In einem Wimpernschlag neigt sich das Jahr 2021 dem Ende zu und das Jahr 2022 rückt näher. Wenn wir auf das vergangene Jahr zurückblicken, wird es ein außergewöhnliches Jahr, insbesondere für die Kehrroboterindustrie. Im Jahr 2021 haben viele wichtige Ereignisse stattgefunden, die tiefgreifende Auswirkungen auf die Branche haben werden. Heute ziehen wir Bilanz und kommentieren.
Technologie verändert das Leben, Kehrroboter versammeln sich auf der CES2021
On January 11, CES 2021 officially opened. Affected by the epidemic, this year's CES exhibition will be conducted online and offline. Judging from the new product sweeping robots released by major manufacturers, there are still bright spots to be found. For example, Samsung's JetBot AI Plus robot vacuum cleaner, Bot Care personal assistant robot, and Bot Handy robot brought by Samsung at this year's CES show can clean up messy things and move things around the house; Roborock S7, the Roborock sweeping robot on display, Equipped with a large suction power of 2500 Pa and a large battery of 5200mAh, it can be used for up to 3 hours in the "quiet" mode and low water flow mop settings; Baole exhibited AI home sweeping robots and automatic dust collection base stations, these two new products are at the level of intelligence Excellent performance in cleaning and cleaning ability.
Kommentar: Die CSE-Messe gilt als Wetterfahne der technologischen Entwicklung in der Branche. In den mobilen Roboterausstellungen hat LG neben Kehrrobotern auch seinen UV-Desinfektionsroboter CLOi, den Desinfektionsroboter Coro-bot und den Begleitroboter auf den Markt gebracht. Es ist zu erkennen, dass im Bereich der mobilen Roboter neben den Reinigungsrobotern begonnen wird, sich nicht mehr an bestimmte Präsentationsformen zu halten. Von der Industrie bis zum Handel haben sich die Antennen mobiler Roboter auf alle Aspekte ausgedehnt.
From the new products exhibited by Samsung, Rock and Baole, it can be seen that the sweeping robot has breakthroughs in cleaning power, intelligence and object recognition technology. Unfortunately, these brands did not "ignite" the market with new products this year. In the future, with the maturity of various technologies such as sensors, AI, big data, and 5G, the industrial chain of sweeping robots may explode with strong vitality.
iRobot bringt die Roomba i-Serie heraus, die Staubsammel-Kehrmaschine wird heiß
On February 25th, the American home robot company iRobot released Roomba®i3 plus /i4 plus vacuum cleaners in China. The new product adopts intelligent planning and navigation, and is equipped with the Clean base™ automatic dust collection system that can dispose of garbage independently, bringing users a rich and personalized cleaning experience provided by the iRobot Genius™ home smart platform.
Comment: iRobot was a US military enterprise in its early years. In 2002, iRobot launched the Roomba sweeping robot, creating a new category of household cleaning robots. In 2021, iRobot will launch a dust collector sweeper in the Chinese market, which can be said to be an innovation of the company's products. But in the domestic sweeping robot industry, dust collector sweepers are no longer new at this time. Brands including Prosonic, Xiaomi, Stone, Zhuimi, Cobos and Midea have all launched such products.
In terms of technology, the automatic dust collector sweeper has a dual duct dust collection, a rear suction dust collection and a consumable dust collection bucket design. These products do not require consumers to dump the garbage in the dust box of the sweeping robot. Every time the user cleans the ground with the automatic dust collector and sweeper, the automatic dust collector charging base can automatically empty the dust in the dust box of the sweeping robot, without the user's manual cleaning intervention, which further liberates both hands. Regrettably, this year, even with iRobot blessing the track, this kind of products did not cause splashes in the market. They are in a state of "high product popularity but low sales".
Cobos-Anteilseigner-Liquidationsart-Reduktion, dahinter steckt -ein Denkanstoß
On July 13, Cobos disclosed the shareholder reduction plan. The first shareholder Taiyike Electric Co., Ltd. intends to reduce its holdings by 10,279,616 shares through centralized bidding transactions and block transactions. It is expected that the reduction will not exceed 1.80 percent of the company's total share capital. Not long after the major shareholders liquidated their holdings, on July 23, Cobos opened for a dive, and within half an hour was tightly sealed on the limit. The market value evaporated 12.1 billion yuan from the previous day and 34.4 billion yuan from the highest point. Many people in the industry lament that as the original shareholder of Cobos, the reasons behind the continued reduction in holdings of Taiyikai are thought-provoking.
