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跨界上瘾,追觅科技官宣造车,钱够吗?
3 6 Ke·2025-08-29 04:52

Core Viewpoint - The competitive landscape of the new energy vehicle (NEV) sector is becoming increasingly brutal, with several prominent players exiting the market, while new entrants continue to emerge, such as Chasing Technology, which plans to launch a luxury electric vehicle by 2027 [1][14]. Group 1: Company Overview - Chasing Technology, founded in 2017, initially focused on manufacturing cleaning appliances for Xiaomi before transitioning to its own brand in 2019, quickly becoming a leading player in the cleaning appliance industry [3][4]. - The company has expanded its product lines significantly, now offering a wide range of products including vacuum cleaners, air purifiers, and even plans for electric vehicles, positioning itself as a boundaryless ecological enterprise [3][12]. Group 2: Market Dynamics - The cleaning appliance market has seen rapid growth, with the market size increasing from 20 billion yuan in 2019 to 42.3 billion yuan in 2024, driven primarily by the sales of robotic vacuums and floor washers [9][12]. - Despite the growth, the penetration rates for cleaning appliances remain low, with robotic vacuums and floor washers at only 5.5% and 3.1% respectively in 2024, indicating a potential ceiling for growth in this segment [9][12]. Group 3: Competitive Landscape - The entry of new competitors, including DJI's recent launch of a high-end robotic vacuum, adds pressure to existing brands in the cleaning appliance market [12]. - The shift towards cross-industry ventures is evident, with companies like Stone Technology also expanding into washing machines while Chasing Technology explores various sectors including home appliances and drones [12]. Group 4: Financial Considerations - The automotive sector is significantly more capital-intensive than the cleaning appliance industry, with substantial investments required for research and development, factory construction, and operational costs [13]. - Chasing Technology's market strategy for its vehicle launch is focused on a "super luxury, overseas first" approach, reminiscent of strategies employed by other players in the NEV market [14].