At present, there will be an inflection point in the field of smart home with the fastest landing of aiot, from smart single products to whole house intelligence. IDC predicts that the scale of smart home market is expected to exceed US $400 billion in 2025.
In the morning of March 11, the official microblog of Huawei terminal issued a document, which will hold the 2022 Huawei whole house intelligent and full scene new product spring conference at 19:00 on March 16. This will be Huawei’s first heavyweight press conference after mwc2022, which is expected to upgrade the strategy and solutions of the whole house intelligence again, so as to better realize the integration of platform, ecology, chip, operating system, underlying communication and other fields.
global smart home market value is expected to exceed US $400 billion
With the rapid popularization of 5g network, smart home applications based on Internet of things and cloud computing have a broad development scenario. At present, there will be an inflection point in the field of smart home with the fastest landing of aiot, from smart single products to whole house intelligence. IDC report shows that the global smart home market value is expected to exceed US $400 billion in 2025.
According to the research report released by Dongguan securities in February this year, from the perspective of the smart home market, North America is currently the largest smart home market, accounting for 40% of the total global smart home expenditure, followed by Asia Pacific and Western Europe, accounting for 29% and 18% respectively.
IDC pointed out that in 2019, the shipment volume of China’s smart home market reached 208 million units, breaking the 200 million mark for the first time, and the compound growth rate from 2017 to 2019 was 35.07% idc predicts that the shipment volume of China’s smart home equipment market will maintain a compound growth rate of 21.4% in the next five years, to 2025, the shipment volume will reach 540 million units, of which the promotion of whole house solutions in the consumer market will become one of the important driving forces of market growth.
northward capital holdings of 6 smart home concept stocks
Statistics show that there are 121 A-shares involving the concept of smart home. As of the closing on March 11, the total market value of these concept shares is 2.45 trillion yuan, equivalent to twice the market value of the light industry manufacturing industry. According to the rough calculation of the average transaction price of the range, since February, the increase in the capital holdings of northbound capital of more than 100 million yuan has been Anker Innovations Technology Co.Ltd(300866) , Zhejiang Dahua Technology Co.Ltd(002236) , Beijing Roborock Technology Co.Ltd(688169) , China United Network Communications Limited(600050) , Tcl Technology Group Corporation(000100) , Shenzhen Topband Co.Ltd(002139) . During this period, financing customers increased their holdings by more than 100 million yuan, including Midea Group Co.Ltd(000333) , Iflytek Co.Ltd(002230) , Hangzhou Great Star Industrial Co.Ltd(002444) .
From the latest valuation level, as of the closing on March 11, Tcl Technology Group Corporation(000100) , Guangzhou Holike Creative Home Co.Ltd(603898) , Guangdong Piano Customized Furniture Co.Ltd(002853) , Chengdu Fusen Noble-House Industrial Co.Ltd(002818) and other four shares had a rolling P / E ratio of less than 10 times, and Tcl Technology Group Corporation(000100) 7.13 times ranked the lowest 3 on the evening of March 10, Tcl Technology Group Corporation(000100) performance express showed that the company achieved operating revenue of 163528 billion yuan in 2021, with a year-on-year increase of 112.8%; The net profit attributable to the parent company was 10.062 billion yuan, a year-on-year increase of 129.3%.
According to the lower limit of annual report, express report and forecast net profit, 12 smart home concept stocks doubled their net profit in 2021. According to the statistics of databao, Wuxi Hodgen Technology Co.Ltd(300279) has the highest growth rate. The company expects the net profit to be 38 million yuan to 48 million yuan in 2021, with a year-on-year increase of 6.57 times to 8.56 times. Family Service Siasun Robot&Automation Co.Ltd(300024) leader Ecovacs Robotics Co.Ltd(603486) expects the net profit to be 2 billion yuan to 2.05 billion yuan in 2021, with a year-on-year increase of 2.12 times to 2.2 times.
According to the statistics of data treasure, a total of 29 shares have attracted the attention of more than 5 institutions. The most popular is Jason Furniture (Hangzhou) Co.Ltd(603816) , which is mentioned in 32 research reports Iflytek Co.Ltd(002230) , Ecovacs Robotics Co.Ltd(603486) , Haier Smart Home Co.Ltd(600690) , Midea Group Co.Ltd(000333) , Joyoung Co.Ltd(002242) , Xlinmen Furniture Co.Ltd(603008) and other stocks have more than 20 research reports to pay attention to.
Compared with the closing price on March 11, the target price unanimously predicted by institutions, Hangzhou Great Star Industrial Co.Ltd(002444) , Anker Innovations Technology Co.Ltd(300866) , Zhejiang Dahua Technology Co.Ltd(002236) , Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) , Shanghai Liangxin Electrical Co.Ltd(002706) and other stocks have more than 50% room to rise Hangzhou Great Star Industrial Co.Ltd(002444) rising space ranks first. According to the research report released on January 18, Huatai Securities Co.Ltd(601688) with the gradual cooling of raw material prices and shipping prices and the gradual stabilization of exchange rate, the negative factors on Hangzhou Great Star Industrial Co.Ltd(002444) profits are expected to be gradually alleviated and the profitability of the company is expected to hit the bottom.
