苏州市吴中区机器人产业，正借助创投力量，勾勒"全国第一区"蓝图。 总规模11亿元的苏州市吴中区机器人产业投资基金7月1日正式发布。苏州市吴中区区长万利表示，吴中区将充分用好机器人产业投资基金群，加速推动科创 企业孵化、科技成果转化、产业链条优化。 近年来，吴中区正全力打造"全国机器人产业集群第一区"，这一目标的推进，离不开耐心资本的力量。去年，吴中金控牵头多家龙头企业，发布了总规模100 亿元的吴中区机器人产业基金群。今年年初，吴中区成立了总规模50亿元的机器人专项基金，相关CVC产业合作基金相继落地。 2025年吴中区政府工作报告明确，2025年力争加力推广机器人应用场景，确保"机器人+人工智能"在集聚化、规模化的产业生态基本奠定的同时，资本投入 也愈发成为吴中区机器人产业的一大驱动力。自2024年起实施的《"机器人+人工智能"产业集群融合发展三年行动计划》明确，设立总规模100亿元的产业基 金，通过股权投资加速技术转化和产能扩张。 记者注意到，在去年发布总规模100亿元的吴中区机器人产业基金群背景下，今年，总规模50亿元、首期11亿元的机器人产业投资基金已面世。杨冬琴表 示，该只基金将会采用"母基金+直投 ...

| 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | | | | | 间 | | | 证券代码：603486 证券简称：科沃斯 公告编号：2025-051 转债代码：113633 转债简称：科沃转债 科沃斯机器人股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 证券停复牌情况：适用 因科沃斯机器人股份有限公司（以下简称"本公司"或"公司"）限制性股票 回购注销引起的"科沃转债"转股价格调整,本公司的相关证券停复牌情况如下： 停牌期 ? 修正前转股价格：174.72 元/股 ? 修正后转股价格：174.85 元/股 ? "科沃转债"本次转股价格调整实施日期：2025 年 7 月 8 日 ? "科沃转债"自 2025 年 7 月 7 日停止转股，2025 年 7 月 8 日起恢复转股 经中国证券监督管理委员会（以下简称"中国证监会"）（证监许可【2021】 司债券，每张面值 100 元， ...

Core Insights - The global lawn care market is experiencing a dichotomy, with leading companies like Ninebot and Ecovacs reporting over 180% year-on-year growth in their lawn mower robot businesses, while several startups are failing due to funding issues and production challenges [1][2] - The market is transitioning from an exploratory phase to a competitive elimination phase, where comprehensive capabilities in production, distribution, and branding are critical for survival [1] Production Challenges - Many startups struggle with the transition from prototype to mass production, as highlighted by the failure of Senhe Innovation, which faced issues with production yield and delivery delays due to its complex design [2] - Effective mass production requires not just a good prototype but also the ability to produce thousands of identical units efficiently, which many startups fail to achieve [2] Competitive Landscape - Established companies like Ninebot and Ecovacs leverage their experience in related fields to excel in supply chain management and cost control, allowing them to offer competitive pricing [3] - Ninebot's self-developed RTK positioning system has significantly reduced costs, enabling it to sell products at a lower price point compared to competitors [3] Channel Strategy - Control over distribution channels is crucial, with approximately 80% of sales for high-priced durable goods occurring offline, necessitating a strong physical presence [4][5] - Traditional garden tool giants have established extensive distribution networks, creating high barriers for new entrants [5] Market Penetration Tactics - Chinese manufacturers are increasingly focusing on online channels to build brand awareness before expanding into offline markets, with companies like Ninebot and Ecovacs utilizing existing sales networks to penetrate new markets [6] - Successful entry into physical retail often relies on personal relationships and thorough market research, as demonstrated by Ecovacs' rapid entry into German retail chains [6] Brand Development - Leading companies are shifting focus from merely selling products to establishing a brand presence and emotional connection with consumers [7][8] - Mammotion's innovative features, such as "3D lawn printing," exemplify how products can transcend their functional roles to become lifestyle symbols, enhancing brand value [8][9] - Building a brand that resonates with local culture and values is essential for long-term success, as seen in Mammotion's sponsorship of local sports events and community engagement [9]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 | 证券代码：603486 | 证券简称：科沃斯 | 公告编号：2025-051 | | --- | --- | --- | | 转债代码：113633 | 转债简称：科沃转债 | | 科沃斯机器人股份有限公司 关于"科沃转债"转股价格调整暨转股停牌的公告 因科沃斯机器人股份有限公司（以下简称"本公司"或"公司"）限制性股票 回购注销引起的"科沃转债"转股价格调整,本公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 间 | | | | 113633 | 科沃转债 | 可转债转股停牌 | 2025/7/7 | 全天 | 2025/7/7 | 2025/7/8 | 经中国证券监督管理委员会（以下简称"中国证监会"）（证监许可【2021】 3493 号）的核 ...

