such as the self-cleaning of the cloud whale

From last year, the new round of robot investment boom has continued. According to relevant statistics, only 81 financing is completed in the field of the robot in January-May this year, and the total financing has exceeded 10 billion yuan. Among them, there is 34 in the fields that have become the most financing pen, accounting for 42%, and the category of sweeping robots has once again become capital.

What is the reason? Look at the current 618 data, according to AVC data, the retail capacity on the machine in the 23rd weeks, the retail sales increased by 196% and 89.75%, and the washing products increased by 643.8%. And 594.7%.

Obviously, a new game in the sweeping robot track is quietly staged.

Capital and market double-headed heat, sweeping robots once again stepped forward

such as the self-cleaning of the cloud whale插图

Compared to the 2020 capital market, the financing of the robot industry in 2021 undoubtedly a small climax. . According to the data from the whale, it is not more than 120 financing in the national robot in 2020.

such as the self-cleaning of the cloud whale插图(1)

Specifically, this round of new investment boom is like Hurt Wisdom, Yunmoo Technology, Wow, Sweeping Robot, etc., has got tens of millions of yuan, and high fairy The robot is more than $ 100 million finance. To know that the last capital is so loved to the robots track is still in 2016.

such as the self-cleaning of the cloud whale插图(2)

Of course, the cows boom, financing is just one aspect, and the other aspect is reflected in the stock market. The two major players in the field of sweeping robots, the share price of Covos and Stone Technology can only be “one flying sky in the past another year,” like stone technology in early June, its share price is 352 yuan, as of June 2021 On the 17th, its share price has soared to 1430 yuan, the market value reached 95.3 billion; more exaggerated is that Kovos has approximately 19 yuan in early June, but as of June 17, 2021, its share price reached an amazing 193 yuan, In just one year, ten times grow, breaking hundreds of billions of market values, and still refreshed with the highest price, so that the shareholders are joking, “A shares are strongest sweeping.

Of course, capital is hot, and the overspeak of the stock price is inseparable from the brand market. Take Kovos as an example, through April 27The 2020 annual report released by Kovus can be seen. During the reporting period, the company achieved operating income of 7.234 billion yuan, an increase of 36.17% year-on-year; the net profit of return is 641 million yuan, an increase of 431.22% year-on-year; net profit of the return of non-regular profit or loss 531 million yuan, a year-on-year increase of 426.51%.

The 2021 Q1 continued its hot state, according to Kovos, 2021 quarter, the company achieved a revenue of 2225 million yuan, an increase of 131.00% year-on-year; return to the net profit of 333 million yuan, year-on-year growth 726.6%.

A further increased Kovoss financial report data can be found that its business income rose from 3.277 billion yuan in 2016 to 7.234 billion yuan in 2016, an average annual compound increased by 21.89%; The profit increased from 2001 billion to 641 million yuan, an average annual compound increased by 88.29%.

Obviously, the revenue of the head company has grown sharply, that is, the market commercialization is recognized, and a strong intensive agent is injected into the sweeping robot track. Based on this capital, it is placed again in the sweeping robot. With the continuous expansion of the market, many giants are also attempted to join the War in the form of capital.

For example, behind the high-fixing robot financing, there is a Tencent, US Mission, and the strategic investment gained from the cloud is from OPPO. The vitality of the scanning robot market allows many giants to consider, but they want to break the existing market pattern perhaps not so simple. According to the AVC data, the three-bedroom of the Sweeping robot brand in 2020 is 43.8%, 14.1%, 11.2%, and online. Coworth is a large share of 78.2%; 2021 Q1 Covos still accounts for 43% of the market, and the line account for the first line, and the line is nearly 80%.

It can be seen that the status of the top players is very difficult to shake, then what is the first Copos that lasts in the market?

Kovos Billen 618 Logic?

This years 618 Kovos Groups total channel turnover has exceeded 1.8 billion yuan, an increase of 266% over 618 last year, of which Copos robot transactionIt broke 900 million yuan, an increase of 115% year-on last year, and Covos Di Bao also took the first to Tmall, Jingdong and Suning in Tmall, Jingdong and Suning.

1, horizontal diversification and longitudinal diversification

According to Ai Rui Consultation 2021, the latest sweeping robot consumption behavior reports, the main consideration of the current consumer procurement robot is the cleaning effect good. This means that the main cause of consumers to purchase the sweeping robot is being guided from the “dominant” functional type, which is undoubtedly the biggest advantage for the sweeping robot industry.

Of course, this also puts higher requirements for sweeping robot brands, such as how to fully meet market consumption needs, and how to go deep into consumers in all levels.

Kovos can realize the first year from all year round, and it also seizes this key issue. Its solution is “the layout of transverse diversification and longitudinal diversification. The so-called horizontal diversification refers to horizontal expansion in the field of household service robots, except for sweeping robots, Kovos also has a window robot window Bao and air purification robot “沁宝, etc., Copos initially constructs its own product ecological matrix. At this time 618, these two categories have also achieved bright eye, and Baibao is in the air purifier 3,000 yuan, and the whole network is the first, and the window robot is the same. The longitudinal diversification refers to the multi-price segment and multi-functionality of Copos in similar products. Take the “Di Bao as example, Kovos drives the industrys high-end, high-end Product prophesity is continuously improved, while putting global planning technology into mid-end products, significantly improving the use of cost-effective products; Copos not only fully enhances the navigation of navigation, but also incense in the new T9 series products The mute function, and the land of the treasure N9 + was given to Kworths self-cleaning ability. Rich product selection, accompanied by the continuous improvement of Kovos brand effect, Kovos has achieved huge in occupying users Success.

