SIASUN(SZ:300024) Qi Cha Cha·2025-09-09 04:01Group 1 - The global smart home cleaning robot market shipped 15.352 million units in the first half of the year, representing a year-on-year growth of 33% [1] - The lawn mower robot segment saw a significant increase in shipments, with 2.343 million units shipped, marking a year-on-year growth of 327.2% [1] - The industry is expected to experience a peak in new entrants starting in the second half of 2024, with multiple brands accelerating their market presence [1] Group 2 - As of September 8, there are 209,700 smart home-related enterprises in China, primarily concentrated in East China (35.96%) and South China (33.54%) [2][3] - The largest share of these enterprises belongs to the wholesale and retail sector, accounting for 33.63%, followed by scientific research and technical services (22.12%) and manufacturing (16.45%) [4] - The registration of smart home-related enterprises has shown a stable upward trend, with 20,500 new registrations expected in 2024, a year-on-year increase of 2.72% [5]