Financial Association November 10th (Reporter Wang Biwei) The news that comes soon, the market begins to sound sound.Worried about Stone Technology (688169.SH) and Cobos (603486.SH) ushered in their rival.
A number of interviewed industry people told the FCC that the financial accumulation in the field of algorithm navigation systems for the year of DJI has a certain advantage in the enrollment robot."However, even if DJI is very" talent , the screen sweeping machine wants to perform well in terms of obstacle avoidance and route planning. It takes a long time to accumulate. "road.
The "head effect" of the sweeping robot market is still continuing. According to data from Ovi Cloud Network, from January to April this year, the CR5 concentration of CR5 of the Cefilia Robotics was 90%.In this case, the domestic market share ranked in the top five , Stone Technology, Xiaomi (01810.HK), cloud whale, and pursuing rivers and lakes.
DJI enters the game!Will the market pattern of sweeping machine change?
Recently, Latepost reported that DJI has developed floor -to -floor robots for four years.The scanning robot is close.
In response to this, DJI responded to other media, "DJIs products are very fast in updating and optimization.No products or related rumors have been commented.Throwing a deep -water bomb, the discussion about whether it will affect the relatively stable sweeper market pattern.
After more than ten years of development, the head brand of the scanning robot market has been highly concentrated.According to the data of Aowei Cloud Network, the market share of domestic sweeping machines in January to August is Cobos (22.22%), stones (20.29%), (15.80%)., Cloud whale (14.84%), pursuit (11.23%).
Many interviewees believe that DJI has a certain congenital advantage in the enrollment scanning robot.The system may be better than the current a few companies, but the current companies do not do badly; but in other fields such as motors, DJI is not enough to form a greater advantage.You Danny, the general manager of CITIC Technology Co., Ltd. told the CCP reporter.
"DJIs technical accumulation is indeed helpful in the year of entering the scanning machine, but it takes a long time to wait until the product is stable and even open the market."Enterprises also express similar views to reporters.
In response to whether to worry about the impact of DJIs impact on the market share, the Copper Securities Department responded to the CCP reporter, "At present, due to the high technical threshold of the industry, the market is still relatively comparedThe concentrated oligopoly pattern, the top four account for a relatively high market share.35L74NJS> You Danny further stated that DJIs entry is divided into two situations. The first is the DJI brand enrollment, and the second is investment enterprises entering the game. The impact of these two situations on the market pattern is not the same."If it is an investment company, it may have a gap with the DJI brand in competitiveness, talent, and resources. If it is a DJI brand, the influence will be relatively large, but it depends on whether DJI can continue on this product line.Input."Said" You Danny said.
However, the above -mentioned head -of -floor sweeper companies are still active on DJIs enrollment.More companies enter this industry, increase the attention of the industry, and make the industrys big incidents.Grabbing
"This category promotion is still very difficult, all of which are existing user groups, everyone competes among these young people. There are only some.Those who dare to try your best will try the new entry into DJI. "
Previously, analysts have always believed that because Statista has only about 6%of the penetration rate of the domestic market, there is still a huge space for the growth of floor sweeping robots in the domestic market.
However, many interviewees do not recognize the so -called huge space in the domestic market. You Danny told reporters that it is difficult to have traditional home appliances such as refrigerators in the short term.Popularity.
In terms of data, in the past few years, the domestic scanning machine shipments have not increased and invested.4.41 million and 4.58 million units, far lower than 6.54 million units in 2020.
"After so many years, basically the number of domestic sweeping robots has not changed much. There are two reasons, the first is the high unit price, two thousand or three thousand yuan;There are requirements for the use area of the house. It is difficult for the houses with a sweeper to make a house below 90 square meters.
In this case, going to sea has become an important starting point for incremental companies to get an incremental enterprise."In terms of growth, you can only look at the sea. Everyone in China has killed the blood." You Danny said.
Recently, the overseas strategy of head brands is already "Ming brand".According to the financial report, in 2023, the overseas business of the Kobos brand increased by 20.1%year -on -year, and the main business of stone technology increased overseas by 21.4%year -on -year.According to the latest data of the General Administration of Customs, in the first quarter of 2024, the export volume of the vacuum cleaner was 9.16 billion yuan, an increase of 28.5%year -on -year, and the export volume was 35.08 million units, an increase of 20.9%year -on -year.
Who can occupy the highlands in the new market will become the key to the competition of clean electrical electrical manufacturers in the second half of the game.According to IDCs "Global Smart Home Equipment Market Tracking Report, the second quarter of 2024" pursuing seasonal global shipments in the world increased by 73.3%year -on -year, Xiaomi increased by 16%year -on -year, and stone technology increased by 8%year -on -year. HoweverThe tall American brand Irobert and Kobos decreased by 6%and 9.4%respectively.