2, “Unexplained”

in the innovation ability, innovation is another driving force for Kovos. Including most industries in Copos have grown year by year, and Kovos is investing in the industrys leading brand.In order to obvious, its R & D costs have reached 338 million yuan in 2020, an increase of 21.88% over 2019.

Of course, more than Kovos, the players of the basic sweeping robot tracks are clearly innovative for “the importance of sweeping robots, such as the self-cleaning of the cloud whale, 360 hidden laser radar, but we can see, although these innovations for the industry has a great help, but mostly concentrated on a feature or detail. Cobos is “eclectic choice of navigation and route planning, obstacle avoidance capability, clean Ability and other functional aspects are fully improved.

, such as Kovos introduced land T9, in addition to upgrading D-TOF and 3D structural light technology adopted in T8 products in 2019 to enhance product navigation and avoidance, new upgraded Ozmo The PRO 2.0 high-frequency vibration wiping system can achieve up to 480 times / minute mute strength, which can fully meet the users cleaning needs, and use the AUTO-EMPTY automatic dust seat for the built-in large-capacity disposable dust bag, will liberation The user is more thorough.

In addition to product technology innovation, Kovos has also been in front of marketing innovation, from film and television implants, head anchor to live broadcast, Kovos can surprise in marketing New, this time, 618 Kovos got a lot of live in the live field, the first shake super product Japanese is the top of the top of the top, and the main shop covers Kovos realized online line. Lower loose circle, 356 live broadcast during the 618 period.

All-round product layout and ability improvement, plus the full amount of innovative marketing, which is the reason why the Kovos has buddy, and these advantages will also make the status of the Kovos industry more consolidated .

Find the next growth curve, it is already a must-answer question

Although the current domestic market, the sweeping robot still has large improvement space, and in the “epidemic,” lazy economy and diversity driven life scene a short time will still maintain high growth, but rely solely on the domestic market may be the C-terminal can not satisfy the appetite, a considerable part of the current brand has been moving up.

1. The sweeping robot needs to “go out

” The epidemic is undoubtedlyIt is currently the biggest problem in countries such as Europe and America, and because the uncertainty of the epidemic is also made to make the overseas market for service robots, overseas factories, channels are affected, under the influence of the supply-output production slowdown, Cross-border products have been complement.

Even if some foreign customers have prejudice to China, it can be seen that China has a new understanding of domestic robots when they see China s epidemic.

Based on these reasons, many brands have begun to seek “out of the sea, where Copos is a batch of brands in the earliest action. Like overseas mainstream markets such as Europe and Macrop, Kovos brand is mainly based on online sales, and more and more consumers recognize. Reese “BRANDZ Chinas global brand is 5020. Magazine “Insightssuccess” is selected as “2021 Global Top Ten Robot Company, and the US Consumer Supervision Institute Commercial Promotion Bureau grants A + grade certification to Copos.

In April this year, Kovos officially won Hyun Bins spokesperson in the Asia-Pacific region, indicating that it is firmly optimistic about the development prospects of the Asia Pacific market, will increase the continued investment in the Asia Pacific market, the future three As the core of the Asia-Pacific market, the Asia-Pacific market will strengthen the industry leader in the Asia-Pacific market.

It can be seen that Chinese companies represented by Kovos not only have the courage to go out, but also have the ability to go out.

2, compared to the C-terminal, the B-terminal market or “Pure soil

is based on” The epidemic market education, the B-terminal market is equally greatly improved for cleaning products. According to the relevant data, there are 1,000 to 15 million employees under commercial cleaning scenes, 25% to 30% are specialized in ground cleaning, and the annual cost calculations, shopping malls, land, and other scenarios, the whole market. The cleaning cost is approximately 100 billion levels. This means that the B-terminal market may become a hundred billion-level incremental market.

Many brands have begun to act last year, and competition in the B-terminal market in the C-terminal market has just begun.

High-fix robot from the US Mission, Tencent 100 million, is a company that is focused on the field of commercial sweeping robots. Many consumer-grade sweeping robots brandedDo not want to miss this market, it Cobos recently released the first commercial cleaning robot “Cheng rhino.

As the first sweep wash industry one of the commercial cleaning robot, sweeping the floor and washing on the basis of the absorption capacity is also achieved. it can be scavenging, mopping washing, water cleaning get disposable, i.e., a job can be done several processes conventional cleaning mode.

B side the incremental impact of the market is reflected in the pattern of trade, could also mean who can take the lead into the Council, who will be able to build up a new priority growth point.

summary

618 this year, with more appearance and upgrade more than cleaning products, so that more consumers feel the household cleaning products bring a new experience, this round of boom makes cleaning robot products to enter into a new stage of the competition, the brand has been able to come out on top Cobos time will be the best witness

* this pictures are from the network

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Wen . smart relativity (aixdlun)

author She Kaiwen