Venture(US:VEMLY) 3 6 Ke·2026-02-09 01:30Core Insights - AI smart sports wear brand "MossCode" has recently completed a multi-million yuan angel round financing, with a valuation reaching 100 million USD [1] - The funding will be used to expand the R&D team and ensure stable mass production, with plans to launch products in the European and American markets in the first half of 2026 [2] - The founder, Ni Ruoyang, has a background in TMT and hard technology investments, and has successfully scaled teams and revenue in previous roles [2] Company Overview - MossCode is a subsidiary of Shenzhen Wuyin Power Technology Co., Ltd. [1] - The founding team includes experienced professionals from leading companies like OPPO and Apple, with expertise in hardware development and user insights [2] - The company aims to create a new type of wearable that integrates real-time data interaction during exercise and continuous recovery monitoring [6] Market Trends - The global smartwatch market is experiencing a decline, with Apple Watch showing a negative growth trend for two consecutive years, losing approximately 6-7 million users annually [2] - In contrast, specialized brands like Garmin and Whoop are seeing significant revenue growth, indicating a shift towards professional health monitoring as a necessity rather than an optional consumer good [3][4] User Behavior Insights - There is a clear migration from general smart wearables to specialized devices, with users seeking more precise data and insights [4] - Many users are currently using multiple devices to meet their needs, indicating a gap in the market for a comprehensive solution that combines the strengths of existing products [5][6] Product Development Strategy - MossCode's product design is focused on addressing the limitations of current offerings, aiming to provide a seamless user experience that combines data collection with actionable insights [6][7] - The company plans to leverage advancements in technology and AI to create personalized training methods that cater to individual user needs [7][8] Competitive Landscape - The market is dominated by established players like Apple, Garmin, and Whoop, making it essential for new entrants like MossCode to find a unique positioning [8] - MossCode's strategy involves targeting an overlooked niche that larger companies may struggle to address, emphasizing the need for patience and precise execution in their market entry [8]