欧盟反倾销调查来袭，割草机器人行业迎格局优化机遇

Core Viewpoint - The European Commission has initiated an anti-dumping investigation into Chinese robotic lawn mowers due to significant price and cost distortions, which could lead to anti-dumping duties on exports to the EU [1][3]. Industry Impact of Anti-Dumping Investigation - The global smart home cleaning robot market saw shipments of 15.352 million units in the first half of 2025, a year-on-year increase of 33%. Robotic lawn mowers experienced a remarkable shipment growth of 327.2%, totaling 2.343 million units [3]. - Over 40% of China's robotic lawn mowers are exported to the EU, with a 37.7% increase in export volume and an 80.6% increase in export value in the first nine months of the year, reaching $2 billion [3]. - The average export price of Chinese lawn mowers to Europe is $207.3, which is 43% higher than the global average price of $144.6 [3]. Short-Term Responses from Affected Companies - Companies are expected to increase inventory in the EU market to mitigate the impact of potential anti-dumping duties before they are officially imposed, which should help maintain overall industry performance in the short term [4]. - Affected companies have a 7-day window to submit sampling questionnaires, allowing them time to prepare for the investigation [4]. Market Positioning of Leading Companies - Leading companies in the lawn mower sector are focusing on the mid-to-high-end market, where consumers are less price-sensitive. They can pass on potential anti-dumping costs to downstream distributors or end consumers, maintaining stable profit levels [5]. - In contrast, small and medium-sized manufacturers, which primarily compete in the low-end market, may face significant profit margin compression and market share loss due to their weaker bargaining power [5]. Long-Term Industry Outlook - Leading companies possess the financial and technical capabilities to establish overseas production facilities, allowing them to avoid anti-dumping duties and expand their global market presence [7]. - Smaller manufacturers may struggle to survive under high tariff barriers, leading to a market consolidation where resources shift towards larger firms, enhancing industry concentration and optimizing market structure [7]. - Companies like Daye Co. are adjusting their overseas production strategies to mitigate the impact of the EU's anti-dumping investigation [7]. - Ninebot Company emphasizes its focus on the mid-to-high-end market, leveraging technological innovation and user experience rather than price competition, which may further optimize the competitive landscape [8]. Technological Advancements and Market Growth - Despite the short-term disruptions from the anti-dumping investigation, the long-term growth trajectory of the robotic lawn mower industry remains intact, driven by the integration of AI and robotics technology [10]. - Domestic companies are making significant technological advancements, positioning themselves as leaders in the global robotic lawn mower market, which may enhance their market share internationally [10].