Cleaning Robot, Is This Industry Really So Attractive?

In 2025, the global and Chinese robot market scale of sweeping floor will reach us $13 billion and US $5 billion respectively (UBS forecast data). At the moment, the domestic market penetration rate is only 4-6 per cent, compared with 13 per cent in the US.

This is an important reason why capital is chasing the robot industry.

Even if the industry has hundreds of billions of market value of Kovos (603486.SH) and the stock price of stone technology once up to 1300 yuan (688169.SH), in the equity investment market, sweeping robot is still a hot target.

Data from Qichuma show that in 2020, the total investment and financing amount of domestic robot industry reached 26 billion yuan, among which cleaning robot circuit, mainly sweeping robot, accounted for about 13%.

Since the beginning of this year, there have been more than 10 cases of financing for sweeping robot enterprises, and almost every month, brands have completed tens of millions of financing.

June 15, Lesheng intelligent announced the completion of tens of millions of yuan A round of financing; On July 19, Yuli completed A round of financing of 50 million yuan; On September 21, Trifo completed hundreds of millions of YUAN of C1 financing; In October, Zhaimi Technology completed the C round financing of 3.6 billion yuan, setting a new industry financing record; In November, Beetle Intelligence announced that it had completed two rounds of financing, with the total financing amount exceeding 100 million...

Behind many people into the game, it is worth thinking: is this industry really so attractive? All competitors in the capital support, what kind of immortal fight? What is the logical thread of competition in this industry? Which companies will be the absolute leaders of the industry?