In February 2026, online sales of smart door locks across all channels in China reached 539,000 units, down 7% year-on-year; sales revenue amounted to RMB 430 million, a 14.7% decline year-on-year. Factors such as the Spring Festival holiday suppressed the release of end-user demand. In terms of brand landscape, the concentration of leading companies decreased slightly, with Dessmann leading in sales revenue market share and Xiaomi topping the sales volume market share, while Kaadas and Huawei also secured certain market shares. As March arrived, the pace of industry innovation accelerated, with multiple brands launching new products at AWE2026, focusing on six major innovation directions. Additionally, the national mandatory standard Technical Requirements for Lock Security - Part 2: Anti-theft Locks was officially implemented on March 1, which will accelerate the elimination of low-quality products.
