未知机构：主要跨境品类26M1景气度跟踪天风家电团队统计数据口径为亚马-20260213

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the performance of various product categories on Amazon across ten major sites, with data converted to local currency [1] - The overall growth rate of product categories in January 2026 (26M1) has accelerated compared to December 2025 (25M12), driven by a rebound of lesser-known brands during the off-season [2][3] Core Insights and Arguments - Significant growth in specific categories: - Floor cleaning machines: +87% - Lawn mowers: +131% - Small chargers: +16% - Audio-visual products: +51% - Security products: +19% - NAS (Network Attached Storage): +84% [2][3] - NAS category is expected to benefit from increased penetration, while floor cleaning machines are seeing growth due to increased supply. Lawn mowers are experiencing a notable export effect before the anti-dumping tax takes effect [3] - Robotic vacuum cleaners are facing price pressure, resulting in a year-on-year decline of -1%, while the mid-to-large charger segment continues to experience a price war, with a reduced decline of -1% [3] Brand Performance 1. Stone Technology - Robotic vacuum cleaners: +9% year-on-year in 26M1, with price increases affecting performance in North America and Mexico, showing declines of -28% and -43% respectively. However, the overall market share remains the highest at 32.3% [4] - Floor cleaning machines: +753% year-on-year, with significant growth in North America and West Asia, achieving a market share of 9% and surpassing competitors [4] 2. Ecovacs - Robotic vacuum cleaners: +31% year-on-year in 26M1, with a reduced decline in North America to -18%, and an overall market share increase to 9.7% [4] - Floor cleaning machines: +206% year-on-year, with a slight decline in market share but still holding a strong position at 23.4% [4] - Lawn mowers: Market share increased to 5.4% in North America and 7.2% in Europe [4] 3. Anker - Audio-visual products: +143% year-on-year, with significant acceleration in Mexico and Germany (increases of +334% and +311% respectively), leading to a market share increase to 1.2% [5] - Security products: +23% year-on-year, with a slowdown observed in January [5] - Small chargers: +25% year-on-year, with consistent growth across regions [5] - Mid-to-large chargers: Decline reduced to -17%, with notable growth in France (+684% year-on-year) [5] - Robotic vacuum cleaners: Growth has slowed, with only slight improvement in Japan [5] 4. Ugreen - Small chargers: +66% year-on-year in overseas markets, with growth across all regions [5] - NAS: +353% year-on-year, significantly up from +42% in 25M12, achieving an overseas market share of 30.2% [5]