This week's research focuses on: how to view the development prospect of the service Siasun Robot&Automation Co.Ltd(300024) industry
In recent years, the high popularity of the sweeping Siasun Robot&Automation Co.Ltd(300024) industry has led the market to pay attention to the service Siasun Robot&Automation Co.Ltd(300024) industry in a broader range. Taking the use scenario as the starting point, this paper focuses on the market potential of service Siasun Robot&Automation Co.Ltd(300024) , as well as the subdivided fields that household appliance enterprises can set foot in, the current product form and the future development direction. We believe that the diversification of use scenarios doomed the service Siasun Robot&Automation Co.Ltd(300024) to a large market potential, and the catalysis at both ends of supply and demand drove the rapid growth of the overall industry scale; Service Siasun Robot&Automation Co.Ltd(300024) still has great room for expansion in product form and use scenarios, and the competition pattern has not yet taken shape. Sweeping Siasun Robot&Automation Co.Ltd(300024) enterprises such as Ecovacs Robotics Co.Ltd(603486) and stone can obtain a certain market share by relying on scale effect and R & D advantages.
Market prospect: the supply and demand ends catalyze, and the market prospect is broad. The application scenario of service Siasun Robot&Automation Co.Ltd(300024) is the most extensive. Household service Siasun Robot&Automation Co.Ltd(300024) mainly involves all links of users' personal home life. From the demand side, the long-term aging of the population and the gradual increase of labor costs have increased the demand for services Siasun Robot&Automation Co.Ltd(300024) , while the contactless demand brought by the short-term epidemic and the attention to family health have also catalyzed the demand for services Siasun Robot&Automation Co.Ltd(300024) . On the supply side, technological advances in sensors, navigation algorithms and natural language processing have further enhanced product functions and gradually met consumers' expectations for products. Both supply and demand have jointly driven the rapid growth of the overall production scale.
Which segments deserve attention? Service Siasun Robot&Automation Co.Ltd(300024) among many tracks, distribution, reception and commercial cleaning Siasun Robot&Automation Co.Ltd(300024) have become a good entry point for home appliance enterprises related to floor sweepers to expand their business because they are similar to the underlying technical path of floor sweepers Siasun Robot&Automation Co.Ltd(300024) . Related categories still have large room for expansion in terms of use scenarios and function expansion. From the perspective of competition pattern, the main participants are still small and medium-sized enterprises, and some subdivision tracks begin to incubate leading enterprises. In the future, household appliance enterprises related to floor sweepers will continue to increase investment in relevant fields, so they can obtain a certain market share by virtue of scale effect and R & D advantage.
Trend of household appliance sector this week: this week, the CSI 300 index was - 1.99%, the gem index was - 0.94%, the SME board index was + 2.49%, and the household appliance sector was - 3.5%. In terms of segments, white power, black power and small household appliances rose or fell by - 3.85%, - 0.82% and - 4.07% respectively. Among the stocks, the top five gainers this week are Guangdong Shunna Electric Co.Ltd(000533) , St shenglai, Skyworth Digital Co.Ltd(000810) , * ST Fenda, Zhejiang Goldensea Hi-Tech Co.Ltd(603311) ; The top five declines this week are Ecovacs Robotics Co.Ltd(603486) , Skyworth Group, Zhejiang Yankon Group Co.Ltd(600261) , Marssenger Kitchenware Co.Ltd(300894) , Aucma Co.Ltd(600336) .
Price trend of raw materials: on December 17, 2021, the spot settlement prices of SHFE copper and aluminum were 69270 and 19720 yuan / ton respectively; SHFE copper was - 0.52% compared to last week and aluminum was + 4.5% compared to last week. Since 2021, copper price + 19.48%, aluminum price + 26.29%. On December 10, 2021, the comprehensive price index of steel was 133.05, which was + 0.51% compared with the price last week and + 6.52% since 2021.
Investment suggestion: maintaining the main logic of cost improvement is conducive to the improvement of the supply and demand of household appliances next year. At the same time, the marginal relaxation of real estate policy is conducive to the repair of domestic sales, and the moderate depreciation of RMB is beneficial to exports. It is suggested to pay attention to: [ Haier Smart Home Co.Ltd(600690) ], [ Midea Group Co.Ltd(000333) ] and [ Zhejiang Supor Co.Ltd(002032) ]. Maintain an optimistic view on the prosperity of emerging household appliances. It is recommended to pay attention to: [ Ecovacs Robotics Co.Ltd(603486) ], [ Beijing Roborock Technology Co.Ltd(688169) ], [ Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) ]. New depth coverage [ Jinhua Chunguang Technology Co.Ltd(603657) ], optimistic that the company will benefit from the high popularity of the clean electrical appliance industry and the high growth of the whole machine OEM / ODM business.
Risk tips: the epidemic situation is expanding, and the real estate market, exchange rate, raw material price fluctuation risk, etc.