Comment: In fact, it is not the first time that Taiyike has reduced its shareholding in Cobos. In 2019, Taiyike has begun to gradually reduce its holdings. This reduction has caused too much movement and attracted the attention of many stakeholders. Under normal circumstances, there may be two reasons for major shareholders to reduce their holdings. One is the need for funds, and the other is their lack of confidence in the company's future development, and they hope to cash out and stop losses. In the A-share environment, the reduction of long positions is also regarded by some investors as "cutting leeks." According to the announcement, the reason for Taiyike's plan to reduce its holdings is "own capital needs", but "funding needs" and "profit-taking" are not contradictory.
Judging from the several reductions by Cobos shareholders, it is not ruled out that it is due to financial considerations. After all, Cobos' stock price has risen from an early ten billion to a market value of more than 100 billion. Shareholders want to cash out. Judging from the recent financial report released by Cobos, its investment in marketing costs is higher than that in research and development. Many people in the industry complain that Cobos' RD investment does not meet the title of a technology company, and its RD investment accounts for only the lowest line of internationally accepted standards.
In den letzten Jahren hat Cobos eine Reihe von Anpassungen vorgenommen, darunter den schrittweisen Rückzug aus dem ursprünglichen Serviceroboter-Gießereigeschäft und den Rückzug aus dem inländischen Low--Markt für Kehrroboter. Dies hat sich bis zu einem gewissen Grad auf das Umsatz- und Nettogewinnwachstum ausgewirkt.
Cobos's clean small household appliances, in addition to sweeping robots, window cleaners (so far, they have not contributed to the company's profits), there are also washing machines (sub-brand Timke). In the first half of 2021, the Tianke brand achieved sales revenue of 2.037 billion yuan, accounting for 38.01 percent of Cobos' total revenue; net profit of 410 million yuan, accounting for 48 percent of Cobos' total profit. During the 618 e-commerce festival, Timco achieved sales of 900 million yuan, and the two-year-old Tianyi became famous and became a strong support force for Cobos' profitability.
In the foreign robot vacuum market, Cobos's road to sea has not been smooth sailing. For example, in the North American market, according to public statistics, although Cobos strives to catch up with brands such as iRobot and Shark, there is still a gap compared with Shark's share; and in the EMEA (Europe, Middle East and Africa) market, Roborock Voss made an earlier layout, and Covos's market share is behind.
Cobos has also introduced many new sweepers in recent years, but no explosive products have appeared. The establishment of the Tianke sub-brand appears to be expanding into a new category (floor scrubber), but in fact it is also a necessary means for Cobos to cope with the slowdown of the sweeper growth and seek new profits. In the author's opinion, cleaning small household appliances is a new track, product update iterations are very fast, and more and more entrants. Stone Technology, Cloud Whale Intelligence, Xiaomi and Chaimi are all "braves" in this track. Only if Cobos is constantly at the forefront of the industry, can it cope with the challenges brought about by changes in demand. In the next three years, if Cobos fails to make a breakthrough in the field of sweeping robots, its lack of corporate growth will soon be highlighted, and it is only a matter of time before it is caught up by other brands.
Yunjing veröffentlicht das neue Produkt J2 und führt damit erneut den neuen Markttrend an
Am 25. September wurde die zweite Generation von Cloud Whale in der Live-Übertragung von Tmall angekündigt. Laut offizieller Einführung verfügt die Cloud Whale der zweiten -Generation über Funktionen wie automatische Bewässerung, automatische Zugabe von Reinigungsflüssigkeit, automatische Rückspülung des Mopps, automatische thermische Trocknung des Mopps und Radar 360- Grad Low- Anti-Stuck-Profil. Unter ihnen hat die automatische Bewässerungsfunktion für die Industrie erneut die technologische Innovation der automatischen Kehrmaschinenindustrie durchbrochen und die neue Entwicklung der Branche angeführt.
Comment: After two years, Yunjing released the second product J2 based on the original product, which has functions such as automatic water supply and automatic addition of cleaning fluid. Compared with the automation of sweeping functions, the realization of mopping automation is more complicated. The highlight of Yunjing J2 is the addition of the optional "up and down" module. This time users don't even need to change the water, and will never stop the robot work because of forgetting to change the water tank. The addition of the "up and down module" allows the sweeping and mopping robot to be further automated, and at the same time, it lowers the threshold for users to use, and completely realizes the full automation of the mopping function. Yunjing uses innovative technology to refresh users' original knowledge of sweeping and dragging robots, enhance user experience, and once again lead the new development of the industry.