Core Viewpoint - The family service robot industry in China is experiencing rapid growth due to increasing demand driven by an aging population, rising labor costs, and advancements in robotics technology, with the market expected to reach 127.56 billion yuan by 2024, becoming a significant blue ocean market [1][10]. Industry Overview - Family service robots are specialized robots designed to perform household tasks, including cleaning, education, entertainment, elderly care, and security monitoring [2][4]. - The industry is categorized into three segments: upstream (core components and technology supply), midstream (production and manufacturing), and downstream (application scenarios) [4]. Domestic Market - China is facing a significant aging population, with 220 million people aged 65 and older by the end of 2024, representing 15.6% of the total population, leading to a growing demand for family service robots, particularly in elderly care [6][10]. - The family service robot market is projected to grow to approximately 300 billion yuan by 2027, indicating a promising development outlook [10]. Competitive Landscape - The market is divided into four tiers: - Tier 1 includes leading companies like Ecovacs, Roborock, Xiaomi, and others, with Ecovacs holding about 40% market share [12]. - Tier 2 consists of brands like Midea and Haier, with a combined market share of around 10% [12]. - Tier 3 includes mid-level companies with a smaller market share [12]. - Tier 4 comprises smaller players with limited innovation capabilities [12]. Development Trends - **Technological Innovation**: The integration of AI, IoT, and big data is driving the evolution of family service robots, enhancing their capabilities in navigation, voice recognition, and user interaction [18]. - **Expanding Application Scenarios**: The functionality of family service robots is broadening from basic cleaning to include education, health care, and home security, creating new market opportunities [19][20]. - **Intensifying Market Competition**: The increasing number of entrants into the family service robot market is leading to heightened competition, prompting established companies to invest more in R&D and improve product quality [21].

随着全球智能清洁市场持续高速增长(年均增速超20%,数据来源:GfK 2025),消费者对一体化家居解决方 案的需求激增。在这一背景下,私域运营正成为品牌打破低频消费壁垒、挖掘用户终身价值的关键引 擎。 近日,全球智能家电领导品牌「 科沃斯 机器人 」与慧博科技正式达成战略合作,双方将深度融合"智能硬 件+数据智能"能力,围绕企业微信生态搭建、直播营销矩阵深化、数据驱动运营等维度展开深度协作,共 同打造家电行业私域运营新范式,为消费者提供更精准、更温暖的智能生活服务体验。 然而,在消费升级与数字化浪潮下,如何更深度激活存量用户价值,构建以用户为中心的、可持续增长的智 能清洁服务生态,成为科沃斯深化发展的关键课题。为此,科沃斯选择携手慧博科技,共同开启私域运营数 智化升级的新征程。 二、战略合作核心:全面数字化,重构智能清洁私域服务体验 (慧博科技-周宇与科沃斯-孙芳婷)一、科沃斯:以创新技术领跑全球智能清洁赛道 作为全球市占率超15%(数据来源:GfK 2024)的智能家电巨头,科沃斯始终致力于通过科技创新重塑家庭 清洁体验。旗下"地宝"扫地机器人、"窗宝"擦窗机器人、"沁宝"空气净化机器人等明星产品深度融合 ...

