云鲸CEO张峻彬发全员信否认被收购，称正全力冲刺香港上市

Core Viewpoint - The CEO of the company, Zhang Junbin, has denied rumors regarding a potential acquisition by Jiuyang, emphasizing the company's commitment to pursuing an IPO in Hong Kong and addressing key issues such as financing, valuation, and employee options [2][3] Group 1: Company Response - The company has refuted acquisition rumors, stating that such claims are intended to undermine employee morale. The CEO reaffirmed the company's determination to proceed with its IPO plans despite external interest in acquisition or strategic investment [3] - The company has recently completed a $100 million financing round led by Tencent and the Beijing Robotics Industry Fund, with a valuation exceeding 10 billion [3] - The employee option pool has surpassed the CEO's personal shareholding, highlighting the company's commitment to incentivizing its core team [3] Group 2: Internal and External Challenges - The company is facing internal challenges, including frequent management changes, with key personnel departures such as the product head and the China region head, which may impact operational stability [4] - The company has undergone a reduction in workforce from 1,600 to 1,400 employees, which the CEO characterized as an efficiency improvement rather than a mass layoff [4] - Externally, the robotic vacuum industry is experiencing intense competition, with the company holding a 14.7% market share in China's online market, ranking fourth behind leading brands [4] - The average selling price of robotic vacuums has declined since 2025, further squeezing profit margins for manufacturers, and the top five brands now account for nearly 90% of the market share, increasing survival challenges for smaller players [4] Group 3: Future Strategy - The company has designated 2026 as a critical year, focusing on efficient operations and avoiding the pitfalls of becoming a "large company" with inefficiencies [6] - The CEO has called for enhanced operational awareness among employees, emphasizing the importance of achieving results efficiently and cost-effectively in response to competitive pressures [6]