What is the special threshold for sweeping Siasun Robot&Automation Co.Ltd(300024) faucet? The market has always been divided on sweeping Siasun Robot&Automation Co.Ltd(300024) barriers, but the situation of “professional companies controlling high concentration” persists. We find that one of the internal reasons that can explain this phenomenon is the high threshold for team creation. At present, the basic conditions of the first and second echelons of “200 R & D team + high incentive mechanism + excellent leaders” are beyond the endurance of ordinary companies. Without the same initial investment, it is difficult to realize the synchronous catch-up of product strength.
“Chasing”: be quick. Even if the basic conditions are met, it is not easy for rookies to overtake. In pursuit of fast forward, we expect its revenue to increase rapidly from 400 million to 6 billion yuan in 19-21 years, and its staff will expand from 400 to 1800. Team expansion is the foundation to support pursuit of high-speed and comprehensive growth, but the follow-up management of a large team may be the focus of the next step.
“Stone”: a rookie who strives for perfection and has entered a stable growth period. Compared with seeking, stone’s team expanded more slowly, but established a more stable middle-level management system; We found that the stone category / channel strategy did not follow the same path as seeking, but only did not break fast, but sought more “precision”. The products took the medium and high-end positioning, and the channels also paid more attention to efficient channels.
” Ecovacs Robotics Co.Ltd(603486) “: seeking perfection, the response of mature companies, has entered a new cycle. Compared with the rookies who are still digesting the management philosophy, Ecovacs Robotics Co.Ltd(603486) internal system construction is relatively mature, and has begun to enter a new stage of “opening up the upstream and downstream layout of the industrial chain”. In the long run, the company aims to establish stronger cost and R & D advantages.
“Cloud whale”: seeking explosion, a small and beautiful explosion company. The company starts with products that seize the market gap. The next challenge will be its growth and system sustainability.
In emerging industries, above barriers, we value the advantages and disadvantages of corporate governance, and we are optimistic about companies with better entrepreneurs and strong organizations. After the stock price adjustment, pay attention to the long-term value of high-quality leaders Ecovacs Robotics Co.Ltd(603486) , stone.
Risk tip: Overseas boom is lower than expected; Repeated outbreaks; Shipping / raw materials / exchange rate pressure continues; The sample data in the report is insufficient to fully reflect the situation of the industry; Part of the data in the report refers to the third-party database, consulting media institutions, etc., which has the risk of deviation from the actual data of the company; Risk of untimely update of information and data used in Research Report
