The growth rate of the industry in the industry to slow down the industry's high price urgently needs to be broken

After two years of high -speed growth, in the first half of this year, the growth rate of the floor sweeping robot industry began to slow down. In the first half of 2022, the retail sales of scanning robots was 5.73 billion yuan, an increase of 9%year -on -year. Fall 28.3%.

In the second half of the year, the screen sweeping robot market will face heavy pressure, or it is necessary to go through prices, reach new groups, and win new users in order to break the deadlock and stimulate the further release of purchase demand.

Almighty version becomes standard in the industry

From 2020 and 2021, under the overlapping stimulation of the external epidemic and product innovation of the product's own functions, the floor sweeping robot industry has ushered in a high time, and the double -digit and high growth has been achieved for two consecutive years. However, after the rapid growth, the growth of the robotic industry in the first half of this year began to slow down. The total data of Avi Cloud (AVC) showed that in the first half of 2022, the retail sales of scanned robots Thousands of units, a year -on -year decrease of 28.3%.

After years of development, the sweeping robot on the market has developed from the initial single sweeping function to the all -around those with functions such as sweeping, mopping, and self -cleaning.

Since the launch of self -cleaning products in 2019, product function innovation has driven the floor -to -floor robot industry to open a new growth channel. The head brands are launching a large -scale self -cleaning and all -round sweeping robot. If the floor sweeping robot is divided into four forms: ordinary models, self -set dust models, self -cleaning models, and self -cleaning & self -set dust, online monitoring data show that in the first quarter of 2022 Cleaning products account for the highest proportion, reaching 48.6%, followed by self -cleaning & self -set dust models, accounting for 33%, and the two increased by more than 80%. It has become the first choice for consumers to buy. Next, the proportion of omnipotent sweeping robots of self -cleaning & self -set dust is expected to further increase.

The high -end proportion has increased significantly

From the perspective of functional innovation, the current sweeping robot product with self -cleaning function does bring a better product experience to consumers, and perfectly solves the pain points of the "lazy" to buy a cleaning robot. Therefore Essence

From the perspective of time dimension, in the first half of last year, there were only a few self-cleaning products on the market. In the second half of last year, the head brand had made up the product line. From the data point of view, the price of 3,000 yuan-4000 yuan price was share. Compared with the same period last year, it increased by 10.3%. Self -cleaning products accounted for 93.8%within this price section. From the perspective of product upgrades, in the first half of this year, the head brand was based on the original self -cleaning product, expanded self -cleaning & self -self -self The all -around version of the dust collection has further increased the premium space of the product, and the 4000 yuan+proportion reached 34.5%.

Looking back at the history of the development of the floor sweeping robot, the evolution of the base station is continuously upgraded. The earliest from unlimited stations, the method of wired charging was used to automatically recharge the full popularity, then to the base station to automatically collect dust. With all -round base stations, the road to upgrade of base stations has never stopped. The current base stations have superimposed multiple functions such as self -set dust, self -cleaning, automatic watering, automatic adding cleaning solution, automatic drying, and automatic hydration.

The oligopoly monopoly pattern has not been broken

With the gradual enhancement of functional development, the head brand pattern has become more stable, and the concentration has been improved again. Under the premise of industry barriers and strong brand cognition, emerging brands are particularly difficult.

Beginning in March, the number of sales of floor -to -floor robotic brands has recovered. In May and June, it reached the same period of the same period in the past three years. Under the category, the popularity of the screen sweeping robot was not inferior to the washing machine. road.

Since the second half of last year, the sweeping robot industry has begun to enter the growth dilemma of increased amounts and declines. By the first half of this year, the average product price has further increased, and the gap between the amounts will be increased again. In terms of product categories, starting in the second half of 2021, the industry has successively launched a new product form of land washing robots.

In this regard, Ovi Cloud's point of view believes that in essence, it is mainly related to the high concentration of the floor -to -floor robotic industry. At present, head companies are enjoying the price dividend stage. Some companies are unwilling to break the existing situation. Therefore, in the context of poor overall environment, it is difficult to promote the further infiltration of products at high prices.

For the year's sales volume, Aowei Cloud.com predicts the retail sales of the floor -of -the -floor robot industry by 13.4 billion yuan, an increase of 11.8%year -on -year, and the retail volume is 4.62 million units, a year -on -year decrease of 20.2%. In the second half of the year, the screen sweeping robot market will face heavy pressure, or it is necessary to go through prices, reach new groups, and win new users in order to break the deadlock and stimulate the further release of purchase demand.

Reporter Zhu Rong

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