Intelligent wearable devices, now there is millet, Huawei and Apple, and then wear products, you can browse inside the mall, pay attention to it and then take a look at it
Intelligent wearable concept stocks have what stocks? Intelligent wearable concept stock fundamental analysis
Endeavour Technology: medical wearable device pioneer enterprise, construct IOT era super strong barriers
Endeavour Technology is a medical wearable device pioneer enterprise, will construct IOT era super strong barriers. The company has been steadily promoting the "hardware-channel-service" three-step strategy, has been successfully embedded in the supply chain system of Huawei, Lenovo, Xiaomi and many other consumer electronics giants, and at the same time, the IOT era is characterized by customization, cloud-based, and therefore naturally extends the development of the back-end software, cloud platform development needs. At the same time, we judge that the company's future will also be through the cloud platform big data analysis, to create a complete big health mobile medical map.
Lixin Precision 1 quarterly review: performance growth, the future continues to be optimistic
Results of the big increase, in line with expectations: the company's 1 quarterly revenue of 1.811 billion yuan, an increase of 33.57% year-on-year; attributable to shareholders of the listed company's net profit of 153 million yuan, an increase of 69.11% year-on-year; Earnings per share of 0.18 yuan, the company's performance in the first quarter to continue to continue to increase momentum, also in line with our expectations.
The company's 1Q results continue to continue the momentum of substantial growth, also in line with our expectations.
Annual performance increase without suspense: along with the gradual mass production of new products, new customers continue to develop and start supplying, part of the company's production capacity has been released; in addition, the company completed the second half of last year on the acquisition of a minority stake in some of the subsidiaries, to further thicken the company's performance, annual performance increase without suspense
Delun Electronics: leading software and hardware company of the smart car
The company announced the 14 annual report, the company's software and hardware company
The company announced 14 annual report: 14 years revenue of 2.635 billion yuan, an increase of 27.29%; attributable to shareholders of listed companies net profit of 98.61 million yuan, a year-on-year decline of 19.65%; EPS 0.24. The company announced the 15 years a quarterly report: a quarterly revenue of 750 million yuan, an increase of 50.78%; attributable to shareholders of listed companies net profit of 23.95 million yuan, an increase of 50.78%; attributable to shareholders of listed companies net profit of 23.95 million yuan. Listed company shareholders net profit of 23.95 million yuan, an increase of 20.15%; EPS0.0578. Quarterly report of the company's revenue increased by 253 million yuan compared with the same period last year, mainly due to the company's automotive products business growth impact of the automotive products have begun to reflect the performance of the 15 years.
Vertical integration and mergers and acquisitions expansion, to create a first-class customer and perfect product platform
The company layout for more than ten years, in the automotive field to create a first-class customer platform and perfect product line. Automotive connector harness, ebox, LED lights, sensors, radar, new energy vehicles, battery modules, charging piles and so on a series of products, the growth of billions of dollars in revenue each year will give the company enough performance support.
Nine Ann Medical: performance in line with expectations, optimistic about the company from the hardware to the transformation of health big data services
The company announced its annual report on April 14, 2014, the company achieved operating income of 425 million yuan, an increase of 4.39% year-on-year, attributable to shareholders of the listed company's net profit of 10.2 million, an increase of 211.23% year-on-year, earnings per share of 0.03 yuan, in line with our previous expectations. The company's turnaround was mainly due to the transfer of 60% stake in its grandson iSmartalarm for $12 million, and the receipt of $4 million from Bloomsky, the grandson of the company's investment in capital increase.
Investment highlights:
Huanxu Electronics: with the SIP module shipments, shipments, 1Q is expected to be the low point of the annual performance there
1Q 2015: revenue of 4.26 billion yuan, an increase of 22.5% year-on-year, attributable to the listed company's net profit of 141 million yuan, a year-on-year decline of 10.5% (deducted from the non-net profit of 109 million yuan, year on year) down 27.5%); earnings per share of 0.13 yuan.
Investment highlights:
The lagging shipment of Huanwei Electronics is the main factor for the poor earnings performance in 1Q. Consolidated gross margin was 11.0% in 1Q (12.85% in FY14), the lowest in 15 quarters. Huanwei Electronics' 1Q smartwatch S1 module shipments were delayed, while costs and expenses increased more (the company's overall administrative and financial expenses rose 38% year-on-year and by more than 79 million yuan).
Delta Battery: interim results in line with expectations, actively layout of new energy vehicles
Investment highlights:
Reiterated buy rating. We maintain the company's 2014-16 earnings forecast of 1.47 yuan, 2.22 yuan, 3.20 yuan, the current price corresponds to 14-16 years PE of 26.5X, 17.5X and 12.1X, considering the company benefited from the stimulation of Apple's new products as well as new energy strategy to enhance the long-term space, we believe that the company's reasonable valuation of the 6-12 months level of 14 years 35 times PE, corresponding to the 6-12 months target price of 51.45X. 12-month target price of 51.45 yuan, reiterating the buy rating.
