Smart Home Leading Stocks Ranking (Top 10 Smart Home Listed Companies)
Smart home concept leading stocks are companies that have a leading position and market share in the smart home industry. These companies include Haier Smart Home, Midea Group, Gree Electric Appliances, Xiaomi Group, KDDI, BOE and so on. The following is a ranking of leading smart home stocks.
Smart Home Leading Stocks Ranking (Top 10 Smart Home Listed Companies)
I. Industry Chain: In the smart home industry, the main components for the upstream, the operating platform as well as the solution for the midstream, and the end product for the downstream.
Two, the main parts and technology
1. Smart chip: China's market size of smart chips from 2016 to 2019 has a compound annual growth rate of 43.5%, from 1.9 billion yuan to 5.61 billion yuan, is expected to reach 8.63 billion yuan in 2021.
2. Sensors: the market size of sensors in China grew 12.7% year-on-year to 218.9 billion yuan in 2019, and is expected to reach 295.3 billion yuan in 2021.
3. Biometrics:China's biometrics market size grew at a CAGR of 20.6% from 2016 to 2019, from 12.7 billion yuan to 22.4 billion yuan, and is expected to reach 32.6 billion yuan in 2021.
3. Market Status
1. Market Size:China's smart home market size from 2016 to 2020 grew at a CAGR of 18.51% from 260.85 billion yuan to 514.47 billion yuan, and is expected to reach 580.05 billion yuan in 2021.
2. Number of enterprises: China's smart home-related enterprises registered 97,000 in 2019, and reached 112,000 in 2021 from January to May.
Four, end products
1. Shipments: China's smart home device market shipments in 2020 grew 4.0% year-on-year to nearly 220 million units, and are expected to increase to 270 million units by 2021.
Smart home concept leading stocks
Anju Bao (300155): the company is the domestic building intercom system and smart home system is one of the most important integrated producers and system solutions provider. The company's intelligent home system has intelligent, modular, digital, wireless, networked and integrated features.
Neusoft Carrier (300183): the company intends to 800 million yuan to build a smart home industrial park, smart home R & D center, incubators and training centers three sub-projects. The company's research and development of 5 generations of chip smart home products are all developed, smart home products began small batch production.
He Jing Technology (300279): the company's main home appliance intelligent controller, in the refrigerator and gas class intelligent control field has a dominant position.
Bangxun Technology (300312): the company intends to invest 30 million into the field of intelligent home, mainly involved in intelligent home Internet application platform, communication module, intelligent home series products research and development and production.
Yingtang Intelligent Control (300131): the company is a leading enterprise in the field of intelligent controllers for small-sized household appliances.
Felixin (300287): the company's current main intelligent conference system, intelligent lighting system, the company's research and development of the entire system of smart home product line is still in progress, the success of the research and development project may become the company's new profit growth point.
Qingdao Haier (600690): the company introduced KKR strategic investors, the future KKR Group will use its global resources to help the company to enhance the comprehensive competitive strength in the field of Internet of Things smart home appliances.
Samsung Electric (601567): wholly-owned subsidiary Hangzhou Fengqiang Electric Technology proposed 405 million yuan to invest in the construction of Yuhang Hai Chuangyuan project to enhance R & D capabilities, aimed at building the smart grid, the Internet, the core technology of the smart home interactive terminal and other new technologies, new product development and promotion of the application of the
What are the leading shares of home appliance sector
The leading stocks in the home appliance sector are:
1, boss electrical appliances: home appliance leader. Global home appliance industry leader, mainly engaged in refrigerators, air conditioners, electric freezers and other white goods production and operation, kitchen appliances share of the absolute leading edge in the industry first.
2, Gree Electric: home appliance leader. Ltd. was founded in 1968, is a home appliance manufacturing based on the large-scale integrated enterprise group, which has the United States appliances (SZ000527), Little Swan (SZ000418), Wellington Holdings (HK00382) and other three listed companies. Now has China's most complete air conditioning industry chain, refrigerator industry chain, washing machine industry chain, microwave oven industry chain and dishwasher industry chain; has China's most complete small home appliances product group and kitchen appliances product group.
3, the United States Group: leading home appliances. The company has 12 research institutes, respectively, refrigeration technology research institute, electromechanical technology research institute, home appliance technology research institute, intelligent equipment technology research institute, new energy and environmental technology research institute, health technology research institute, communication technology research institute, robotics research institute, numerical control machine tool research institute, internet of things research institute, motor system technology research institute, equipment power technology research institute.
4, Haier Zhijia: home appliance leader. Hood 5610 won the "Ephraim Award - Innovation Award" and "2016-2017 Red Top Award for High-end Home Appliances and Consumer Electronics"; gas cooker 9G53 won the "Ephraim Award - Innovation Award" and "2016-2017 Red Top Award for High-end Home Appliances and Consumer Electronics". The gas cooker 9G53 won the "Appland Award - Low Carbon and Environmental Protection Award"; the electric steamer S226 won the "High-end Home Appliances and Consumer Electronics Red Top Award 2017".
Home appliances listed company stocks other: the great east, jiuzhou pass, the old people, etc..
Note: Leading stocks are not fixed, and the status of a leading stock may usually only last for a period of time. The leading stock is a certain period of time in the stock market to the other stocks in the same industry sector has the influence and appeal of the stock, its rise and fall will often be the same industry sector of the other stocks of the rise and fall to play a role in guiding and demonstration.
