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Raws li cov ntaub ntawv tshawb fawb los ntawm Kev Tshawb Fawb Thiab Kev Lag Luam, lub ntiaj teb no ntse tsev lag luam yuav nce los ntawm $78.3 billion rau $135.3 billion los ntawm 2020 rau 2025, nrog ib tug compound txhua xyoo kev loj hlob tus nqi ntawm 11.6% hauv tsib xyoos tom ntej no, yog li kev ua lag luam muaj peev xwm loj heev. Tsis ntev los no, lub tsev lag luam ntse tau pom ntau qhov kev nqis tes ua: Midea Group thiab Hikvision tab tom tig tawm lawv cov lag luam hauv tsev ntse thiab tab tom npaj mus rau pej xeem; Qingdao Eoroom Smart kuj tau pib nws IPO; ntxiv rau, Cov neeg tuaj tshiab uas sawv cev los ntawm Orvibo kuj tau nrawm dua hauv kev ua lag luam ntse hauv tsev, thiab tom ntej no smart home giants yuav yug los ntawm cov tuam txhab no.
Midea Group/Meizhi Optoelectronics
Lub Xya Hli 27th, Midea Group (000333.SZ) tshaj tawm tias nws npaj yuav tig tawm nws cov chaw muag khoom Meizhi Photonics Technology Co Ltd (Ntawm no xa mus rau raws li “Meizhi Photonics”) mus teev rau ntawm Kev Loj Hlob Enterprise Market (GEM). Meizhi photoelectric kev lag luam kev loj hlob xav tau, txhawm rau txuas ntxiv txhawb kev loj hlob ntawm Meizhi photoelectric lag luam, standardize kev tswj hwm kev khiav hauj lwm thiab nthuav dav cov nyiaj txiag txoj kev, ua ke nrog Meizhi photoelectric tus kheej kev lag luam, qhov teeb meem kev lag luam tseem ceeb thiab kev npaj ua lag luam yav tom ntej thiab kev tsim kho lub tswv yim.
Meizhi Photoelectric tau tsim nyob rau hauv 2001 nrog rau npe peev ntawm RMB 100 ib laj. Nws lub luag haujlwm tseem ceeb suav nrog kev tsim khoom siv hauv tsev ntse, smart home neeg siv khoom muag, digital home khoom manufacturing, Artificial txawj ntse daim ntawv thov software txhim kho thiab Internet ntawm Tej yam kev tshawb fawb thiab kev loj hlob. Txhawm rau ua kom yooj yim thawb Meizhi Optoelectronics mus rau GEM board, Meizhi Optoelectronics tau tshaj tawm cov neeg ua haujlwm sib txawv ntawm cov tswv cuab npaj rau lub Xya Hli 4. Tom qab kev ua tiav ntawm kev npaj tswv yim, Midea Group yuav ncaj qha lossis ncaj qha tuav 56.7% Cov paj laum sib npaug hauv Meizhi Optoelectronics.
Cov ntaub ntawv nyiaj txiag qhia tau hais tias nyob rau hauv thawj peb lub hlis twg ntawm 2019 thiab 2020, Meizhi Optoelectronics yuav ua tiav cov nyiaj tau los ntawm kev ua haujlwm 713 lab yuan thiab 91,407,900 yuan, thiab ua tiav net profit ntawm 24,533,200 yuan thiab 4,256,500 yuan. Thiab nyob rau hauv peb lub sij hawm tshaj tawm los ntawm 2017 rau 2019, Midea Group cov nyiaj tau los ntawm nws niam yog 17.284 billion yuan, 20.231 billion yuan thiab 24.211 billion yuan, thiab nws cov nyiaj tau los tom qab txiav tawm yog 15.614 billion yuan, 20.058 billion yuan thiab 22.724 billion yuan, raws.In 2019, Midea Group tus nqi tsim nyog yog hais txog 30.195 billion yuan, Meizhi Optoelectronics’ Net cov cuab tam yog kwv yees li $622 ib laj.
Hikvision
Hikvision (002415.SZ) nthuav tawm hauv nws 2020 tsab ntawv ceeb toom ib nrab xyoo tso tawm rau lub Xya Hli 25 tias Hikvision pib npaj rau kev sib tw ntawm nws lub tsev lag luam ntse. Meanwhile, Hikvision’s robotics, automotive electronics, smart storage, and Hikvision Microimage businesses are also continuing to develop rapidly. Although Hikvision’s smart home business is about to go public, the smart home business does not account for a high percentage of revenue in Hikvision’s business segment.
The semi-annual report showed that the smart home business achieved an operating income of 1.179 billion yuan, pem 3.52% Xyoo-rau-xyoo, with revenue accounting for 4.86%. This business is developing better in 2019 than this year, with year-on-year revenue growth of up to 58.38% Xyoo tas los. The gross profit margin of the smart home business was 37.11%, which is in the middle to low level among Hikvision’s various product businesses and 12.65 percentage points lower than the overall gross profit margin.
Haier Group / Eoroom Smart
(Ntawm no xa mus rau raws li “Eoroom Smart”), Eoroom Smart tau nkag mus rau lub sijhawm IPO kev sab laj thiab npaj siab yuav tsaws ntawm GEM hauv lub Cuaj Hli xyoo no. Raws li lub tuam txhab tseem ceeb hauv lub tsev ntse ecosystem, lub peev tom qab Eoroom Smart yog Haier Group, thiab IPO no tuaj yeem ntxiv lwm lub tuam txhab sau npe hauv kev lag luam hauv tsev ntse rau Haier.
