SMART home plate or market

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Some senior industry insiders said that most of the current smart products do not reach true intelligence, but also stay in the simple concept. Insiders said that the domestic smart home industry has just started, the market space is huge.

Consumers are not buying it

According to the Oviyun Network (AVC) and Tencent Household appliances Joint survey data show that 87.5% of users are dissatisfied with the current status of smart home, said to be completely inconsistent with the expected or less than expected. Oviyun Network (AVC) chief analyst Bruce that smart home market is still facing several problems: first, consumers do not buy, the market is not really open; second, although there is a wave of cooperative cooperation, but the technical standards are not uniform, the brands and brands, the system can not achieve interoperability; third, from the present situation , intelligent product design generally exists as "dazzle technology" and the development of the function, but neglected the needs of users, strong limitations, not really people-oriented.

Status quo: Smart market demand is not really open

Intelligence has just become one of the main vane of China's Home Appliance Expo, which ended in Shanghai.

But in the home appliances enterprises have entered the smart home, the traditional furniture industry is somewhat "cold." Tata Wood Door chairman Wu Morning said that Tata had developed a smart wooden door years ago, but because of market demand, productivity and other reasons, and did not launch the market. Beijing spirit of Art square furniture has launched a series of intelligent TV cabinets, intelligent electromagnetic tables, such as smart furniture products. However, the relevant responsible person revealed that its smart furniture products sales accounted for only about 10% of the overall sales.

Industry analysts believe that the traditional home enterprise itself has certain limitations, in the intelligent Home product research and development area is still lack of major breakthroughs, market demand has not really opened. Smart Furniture field needs a large number of funds and personnel input, for the traditional home enterprises, the industry competitive pressure, the cost of raw materials personnel costs rise to make furniture costs increase profit margins.

Trend 1: White + black industry convergence accelerated

Traditional household appliances furniture enterprises and the integration of the Internet, "white power" and "Black Power" integration has become the Internet + ERA, smart home new development direction. According to the Austrian-dimensional consulting forecast, by 2020, China's overall output of smart appliances will break through the trillion yuan, of which the output value of intelligent hardware will reach 600 billion yuan.

Xu Dongsheng, secretary General of China Household Electrical Appliances Association, said the obvious characteristic of the home appliance Exposition is that the exhibitors have gradually expanded from the traditional household appliance enterprises to the consumer electronics, intelligent home, Internet enterprises and so on.

Trend 2: Enterprises to accelerate the transformation

As a traditional manufacturing household appliances, furniture enterprises have to speed up the transformation. The traditional household appliance enterprises have speeded up the transformation speed. Sichuan Changhong (600839) issued an additional program in October last year, to 2.2 billion yuan to acquire 081 group of military Enterprises 100% shares, and thus enter the military field. and Hisense Electrical Appliances (600060) announced in February in partnership with Tencent to develop smart video game market, to create a TV game platform.

Plate FORECAST: Support policy is expected to be introduced in succession

And since last year, the transformation of intelligence has made a number of domestic a-share listed companies have been sought after by the funds. In the country to speed up from manufacturing power to the manufacturing power of the "China Manufacturing Development Outline (2015~2025)" Planning is coming out of the potential favorable news, the industry believes that the relevant policies or will be announced, good news or will attract funds to continue to pay attention to smart home plate. According to the Guangzhou Daily Reporter observation, in the capital market, from this year, including TCL Group (000100), Hisense Electric Appliances (600060) and the boss of Electrical Appliances (002508) and other shares of stock prices out of a wave of rising prices.

It is expected that with the transformation of the promotion of domestic a-share listed home appliances business performance is expected to grow steadily, the future is still worthy of close attention of investors.