Suzhou Goodyear: MEMS and photovoltaic business continues to improve
Company in the first three quarters of 2014 to achieve operating income of 692 million yuan, an increase of 10.59%; attributable to shareholders of the listed company's net profit of 33,234,000 yuan, an increase of 11.98%; the basic earnings per share of 0.05 yuan.
The company's photovoltaic silver paste business last year to obtain a certain breakthrough, this year continues to maintain the growth trend, half-yearly revenue of 13,729,400 yuan, the first three quarters to achieve revenue of 23,103,400 yuan, the third quarter to achieve the first quarterly profit. We expect the company's annual sales of positive silver is expected to exceed 5 tons. The company's silver paste new generation of products FC218A in May this year to the market, after mass production test, product performance and foreign competitors new generation of products compared with a strong competitive edge, has been in more than a dozen of cell factory through a small amount of testing, of which 6 into mass production.
Victory Precision, research report: endogenous and epitaxial hair, high-speed growth can be expected
Big parts strategy continues to deepen, improve profitability and development space
Victory Precision was established at the end of 2003, the long term for the LCD TV manufacturers to provide the frame structural parts, accumulated the relevant technological advantages, including: Base (base), metal structural parts (bracket, shield), plastic structural parts (shell, shield), and the structure of the frame. ), plastic structural parts (shell, such as front frame, back cover), lamination, glass and so on. On this basis, the company has gradually developed from providing fragmented structural parts to providing overall structural solutions and structural modules for LCD TVs, forming a preliminary strategy for large components.
CJE: Intel shares in Leyuan, smart wearable add new allies
Investment highlights
Intel Semiconductor (Dalian) Co., Ltd. will subscribe to the Leyuan digital 9.09% of the shares of 30 million yuan, the transfer of equity, the CJE holds 20.45% of the Leyuan digital. In the capital increase and equity transfer of Leyuan digital previously, the shareholding reached 22.5%, and reached an agreement with the original shareholders to acquire the remaining shareholders. The Intel shareholding does not affect the acquisition of the remaining shares of Leyuan by CJE. Announcement shows that the Intel Semiconductor (Dalian) Co., Ltd. to 30 million yuan of the consideration premium subscription Leyuan digital proposed increase in registered capital *** counted 5392222 yuan, after the completion of the transaction, Leyuan digital paid registered capital will increase to 59314444 yuan. Intel Semiconductor (Dalian) Co., Ltd. will hold 9.09 percent of the shares, CK Electronics holds 20.45 percent, and Le Liuping holds 54.13 percent.
There are more than fifty listed companies in the concept of artificial intelligence, of which, representative of the following:
1, KU Intelligence 300222
KU Intelligence Technology Co., Ltd. specializes in power distribution automation system, power automation system hardware and software product development, production and sales as well as power distribution automation engineering and technical services enterprises, long-term It is committed to the research, development and market application of medium-voltage power line carrier communication technology, and is a leading enterprise in the field of medium-voltage power carrier communication in China, and one of the leading suppliers of overall solutions for industrial intelligence in the country.
2, Huaxi shares 000936
Jiangsu Huaxi Village Co., Ltd. adhere to the relevant diversified business strategy, the business involves chemical fiber, woolen, clothing, knitting and other textile-related industries, as well as commercial and thermoelectric power industry, and focus on the development of new and high technology, high value-added products, the formation of the polyester fibers and woolen textiles, the two core business. In order to comply with the national economic transformation and upgrading and supply-side reform of the times, to ease the bottleneck constraints of the traditional main business, and to seek new performance growth point, the company carried out strategic transformation in 2015.
3, KD Xunfei 002230
KD Xunfei Co., Ltd. specializes in intelligent voice and language technology research, software and chip product development, voice information services and e-government system integration, with the Linghuo voice assistant, Xunfei input method and other excellent products. Xunfei is China's largest provider of intelligent speech technology, has a long history of research accumulation in the field of intelligent speech technology, and has a number of Chinese speech synthesis, speech recognition, spoken language evaluation and other technologies with international leading results.
4, Chuan Da Zhisheng 002253
Sichuan Chuan Da Zhisheng Software Co., Ltd. is China's air and ground intelligent transportation in the field of independent intellectual property rights of large-scale software and major equipment suppliers. The company seizes the opportunity of the new generation of information technology change and Sichuan Province to cultivate the development of information industry, has developed into a western region based on the radiation of the country engaged in data integration and big data application as the core, featuring software application integration, to the smart city, the integration of the two, the government and enterprise services, culture and tourism, public **** security and other areas of application of information technology, intelligence, intelligence, focus on building It is an innovative high-tech enterprise.
