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“非常突然”,欧盟动手了!中国割草机器人攻占欧美家庭后花园,业内人士:中企弯道超车,欧盟老牌企业受到冲击

Core Viewpoint - The European Union has initiated an anti-dumping investigation against Chinese-made robotic lawn mowers, primarily focusing on electric robot mowers that can trim lawns without direct human control [1][3]. Industry Summary - The investigation is expected to last approximately one year, during which the EU will decide whether to impose anti-dumping measures to protect local manufacturers [2]. - The market for robotic lawn mowers has seen significant growth, with Chinese products gaining market share in Europe and North America due to technological advancements [2][5]. - The global shipment of robotic lawn mowers increased by 327.2% year-on-year in the first half of 2025, indicating strong demand in overseas markets [5]. Company Responses - Companies such as Longxin General and Ninebot have stated that the investigation will have limited impact on their operations, with Longxin noting no substantial effect on its business [2][8]. - Daya Co. announced plans to adjust its production structure in response to the investigation, emphasizing its international operational strategy [10]. - Ninebot highlighted that the anti-dumping measures could raise entry barriers for the robotic lawn mower industry, potentially benefiting leading manufacturers with robust supply chain management [8]. Investigation Details - The investigation was prompted by a complaint from Husqvarna Manufacturing CZ s.r.o., a well-established EU company facing competition from Chinese firms [3]. - The investigation period is set from October 1, 2024, to September 30, 2025, focusing on companies exporting the involved products to the EU during this timeframe [3][4]. Market Dynamics - The shift towards "borderless" robotic lawn mowers has significantly increased their market share, rising from 35% in 2024 to 65% in the first half of 2025 [5][6]. - The potential for growth in the robotic lawn mower market is substantial, with estimates suggesting a threefold increase in sales as traditional lawn mowers are gradually replaced [6].