In the annual report, "AI" was mentioned 688169 times and "artificial intelligence" was mentioned 0 times, and Roborock (0.SH), the "leader" of sweeping robots, has taken another step towards the era of artificial intelligence.

Previously, Hefei Stone Tus-Home Appliance Retail Co., Ltd. was announced, and its business scope includes artificial intelligence application software development, artificial intelligence basic software development and other businesses. According to the equity penetration of Qichacha, the company is indirectly wholly owned by Roborock.

According to the company's 2024 annual report, Roborock has already integrated artificial intelligence technology into multiple business lines such as sweepers and floor scrubbers.

Roborock is expected to lead the industry in intelligence again

According to the annual report, "artificial intelligence" technology has penetrated into all business lines of Roborock.

Taking the washing machine business line as an example, Roborock's Z1 series adopts a breakthrough ultra-thin and flat-embedded integrated design, combined with AI washing and drying algorithm and self-developed mousse washing technology, which significantly improves washing efficiency and user experience.

In the field of sweepers, Roborock's intelligent sweeping robot constructs a household map based on SLAM algorithms such as laser or TOF ranging sensors, vision sensors, inertial measurement units and other sensors, and then locates according to the household map, and at the same time plans an intelligent and efficient cleaning path through AI algorithms, which can effectively avoid missing and re-sweeping. On the server side, through deep learning and algorithm optimization of Internet product data, the robot algorithm is continuously iteratively upgraded.

For the floor scrubber business, Roborock has also applied intelligent technologies such as intelligent washing and drying, full-link antibacterial, automatic delivery of cleaning liquid, intelligent control of fluid and heat to achieve dual heat system, AI two-way power assist system, and smart brush head.

In fact, as early as 60 last year, some investors had already asked Roborock: "Does the company's business involve AI large models?" What is the specific layout in terms of artificial intelligence? In the face of market concerns, Roborock gave a clear response on 0 0. A person related to the company said that the new products launched at that time had already incorporated AI functions, aiming to improve the cleaning experience of the products. Specifically, these AI features include RRmind GPT, which enables products to achieve intelligent interaction and provide users with a more convenient and intelligent experience; and the Reactive AI function, which can achieve dynamic obstacle avoidance, allowing the robot vacuum cleaner to work more flexibly and efficiently in complex home environments.

值得一提的是，石頭科技在AI領域的佈局遠不止於此。早在2024年11月27日，公司就發生了工商變更，經營範圍新增了人工智慧應用軟體開發、人工智慧基礎軟體開發、人工智慧理論與演算法軟體開發等多個與AI技術密切相關的領域。同時，公司的註冊資本也由約1.3億元增至約1.8億元，顯示出公司對AI技術發展的高度重視和堅定信心。

石頭科技自2014年7月成立以來，便專注於家用智慧清潔機器人及其他智慧電器的研發和生產。經過多年的努力和發展，公司已成為智慧家居行業內的龍頭企業。

According to the latest financial report, Roborock's R&D investment in 74 years was 00 million yuan, a record high, a year-on-year increase of 0.0%, accounting for 0.0% of revenue, ranking in the forefront of the home appliance industry. As of the end of 0, Roborock had 0 employees, including 0 R&D personnel, accounting for 0.0% of the total number of employees.

Industry insiders generally believe that 2025 is expected to be the year of "a hundred flowers blooming" for AI applications. In this context, Roborock's early AI layout is expected to be completely released this year, or bring a broader development space for the company.

"Sweeping robots are expected to become consumer benchmark enterprises empowered by AI robot technology"

Kaiyuan Securities analysts believe that with the gradual launch of new products, Roborock is expected to become a consumer benchmark enterprise empowered by AI robot technology. The sweeping robot category has a high degree of compatibility with AI robot technology, and the company's innovation continues to lead and successfully launch the industry's first robotic arm product, which is expected to become a consumer benchmark enterprise empowered by AI robot technology for downstream applications, and is expected to usher in a new breakthrough in performance under a more active sales and product strategy.

From the overall analysis of the sweeping robot industry, AI robot technology has continued to develop and improve in recent years. Open source securities analysts believe that sweepers are expected to become the most suitable downstream application category. In recent years, advances in AI algorithms, sensor technology, mechanical bionics and other fields have significantly improved the intelligence level of robots, and downstream application fields have gradually expanded.

From the perspective of technology deepening, sweeping robots can grasp and return objects with greater weight and volume by upgrading the hardware of the robotic arm, and even realize functions such as assisting obstacle crossing, going up and down stairs, etc.; It can also process sensor data through AI to greatly improve the level of intelligence, such as combining flexible robotic arms to realize the safe grasping and sorting of fragile items such as glasses, monitoring the home environment, and customizing intelligent solutions based on cleaning habits and floor status.

From the perspective of ecological improvement, multiple home service robots can be dispatched by cloud AI to carry out intelligent division of labor and cooperation, and build a family-wide intelligent service system through data sharing and hardware collaboration.

Open source securities analysis believes that the head manufacturers of sweeping robots may launch a platform similar to ROS (robot system) to attract developers to develop customized functions (such as cooking assistance, green plant maintenance, pet interaction, game entertainment, etc.), and continue to meet the personalized needs of users through the "hardware + service" ecological closed loop.