Smart home is a residential platform, based on Internet of Things technology, software systems, cloud computing platforms constitute the home ecosystem, and through data collection, analysis of user behavior data to provide personalized services to users.
The smart home system mainly plays the role of sensing, linking, and controlling, etc. Smart products are more intelligent functions given to traditional home products.
The 14th Five-Year Plan proposes to accelerate the development of digitalization and the construction of a digital China, which provides an opportunity to further standardize and scale the development of smart home and smart life in China.
IDC predicts that China's smart home device market is expected to ship close to 220 million units in 2020, and shipments will grow to nearly 500 million units by 2024, a compound annual growth rate of 23%.
With the industry resuming work in 2021 as the epidemic improves, the smart home industry market size is expected to exceed 190 billion yuan.
With technological advances and consumer demand for quality of life, smart home penetration rate is increasing gradually growing trend, China's smart home started late, the market potential is huge, the relevant stocks are expected to benefit.
Hikvision: As a leading provider of video products and content services in the field, the company's long-term high R & D investment has led to a deep technical reserves and a strong business migration capacity, significant technical advantages, scale advantages gradually appeared.
The company's current innovative business camp includes eight sub-businesses, including Fluorite Networks, Haikang Robotics, Haikang Automotive Electronics, Haikang Microfilm, Haikang Intelligent Storage, Haikang Firefighting, Haikang Ruiying, and Haikang Huiyang, etc., and accelerates its growth through the technology, channels, and customer*** enjoyment with its parent company, as well as upstream and downstream synergies.
Fluorite has gradually formed a "cloud platform services + smart home" dual-main business pattern, Fluorite smart home cameras for many years to maintain global sales leadership, last year, smart home business revenue reached 2.92 billion yuan.
Corvette: sweeping robot industry leader, with technology, channels, supply chain advantages, and constantly optimize the product, cost structure, profitability marginal improvement space.
The company's Corvus brand service robot business returned to benign and healthy development, the company launched this year's mopping cloth self-cleaning robot DiBao N9 + series Tmall platform debut 14 hours performance broke the 100 million, creating a Tmall small home appliance history of new products debut that broke the 100 million record.
The company Tim can wash the floor to fly the entire track, with suction and drag washing all-in-one and intelligent attributes to harvest the market widely acclaimed, drive the floor washing machine to become an important cleaning appliances from 0.7 billion yuan to 1.38 billion yuan of the market size of the track growth.
He and the Thai: intelligent controller field leader in the industry has a complete product line, intelligent controller can be widely used in automotive electronics, household appliances, power tools, industrial control, intelligent buildings, medical equipment and many other fields.
The company is currently cooperating with Midea, Haier, Nepal, Corvus, millet and other well-known domestic brands, the production of small household appliances controller, the company's small household appliances plate is growing rapidly, and continue to actively expand the market, the future will further expand production, and continue to improve market share.
The company benefited from the downstream intelligence, network connectivity and integration trends, ushering in a breakthrough opportunity in volume and price, while the subsidiary Visions Chang technology to be listed, microwave millimeter wave RF chip business to open up new space for growth.
Anchor Innovation: As a cross-border consumer electronics brand operations leader, the company's R & D to strengthen the foundation, the brand to enjoy the premium, the channel to develop the global, with excellent management and management level and closely follow the demand for product layout capabilities, while actively promoting category expansion.
The company's most successful brand, ANKER, has products such as rechargeable treasure, chargers, charging cables, Bluetooth stereos, laser projectors, and floor sweeping robots.
The company continues to promote the globalization of brand building, in addition to consolidating the original advantage of the North American market, continue to develop Europe, Southeast Asia, South America and other new markets, and has achieved good results in expansion.
Zhongying Electronics: Domestic home appliance MCU leader, the domestic small home appliance MCU market is about two billion yuan, the scale is expected to grow steadily, the company as a leader will be **** with the growth.
And the larger increment from the white goods MCU, the market space is bigger, the domestic about three to four billion yuan, the company has cut into the downstream leading customers, the share is still single-digit, the future of domestic substitution under the acceleration of the share of the rapid increase is expected.
Especially the higher-end inverter MCU, the company has gradually achieved a breakthrough, alternative space is huge, inverter MCU has been recognized by leading customers such as Midea, the company's products from non-inverter to inverter air conditioning upgrade brought about by the increase in ASP.
Investment, never earn money within the cognitive range, good track good company also need good price.
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