"Smart home" by the intelligent home appliance industry into a new blue ocean
In early trading yesterday, has been in recent consolidation nearly a month at the bottom of the power is suddenly attack on the home electrical equipments. Among them, the midea group under the high for transfer scheme, briefly hit harden. Mei ling electrical appliances, gree electric appliances, little swan also rose by 3%. To close, however, the home appliance sector still fell 0.1% as a whole.
The personage inside course of study says, from the perspective of the issues set of home appliance plate recently, smart home has become the consensus of the industry, the Internet's impact on home appliance sector will continue to deepen. However, due to the maturity need each link to promote the industry, in addition to the concerns of the industry chain of real estate investment logic will spread to the home appliance plate, so the chances of short-term home appliance industry groups sex it is difficult to see.
"Smart home" by holding
Since this year, the a-share market "smart home" in A wind. In January 2014, the international consumer electronics show, sichuan changhong, Qingdao haier, hisense electric, TCL and other home appliances manufacturer exhibition of "intelligent home appliance" products, won great attention of the market. From the secondary market performance, carrying intelligent household appliances sector during the biggest gain of 17.47%.
Under the boom, the traditional home appliance manufacturers have power is riveting for smart home area. Midea group said it would spend 3 billion yuan to build smart home research and development center. Haier launched U + intelligent life operating system. Changhong announced a new "three-dimensional", the layout home Internet. Market filled with "no appliances not smart" heat net.
Citic securities, home appliance industry analysts Hu Yali argues that Internet investment fall to the ground, and the Internet has brought big external environment change, for the home appliance industry is an industry opportunities. Part of enterprise accumulation time is long, now feel the market opportunity to rise, the other part is in recently begun to participate in. Everyone will take the strategic path to meet industry the opportunity, but the current level of industry is relatively early.
In Hu Yali view, from the industry advanced intelligent home appliances are divided into three stages. Is an intelligent interface hardware gradually into the consumer family, during this period some vertical ChanPinXing enterprises may deep well; Secondly, the driving parts industry chain enterprises, invest a lot of research and development and production, at this stage will rapidly expanding scale; Three is a lot of smart devices combined with service used by consumers, industry entered the stage of the operation of the data, this time is the most attractive data operation and service.
Guo Ruizhe guotai junan analyst pointed out that, from the future 3 to 5 years, in intelligent home appliances industry chain upstream of the platform or service providers will be important to the interests of the distributors on the industry chain. Internet giant and mobile Internet giant has advantage in this field, the source into the field of smart home is also in the industrial chain and the platform the first layout.
"See, in addition to the niche product module IC part mainly mastered by the overseas enterprise core technology, intelligent household materials module, the module program module, cloud services, can be in the next three years in the field of intelligent home in investment hot spots." Guo Ruizhe said. Plate is given priority to with defensive LCD TV sales in January and February, according to the boom of the industry is still not high, February delivery due to the Spring Festival factor rebound.
According to the TCL group, according to the latest announcement LCD TV product sales in February 854700, up 27.93% from a year earlier. Among them, 540300 sets of LCD TV sale in domestic market, fell 19.63% year on year; Export 540300 units, up 64.42% from a year earlier. Skyworth group website information is displayed, skyworth LCD TV sales in February 423000, fell 8.85% year on year. It, in 288000, fell 11.34% year on year; Export 132300, fell 1.05% year on year.
Big money intelligence analyst, home appliance plate overall strength in early trading yesterday, on the one hand is high midea group sends turn scheme, on the other hand is also low valuation of the blue-chip plate return value.
"Compared with market trends, the half-year, home appliance plate is more stable." Money points out, "last year, from the perspective of value analysis, home appliance plate PE only 10.8 times, 7.9 times higher than the csi 300, but in many industries is still on the location. And from all the plates 2014 predicted net profit year-on-year growth, home appliance plate net profit year-on-year growth of 20%, still can be far higher than the range of the csi 300 forecast can be increased by 13%."
Stocks, changjiang securities recommended three electric faucet (gree, midea, Qingdao haier) and mei ling electronics, HuaDi shares, the boss appliances, hefei sanyo, etc., at the same time advice to focus on traditional black brought the change of investment opportunities.
Source: Shanghai financial report
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