徕芬已入局洗地机赛道，负责人来自大疆｜36氪独家

Core Viewpoint - The article discusses the entry of the company 莱芬 (LaiFen) into the floor washing machine market, highlighting the competitive landscape and potential growth opportunities in this sector [6][8]. Industry Overview - The floor washing machine market in China is projected to have a penetration rate of approximately 3.1% in 2024, which is significantly lower than the 6.2% penetration rate of robotic vacuum cleaners [8]. - The number of floor washing machine models is expected to reach 1,042 in 2024, doubling from 2022, indicating a crowded market with over a thousand product variations [8]. - The market is highly concentrated, with 科沃斯 (Ecovacs) holding over 30% market share, while competitors like 追觅 (Dreame) and 石头 (Roborock) vie for the second position [8]. Company Strategy - 莱芬 has been in the floor washing machine business for at least six months, with a focus on maintaining high internal confidentiality regarding this project [6]. - Despite the intense competition and challenges in the market, the floor washing machine sector is experiencing rapid growth, with retail sales expected to reach 14.09 billion yuan in 2024, up from less than 100 million yuan in 2019 [8]. - 莱芬's previous success in the high-speed hair dryer market, where its GMV grew from 130 million yuan in 2021 to 3 billion yuan in 2023, demonstrates its potential for growth in new product categories [10]. Competitive Landscape - The article notes that while 莱芬's entry into the floor washing machine market may seem puzzling due to the fierce competition, there is still potential for revenue generation, as indicated by the growth of competitors like 科沃斯, which reported a 29.3% year-on-year increase in revenue in Q3 2025 [9]. - The high technical barriers and extensive supply chains in the floor washing machine sector present significant challenges for new entrants like 莱芬, which may struggle to develop and mass-produce competitive products [11].