攻占海外“黑五”，速卖通清洁家电出海“跑”出新速度

Core Insights - The Chinese smart manufacturing sector is systematically entering overseas households, particularly in the cleaning appliance category, which has shown remarkable growth during the 2025 Black Friday promotion period [1] - The overall growth of cleaning appliances on AliExpress from January to November 20, 2025, reached 85%, making it one of the fastest-growing categories [1] - Chinese brands have surpassed international competitors in core technologies such as navigation algorithms and obstacle avoidance, leading to a significant increase in overseas sales [1][2] Industry Performance - ILIFE has applied high-end navigation and obstacle avoidance modules, originally used in $300-$400 models, to mid-range products priced over $100, achieving a breakthrough in cost-performance ratio [1] - ILIFE's sales on AliExpress during the overseas Double 11 event increased by 130% year-on-year, with total sales on the platform growing nearly threefold over the past year [2] - The Polish market has emerged as a highlight for cleaning appliance exports, with a 120% year-on-year growth in the category, making it the largest market for cleaning appliances [2] Future Outlook - The penetration rate of cleaning appliances is expected to increase significantly, with global vacuum cleaner shipments around 22 million units compared to approximately 2 billion households worldwide, indicating a market that is far from saturation [3] - The integration of AI technology is seen as crucial for the next phase of cleaning appliances, enabling personalized experiences for users [3] - The growth of the gardening tools category on AliExpress during the peak season in March 2025 saw a GMV increase of over 50%, with robotic lawn mowers experiencing a 153% year-on-year growth [3]