作者｜黄楠 编辑｜彭孝秋 过去几年，硬件创业公司因量产问题倒闭的案例屡见不鲜。如今，这一"死亡魔咒"正在割草机器人赛道再度上演。 2025年8月14日，智能割草机器人厂商长曜创新发布公告称，公司运作深陷三大棘手难题，正面临发展困境。首先在产品的生产交付端，由于对自身实力和 量产难度估计不足，过度乐观地规划首次大规模生产数量（数千台设备），导致工厂出现返工情况，生产严重延误。 其次同一时期，人员动荡加剧了危机发生。长曜创新遭遇核心团队成员变动，新旧人员交替极大干扰了工作流程与协作，直接导致最终完成生产及准备发货 方面出现额外的延迟，宝贵的时间窗口已然错过。 最后，成本方面长曜创新也陷入严峻困境。经内部核算，每台割草机的实际制造成本，远超众筹时向用户承诺的价格及公司现有的资金储备。在没有新资金 注入的情况下，若强行履行所有众筹订单，公司将会迅速耗尽，对其存续造成致命打击。 长曜创新公告原文（图源/Kickstarter） 这家曾在一个月内众筹超220万美元的初创公司，最终倒在了量产门前。用户首批订购的近1400台订单距离交付也遥遥无期。 近年，长曜创新先后完成了两轮融资，累计金额达数千万元，投资方阵容包括格力集团 ...

Market Overview - A-shares showed mixed performance in the three trading days leading up to the holiday, with the Shanghai Composite Index closing at 3279.03 points, down 0.49% for the week, while the Shenzhen Component Index fell 0.17% to 9899.82 points, and the ChiNext Index rose slightly by 0.04% to 1948.03 points [1] - Over 52% of stocks experienced gains during the week, with 74 stocks rising over 15% and 51 stocks declining more than 15% [1] Leading Stocks - The top-performing stock, Daye Co., Ltd. (300879.SZ), surged by 43.80%, followed closely by Jingjin Electric (688280.SH) with a 43.62% increase [1] - Other notable gainers included Chunguang Intelligent (838810.BJ), United Chemical (301209.SZ), Yuzhong Sanxia A (000565.SZ), and Hongbo Co., Ltd. (002229.SZ), all of which saw weekly gains exceeding 33% [1] Industry Insights - The lawn mower robot sector is anticipated to experience significant growth, with Daye Co., Ltd. being a key player in this market [1][3] - The global OPE market exceeds $30 billion, with the lawn mower segment valued at $20 billion and annual sales nearing 30 million units. However, the lawn mower robot market is currently only $2.6 billion, with annual sales between 1.2 million and 1.3 million units, indicating a low penetration rate of 12% in sales and 5% in volume [3] - Forecasts suggest that by 2030, lawn mower robot sales could reach between 5 million and 10 million units under optimistic and conservative scenarios, respectively [3] Company Performance - Daye Co., Ltd. has seen its stock price rebound over 95% since its low on April 8, with a total market capitalization of 5.7 billion yuan and a share price of 28.40 yuan as of April 30 [2] - The company reported a total revenue of 1.761 billion yuan for the year 2024, marking an increase of 89.67% year-on-year, and a net profit of 16.1152 million yuan, up 109.22% year-on-year [6] - In Q1 2025, the company achieved a revenue of 1.518 billion yuan, reflecting a year-on-year increase of 138.72%, with a net profit of 19.4 million yuan, up 326.94% year-on-year [6] Strategic Acquisitions - On February 12, Daye Co., Ltd. completed the acquisition of AL-KO for 20 million euros, which is expected to enhance its distribution channels in Europe and Australia and contribute approximately 130 million yuan to its performance by 2025 [4]