Smart wear is a sector that has been on fire for a while, so what leading stocks are there in this sector? In the next article, I will simply tell you about this topic and introduce it!
Jinlong Electromechanical: Xingke Electronics, a subsidiary company, is a high-tech enterprise specializing in the design and production of silicone rubber, plastics, metal electronic and electrical parts. Its products are widely used in communication, medical care, automobiles, home appliances, office and consumer electronics.
Xinwei Communication: LDS antenna is the best choice for curved multi-antenna design. LDS uses lasers to integrate sophisticated 3D antennas into plastic parts, which have been applied in mobile phones such as Apple and Samsung. It is expected that LDS will be the best choice for wearable devices in the future under the condition of multi-antenna integration and curved surface welding. Xinwei Communication has the advantages of R&D and technology, international customers and large production capacity, and has the opportunity to supply LDS antennas to wearable devices.
Hong Guang Technology: The company has been producing smart wearable products since 2020. At present, it mainly provides Huawei with manufacturing services for smart watch products. The company has produced smart watches, bracelets, glasses and other products in the field of smart wear, and has rich experience and accumulation. In the future, we will actively expand more smart wearable products business for customers including Huawei.
Vogel Optoelectronics: Wearable devices such as smart watches are one of the main directions of the company's future business transformation. Some products of the company have been supplied with Xiaomi smart watches in small quantities.
Iflytek: The company is the largest Chinese intelligent voice technology provider in China and even in the world, with global leading technology content and an absolute leading position in the Chinese voice market. Wearable devices occupy a large share in speech recognition technology, which will directly benefit the company.
Combined with the above information, these companies are all listed companies that do smart wear very well in the A-share market, and will surely usher in great development in the future. Interested investors must have many layouts!
Market analysis of smart wear in the new "blue ocean" 10 year in the future electronic consumer market
The rapid development of the Internet has led to the rapid development of many related industries, among which scientific and technological electronic consumer products have developed the fastest because they are closer to the lives of ordinary people. Terminal products such as mobile phones and computers have become an indispensable part of many people's daily lives and offices, and products such as headphones, speakers, smart watches/bracelets in market segments centered on them have also become very popular in recent years.
The progress of science and technology promotes the continuous upgrading of consumer electronic products. With the emergence and application of new concepts such as intelligent life and the Internet of Everything, in the next decade, mankind will enter the intelligent age in an all-round way, and the market will usher in many new opportunities. The upgrading of electronic consumer products will further enrich and facilitate people's daily lives.
The smart wear market is a new growth point in the electronic consumer market in recent years, in which the sales of TWS headphones, smart watches/bracelets, smart glasses and other products continue to grow rapidly. And with the upgrading of people's consumption and the change of health concept, this growth trend will continue to expand in the future and become a new "blue ocean" in the electronic consumer market.
This time, I love audio network will share the current situation of smart wear market and the development and development opportunities of smart watches as the top priority of smart wear products.
First, the status quo of smart wear market
1. What is smart wear?
Smart wearable device is a general term, which applies wearable technology to everyday wearable products and carries out intelligent design and development. The use of the product can directly contact with the human body, help users listen to or watch content, or collect human health information to assist healthy exercise and medical treatment.
These include not only earphone products, wristband products and glasses products that have been widely used at present, but also smart clothes and auxiliary medical equipment that have not been widely popularized, as well as intelligent organs and implantable chips that may extend human capabilities in the future. Through the data interaction with smart phone or cloud connection, many rich functions are realized.
2. Development of smart wear market
The AMC model of China smart wearable device market given by Shenzhen Smart Wearable Industry Association shows that in 2006, smart wearable products entered the exploration period, and began to tap users' needs, try product forms and build a software ecosystem.
The most sensational thing in this period is the AR augmented reality glasses released by Google 20 12, followed by the second generation products. The futuristic design and brand-new interactive experience instantly detonated the market, but due to the immature technology, the shortcomings of the products were gradually exposed in the subsequent use process, which eventually led to the "dystocia" of the third generation products.
In 20 16, the market entered the start-up period, the main intelligent wearable computing system platform and big data service platform were built, and the service products based on healthy big data gradually matured. With the release of AppleWatch, the product form of square dial is very different from that of traditional round watch, attracting more consumers. And with the application of GPS, cellular data, health monitoring and other follow-up products, the smart watch market has risen.
In recent years, smart wearable products have ushered in a period of rapid growth, in which TWS headphones with relatively low technology content have become the most important force point, and sales have increased year after year. And with the addition of active noise reduction and other functions, it has been recognized by more people and has become the main growth point of consumer electronic products in recent years.
