On March 11, the official microblog of Huawei terminal issued a document, which will hold the spring conference of 2022 Huawei's whole house intelligence and whole scene new products on March 16. This will be Huawei's first heavyweight press conference after 2022 MWC (World Mobile Communication Conference). It is expected to upgrade the strategy and solutions of the whole house intelligence again and better realize the integration of platform, ecology, chip, operating system, underlying communication and other fields.
global smart home market
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. Smart home is the most valuable application scenario in the field of aiot (Intelligent Internet of things), and it also has a market value of 100 billion. IDC report shows that the global smart home market value is expected to exceed US $400 billion in 2025. According to AI media consulting, China's smart home industry will reach a market scale of 217.5 billion yuan in 2022.
Dongguan securities research report said that at present, North America is 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 exceeded the 200 million mark for the first time. It is expected that by 2025, the shipment volume of China's smart home devices 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.
12 smart home concept stocks
net profit doubled
According to the statistics of securities times · databao, at present, there are 121 A-shares involving the concept of smart home. As of the closing on March 11, the market value of these A-shares totaled 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 perspective of valuation level, as of the latest closing, the rolling P / E ratio of 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 was less than 10 times, and the rolling P / E ratio of Tcl Technology Group Corporation(000100) was 7.13 times, ranking the lowest Tcl Technology Group Corporation(000100) performance express shows that in 2021, the company achieved an operating revenue of 163528 billion yuan, 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. Jason Furniture (Hangzhou) Co.Ltd(603816) , which is most favored by institutions, has been 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 latest closing price, 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 a potential rising space of more than 50% Hangzhou Great Star Industrial Co.Ltd(002444) rising space ranks first. The Huatai Securities Co.Ltd(601688) research report points out that with the gradual cooling of raw material prices and shipping prices and the gradual stabilization of exchange rate, the negative factors affecting Hangzhou Great Star Industrial Co.Ltd(002444) profits are expected to be gradually eliminated and the profitability of the company is expected to bottom out.
