor. Consumers are mainly 21-30 years old, accounting for 42.33 percent , followed by 31-40 years old, accounting for 34.95 percent .
Apre koub abitid konsomasyon jèn gwoup konsomatè yo, konpayi vakyòm robo yo te pran avantaj de momantòm lan. Anba gwo van lès la, Cobos manifakti inovatè ak teknoloji inovatè Roborock Teknoloji te parèt kòm antrepriz reprezantan nan endistri an. Anba tantasyon an nan pénétration mache ki ba, kapital espere plis gran endistri yo parèt.
Espesyalman apre lis la nan Cobos ak Stone Teknoloji, valè sou mache a, pri stock ak lavant pèfòmans nan de konpayi yo zetwal nan mache konsomatè a te pwodwi yon efè halo gwo, atire antre nan tout mache nan lavi yo.
Kounye a, se mache a ki inonde ak plis pase desan (200) mak robo baleye. Pami yo, gen anpil gwo aparèy kay tradisyonèl tankou Midea ak Haier ki te pote avantaj yo nan tan lontan an, e gen tou zetwal k ap monte ak jèn entènèt pi fò tankou Yunjing ak Chase. An jeneral, Cobos ak Stone Teknoloji konstitye endistri ki pi konpetitif nan endistri a. Premye lame fòs la.
The former has been deeply involved in the industry for more than ten years and has a good command of manufacturing language, which has a lot of fruitful influence on the development of the sweeping robot industry; the latter is flying close to the market to insight into consumer behavior and users' hearts to force technological innovation, and use this to drive the market change. The two took very different development paths.
Soti nan pèspektiv nan devlopman mache mondyal la, robo bale yo te pase nan yon pwosesis nan aterisaj echèl endistriyèl, devlopman teknoloji -kondwi, ak demann deside sou mache a. Li se antre nan konpayi Chinwa yo nan konpetisyon an ki te chanje tandans nan endistri mondyal la rapid rapid robo.
In 1996, Electrolux's product "Trilobite" was officially unveiled, becoming the beginning of the traceability of sweeping robot products. Seven years later, the U.S. company iRobot is expanding the home sweeping robot industry, but its initial product technology is not mature, and it is in urgent need of iterative upgrades in spatial navigation, machine recognition, and voice recognition. The result is low coverage and weak suction. , The practicality is greatly reduced.
The pioneer status of iRobot is respectable, and therefore iRobot has become a target that all companies in the sweeping robot industry must refer to and surpass. In fact, today, as the industry's predecessor, iRobot can't talk about leading the way at the technical level. The late wavers have crossed the industry threshold and gradually cannibalized iRobot's original market share.
From 2014 to 2018, iRobot's global market share has remained above 50 percent , but the rise of Roborock, Cobos and other companies represented by the new forces of sweeping robots from China has also allowed iRobot to step down the altar. , Not only facing the dilemma of narrowing profits and falling stock prices, the global market share has also fallen to the current 46 percent ; in the Chinese market, iRobot's market share is even less than 3 percent .
Soti nan pèspektiv nan devlopman mache domestik, depi 2013, konpayi Chinwa vakyòm robo te inogire nan yon sik nan gwo kwasans.
Soti nan 2013 a 2018, pousantaj kwasans konpoze anyèl lavant robo domestik bale te 58.66 pousan, byen lwen depase lòt kategori aparèy kay. Apre yon refwadisman kout nan 2019, li te pete nan 2020, ak lavant retounen nan 6 milyon inite ak lavant rive nan 9.41 milya dola Yuan. Dapre done ki soti nan Aowei Cloud Network, lavant total sou entènèt nan robo bale soti janvye jiska jiyè 2021 yo te 5.262 milya dola Yuan, konpare ak 3.728 milya dola Yuan nan menm peryòd la ane pase.
The low domestic penetration rate means that sweeping robots are still a huge potential market in China. Currently, it has a scale of nearly 10 billion. According to UBS's calculation, there will be two or three times the incremental space in the next three to four years. Who doesn't want to grab such a market? Deterministic opportunity?
Plizyè milya oseyan ble vin wouj
Kesyon an se, ki kalite lojik devlopman yo itilize pa pi plis ak plis konpetitè ak kapital la dèyè jije tandans nan mache sa a? Èske mache a nan lavni montre yon efè Matye konsantre nan tèt la, oswa li pral tonbe nan yon lagè maketing, Mele a trajik nan lagè a pri?
From a technical perspective, the leading companies with first-mover advantages rely on early accumulation to occupy part of the market. However, technological innovation is no longer the prerogative of the first-mover, and the "later waves" have the vitality and innovation power that are not inferior to the predecessors. .