Yunjing Intelligent was established in 2016. After three years of research and development, it has developed a sweeping and dragging integrated robot J1 with "mop self-cleaning" function. The product was officially launched on the domestic market on Double 11 in 2019. Ten thousand sales, became famous in the first world war. Since the launch of Yunjing J1, many robot vacuum brands have been interested in the "base station plus robot" model. Brands including Roborock, Xiaomi, Cobos and Zhimi are all following up with sweeping and dragging robots in the "base station plus robot" model.
Während der 618-Periode dieses Jahres erzielte Cloud Whale J1 am Tag des Verkaufsstarts eine Verkaufsleistung von über 100 Millionen in 9 Minuten; das neue Produkt J2, das Ende September dieses Jahres auf den Markt kam, hat sich monatlich mehr als 70.000 verkauft; Während Double 11 beendete Cloud Whale den gleichen Zeitraum im letzten Jahr mit einem guten Start. 150 Mal Umsatz. Neben seiner Popularität auf dem Verbrauchermarkt wird Yunjing Smart auch vom Kapitalmarkt favorisiert. Derzeit hat es die Serie-C-Finanzierung abgeschlossen. Zu den Investoren gehören Source Code Capital, ByteDance und Sequoia Capital.
Why does the cloud whale sweeping and mopping robot attract the attention of consumers? The main reason is that it mopping the floor is clean and does not require the user to wash the mop by hand. After mopping the floor, it can automatically return to the base station to clean the mop. Free the user from the "semi-automatic" mopping state, so that the sweeping and mopping robot can mop the floor automatically. Yunjing took the lead in realizing the self-cleaning function of mops, redefining the consumer market's perception of sweeping robots, and bringing a new development direction to the industry.
The author found that in addition to making good products, Yunjing Smart also began to pay attention to webcast marketing. At present, it has formed a live broadcast matrix of "Brand self-broadcast plus Daren live broadcast plus Tmall official live broadcast", attracting audiences through live broadcast display and detailed explanation of products, increasing the exposure of brands and products, and gradually boosting sales.
Mit dem Ziel, 3,6 Milliarden Yuan an Finanzierung zu erhalten, umfasst der Markt für Kehrroboter mehr als 100 Milliarden
On October 20, Chase Technology announced that it had received 3.6 billion yuan in Series C financing. This round of investment was led by Huaxing New Economy Fund, CPE Yuanfeng, Country Garden Venture Capital's strategic investment, Yunfeng Fund, Panze Assets and other co-investments, and old shareholders Xiaomi Group, Shunwei Capital, IDG Capital and additional investment. After this round of financing, at the technical level, Chaimu Technology will continue to invest in the two major aspects of high-speed digital motors and AI algorithms. On the product side, Chaimu has begun to further explore more high-speed motor applications.
Comment: For high-tech companies, the integration of essential technology and life is the path that companies should take. As a smart and clean home appliance company, Chaimi Technology has raised 3.6 billion yuan in Series C financing, becoming the largest financing in the field of small home appliances since 2021. Half of Chaimi's RD teams come from universities of science and engineering such as Tsinghua University. The work of these people is characterized by quantification and precision. Therefore, we see that Chaimu's products rotate very fast. In the process of using the product, the user experience effect is good and the product reputation is driven.
At present, Chaimi sweepers and other products are gaining momentum in China, but most of its products are sold overseas, including the United States, France, Russia, Japan and South Korea, etc. The overseas market has become Chaimi's second leg.
Ob auf dem Sekundärmarkt oder dem Primärmarkt, es zeigt, dass die Anleger optimistisch in Bezug auf Kehrroboter sind. Im Jahr 2021 gab es mehr als 10 Finanzierungen für Vakuumroboterunternehmen, und fast jede Marke verfügt über Finanzierungen in zweistelliger Millionenhöhe. Am 26. Mai gab die mitreißende Robotermarke Wali den Abschluss einer A-Finanzierung in zweistelliger Millionenhöhe bekannt; am 15. Juni kündigte Lesheng Intelligent den Abschluss einer Finanzierungsrunde in Höhe von mehreren zehn Millionen Yuan an; am 19. Juli schloss Yuli 50 Millionen in einer Finanzierungsrunde ab Finanzierung; Am 21. September schloss Trifo eine C1-Finanzierungsrunde in Höhe von Hunderten Millionen Yuan ab; im Oktober schloss Chau Mi Technology eine C-Finanzierungsrunde in Höhe von 3,6 Milliarden Yuan ab und stellte damit einen neuen Branchenfinanzierungsrekord auf; im November kündigte Beetle Intelligence den Abschluss von zwei Finanzierungsrunden, der Gesamtfinanzierungsbetrag über 100 Millionen.
