Mei Ri Jing Ji Xin Wen·2025-11-21 13:06Core Viewpoint - The European Union has initiated an anti-dumping investigation against Chinese-made robotic lawn mowers, primarily focusing on electric robot mowers that can operate without direct human control, which may impact the competitive landscape for domestic companies in the EU market [1][3]. Industry Summary - The investigation is expected to last approximately one year, during which the EU will determine whether to impose anti-dumping measures to protect local manufacturers [1]. - The robotic lawn mower segment has seen significant growth, with a 327.2% year-on-year increase in global shipments in the first half of 2025, indicating strong market demand, particularly in Europe and North America [6]. - The market share of boundary-less robotic mowers has surged from 35% in 2024 to 65% in the first half of 2025, driven by technological advancements and high consumer acceptance [7]. - The potential for growth in the robotic lawn mower market is substantial, with estimates suggesting a threefold increase in sales as these products replace traditional riding and push mowers [8]. Company Responses - Companies like Longxin General stated that the investigation has no substantial impact on their operations, as their robotic lawn mower sales are still in the prototype stage [9]. - Ninebot indicated that the investigation's impact on its overall business is limited, as the robotic lawn mower segment contributes less than 10% to total revenue [9]. - Daye Co., which derives 99.09% of its revenue from overseas markets, announced plans to adjust its production structure in response to the investigation, leveraging its international operations to mitigate potential impacts [10].