Tech Home Appliances Soar! [Roborock] [Ninebot] [UGREEN] [Anker Innovations]

English summary

### Tech Home Appliances Soar! [Roborock] [Ninebot] [UGREEN] [Anker Innovations] Time: 2026-07-30 08:56:05 Content: Tech home appliances soar! [Roborock] [Ninebot] [UGREEN] [Anker Innovations] Latest update (actually a repost of old notes ☺️) - Kaiyuan Securities Home Appliances Team Lv Ming [Roborock] Old note reposted! [Roborock] Continue to recommend: Expected Q2 revenue growth to accelerate, excluding non-recurring gains and FX effects, operating net margin to improve QoQ - Kaiyuan Securities Home Appliances Team Lv Ming #Our model calculations are based on third-party data or company battle reports# Revenue: Q2 revenue growth rate is expected to accelerate QoQ (as we have been reminding), we expect revenue growth of 25-30%. We estimate Q2 robot vacuum growth in Europe/Asia Pacific/North America/domestic at 20%+/20%+/40%+/10%. We estimate Q2 floor washer domestic growth of 20%, overseas floor washer revenue may exceed 500 million, with full-year floor washer revenue of 4.5-5 billion, and overseas sales proportion expected to reach 40%# Profit: Parent net profit affected by non-recurring gains and FX, but pre-...