Earlier, many research institutions stated that the robot vacuum market is a market of 100 billion yuan. UBS's forecast also indicates that by 2025, the global and China sweeping robot markets will reach 13 billion and 5 billion U.S. dollars, respectively. According to the report of CITIC Securities "Sweeping Robot Industry Special in Machinery Industry", the current penetration rate of domestic sweeping robots in urban households is still less than 8 percent , which means that the sweeping robot market is a "gold mine" that has yet to be tapped.
The author thinks that when the sweeping robot can truly replace humans to complete the cleaning work, the sweeping robot will become a household necessity like a washing machine. Household robot companies need to "understand people" in order to serve people. The essence of understanding requires technology accumulation, and opportunities often arise from variables. Previously, Roborock had won the recognition of consumers and the market with its self-developed laser navigation technology, and Yunjing Intelligent had also used its "mop self-cleaning" technology to break out of the siege, and its market value has increased more than ten times. Robot sweeping is a fiercely competitive track, but as long as companies can grasp one of the pain points in sweeping and mopping to make a breakthrough, it means that there is a great opportunity to seize the traffic code and monetize through new products.
Double 11 Reinigungsgeräte zeigen ein hohes Wachstum mit einem Gesamtumsatz von 5,53 Milliarden Yuan
Die Online-Überwachungsdaten von AVC zeigen, dass während der Double-11-Periode der Gesamtumsatz mit Reinigungsgeräten 5,53 Milliarden Yuan betrug, was einer Steigerung -im Vergleich zum-Jahr um 35,7 Prozent entspricht, und das Verkaufsvolumen 3,152 Millionen Einheiten betrug , ein Jahr-gegenüber-Jahresrückgang von 2,5 Prozent . In Bezug auf die Marktsegmente sind Kehrroboter und Schrubber zu den Doppelmotoren geworden, die das Wachstum von Reinigungsgeräten vorantreiben. Unter ihnen haben selbstreinigende Kehrroboter -eine schnelle Wachstumsdynamik. Double 11 macht 75 Prozent der gesamten Kehrroboter aus. Bodenwäscher bei Double 11 durchgeführt. Nicht schlecht.
Comment: In addition to the health factors brought about by the epidemic, the rise of clean small home appliances is also a crucial factor in driving the rapid growth of the industry, as well as the substantial improvement of industry technology and the upgrading of consumers' quality of life. In the past two years, the increase in product functions and technical upgrades of sweeping robots have stimulated consumer demand to a certain extent. Such as the self-cleaning mop function, after mopping the floor, the sweeping and mopping robot does not need the consumer to manually wash the mop. The sweeping and mopping robot can clean the mop by itself when it returns to the base station, freeing the user's hands. Another example is AI recognition, which solves the obstacle avoidance problem of sweeping robots for small objects, allowing products to better complete cleaning tasks in complex home environments.
The rise of clean small appliances is inseparable from the "home economy" and "lazy economy". For young consumers, they are willing to pay for a convenient life. For most young people, doing housework is a waste of life. Using sweeping and mopping robots to sweep and mop the floor can free up more time for them to enjoy life.
Derzeit können alle hochwertigen-Kehr- und Wischroboter auf dem Markt selbst-Wischmopps oder automatische Staubsammelfunktionen realisieren, was den Benutzern einen bequemen Lebensstil ermöglicht. Genau diese leistungsstarken Funktionen haben das starke Wachstum der Kehrroboter-Kategorie vorangetrieben, die zum allgemeinen Trend der Branche geworden ist. Laut öffentlichen Daten sind die Einzelhandelsumsätze von über 3000 Segmentprodukten auf dem Staubsaugermarkt während Double 11 gestiegen. Der Durchschnittspreis für selbst-Reinigungsprodukte beträgt 4289 Yuan und der Durchschnittspreis für nicht-selbst-Produkte nur 1.745 Yuan; Selbst-reinigung bei Double 11 Der Umsatz mit Kehrrobotern machte 75 % aus, eine Steigerung von 59 % gegenüber dem gleichen Zeitraum des Vorjahres.
Aus datentechnischer Sicht durchläuft die heimische Kehrroboterindustrie qualitative Veränderungen und Unternehmen bemühen sich um den High--Markt. In den letzten zwei Jahren haben Staubsaugerroboter High-- und High--Produkte auf den Markt gebracht