What smart wearable companies are there on GEM?

What smart wearable companies are worthy of attention?

If there are smart wearable devices, there are Xiaomi, Huawei and Apple now, and then if you wear products, you can browse in the mall yourself, pay attention and have a look.

What stocks do smart wear concept stocks have? Fundamental analysis of smart wear concept stocks

Fenda Technology: a pioneer enterprise of medical wearable devices, building a super barrier in the IOT era.

Fenda Technology is a pioneer in medical wearable devices and will build a super barrier in the IOT era. The company has steadily promoted the three-step strategy of "hardware-channel-service" and has been successfully embedded in the supply chain systems of many consumer electronics giants such as Huawei, Lenovo and Xiaomi. At the same time, the IOT era is characterized by customization and cloudization, so it naturally extends the development demand for back-end software and cloud platform. At the same time, we judge that the company will build a complete big health mobile medical map through big data analysis on the cloud platform in the future.

Luxshare 1 quarterly comments: the performance has increased substantially and will continue to be optimistic in the future.

The performance increased substantially, as expected: the company 1 quarterly revenue181kloc-0/billion yuan, up 33.57% year-on-year; The net profit attributable to shareholders of listed companies was 65.438+0.53 billion yuan, a year-on-year increase of 69.1.1%; Earnings per share was 0. 18 yuan, and the company's quarterly performance continued to grow substantially, which was also in line with our expectations.

There is no doubt that the annual performance has increased greatly: with the gradual mass production of new products, the continuous development of new customers and the beginning of supply, part of the company's production capacity has been released; In addition, the company completed the acquisition of minority shares of some subsidiaries in the second half of last year, further increasing the company's performance, and there is no doubt that the annual performance has increased greatly.

Derun Electronics: The Leading Company of Smart Car Software and Hardware

Company Announcement 14 Annual Report and 15 First Quarter Report

Company announcement 65438+2004 annual report: 65438+2004 revenue was 2.635 billion yuan, up 27.29% year-on-year; The net profit attributable to shareholders of listed companies was 986,654,380+million, down 65,438+09.65% year-on-year; EPS0.24. Company Announcement 65438+First Quarterly Report of 2005: Revenue in the first quarter was 750 million yuan, up 50.78% year-on-year; The net profit attributable to shareholders of listed companies was 23.95 million yuan, a year-on-year increase of 2,065,438+05%; EPS0.0578. In the first quarter, the company's revenue increased by 253 million yuan compared with the same period of last year, mainly due to the growth of the company's automobile products business, and automobile products have begun to show up on 15.

The vertical integration of M&A expansion will create first-class customers and perfect product platforms.

The company has been laid out for more than ten years, and has built a first-class customer platform and a perfect product line in the automotive field. Automobile connector wiring harness, ebox, LED lamp, sensor, radar, new energy automobile battery module, charging pile and other products. , with annual revenue growth of several billion yuan, will give the company sufficient performance support.

Jiu 'an Medical: The performance is in line with expectations, and we are optimistic about the company's transformation from hardware to healthy big data services.

The company released its annual report on April 14, 2004. In 20 14, the company realized operating income of 425 million yuan, up 4.39% year-on-year. The net profit attributable to shareholders of listed companies was10.2 million, up 2 1 1.23% year-on-year, and the earnings per share was 0.03 yuan, which was in line with our previous expectations. The main reason why the company turned losses into profits was that it transferred 60% of the shares of Sun Company's iSmartalarm Company at a price of $6.5438+0.2 million, and Sun Company's Bloomsky received a capital increase of $4 million.

Investment points:

Global Science Industry Co., Ltd.: With the increase of SIP module shipments and the increase of shipments, 1Q is expected to become the low point of annual performance.

20 15 1 1 quarterly report: the revenue was 4.26 billion yuan, up 22.5% year-on-year, which was attributable to the net profit of listed companies 1.4 1.00 billion yuan, down 1.5% year-on-year (excluding non-net profit/kloc) Earnings per share is 0. 13 yuan.

Investment points:

The lag in shipment of Huanwei Electronics is the main reason for the poor profit performance of 1 quarter. 1 quarter comprehensive gross profit margin is11.0% (compared with 12.85% in the same period of 2004), which is the lowest since 15 quarter. In the quarter of Huanwei Electronics/KLOC-0, the shipment time of smart watch S 1 module was delayed, and the cost increased a lot (the overall management expenses and financial expenses of the company increased by 38% year-on-year, with an increase of more than 79 million yuan).

Desai: The performance of the interim report is in line with expectations, and new energy vehicles are actively deployed.

Investment points:

Reiterate the buy rating. We maintain the company's profit forecast of 20 14- 16 as 1.47 yuan, 2.22 yuan and 3.20 yuan. At present, the PE of 14- 16 is 26.5X, 17.5X, 12. We believe that the reasonable valuation level of the company in June-1February is 14 35 times PE, corresponding to the target price of 5 1.45 yuan in June-1February, and reiterate the buying rating.

