SIASUN(SZ:300024) Yang Shi Wang·2026-01-10 18:55Core Viewpoint - The article highlights the robust demand for Chinese smart manufacturing, particularly in the vacuum cleaner sector, driven by overseas orders and the need for efficient delivery capabilities [1]. Group 1: Manufacturing Capacity and Orders - In a manufacturing facility in Huizhou, production lines are operating at full capacity, with a monthly output of up to 200,000 units, over 60% of which are for overseas markets [3]. - The most popular model for North America and Europe has orders extending to April 2026, showcasing strong global demand [3]. - Another production line is focused on new products that debuted at the Consumer Electronics Show, with preparations made in December to ensure timely global distribution [5]. Group 2: Revenue and Market Expansion - Stone Technology anticipates global shipments exceeding 7.2 million units by 2025, with overseas revenue surpassing 50% starting in 2024 [5]. - The company’s products are now present in over 17 countries and regions, reaching more than 20 million households [5]. - Yunji Intelligent has secured orders worth at least 300-400 million yuan from overseas markets, with strategic collaborations leading to over 600 million yuan in orders [7]. Group 3: Export Performance - In the first 11 months of 2025, Shenzhen exported vacuum cleaners worth 11.12 billion yuan, marking a 71.8% year-on-year increase [9]. - Exports to the EU grew by 121%, accounting for 41.6% of total exports, while exports to the US and ASEAN also saw significant increases [9]. - The logistics process has been optimized, reducing the overall shipping time to Europe by over 30%, with delivery times around 35 days [9].