Driven by the acceleration of Internet penetration and cutting-edge technology, the home improvement industry has developed rapidly. At present, China's home furnishing industry has formed an industrial chain including brand, factory, dealer, home store market, decoration company, designer, foreman and user. The industry is developing well, in the first half of 2018 the net profit of home improvement enterprises exceeded 100 million yuan. China's home improvement industry has experienced the stage of group purchase and package, and has now entered the stage of platform development. Platform-based enterprises have developed rapidly. The data of iiMedia Polaris shows that in 2018 high-net-worth users of Qijia and Tuba rabbits is in high proportion which have more development advantages. At this stage, China's home furnishing industry still has problems such as long industry chain, high customer cost, tight working capital, and poor user experience. In the future, traffic, products, services and users are important directions for the development of China's home improvement industry.
本报告研究涉及企业/品牌/案例：优必选、正轩投资、力合华睿、启明创投、科大讯飞、鼎辉资本、中信证券、腾讯、工商银行、海尔、两江战略基金、天猫、京东、亚马逊、苹果、腾讯集团、IMAGE FRAME INVESTMENT(HK) LIMITED、深圳市进化论投资合伙企业（有限合伙）、QM25 Limited、MAGE FRAME INVESTMENT(HK) LIMITED、湖州三次元企业管理咨询合伙企业（有限合伙）、科沃斯、纳博恩、寒武纪、地平线、镭神智能、思岚科技、高仙自动化、科大讯飞、思必驰、居然之家、迪士尼、小米、乐高、能力风暴、康利优蓝
随着人口红利消失、人口老龄化加速、劳动力成本持续攀升等问题日益趋严，利用机器替代人工的需求愈加强烈。与此同时，中国企业在服务机器人核心硬件以及AI软件技术方面取得了较大突破，与国外领先技术的差距不断缩小，一定程度上缓解了技术实现和生产成本的制约。在市场与技术的双向推动下，服务机器人行业快速发展，预计到 2020 年，中国服务机器人年销售额将超过 300 亿元。优必选的服务机器人产品遍布多个细分领域和应用场景，凭借自身的技术优势，快速渗透市场，并通过与国际巨头的合作，广泛提升品牌知名度。虽然优必选在服务机器人行业的地位不断被肯定，但它的发展依然面临低端产品同质化竞争严重、高端产品商业化进程慢的两难局面。
With the disappearance of the demographic dividend, the acceleration of population aging, and the continuous rise of labor costs, the demand for replacing human labor with machines has become more and more intense. At the same time, Chinese enterprises have made great breakthroughs in the core hardware and AI software technology of service robots, and the gap with foreign leading technologies has been narrowing, which has eased the constraints of technology implementation and production costs to a certain extent. Driven by both market and technology, the service robot industry has developed rapidly. It is estimated that the annual sales of service robots in China will exceed 30 billion yuan by 2020. UBTECH’s service robots are widely used in many sub-areas and application scenarios. With its own technological advantages, they can penetrate the market rapidly and enhance brand awareness through cooperation with international giants. Although the position of UBTECH in the service robot industry has been continuously affirmed, its development still faces the dilemma of serious homogenization competition of low-end products and slow commercialization process of high-end products.