Pwogrè rapid nan nouvo jenerasyon teknoloji a te pote gwo sipò nan endistri a sou bò rezèv la. Konpayi robo baleye domestik yo te relativman matirite nan teknoloji navigasyon mobil, teknoloji evite obstak, netwayaj teknoloji, elatriye, epi yo te benefisye de devlopman nan teknoloji domestik kondwi otonòm, pi fò nan eleman debaz yo te lokalize.
Nivo teknolojik antrepwiz Chinwa yo te avanse pa franchi ak limit nan dènye ane yo. AI rekonesans vizyèl, dToF (tan dirèk nan vòl) navigasyon, limyè estriktire 3D ak lòt teknoloji yo te aplike avèk siksè nan robo bale, ki te pran endistri a kòm yon antye pi devan epi ki mennen tandans nan endistri.
Navigation and obstacle avoidance are the core technology of sweeping robots. The real idea of consumers buying sweeping robots is "you clean it yourself, I don't want to do it." This puts high demands on the relevant technical level.
Random collision technology has been eliminated. At present, the mainstream market is relying on LDS SLAM (laser navigation) and VSLAM (visual navigation) navigation map-building robots. Compared with collision-type routes, there has been a qualitative leap in user experience. Get rid of the "artificial mental retardation" hat.
For products currently on the market, these two technologies have their own merits. Roborock and Xiaomi's sweeping robots mainly use LDS SLAM technology; Dyson, LG, and iRobot's sweeping robots mainly use VSLAM technology.
Soti nan pwodwi a, iterasyon pwodwi nan robo bale ap vin pi vit ak pi vit, ak fonksyon netwayaj la te piti piti devlope soti nan fonksyon inisyal la bale ak bale ak mopping, ak Lè sa a, nan koleksyon pousyè tè ak pwòp tèt ou -fonksyon netwayaj. An jeneral, netwayaj gwo twou san fon ak navigasyon evite Teknoloji obstak se direksyon pou jwè yo fè egzèsis fòs yo.
An 2019, lè lavant robo bale yo te bese, Yunjing te lanse yon machin entèlijan tout-an-pou lave-mop gratis, ki te rezoud pwen doulè yo nan mop, ki te lakòz divès kalite mak. pou swiv, ak ogmante lavant an 2020.
Nan premye mwatye ane 2020, Rock Technology te lanse robo AI binocular vizyon teknoloji T7 Pro, ki ekipe ak navigasyon lazè pou konplete konstriksyon kat jeyografik tout kay la. T7S Plus te lanse ane sa a entegre algoritm AI sou baz 3D estriktire evite obstak limyè plis amelyore presizyon nan evite obstak Depans. Pwodwi bato Cobos pibliye tou ap fè yon meli melo sou presizyon rekonesans.
Nouvo pwodwi yo pa sispann evolye. Vwa entèlijan, pirifikasyon lè, ak parfen mobil. Ti robo baleye a gen twa tèt ak sis bra, ki pote pi plis ak plis fonksyon.
Obsève soti nan bò chanèl, 80 pousan nan lavant yo nan aspiratè soti nan chanèl sou entènèt, ki se tou nan liy ak abitid yo konsomasyon nan jenerasyon an pi piti. Dapre done ki soti nan Eta Grid Lachin nan, nan 2020, mache sou entènèt Cobos, Xiaomi ak Stone Teknoloji klase TOP 3 nan pati nan mache, kontablite pou prèske 70 pousan nan total la.
And Yunjing and Chaimi have a strong catch-up momentum. With a core product called "Little Beluga", Yunjing has achieved 10.72 percent market share in the domestic sweeping robot market in 2020, ranking fourth; after Chaimi entered the game in 2019, In the second year, sales exceeded 2 billion. In the first half of this year, sales increased by 100 percent year-on-year, which has great potential for dark horses.
Midea, Haier, ak lòt manifakti aparèy kay tradisyonèl ak chanèl makèt fò, si yo ka eksite vitalite nan mache a offline, chanje estrikti ki deja egziste a pa konnen.
Sepandan, mache aktyèl la toujou nan premye etap li yo, ak volim entèn la vin tounen yon pòtrè vre nan moman sa a. Pwodwi yo ap parèt nan infiniman, ak plis yo se jis fonksyon omojènize. Li evidan, swiv tandans nan pwodwi pa reprezante compétitivité nan endistri a.
Kounye a, jwè yo nan robo bale yo divize an twa nivo. Cobos ak Roborock yo fondamantalman nan pozisyon dirijan an. Nouvo mak entènèt tankou Yunjing ak Chaimi montre gwo vitalite. Lè sa a, gen pouvwa tradisyonèl yo nan Midea, Haier ak Shuitu. Pa satisfè ak mak etranje tankou iRobot.