Other products such as smart watches, smart bracelets and smart glasses have also maintained their growth momentum. Among them, the combination of smart watch/bracelet and sports health monitoring function has formed a unique differentiated feature and has become a product sought after by many young people. It is widely regarded as the main development direction of the smart wearable market in the future.
3. Smart wear the future
At present, due to the limitation of product size, most smart wearable products need to be connected with mobile phones, PCs and other terminal devices to realize the application of various functions and data processing.
However, compared with other smart wearable products, smart watches are relatively large and can be equipped with more firmware configurations. Touch screen makes human-computer interaction more convenient and intuitive, and the way to wear it on your wrist is easier to control. With the continuous progress of smart watch technology, products are moving towards independent use.
After becoming an independent terminal product similar to a mobile phone, smart watches may gradually develop into the center of smart wearable devices, undertake data processing and cloud interaction of other smart wearable products, and become a multimedia access port, which is more convenient for users to use.
Second, smart watches will become smart wear centers.
1, introduction of smart watches
Smart watches are watches that have information processing capabilities and meet the basic technical requirements of watches. The use logic of smart watches is more inclined to mobile phones. Compared with traditional watches, smart watches not only have the function of checking time and date, but also have independent operating system, data processing center and numerous sensor units, thus realizing the functions of detecting healthy exercise, checking information and answering telephone calls.
At present, the products in the smart watch market can be mainly divided into three categories according to their functional positioning, namely, children's smart watches, adult smart watches and elderly smart watches. According to the form of product data interaction, it can be divided into three categories: Bluetooth version, Bluetooth /WiFi version and cellular data version.
Among them, children's watches are mainly aimed at children's safety, and have the functions of voice call, multiple positioning, one-click help, remote monitoring and so on. Adult watches focus on message reminding, music playing and sports health monitoring; Smart watches for the elderly focus on convenient control, health monitoring and intelligent reminder.
According to the survey report on the distribution of the most popular functions of smart watches by Shenzhen Smart Wear Industry Association, health monitoring, calling and sports management are the most popular functions of smart watches at present, and the popularity among respondents is over 60%.
2. The development of smart watches
Market sales volume
At present, in the smart wearable market, in addition to TWS headphones, smart watches are another major product with sales growth, and with the continuous enrichment of functions, battery life and performance improvement, sales have increased rapidly year by year.
According to the data report of CCSInsights, a market research organization, the global total shipment of smart watches/bracelets in 2020 was 654.38+0.93 billion, a year-on-year increase of 24%. Among them, the shipment of smart watches reached1.1.50 billion, accounting for about 60%. It is predicted that by 2025, the shipment of smart watches will reach 258 million. This is only the shipment of known brand products, and all shipments will far exceed this data.
At present, the market share of smart watch shipments is far ahead of Apple's AppleWatch, and Huawei's shipments will grow rapidly in 20 19 -2020. At present, Samsung, Fitbit, Huami and Garmin rank second in sales volume.
Smart Watch Industry Chain and Key Technologies
The industrial chain of smart watches is similar to smart watches, and the upstream mainly includes main control chips, sensors and algorithms, batteries and screens. The middle reaches include industrial design and technology, software and hardware solution providers; Downstream is the terminal brand manufacturer that suppliers and consumers contact.
At the key technical level, it mainly includes R&D and design capability, interconnection and algorithm. At present, smart watches are very mature in monitoring heart rate and blood oxygen. In terms of algorithms, many manufacturers continue to follow up and upgrade, and their accuracy is constantly improving. It is also perfect for data interaction between smart watches, mobile applications and the cloud.
However, the new health monitoring functions such as ECG, body temperature, blood pressure and blood sugar are currently supported by only a few products, and the data is not accurate enough. We can only analyze the changes of physical condition through fluctuations. On the other hand, it is the problem of battery life. Due to the limitation of watch size and battery technology, products with so many all-weather monitoring functions that can last for more than 3 days are good.
Smart Watch Market Opportunity
As a fast-growing emerging market, smart watches have great development potential in the future, although the head enterprises like Apple and Huawei have already shipped a lot.
For many other new smart watch brands, because smart watches are still in the initial stage of development, enterprises engaged in this industrial chain are basically at the same starting line except the first few, and enterprises standing in the industrial chain and the key technologies mentioned above will usher in new development opportunities.
On the other hand, in addition to rich functional applications, smart watches also have a strong decorative effect of traditional watches. Therefore, product design and product texture are also very important points of smart watches, which can achieve a very different product appearance and can also be recognized by the market.
