石頭科技(688169.SH)二季度全球掃地機器人市場量額雙第一，為中國廠商首度登頂
近日，第三方市場諮詢機構IDC發佈《全球智能家居設備市場季度跟蹤報吿，2024年第二季度》。報吿顯示，二季度全球智能掃地機器人出貨511.7萬台，同比增長15.7%。其中，石頭科技本季度出貨量全球第一，這也是中國廠商首次在智能掃地機器人市場登頂。
上半年整體來看，隨着產品功能升級，掃地機器人產品新品發佈節奏加快，高端線產品出貨佔比提升帶動平均單價上升，二季度國內市場上升至485美金。中國廠商"走出去"步伐加快，尤其在發達國家市場，國產全能款掃地機器人憑藉性能優勢迅速搶佔市場份額。
根據報吿，石頭科技在二季度全球掃地機器人市場量額雙第一。得益於石頭科技完善的全球分銷網絡，其產品在全球範圍內表現出了極強的競爭力，尤其在出海佈局較早的發達國家市場，其線下渠道較其他中國廠商優勢明顯。在北美市場率先入駐門檻較高的線下大型商超，並通過品牌自營店迅速提升其品牌影響力。V系列及G系列產品在2024年在機身輕薄、導航避障、毛髮纏繞等方面均進行明顯升級，持續放量。
Irobot當前主要出貨集中在美國、日本及西歐地區。憑藉較強的品牌粘性，其在中端市場仍有不俗表現。但其產品功能相對單一，掃拖一體融合進度較友商佈局較晚，高端產線佈局型號參數配置在同價位段中較友商較弱，近季度其市場份額持續下滑。
據IDC預測，2024下半年，全球掃地機器人市場預計出貨1,025萬台，2024年全年預計同比增長7.5%。產品性能的競爭重點將圍繞解決清潔盲區所需的超薄機身、底抬升高度、越障高度等展開。同時，針對毛髮纏繞問題，廠商也將在滾刷防纏繞技術、大吸力等方面持續進行差異化的產品升級。
IDC中國高級分析師趙思泉認為， 智能掃地機器人市場在下半年的主要競爭將集中在高端產品部分，AI能力的引入使得產品在理解用户的口語化指令等方面也將存在差異，同時，洗地機廠商的加速佈局也將為掃地機器人市場帶來新的競爭衝擊。從競爭區域來看，當前產品平均單價持續上升，對消費者購買能力提出一定要求，北美及西歐市場價仍將是中國廠商當前的出海主要競爭地。
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