Pain points of "the leftover is king"
Prèske dè dizèn de milya de mache robo bale sanble bèl, men mache a pa janm pral mache a pou pifò moun. Nan senk ane ki sot pase yo, kantite konpayi robo yo te revoke, anile, ak fèmen jiska 24,000, ki gen ladan pyonye tankou Kaili, ki te yon fwa popilè.
Nan konpetisyon sa a kote konpetisyon feròs ka prevwa, ki kalite konpayi ka genyen? Ki obstak yo bezwen elimine pou devlopman robo baleye?
Kòm yon pwodwi nan entèseksyon an nan konsomasyon ak teknoloji, bale robo yo te detèmine pwòp direksyon yo depi nan konmansman an: konsomasyon se pi plis nan liy ak bezwen itilizatè yo, ak teknoloji ranfòse nan rechèch ak devlopman -nan Lachin ak manifakti endistriyèl konplè. kapasite, gen dè dizèn de milyon faktori ak kapasite fabrikasyon. Se sèlman konpayi ki ka opere mak yo epi ki gen teknoloji debaz yo gen konpetitivite reyèl.
Yon pwodwi ekselan robo bale ta dwe gen karakteristik netwayaj bon jan, travay entelijan, ak itilizasyon pratik. Demand sa yo w pèdi senp gen divès pwoblèm nan aplikasyon pratik.
On relevant online forums, there are many negative comments such as "artificial mental retardation", "sweeping robots are waiting for me to save", "stuck in various unimaginable corners" and other negative comments.
The focus of the current sweeping robot is more about "dragging" rather than "sweeping." According to statistics, 56 percent of the floor materials of Chinese homes are ceramic tiles and 43 percent are wood floors. Compared with carpets, which account for up to 50 percent of the floor in the United States, Chinese home carpets account for only 1 percent .
Sepandan, adisyon a nan fonksyon an mopping se pa senp. Li nesesè pou pake fonksyon mopping nan volim robo baleye a, ogmante presyon pou reyalize netwayaj fò, epi redwi operasyon manpower. Sa a se pwopoze an tèm de estrikti pwodwi, itilizasyon espas ak kontwòl pri. Poze yon gwo defi.
In the context of sweeping and mopping, no-washing and automatic washing mops have become a killer selling point to save "lazy people". It is a step further from liberating hands, and many brands have added weight to this technology. For example, one of the selling points of G10, a high-end product of Stone Technology, is "mop self-cleaning." Cobos X1 OMNI and Yunjing's J2 also shouted the slogan of "freeing hands".
But it takes more time to educate the market from the "thorough" level. Automatic cleaning relies heavily on the water tank of the base station, and the cleaning and replacement of the water tank also requires manpower to achieve. In other words, the so-called self-cleaning is to move the cleaning process from the sweeping robot to the base station, which is obviously not enough for consumers who pursue "lazy" to the extreme.
Konplètman reyalize automatisation ak antretyen-gratis. Li nesesè pou ret tann jiskaske robo bale a kapab reyalize sèn nan otomatik awozaj ak wouze tankou yon machin lave, men li bezwen pre-rezève pandan décoration a, otreman enstalasyon pita mande twou miray perçage ou câblage. Sa a se tou devlopman nan robo nan rapid fèt jodi a Yon ti kras anbarasman.
Gen kèk moun nan endistri a kwè ke pa gen okenn amelyorasyon evidan nan teknoloji navigasyon nan kout tèm, ak fonksyon tankou netwayaj otomatik mop yo jeneralman konplè, ak nouvo fonksyon yo glas sou gato a.
Senior home appliance industry analyst Liang Zhenpeng told Yidian Caijing, "At present, sweeping robots are still unable to replace hand-held vacuum cleaners. The technical difficulties that companies will overcome in the future will basically revolve around improving the intelligent level of products, including path planning accuracy, Improve recognition ability, etc."
The low degree of product intelligence will reduce consumers' trust in the product and weaken people's desire to buy. This is also the reason for the low penetration rate of sweeping robots in the home. It is precisely because of this that whoever can make another breakthrough in technology will be able to change the pattern.
Sa a se tout bon ka a. Plizyè eksperyans nan endistri yo te montre yon verite etènèl-yon mak ki te etabli pa avantaj premye-moun e maketing ki destine pou yon kout-viv, epi sèlman lè w ogmante RD kapab yon vrè baryè mak. dwe bati.
Innovation to win is reaching a consensus. In the first three quarters of 2021, Stone Technology RD has invested a total of 311 million yuan, accounting for 8.13 percent of operating income, an increase of 80.07 percent over the same period last year; Chaimu Technology's RD accounted for more than 10 percent of revenue.
San dout, anba presyon konpetisyon entans, pèsonn pa oze pran devan nan kite ale.