Eoroom tau tsim nyob rau lub Cuaj Hli 2001, thiab nws cov lag luam tseem ceeb suav nrog kev tsim qauv, kev tsim, kev teeb tsa thiab kev muag khoom ntawm kev txhawb nqa cov khoom siv thiab cov khoom siv rau chav ua noj thiab lwm yam khoom siv txhim kho tsev, thiab nws tau nqis peev rau cuaj lub lag luam. Ntawm lawv, Qingdao Eoroom Technology Co., Ltd (Ntawm no xa mus rau raws li “Eoroom Technology”) tau tsim nyob rau hauv 2015 raws li lub chaw lag luam tseem ceeb hauv Eoroom Smart Home, uas tau pib tsim los ua ib lub koom haum ua lag luam tag nrho ntawm Qingdao Haier Home Integration Company Limited.
Thaum kawg ntawm 2017, Eoroom Technology tau hloov pauv pauv thiab nws cov tswv cuab tau hloov pauv los ntawm Qingdao Haier Home Integration Co.. Ltd. rau Qingdao Haier Kitchen Facilities Co. Ltd. uas yog tus thawj ntawm Eoroom Smart tam sim no. Nyob rau tam sim no, Eoroom Technology muaj ntau lub npe thib ib hauv qab nws lub kaus, suav nrog Eoroom Wormhole, Haierhome Hais, Bologna, hyrock Creative Tsev, lwm yam., uas tau tsim muaj ntau yam kev lag luam qauv.
Orvibo
Shenzhen Orvibo Technology Co., Ltd., Ltd. (Orvibo) tau raug cob qhia los ntawm Shenvan Hongyuan Securities Underwriting thiab Sponsorship Co.
Orvibo tau tsim nyob rau hauv 2011, thiab nws cov khoom muaj xws li cov keyboards ntse, ntse qhov rooj xauv, ntse sockets, ntse curtains, kev ruaj ntseg sensors, lwm. Lub tuam txhab tau cog lus rau kev sib koom tes thiab tau tsim xya lub tshuab nrog rau kev tswj xyuas ntse, ntse teeb pom kev zoo, HVAC system, ntse kev ruaj ntseg system, zog tswj system, ntse audio-visual system, qhov rooj thiab qhov rais shading system, lwm. Daim ntawv thov scenarios yog lub tsev ntse, ntse chaw ua haujlwm thiab tsev so ntse.
Nws yog noteworthy tias tom qab nws tsim nyob rau hauv 2011, Orvibo tau txais kev sib tw ua tiav ntawm cov nyiaj txiag los ntawm 2014 rau 2016, zoo li hauv 2019, nrog cov tub ua lag luam suav nrog Midea Property, Liab Hnub Qub Macalline, Evergrande Group, lwm. Cov ntaub ntawv tso tawm los ntawm Orvibo tom qab Pre-IPO puag ncig ntawm nyiaj txiag qhia tau hais tias nws cov khoom tau nkag mus 2 ib laj + Cov cuab yeej, npog 500 lab + cov neeg siv, txuas ntxiv 8 lab IoT cov khoom siv, thiab pioneered 150 ntse vaj tse tej yaam num. Hais txog cov channel, Jiangxin tau qhib 300 khw muag khoom thoob teb chaws thiab muaj ntau tshaj 1,000 chaw muag khoom thiab kev pabcuam.
Jiangxin ntse
Changzhou Craftsmanship Smart Home Co. (Ntawm no xa mus rau raws li “Jiangxin txawj ntse”) tau ua nws thawj zaug pub rau pej xeem (IPO) thiab tau teev nyob rau hauv Kev Loj Hlob Enterprise Market (GEM) nyob rau lub yim hli ntuj 6. High-tech enterprise. Raws li daim ntawv tshaj tawm, Jiangxin Smart tau siv ntau dua 5.5% ntawm nws cov nyiaj tau los ntawm R&D tau peb xyoos sib law liag thiab muaj 92 domestic thiab txawv teb chaws patents, suav nrog tsib invention patents. Qhov nruab nrab tus nqi ntawm R&D raws li feem pua ntawm cov nyiaj tau los hauv kev lag luam hauv tsev ntse hauv FY2019 yog 3.34% thiab Jiangxin tshwj xeeb yog 5.68%, ob feem pua cov ntsiab lus siab dua qhov kev lag luam.
Hauv 2017, tag nrho cov cuab tam ntawm Jiangxin Smart yog $761,051,400, hauv 2018, $930,944,800, thiab nyob rau hauv 2019, $1,059,596,400; net profit yog $103,884,900 hauv 2017, $135,757,600 hauv 2018, thiab nyob rau hauv 2019 Net profit yog $112,938,900, nrog tag nrho cov cuab tam thiab cov nyiaj tau los tau nce ntxiv.
Raws li lub ntiaj teb thib ob-loj tshaj plaws lub tsev lag luam ntse, Cov neeg siv khoom hauv Suav teb tau tswj hwm qhov kev thov muaj zog rau cov khoom siv ntse, attracting ib pab tub rog ntawm players mus rau lub tsev ntse khiav. Cov tuam txhab xov tooj ntawm tes tab tom nrhiav cov ntsiab lus loj hlob tshiab, thiab cov tuam txhab tsim khoom siv hauv tsev ib txwm siv zog txhawb kev hloov pauv hloov pauv. Tib lub sijhawm, Internet manufacturers nrog ib tug loj tus neeg siv puag, lub suab txawj ntse technology thiab cov neeg hais lus ntse ua ke los cog cov ecosystem, thiab sib tw rau kev nkag mus rau tsev neeg. Yav tom ntej, nyob rau hauv lub smart home circuit, tej zaum yuav muaj ntau dua “Haier ntse tsev”.