There are two kinds of leading stocks: one is the fundamental leading, that is to say, look at the company's fundamentals, size, profitability and so on at the forefront of the industry, one of the best in the industry. Another is the technical side of the leading, that is to say, in the stock market performance of the strongest individual stocks. Sometimes these two are separate, but sometimes they are integrated.
Geli Electric is what leading stocks
One, from the company's point of view
Company introduction: the production and sale of air conditioners, self-supporting air conditioner export business and its related spare parts import and export business is the Zhuhai Gree Electric Appliances Co. Air conditioners, living appliances, intelligent equipment belong to the company's main products. By understanding the data of "HVAC Information", in the first half of 2021, Gree central air conditioning became the industry leader with 16.2% market share, continue to realize the industry leader; from "Industry Online" can be seen, in the first half of 2021 Gree home air conditioning internal sales of 33.89%, it is located in the most leading position in the home appliance industry.
From the brief description of Gree Electric Appliances is very strong, the following we analyze through the highlights of the suitability to invest in Gree Electric Appliances.
Highlights a: employee stock ownership program landing, interest binding long-term steady growth can be expected
June 21, 2021, Gree Electric announced the first phase of the draft employee stock ownership plan, the employee stock ownership plan fund size is less than 3 billion yuan, the source of stock for the company's buyback account in the repurchase of the repurchased shares, the purchase of the unit price is 27.68 yuan / share, the price accounted for the average price of repurchase 50%, the size of the stock did not exceed 108 million shares, accounting for 1.8% of the total share capital, not more than 12,000 employees to participate in the shares, covering the total number of employees is 14%, the subscription ceiling of Dong Mingzhu 30 million shares excluded, the per capita equity is 0.65 million shares. Employee shareholding model to a large extent to promote the core staff and backbone of the personal interests of the company's performance with a high degree of binding, to a certain extent, can fully mobilize the core staff's enthusiasm for the work of the company's performance in the future can achieve steady growth.
Highlight two: the company's product categories gradually enriched, comprehensive competitiveness enhanced.
At present, the company has developed from a single category to the current cover consumer goods and industrial products in two major areas of multi-category products, of which, the development of air conditioning business has been expanded from household air conditioning to commercial air conditioning and air conditioning for special working conditions, refrigeration and cold transport, the military defense, medical and health care, etc. in the follow-up in the field of key areas for expansion.
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Second, from the industry point of view
Since 2018, the white goods market has been helped by the sinking of e-commerce, refrigerators, washing machines have basically reached the level of "one household, one machine", while the air conditioning early into the "one household, many machines" era, the main demand in the future will come from the upgrading of products. Under the background of this low base, the demand for replacement is large, the local government may increase subsidies to increase the demand for white goods market. In the face of the impact of the epidemic and test, leading companies based on their advantages in the industrial chain layout, patent scale, scientific research investment and personnel training system, there are greater opportunities to create "explosive products", white goods market concentration will have more to improve, Gree Electric Appliances as a leading white goods industry, very hopeful that from the Benefit.
Smart home plate index chart
The index is currently running in the downward channel and supported by the A1 support line, we can use the analysis of the index on the individual shares of the low do more strategy and the best intervention position in the A1 support level and the channel near the lower rail, the index control in the vicinity of the lower A2 support line. Later, waiting for the stock price to break through the channel pressure line and then increase the position position.
A, Aucma
1, one of the leading domestic freezers, is the world's leading supplier of refrigeration equipment
2, technical analysis:
Shares are currently retracing to the B3 support line near the support line by the effective support and strong pull up, which we analyze according to the current price, the stock price in the strong upward movement at the same time there is a certain risk of callback, so we can first develop a part of a small position, and then increase the position. can first develop a part of the small position to intervene in the B2, B3 support line near the fill position, risk control in the B1 support line below the neighborhood.
Two, Haier Zhijia
1, Haier has been the world's first brand of large home appliances for nine consecutive years
2, technical analysis:
Shares after a round of downward market, the formation of a certain magnitude of oscillation range at the bottom of the relative, we can take the low do more of the trading strategy and the best position to intervene in the area of the C2 and C1 support line, the risk of control in the C1 support line below the neighborhood. C1 support line below the neighborhood, while waiting for the stock price upward breakthrough C3 pressure level, we can intervene or on the basis of the original position to increase the position.
Three, Midea Group
1, China's first home appliance industry
2, technical analysis:
The stock trading strategy with the second stock trading strategy is similar to the use of low do more and in the A2 support line to intervene or replenish the position, the risk of controlling in the vicinity of the lower part of the A1 support line, and then wait for the stock to wait for the breakthrough of the A3 pressure line we are in the increase of its The first thing you need to do is to take a position or intervene.
Four, Jiuyang shares
1, the domestic small home appliance industry's leading enterprises
2, technical analysis:
Currently, the stock has risen in volume to break through the D3 support line, the current price we can intervene in the corresponding position, and retain a certain position for backup, to prevent the stock price again back to step on when you can make up the position in the vicinity of the D2 support line, the stop-loss control In the D1 support line below the neighborhood.
Five, Gujia Home Furnishings
1, the domestic upholstery industry leader
2, technical analysis:
Shares are currently in the downtrend line below the chart above, we can take the low do more trading strategy and in the E3, E2 support for intervention near the risk of controlling in the vicinity of the bottom of the E1, and then wait for the stock to break through the upward pressure line in the E4 We can increase our position or intervene in the trade when the stock price breaks through the E4 pressure line.