编者按：当出海越来越成为一家中国公司核心战略时，如何征战全球市场就成为一个极其专 业的话题。在全球化的演变中，已有不少中国品牌站立潮头。鉴于此，硬氪特推出「Insight 全球」专栏，从品牌成长与变迁，探索中国品牌出海的前沿方向与时代契机，为出海玩家与 行业提供思考与启发。 这是我们专栏第48期—— 过去两年，割草机器人无疑是资本市场上 最热门的故事之一，它吸引了无数公司投身其中。MOVA成立于2024年，以激光雷达技术切 入这一增长明确的细分赛道，面向欧洲中小型草坪市场，凭借精准的产品定义和"开箱即 用"的差异化体验，在半年内实现10万台的出货量。近日，我们与MOVA负责人李飞聊了 聊。 作者｜黄楠 编辑｜袁斯来 只用了不到4年，智能割草机器人的战争，就已经进入下半场。 从去年起，割草机器人厂商处于集体放量阶段。九号公司2024年出货量突破14万台；追觅年初宣布出货 量突破10万台；松灵与科沃斯在欧美市场销量均超8万台。创业公司同样活跃，来牟科技和汉阳科技已 连续完成多轮融资，估值均已达数亿元。 对新公司来说，进场入口只剩一道窄门。 然而正是这片看似饱和的市场，仅半年时间内，又跑出了一个出货量超10万台的智 ...

Group 1 - The core viewpoint emphasizes the critical role of LiDAR technology in the emerging wave of smart vehicles and robotics, positioning it as an essential component akin to a "safety belt" for intelligent cars [1][3] - The recent WRC World Robot Conference showcased LiDAR's value beyond mere safety redundancy, highlighting its importance in new applications and scenarios, driving technological iterations [3][4] - The integration of LiDAR in robotics is crucial for perception capabilities, enabling robots to navigate complex environments effectively, which is a significant advancement from previous reliance on GPS and cameras [26][30] Group 2 - Hesai Technology has emerged as a leader in the LiDAR market for robotics, with a cumulative shipment of 155,011 units by Q1 2025, surpassing competitors significantly [37][39] - The robotics sector is now a primary growth engine for Hesai, leveraging its expertise from the automotive sector to meet the demands of the robotics market, which is projected to grow substantially [39][45] - The global market for 3D LiDAR in robotics is expected to reach 3.89 billion yuan in 2024, with projections to double by 2025, indicating a robust growth trajectory [45][47]

Strategic Metals - The Chinese government is enhancing control over strategic mineral exports to prevent illegal outflow, with a focus on various strategic metals such as rare earths, cobalt, and tungsten [1] - Analysts from Zheshang Securities and CITIC Securities suggest that the valuation of strategic metals is expected to rise due to resource scarcity and increasing demand from sectors like new energy and military [1] Beer Industry - In the first four months of 2025, China's beer production from large enterprises decreased by 0.6% year-on-year, but April saw a 4.8% increase compared to the previous year, indicating a recovery trend [2] - Analysts expect the beer industry to improve in 2024, driven by increased consumption in dining channels and low inventory levels [2] Smart Cleaning Industry - The launch of MOVA's lawn mowers in Europe has gained significant market traction, achieving top sales rankings on Amazon in France and Germany [3] - The smart cleaning industry is entering a phase of technological commercialization and policy support, with advancements in AI and sensor technology enhancing operational efficiency [3] Toy Industry - Miniso is planning to spin off its TOPTOY brand for an IPO in Hong Kong, following the success of similar companies like Pop Mart [4] - The rapid expansion of TOPTOY, which has grown to 280 stores, reflects Miniso's commitment to the trendy toy market [4] Insurance Industry - The insurance sector reported a premium income of 25,955 billion yuan in the first four months of 2025, a 2.3% increase year-on-year, with a notable 9.6% growth in April [5] - The market acceptance of dividend insurance products is rising, contributing to the industry's growth [5] Exoskeleton Robots - The development of a new lower-limb exoskeleton robot by the Chinese Academy of Sciences aims to assist patients with lower limb paralysis, showing promising results in clinical trials [6] - The exoskeleton robot market is transitioning from medical applications to consumer markets, driven by technological advancements and cost reductions [6] Aviation Industry - China is considering a significant order for Airbus aircraft, potentially ranging from 200 to 500 units, which could become the largest aircraft purchase in Chinese aviation history [7] - The order is expected to benefit Airbus at a time when Boeing faces challenges in the Chinese market due to ongoing trade tensions [7] Macro and Industry News - The central government plans to support urban renewal actions in 20 cities, including Beijing and Tianjin [8] - The National Energy Administration is initiating pilot projects for new power system construction [9] - The Ministry of Industry and Information Technology is focusing on promoting the development of the artificial intelligence industry [10]