Core Viewpoint - The departure of Wang Jun, the head of Yunji's China region, is sudden and may impact the company's market performance and strategic direction as it approaches a Pre-IPO funding round [1][4][9]. Company Overview - Yunji Intelligent, established in October 2016, focuses on home robotics and has made significant technological advancements in areas such as SLAM, AI object recognition, and big data applications [2]. - The company has been recognized as one of China's top 50 technology robotics firms and has appeared on the Hurun Global Unicorn List for four consecutive years [2]. Product Development - Yunji has launched several innovative products, including the NARWAL J1, which redefined consumer perceptions of floor-cleaning robots, and the J4, which features a suction power of 7800Pa [3]. - The company has also expanded into the floor washing machine market with models like the S1 and S1 Max [3]. Market Performance - During the 2024 Double 11 shopping festival, Yunji achieved a sales revenue of over 1.7 billion, marking a 200% year-on-year increase [4]. - As of Q3 2025, Yunji held a 14.7% market share in China's online vacuum cleaner market, ranking fourth behind major competitors [4]. Industry Context - The vacuum cleaner industry is highly competitive, with the top five brands holding 89.2% of the domestic market share, while the penetration rate in Chinese households is only 6.9% [5]. - The global market for vacuum cleaners is projected to grow, with a shipment volume of 20.6 million units in 2024, reflecting an 11.2% year-on-year increase [5]. Competitive Landscape - Major players like Ecovacs and Roborock are intensifying competition, with Ecovacs holding a 25.4% market share in China [6][7]. - New entrants like DJI are leveraging their technology from the drone sector to enhance vacuum cleaner capabilities, although they face challenges in pricing and production [8]. Impact of Leadership Change - Wang Jun's departure is significant as it occurs during a critical phase for Yunji, potentially affecting its market strategy and performance [9][10]. - His experience in the industry and previous role at Roborock may have contributed to Yunji's operations, raising concerns about the company's future direction and leadership succession [10].

创业八年，系统"初成"。 作者 I 周茉 报道 I 投资界PEdaily 张峻彬聊起了多年前的一个小故事。 高二那年，他为身边的盲人孩子开发了一个阅读器，这个阅读器体积变得更小、重量也更轻巧。为了贴近他们使用，张峻彬还自学盲 文翻译。每次他去沟通产品体验的时候，小朋友们都会围住他开心地"打闹"。 张峻彬从来不觉得吵闹，反而感觉很开心。因为这是他第一次用技术，真切地帮到了一群人。当然，这里面也有初次产品创造的兴奋 和满足。 时至今日，张峻彬已经带领云鲸走过整整八年有余。相比初次创业，这次经历更丰富——1000多人的团队、全球用户超3 00万。 最 近， 云鲸宣布 获得深圳、无锡两大国资合计数亿元的融资 ，至此累计融资数十亿，成为中国机器人行业标志性独角兽。 2024年创业之难，让很多创业公司都束手无策，裁员、降薪、现金续不上弥漫不散。但云鲸还是提前完成了年度收入目标，最亮眼的 海外同比增长7倍，张峻彬也喊出了明年海外增长3 - 4倍的计划。 八年创业历程，高光与失落，迷茫与挣扎。回过头看，张峻彬这一路升级打怪，某种程度也是中国年轻一代创业者的奋斗缩影。 一位90后的创业漂流 2019年双11，云鲸第一款扫拖机器 ...