从技术远征到全球突围:库犸何以领跑割草机器人赛道?
SIASUNSIASUN(SZ:300024) 3 6 Ke·2026-01-07 12:20

Core Insights - Kua Technology has announced its dominance in the global boundary-less lawn mower market, as certified by Frost & Sullivan, positioning itself as the leader in sales from July 2024 to June 2025 [1] - The company showcased its innovative product lineup at CES 2026, including the LUBA 3 AWD flagship model and the SPINO S1 Pro pool cleaning robot, marking its entry into the commercial lawn care market [3][5] Market Positioning - Kua Technology is transitioning from a single-product leader in lawn mowers to a comprehensive solution provider for outdoor care, including lawn, pool, and commercial services [5] - The company has strategically positioned itself to address the reliability challenges in the lawn mower industry, focusing on creating a robust navigation system that ensures a near-zero intervention experience for users [6][10] Technological Advancements - The three-fold fusion positioning system developed by Kua Technology combines laser radar, AI vision, and RTK to create a dynamic and complementary perception system, significantly reducing navigation failure probabilities [7][8] - The LUBA 3 AWD model achieves ±1 cm positioning accuracy without the need for a base station, showcasing advanced hardware integration and system collaboration [8][10] Product Development Philosophy - Kua Technology emphasizes a user-centric approach in product development, focusing on real-world scenarios and engineering feasibility to optimize performance, reliability, and cost [17][19] - The company has established a rigorous long-term outdoor validation system to ensure its products can adapt to various climates and terrains, enhancing their reliability over time [17] Market Expansion Strategy - Kua Technology is expanding its product offerings beyond lawn care to include pool cleaning robots, addressing the interconnected needs of high-value users who own both lawns and pools [18][19] - The company is also entering the commercial lawn care market, recognizing the growing demand for automation in this sector, which is currently reliant on manual labor [22] Competitive Edge - Kua Technology's competitive advantage lies in its ability to integrate technology and design, creating products that are not only visually appealing but also functionally superior in complex outdoor environments [11][12] - The company's deep understanding of user needs and its commitment to quality over speed in development processes create a significant barrier for new entrants in the market [17][22]