科沃斯：以滚筒活水技术，定义扫地机器人清洁新高度

Core Insights - The core competition in the sweeping robot industry is centered around "cleaning power," with traditional methods failing to address the issue of "dirty dragging" effectively [1][13] - Ecovacs has introduced a new "roller active water washing" technology, aiming to redefine industry standards through innovative technology rather than merely enhancing base station functionalities [1][13] Technology and Innovation - Ecovacs claims to be the "roller active water washing definers" due to its technological accumulation and forward-looking layout, holding core patents for "constant pressure active water roller washing" and investing over 4 billion yuan in R&D since 2018, with a portfolio of over 2,500 global patents [3][15] - Unlike competitors who simply add rollers, Ecovacs employs a systematic layout and global collaborative thinking, ensuring maximum cleaning effectiveness through detailed designs and advanced technologies [5][17] - The core advantages of Ecovacs' roller technology stem from two key innovations: constant pressure active water technology that maintains cleaning effectiveness even after 3-6 months of use, and cylindrical rollers that enhance cleaning capabilities through higher rotation speeds [6][17] Cleaning Logic and Market Position - Ecovacs follows a unique cleaning logic of "spraying → active water contacting the ground → scraping off dirty water → recycling," which effectively removes stains, contrasting with competitors' methods that do not directly involve clean water on the ground [8][19] - The recognition of roller technology by consumers is evident in sales data, with the T series models driving volume and cost reductions, allowing Ecovacs to enhance the cost-performance ratio of mid-range products without price increases [9][20] - Ecovacs holds over 90% market share in roller products, significantly exceeding the reported 1.5 million units sold, creating a positive feedback loop of sales, feedback, iteration, and repurchase [9][20] Future Outlook - The technological breakthroughs by Ecovacs are pushing the sweeping robot industry from a focus on "base station maintenance-free" to "extreme cleaning power," evolving through a spiral iteration strategy that includes cleaning capability, maintenance-free ability, and AI capabilities [9][20] - Ecovacs plans to continue refining roller technology, optimizing materials and designs, while enhancing AI capabilities for identifying and handling stubborn stains [20] - Roller washing robots and traditional washing machines are not seen as replacements but as complementary products, each serving different user needs in the market [20]