上半年全球清洁机器人出货同比增长33%，扫地机器人破千万

Core Insights - The global smart home cleaning robot market is projected to reach 15.352 million units in the first half of 2025, representing a year-on-year growth of 33% [1] - The total annual shipment is expected to reach 32.1 million units, with a compound annual growth rate (CAGR) of 26% from 2025 to 2028 [1] Market Share and Competition - Robotic vacuum cleaners accounted for 11.263 million units, showing a year-on-year increase of 16.5%, capturing 73.4% of the overall market share [1] - The concentration of the industry has increased, with the top five manufacturers holding a market share of 64.8%, up 4.8 percentage points from the previous year [1] Brand Performance - Stone Technology achieved the top position with a 15.2% share in the overall cleaning robot market and a 20.7% share in the robotic vacuum segment [1] - Ecovacs and Dreame followed closely behind in market share [1] Sales Dynamics - Domestic sales have been boosted by policy subsidies, while the overseas market continues to grow through high-end new products and multi-channel expansion [1] Segment Growth - The lawn mowing robot segment showed remarkable growth, with shipments reaching 2.343 million units in the first half of the year, a staggering increase of 327.2% year-on-year [1] - The share of boundary-less models has risen to 65%, with Chinese brands like Ninebot, Dreame, and Ecovacs experiencing a surge in orders from Europe and the United States, driving significant industry growth [1] Future Outlook - IDC anticipates that Chinese manufacturers will continue to solidify their high-end advantages through technological iterations and multi-channel strategies, pushing for record-high annual sales [1]