Suzhou solid technetium: MEMS and photovoltaic business continue to improve

In the first three quarters of 20 14, the company realized an operating income of 692 million yuan, a year-on-year increase of10.59%; The net profit attributable to shareholders of listed companies was 33.234 million yuan, a year-on-year increase of11.98%; The basic earnings per share is 0.05 yuan.

The company's photovoltaic silver paste business made a certain breakthrough last year and continued to grow this year. In the first half of the year, it achieved revenue of 6,543.8+0,372.94 million yuan, in the first three quarters, it achieved 23,654.38+0,034.4 million yuan, and in the third quarter, it achieved quarterly profit for the first time. We expect that the company's annual positive silver sales will exceed 5 tons. The new generation product FC2 18A of the company's silver paste was put on the market in May this year. After mass production test, the performance of this product is more competitive than the new generation products of foreign competitors. At present, it has passed a small number of tests in more than ten battery chip factories, and 6 of them have entered mass production.

Shengli Precision, Research Report: Endogenous extension is in full swing, and high-speed growth is expected.

Deepen the strategy of large parts, improve profitability and development space.

Shengli Precision, established at the end of 2003, has provided frame structural parts for LCD TV manufacturers for a long time, and accumulated relevant technical advantages, including: base (base), metal structural parts (bracket, shielding cover), plastic structural parts (shell, such as front frame and back cover), bonding, glass, etc. On this basis, the company has gradually developed from providing scattered structural parts to providing overall structural schemes and structural modules for LCD TVs, forming a preliminary large component strategy.

Zhongjing Electronics: Intel shares in Leyuan, and smart wear adds new allies.

Key points of investment

Intel Semiconductor (Dalian) Co., Ltd. will subscribe for 9.09% shares of Leyuan Digital for 30 million yuan. After the equity transfer, Zhongjing Electronics holds 20.45% equity of Leyuan Digital. Zhongjing Electronics previously increased its capital to transfer the equity of Leyuan Digital, holding 22.5% of the shares, and reached an agreement with the original shareholders to acquire the remaining shareholders. Intel's shareholding does not affect Zhongjing Electronics' acquisition of the remaining shares of Leyuan. According to the announcement, the registered capital of Leyuan Digital subscribed by Intel Semiconductor (Dalian) Co., Ltd. with a consideration of 30 million yuan is 5,392,222 yuan. After the transaction is completed, the paid-in registered capital of Leyuan Digital will increase to 59,365,438+04,444 yuan. Intel Semiconductor (Dalian) Co., Ltd. will hold 9.09%, Zhongjing Electronics will hold 20.45%, and Lepingping will hold 54. 13%.

There are more than 50 listed companies with artificial intelligence concept stocks, among which the representative ones are:

1, HKUST intelligent 300222

HKUST Intelligent Technology Co., Ltd. is an enterprise specializing in the production and sales of R&D, distribution automation system and power automation system software and hardware products, as well as distribution automation engineering and technical services. Long-term commitment to the research, development and market application of medium-voltage power line carrier communication technology. It is a leading enterprise in the field of medium-voltage power line carrier communication in China, and also one of the leading suppliers of industrial intelligence overall solutions in China.

2. Huaxi shares 000936

Jiangsu Huaxi Village Co., Ltd. adheres to the relevant diversification strategy, and its business involves chemical fiber, wool spinning, clothing, knitting and other textile-related industries, as well as trade and thermoelectric industries. It advocates the development of high-tech and high value-added products and forms two core businesses: polyester fiber and wool spinning. In order to adapt to the background of national economic transformation and upgrading and supply-side reform, ease the bottleneck of traditional main business and seek new growth points of performance, the company made a strategic transformation on 20 15.

3. Iflytek 002230

Iflytek Co., Ltd. specializes in intelligent voice and language technology research, software and chip product development, voice information service and e-government system integration, and has excellent products such as Lingxi voice assistant and Iflytek input method. Iflytek is the largest intelligent voice technology provider in China. He has long-term research and accumulation in the field of intelligent voice technology, and has international leading achievements in Chinese speech synthesis, speech recognition, oral evaluation and other technologies.

4. Chuanda Zhisheng 002253

Sichuan Chuanda Zhisheng Software Co., Ltd. is a large-scale software and major equipment supplier with independent intellectual property rights in the field of air and ground intelligent transportation in China. Seize the opportunity of the new generation of information technology reform and the opportunity of Sichuan Province to vigorously cultivate and develop the information industry, the company has developed into an innovative high-tech enterprise based in the west and radiating the whole country, with the informationization, intelligence and intelligent construction of data integration, big data application and other application fields as the core, and featuring software application integration, smart city, integration of industrialization and modernization, government and enterprise services, cultural tourism and public safety.

5. Saiwei Intelligent 300044

Saiwei Intelligent Co., Ltd. is mainly engaged in the planning, design, installation, construction, R&D and production of track intelligence, building intelligence and energy-saving system engineering. It is one of the most professional intelligent system solutions providers in China, mainly providing intelligent system solutions for urban rail transit, high-speed railway and construction industry. Since its establishment, the company has always adhered to the business philosophy of "science and technology first, people-oriented", focused on intelligent system business, based on the frontier application of intelligent systems, and constantly explored various fields of intelligent system application.