Core Points - The company has issued a total of 10,400,000 convertible bonds with a total value of RMB 104 million, which are set to mature on November 29, 2027 [3][4] - The initial conversion price for the convertible bonds was set at RMB 178.44 per share, which has been adjusted multiple times, with the latest price being RMB 175.41 per share [5][10] - As of June 30, 2025, a total of RMB 426,000 worth of convertible bonds have been converted into 2,300 shares, representing 0.0004008% of the company's total shares before conversion [2][14] - The remaining unconverted convertible bonds amount to RMB 1,039,574,000, which is 99.9590% of the total issuance [2][14] Convertible Bond Issuance Overview - The company received approval from the China Securities Regulatory Commission to issue convertible bonds on November 30, 2021 [3] - The bonds were listed on the Shanghai Stock Exchange on December 29, 2021, under the name "科沃转债" [4] Conversion Situation - From April 1, 2025, to June 30, 2025, the company converted RMB 31,000 worth of convertible bonds into 176 shares, which is 0.0000307% of the total shares before conversion [2][14] - Cumulatively, from June 6, 2022, to June 30, 2025, the total conversion amount reached RMB 426,000, resulting in 2,300 shares [2][14] Share Capital Changes - The company has made several adjustments to the conversion price due to changes in share capital resulting from various stock incentive plans [6][10][12]

证券代码：603486 证券简称：科沃斯 公告编号：2025-050 转债代码：113633 转债简称：科沃转债 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●累计转股情况：自 2022 年 6 月 6 日至 2025 年 6 月 30 日，累计已有 426,000 元 科沃转债转换为科沃斯机器人股份有限公司（以下简称"公司"）A 股股份，累计转 股股数为 2,300 股，占科沃转债转股前公司已发行股份总额的 0.0004008%。 ●未转股可转债情况：截至 2025 年 6 月 30 日，尚未转股的科沃转债金额为 1,039,574,000 元，占科沃转债发行总量的 99.9590%。 ●本季度转股情况：自 2025 年 4 月 1 日至 2025 年 6 月 30 日期间，科沃转债转 股的金额为 31,000 元，因转股形成的股份数量为 176 股，占科沃转债转股前公司已 发行股份总额的 0.0000307%。 一、可转债发行上市概况 （一）可转债发行情况 科沃斯机器人股份有限公司 可转债转股结果暨股份 ...

证券代码：603486 证券简称：科沃斯 公告编号：2025-049 转债代码：113633 转债简称：科沃转债 科沃斯机器人股份有限公司 股权激励限制性股票回购注销实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●回购注销原因：科沃斯机器人股份有限公司（以下简称"公司"）于 2025 年 通过了《关于回购注销部分激励对象已获授但尚未解除限售的限制性股票的议案》。 鉴于公司 2024 年股票期权与限制性股票激励计划首次授予的邹晓静等 77 名激励对象 因离职已不再符合《上市公司股权激励管理办法》及公司《2024 年股票期权与限制 性股票激励计划（草案）》的相关规定继续参与公司激励计划的资格，公司拟对其持 有的已获授但尚未解除限售的 489,300 股限制性股票予以回购注销。 ●本次注销股份的有关情况 二、本次限制性股票回购注销情况 （一）本次回购注销限制性股票的原因及依据 象因辞职、公司裁员而离职，自情况发生之日起，其已获授但尚未行权的期权不得 行权，由公司注销，已获授但尚未解除限售的限制性股票不得解 ...

转债代码：113633 转债简称：科沃转债 证券代码：603486 证券简称：科沃斯 公告编号：2025-049 科沃斯机器人股份有限公司 股权激励限制性股票回购注销实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●回购注销原因：科沃斯机器人股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开了第三届董事会第二十六次会议及第三届监事会第十九次会议，审议 通过了《关于回购注销部分激励对象已获授但尚未解除限售的限制性股票的议案》。 鉴于公司 2024 年股票期权与限制性股票激励计划首次授予的邹晓静等 77 名激励对象 因离职已不再符合《上市公司股权激励管理办法》及公司《2024 年股票期权与限制 性股票激励计划（草案）》的相关规定继续参与公司激励计划的资格，公司拟对其持 有的已获授但尚未解除限售的 489,300 股限制性股票予以回购注销。 ●本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | --- | --- | --- | | 489,30 ...