5, Sai for the intelligent 300044
Sai for the Intelligent Co., Ltd. is mainly engaged in rail intelligence, building intelligence and energy-saving system engineering planning and design, installation and construction, as well as research and development and production of related products, is one of China's most professional intelligent system solutions provider, mainly for urban rail transit, high-speed railroads, the construction industry, to provide intelligent system solutions. It is one of the most professional intelligent system solution providers in China. Since its inception, the company has been adhering to the "science and technology first, people-oriented" business philosophy, focusing on intelligent systems business, based on the intelligent system of cutting-edge applications, and continue to develop the application of intelligent systems in various fields.
What are the wearable concept stocks? Wearable Listed Companies
Intelligent wearable as cutting-edge technology and sunrise industry, is the mainstream trend of the future development of mobile intelligent products, will greatly change the way of life of the modern people, has a strong industrial growth space, the development prospects are bright, the secondary market intelligent wearable concept of a strong outbreak of investment opportunities, or set off a wave of speculation.
Smart wearable refers to the application of wearable technology for daily wear intelligent design, development of wearable equipment, such as glasses, gloves, watches, clothing and shoes. The purpose of smart wearable is to explore a new way of interaction between people and technology, and to provide exclusive and personalized services for each person. Smart Wearables is a far-reaching category of technology devices that will lead the next wearable revolution as we move towards a new world where technology interacts with people. Google, Apple, Samsung, Microsoft, Sony, Olympus and many other tech companies are scrambling to join the wearables industry and explore y in this brand new field.
With the development of the Internet/"mobile Internet, technological advances and the introduction of high-performance low-power processing chips, etc., the types of smart wearable devices are gradually enriched, wearable smart devices have moved from concept to commercialization, and new types of wearable devices continue to be rumored, and the era of smart wearable has arrived. Google Glass, Apple Watch, Samsung Smartwatch, Nike's Fuel Wristband, charm cameras that take pictures automatically, keyboard pants, sensor smart clothes, solar charging backpacks, and other wearable smart devices have proliferated and are expected to become trendy. Smart wearable technology has penetrated many areas such as fitness, healthcare, entertainment, security, finance, and many others, opening up entirely new business opportunities for interactive technology providers, component suppliers, and others who are grasping the new opportunities.In 2013, an estimated 15 million internet-enabled wearable smart devices were sold, and by 2017 it will reach 70 million. Over the next 2-3 years, the smart wearable market will grow from the current $3 billion-$5 billion to $30 billion-$50 billion.
In the capital market, the concept of smart wearable came out of nowhere, by the market great attention, the relevant conceptual stocks soared sharply, DANBANG technology, Geer acoustics, KUDA Xunfei, JiuAn medical, Huaxu electronics, etc. Huge gains. Intelligent wearable as cutting-edge technology and sunrise industry, is the mainstream trend of the future development of mobile intelligent products, will greatly change the way of life of modern people, has a strong industrial growth space, the development prospects are bright, the secondary market intelligent wearable concept strong outbreak, investment opportunities, or set off a wave of speculation.
Investment opportunities in the era of wearable computing
The rise of wearable computing devices will bring brand new business opportunities for interactive technology providers, component suppliers, and other vendors to seize new opportunities. Combined with the previously mentioned technology trends in wearable computing devices, the analysis suggests that technology providers such as voice technology, micro-projection, and flexible screens will be the first to benefit.
Voice technology: Compared with eyeball recognition and gesture recognition, voice interaction technology is able to express richer semantics, more convenient to use, and more mature technology. As a series of wearable computing devices such as GoogleGlass continue to strengthen people's knowledge of voice technology, voice interaction will definitely become the mainstream of human-computer interaction in the future.
Micro-projection: In augmented reality technology, micro-projection is one of the most important steps. In GoogleGlass, the micro-projector first casts light onto a reflective screen, and then refracts it to the human eyeball through a convex lens, realizing the so-called "first-class magnification", forming a large enough virtual screen in front of the human eye, which can display text information and various data.
As the technology continues to mature, the micro-projection technology will likely appear in more consumer electronics products, becoming a new selling point.
Flexible screen: At the 2012 CES, Samsung, LG, Intel and other companies have launched flexible screen products, and with the further acceleration of the R&D and production process of wearable devices, the demand for flexible screens will also grow.
Anxin Securities believes that in the domestic listed companies, KU Xunfei is the leading intelligent voice technology enterprises, its voice core technology represents the world's highest level. In the case of wearable computing devices to promote voice interaction applications more and more widely, the company will significantly benefit from the industry's leapfrog development.