Third, Shenzhen Smart Wear Industry Association
Shenzhen Smart Wear Industry Association was established in August 20 15. It is an officially certified smart wear association in China at present, and its member units cover more than 300 well-known enterprises in the field of smart wear, including finished product manufacturers, solution suppliers, original chip manufacturers and high-quality supply chain manufacturers.
The association continues to organize enterprises, universities and scientific research institutions to carry out technical cooperation around key issues of industrial technological innovation, break through the core technologies of industrial development, and form industrial technical standards.
Establish a public technology platform, realize the effective division of labor and reasonable connection of innovative resources, and implement the enjoyment of intellectual property rights; Implement technology transfer, accelerate the commercialization of scientific and technological achievements, and enhance the overall competitiveness of the industry.
Cultivate talents together, strengthen personnel exchange and interaction, and support the effective promotion of industrial core competitiveness. It is hoped that more enterprises in the field of smart wear will join the association to create an ecological chain of smart wear.
On July 29th, 200212002, "20021China Smart Wearable Summit" was successfully held, which won the support of 42 high-quality supply chains, service providers and brands in the industry, and more than 2,000 fans signed up, including relevant buyers, digital enthusiasts and people who are optimistic about this market and ready to enter.
The summit also had the honor to invite 17 big coffee in the industry to share the theme of smart wear. Among them, Zheng Yi, president of Shenzhen Smart Wear Industry Association, shared the market status, future development trends and opportunities in the field of smart wear with the theme of "Development trends and product trends of smart wear".
Fourth, I love audio network summary
Smart wearable devices are one of the main growth points in the technology electronic consumer market in the next few years, and many manufacturers have begun to lay out. In the current market, TWS headset products have become the main force of sales growth. Due to the continuous improvement of functions and performance, and the relatively few related technologies needed, the product update speed is faster, which further promotes the rapid growth of its sales.
Smart watches occupy an important position in the smart wearable market, and sales continue to grow. The independent operating system, data processing ability, screen, sensor and other configuration applications of smart watches are all developing towards miniaturization of mobile phones. In the future, in addition to the continuous enrichment of its own functions, it will also occupy the central position of smart wearable devices.
From the perspective of the whole smart wearable device industry, its future development potential is huge, the types of products that can be tapped are extremely rich, and the application of new functions is also in the development stage. At present, the entry threshold in the field of smart wear is relatively low, and all enterprises are basically on the same starting line. Therefore, whoever can make breakthroughs in product industrial design, key technologies, software and hardware solutions, and post-user services will occupy a dominant position in the smart wear market in the future.
What artificial intelligence concept stocks are listed companies?
There are more than 50 listed companies with artificial intelligence concept stocks, among which the representative ones are:
1, HKUST intelligent 300222
HKUST Intelligent Technology Co., Ltd. is an enterprise specializing in the production and sales of R&D, distribution automation system and power automation system software and hardware products, as well as distribution automation engineering and technical services. Long-term commitment to the research, development and market application of medium-voltage power line carrier communication technology. It is a leading enterprise in the field of medium-voltage power line carrier communication in China, and also one of the leading suppliers of industrial intelligence overall solutions in China.
2. Huaxi shares 000936
Jiangsu Huaxi Village Co., Ltd. adheres to the relevant diversification strategy, and its business involves chemical fiber, wool spinning, clothing, knitting and other textile-related industries, as well as trade and thermoelectric industries. It advocates the development of high-tech and high value-added products and forms two core businesses: polyester fiber and wool spinning. In order to adapt to the background of national economic transformation and upgrading and supply-side reform, ease the bottleneck of traditional main business and seek new growth points of performance, the company made a strategic transformation on 20 15.
3. Iflytek 002230
Iflytek Co., Ltd. specializes in intelligent voice and language technology research, software and chip product development, voice information service and e-government system integration, and has excellent products such as Lingxi voice assistant and Iflytek input method. Iflytek is the largest intelligent voice technology provider in China. He has long-term research and accumulation in the field of intelligent voice technology, and has international leading achievements in Chinese speech synthesis, speech recognition, oral evaluation and other technologies.
4. Chuanda Zhisheng 002253
Sichuan Chuanda Zhisheng Software Co., Ltd. is a large-scale software and major equipment supplier with independent intellectual property rights in the field of air and ground intelligent transportation in China. Seize the opportunity of the new generation of information technology reform and the opportunity of Sichuan Province to vigorously cultivate and develop the information industry, the company has developed into an innovative high-tech enterprise based in the west, with data integration and big data application as the core, software application integration as the feature, and information, intelligence and intelligent construction in many application fields such as smart city, industrial and information integration, government and enterprise services, cultural tourism and public safety as the focus.
