科沃斯CEO钱程：智能家居不是“产品堆砌”，而是“场景融合”

Core Insights - The integration of AI large models in the home appliance and consumer electronics sectors is driving product innovation and market growth, redefining high-quality and intelligent living [1] - The focus is shifting from merely accumulating products to creating integrated scenarios in smart homes, with an emphasis on continuous technological innovation and collaboration [1] Company Performance - In the first half of 2025, the company's revenue reached 8.676 billion yuan, representing a year-on-year growth of 24.37% [1] - Research and development expenditure amounted to 507 million yuan, a year-on-year increase of 13.80%, accounting for 5.84% of total revenue [1] Market Trends - The Chinese cleaning appliance industry is projected to achieve sales of 42.3 billion yuan in 2024, reflecting a year-on-year growth of 24.4% [2] - AI applications, such as intelligent recognition, obstacle avoidance, and voice control, are key drivers for the upgrade and market penetration of cleaning appliances [2] Technological Advancements - The company is focusing on the deep integration of AI large models with vertical scenarios, which is seen as a critical competitive point for embodied intelligence [4] - Advances in sensing and control technologies are expected to transform cleaning robots from mere tools to intelligent companions [4] Strategic Collaborations - The company has announced a strategic partnership with Alibaba Cloud for a full-stack AI collaboration, enhancing its ability to apply AI capabilities in products [6] - The company is also actively pursuing partnerships with top tech firms and investing in various fields, including lightweight robotic arms and visual recognition [6] Global Market Strategy - The company is implementing localized strategies in different global markets by understanding local user needs and adapting products accordingly [7] - Specific products have been developed for different markets, such as the GOAT intelligent lawn mower for single-family homes in Europe and North America, and lighter models for compact living spaces in Japan and South Korea [7]