In addition, crystal photoelectric as early as 2009 through a joint venture subsidiary crystal photoelectric layout micro-projection industry chain. At present, the company's smart glasses micro-projection project is progressing smoothly, the first-mover advantage is obvious. With the Google Glass listing and popularization, followed by other manufacturers will certainly follow, the company's micro-projection technology will make a big difference. Source: Concept Stocks Network_Garrett's John Salt
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What are the listed companies in the concept of intelligent science and technology stocks
I, intelligent robots
1, industrial automation: Zhiyun shares (300097), Keda Intelligence (300222), Blue Britain Equipment (300293), Huichuan Technology (300124), BaoDe shares (300023), HaiDe Controls (002184), TianQi shares (002009)
2, welding (conveying ) equipment: Jiasi Technology (300193), Ruiling shares (300154), Nanjing Panda (600775), Ruiqi shares (300126),, Terra Heavy Industry (002347)
3, industrial robots:, Yahweh shares (002559), Huazhong CNC (300161), Sanfeng Intelligence (300276), Jurchen stock ( 002031), soft control shares (002073), new time (002527),, robots (300024), gqy vision (300076), Jinzi Tianzheng (600560), Boshi shares (002698), Gongda High-tech (600701), Qianjiang motorcycle (000913), Qinchuan development (000837), INVISION (002334), Shanghai Machinery Co. 002334), Shanghai Mechanical and Electrical (600835), Shanhe Intelligence (002097), Golden Eagle (600232)
4, robot controller: Cixing shares (300307), Koyuan shares (002380)
5, household robots: Ziguang shares (000938)
Wancun automatic control (300112). 300112): the concept of automation machinery, intelligent valve positioner, CCS pressure switch, pneumatic loading electric actuator, scattering neutron source
Fain CNC (002270): 09 years of research and development of the country's first dual-robot cutting workstations in the Shaanqi successfully passed the acceptance and put into operation
Helentzel (300201): the fire-fighting robot, the company Existing a variety of robotic products, mainly used in the field of firefighting, such as fire-fighting robots, demolition robots, etc.
Rifa Precision Machinery (002520): RFSCD class Cartesian Coordinate Robot, CNC machine tools, mechanical products
Rebel Technology (002577): robotics integration business or become one of the main business
Two, smart wearable
1 Google Glasses: Huanxu Electronics (601231), Crystal Optoelectronics (002273), Connexion (300061), Changjiang Telecom (600345), ****da electro-acoustic (002655)
2, somatosensory technology: Lianchuang Optoelectronics (600363), Digital Vision (300079), Gao De Infrared (002414), Hanwang Technology (002362), Chuanda Zhiqi. 002362), Chuan Da Zhisheng (002253), KU Xunfei (002230), Hanwei Electronics (300007), Suzhou Solid Technic (002079), Zhongying Electronics (300327)
3, flexible circuits: Chaohua Science and Technology (002288), Zhongjing Electronics (002579), DANBANG Science and Technology (002618), Derun Electronics (002055), Shenzhen Hifuture (002055), Shenzhen Hifuture (002055), Shenzhen Hifuture (002055), Shenzhen Hifuture (002055), Shenzhen Hifuture). 002055), Shenzhen Hifuture (002168), SangYi Technology (600183), Jinli Science and Technology (002464), Xingsen Science and Technology (002436)
4, smart headphones: Wanderer (002351), Endeavour Technology (002681), Gore Acoustics (002241)
5, wearable chips: Beijing Junzheng ( 300223)
6, ihealth: JiuAn medical
Other wearable devices: Shanghai Xinyang (300236), FuRi electronics (600203), long power technology (600584), Dahua intelligence (002512), RongKe science and technology (300290)
Expanded
Artificial Intelligence The momentum of development in the country in the past year has been rapid, and the technology, products and commercialization of enterprises are also changing rapidly. At the technical level, the underlying algorithms of artificial intelligence are constantly being iterated. After a period of rapid development, the profits of the AI industry have also begun to be gradually released. At the commercialization level, this year will be a year of breakthroughs in computer vision realizations, and high-quality computer vision companies are expected to achieve high growth in operating income. In the future, in the various segments of artificial intelligence, there may be a "winner takes all", a dominant situation. In the vast AI market, companies with "a skill" are expected to get their own market.
Industry sources pointed out that artificial intelligence after several years of development, now has come to the "four elements" stage, that is, "data + algorithms + computing power + scene", purely algorithmic excellent company in the primary market financing attraction decreased significantly! The prospect of AI lacking application scenarios is worrisome. From the point of view of the "four elements", the artificial intelligence era is likely to win the traditional giants with rich application scenarios.
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