5. Saiwei Intelligent 300044
Saiwei Intelligent Co., Ltd. is mainly engaged in the planning, design, installation, construction, R&D and production of track intelligence, building intelligence and energy-saving system engineering. It is one of the most professional intelligent system solutions providers in China, mainly providing intelligent system solutions for urban rail transit, high-speed railway and construction industry. Since its establishment, the company has always adhered to the business philosophy of "science and technology first, people-oriented", focused on intelligent system business, based on the frontier application of intelligent systems, and constantly explored various fields of intelligent system application.
What are the listed companies of intelligent technology concept stocks?
First, intelligent robots.
1, Industrial Automation: Zhiyun (300097), HKUST Intelligent (300222), Lan Ying Equipment (300293), Huichuan Technology (300 124), Baode (300023), Hyde Control (002/kloc-0).
2. Welding (conveying) equipment: Harvest Technology (300 193), Ling Rui (300 154), Nanjing Panda (600775), Ricky (300 126) and Taier Heavy Industry (002347).
3. Industrial robots: Yahweh (002559), Huazhong Numerical Control (300 16 1), Sanfeng Intelligent (300276), Giant Wheel (00203 1), Soft Holding (002073), Xinshida (. Bo Shi (002698), University of Technology Hi-Tech (60070 1), Qianjiang Motorcycle (0009 13), Qinchuan Development (00837), Invigorating Shares (002334), Shanghai Electromechanical (600835), He Shan Intelligent (0025).
4. Robot controllers: Cixing (300307) and Keyuan (002380).
5. Home robot: Ziguang (000938)
Wanxun automatic control (300 1 12): automatic mechanical concept, intelligent valve positioner, CCS pressure switch, pneumatic loading electric actuator, spallation neutron source.
Fain CNC (002270): The first domestic dual-robot cutting workstation developed in 2009 passed the acceptance test and was put into production in Shaanxi Automobile Company.
Helen Zhe (30020 1): Fire fighting robot. The company has a variety of robot products, which are mainly used in the field of fire protection, such as fire fighting robots and blasting robots.
Rifa Seiki (002520): RFSCD series rectangular coordinate robots, CNC machine tools and mechanical products.
Lei Bai Science and Technology (002577): Robot integration business or one of its main businesses.
Second, smart wear.
1, Google Glass: Global Science and Industry Co., Ltd. (60 123 1), Crystal Optoelectronics (002273), Connett (30006 1), Changjiang Communication (600345), * * Dadiansheng.
2. Somatosensory technology: Lianchuang Optoelectronics (600363), Digital Video (300079), Gaode Infrared (0024 14), Hanwang Technology (002362), Chuanda Zhisheng (002253), Iflytek (002230) and Han Wei Electronics (30000).
3. Flexible circuits: Chaohua Technology (002288), Zhongjing Electronics (002579), Danbang Technology (0026 18), Derun Electronics (002055), Shenhuicheng (002 168) and Yi Sheng Technology (6006544).
4. Smart headphones: Rambler (00235 1), Fenda Technology (00268 1), Goer Acoustics (00224 1).
5. Wearable Chip: Beijing Zheng Jun (300223)
6.ihealth: Jiu 'an Medical Care
Other wearable devices: Shanghai Xinyang (300236), Furi Electronics (600203), Changdian Technology (600584), Dahua Intelligent (0025 12), Kerong Technology (300290).
Extended data
Artificial intelligence has developed rapidly in China this year, and the technology, products and commercialization of enterprises are also changing with each passing day. On the technical level, the underlying algorithm of artificial intelligence is iterative. After a period of rapid development, the profits of the artificial intelligence industry began to be gradually released. On the commercialization level, this year will be a breakthrough to realize computer vision, and high-quality computer vision companies are expected to achieve rapid growth in operating income. In the future, in all segments of artificial intelligence, there may be a situation of "winner takes all" and monopoly. In the vast AI market, companies with "one skill" are expected to gain their own market.
Some insiders pointed out that after several years of development, artificial intelligence has now reached the stage of "four elements", namely "data+algorithm+computing power+scene". The attractiveness of companies with excellent algorithms in the primary market financing has dropped significantly, and the prospect of artificial intelligence lacking application scenarios is worrying. Judging from the "four elements", the era of artificial intelligence may win the traditional giants with rich application scenarios.
Baidu encyclopedia: concept stocks
Cloud finance: a list of artificial intelligence listed companies, concept stocks and leading stocks
Southern Fortune Network: What are the latest smart concept stocks in 20 17? List of leading intelligent concept stocks