Fangzheng Securities: In February, the domestic sales volume and price of sweeping robots rose together. Recommended Beijing Roborock Technology (688169.SH) and others.

National brands are basically laying out in all price ranges, with Stone moving down in price range, Ecovacs Robotics and ZhiMi seeing a rebound in their price ranges, eufy increasing in price range, and Xiaomi focusing on economical products.

Zhitong FinanceMar 27 03:24 ET

GTJA: Traditional home appliances embedded with AI large models improve human-machine interaction capabilities, looking forward to the company's layout in the direction of robotics.

This AWE focuses on the theme of "AI Technology, AI Life," emphasizing AI as the key term. Not only are traditional products embedded with large models to enhance human-computer interaction capabilities, but there are also quick iterations of new small products. In addition, large groups are increasingly comprehensive in their layout, looking forward to enterprises focusing on the direction of Siasun Robot&Automation.

Zhitong FinanceMar 26 04:56 ET

GTJA: There have been many innovations in the iteration of clean appliance products, and marketing continues to show a positive trend.

The layout of clean appliance products at AWE 2025 includes four main directions: bionic manipulators, floor washing robots, more categories, and proactive marketing.

Zhitong FinanceMar 26 03:53 ET

AWE Highlights: From Price Wars to Ecological Wars: How Haier and Roborock Compete on the Same Stage to Redefine 'Whole House Cleaning'?

Recently, the China Household Appliances and Consumer Electronics Expo (referred to as the "AWE Exhibition") was held in Shanghai, attracting over a thousand companies from around the globe to showcase innovative technologies that empower new products, solutions, and scenarios for smart living. Over the past decade, the home appliance industry in China has undergone a wave of transformation from functionality upgrades to intelligent transitions. During this period, price wars became a primary means for companies to compete for market share. However, as consumer demand shifts from "satisfying single functions" to "full-scenario experiences," competition in the home appliance industry, particularly in the cleaning appliance sector, has intensified, leading to issues of market homogenization.

Sina TechnologyMar 24 05:14 ET

Morgan Stanley: It is expected that investors will refocus on White Appliances before the earnings season and hold an optimistic attitude towards the Sportswear Industry.

Morgan Stanley believes that mainland investors are becoming more optimistic due to signs of Consumer recovery, such as second-hand housing sales in first-tier cities exceeding expectations and prices stabilizing, as well as attractive valuations in certain sub-industries.

Zhitong FinanceMar 18 03:32 ET

IDC: In 2024, the Global market shipment volume of robotic vacuum cleaners is expected to grow by 11.2% year-on-year, with Chinese manufacturers occupying four out of the top five positions.

The Global Asia Vets sweeping robot market is expected to ship 20.603 million units in 2024, a year-on-year increase of 11.2%;

Zhitong FinanceMar 16 22:18 ET