Zhitong Finance APP learned that CICC released a research report saying that the sweeping machine industry is facing the dual changes of technological leap and pattern evolution. The bank judged that in 2025, the domestic “quality-price ratio” product trend and the demand elasticity brought by national subsidies will still be sufficient, and the overseas head brands will accelerate the clearance of the price band; the development of AI and the spillover of robotics technology may promote product iteration and form evolution, and the long-term valuation center of sweeping machine companies is expected to be improved. The evolution of sweeping machine products is moving towards K-shaped differentiation, the launch of high-end products leads to technological progress, and the decline of quality-price ratio products stimulates potential demand.
The bank believes that sweeping machines are single products that have both AI depth and can achieve long-term growth due to rigid demand functions, and have both intelligent progress and increased popularity. The empowerment of AI technology runs through the entire process of product technology iteration, especially in precise obstacle avoidance, intelligent recognition, voice control and other aspects. In 2024, industry innovations continue to emerge, such as Stone chassis lifting, Chaimi mechanical feet, and Ecovacs drum washing robot.
The development of AI and robotics technology has continuously expanded the capabilities of sweeping machines. The manipulators in 2025 will bring products into the era of embodied intelligence. The bank believes that in the future, sweeper companies may cooperate with humanoid robot companies to enjoy the dividends of technology spillover and expand into the three-dimensional field from multiple aspects such as product form, activity space, and cleaning range. The bank believes that the extension of cutting-edge technologies such as bionic algorithms and digital twins may promote the transformation of products from tools to intelligent bodies.
Several major leaders in the domestic market are evenly matched; the European market has gradually become a competition among Chinese brands, with brothers participating in the business; the North American market is constrained by local brands and channel barriers, and Chinese brands still have a large room for improvement. The bank believes that the change in the leading competition strategy will make the market competition more intense in the short term, but it will be beneficial to the market clearance and concentration in the long run.
The bank believes that the competition in the sweeper market is a comprehensive competition of product technology, supply chain management, channel capabilities and marketing capabilities. Manufacturers that have a comprehensive layout of products and channels and have completed deep accumulation on the brand side are expected to eventually complete integration. The bank recommends taking a dialectical view of the current leading companies’ strategies and profit margin fluctuations, giving up excess profit margins in exchange for market share acquisition and long-term integration, and seeking income from profits is the only way for the current leading companies.
Related topics:
- Acerpure India Unveils Advanced Vacuum Cleaners, Expanding Product Range with Seventh Major Launch in Seven Months
- Ultenic T10 Lite Robot Vacuum Review: A Smart, Affordable Option for Cleaning and Mopping
- Gtech Offers £100 Discount on Popular AirRAM 3 Cordless Vacuum for Spring Cleaning