What wearable concept stocks are there? List of wearable listed companies

As a cutting-edge technology and sunrise industry, smart wear is the mainstream trend of the development of mobile smart products in the future, which will greatly change the lifestyle of modern people and have strong industrial growth space and bright development prospects. The concept of smart wear broke out strongly in the secondary market, with abundant investment opportunities or a wave of speculation.

Smart wear refers to the application of wearable technology to the intelligent design of daily wear and the development of wearable devices, such as glasses, gloves, watches, clothing, shoes and so on. The purpose of smart wear is to explore a new way of interaction between people and technology, and to provide everyone with exclusive personalized services. Smart wearable device is a kind of far-reaching scientific and technological equipment, which will lead the next wearable revolution, and we are moving towards a new world where technology interacts with people. Many technology companies, such as Google, Apple, Samsung, Microsoft, Sony and Olympus, are scrambling to join the wearable device industry and make in-depth exploration in this brand-new field.

With the development of Internet/mobile Internet, technological progress and the introduction of high-performance and low-power processing chips, the types of smart wearable devices are gradually enriched, wearable smart devices have moved from concept to business, and new wearable devices are constantly being rolled out. The era of smart wear has arrived. Wearable smart devices such as Google Glass, Apple Watch, Samsung Smart Watch, Nike's fuel wristband, pendant camera that can automatically take pictures, keyboard pants, sensor smart clothes, and solar rechargeable backpacks have emerged in large numbers, which is expected to become a trend. Smart wear technology has penetrated into many fields such as fitness, medical care, entertainment, security and finance. , bringing new business opportunities to interactive technology providers, component suppliers and other manufacturers who seize new opportunities. In 20 13, it is estimated that there will be 0.5 million wearable smart devices 15, and it will reach 70 million by 20 17. In the next 2 -3 years, the smart wearable market will grow from the current $3 billion to $5 billion to $30 billion to $50 billion.

In the capital market, the concept of smart wear was born, which aroused great concern in the market. Related concept stocks rose sharply, with Danbang Technology, Goer Acoustics, Iflytek, Jiu 'an Medical, Global Science Industry, etc. As a cutting-edge technology and sunrise industry, smart wear is the mainstream trend of the development of mobile smart products in the future, which will greatly change the lifestyle of modern people and have strong industrial growth space and bright development prospects. The concept of smart wear broke out strongly in the secondary market, with abundant investment opportunities or a wave of speculation.

Investment opportunities in the era of wearable computing

The rise of wearable computing devices will bring new business opportunities to interactive technology providers, component suppliers and other manufacturers who seize new opportunities. Combined with the technological change trend of wearable computing devices mentioned above, the analysis of technology providers such as voice technology, micro-projection and flexible screen will benefit first.

Voice technology: Compared with eye recognition and gesture recognition, voice interaction technology can express richer semantics, is more convenient to use and has more mature technology. With a series of wearable computing devices, such as GoogleGlass, strengthening people's awareness of voice technology, voice interaction will surely become the mainstream way of human-computer interaction in the future.

Micro-projection: In augmented reality technology, micro-projection is the most important step. In GoogleGlass, the mini projector first projects light onto the reflective screen, and then refracts it to the human eye through the convex lens, so as to realize the so-called "first-order magnification" and form a virtual screen large enough for people to display text information and various data.

With the continuous maturity of technology, micro-investment technology will probably appear in more consumer electronic products and become a new selling point.

Flexible screen: At CES 20 12, Samsung, LG, Intel and other companies have launched flexible screen products. With the further development and production of wearable devices, the demand for flexible screens will also increase.

Essence Securities believes that among domestic listed companies, Iflytek is the leading intelligent voice technology enterprise in China, and its voice core technology represents the highest level in the world. With more and more voice interactive applications promoted by wearable computing devices, the company will significantly benefit from the leap-forward development of the industry.

In addition, as early as 2009, Crystal Optoelectronics established a micro-investment industrial chain through joint ventures. At present, the company's smart glasses micro-investment project is progressing smoothly, and the first-Mover advantage is obvious. With the listing and popularization of Google Glass, other manufacturers will follow suit, and the company's micro-projection technology will show its talents. From: concept stock network _ 嗬嗬嗬嗬嗬 Thanks to John.

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What are the listed companies of intelligent technology concept stocks?

First, intelligent robots.

1, Industrial Automation: Zhiyun (300097), HKUST Intelligent (300222), Lan Ying Equipment (300293), Huichuan Technology (300 124), Baode (300023), Hyde Control (002/kloc-0).

2. Welding (conveying) equipment: Harvest Technology (300 193), Ling Rui (300 154), Nanjing Panda (600775), Ricky (300 126) and Taier Heavy Industry (002347).

3. Industrial robots: Yahweh (002559), Huazhong Numerical Control (300 16 1), Sanfeng Intelligent (300276), Giant Wheel (00203 1), Soft Holding (002073), Xinshida (. Bo Shi (002698), University of Technology Hi-Tech (60070 1), Qianjiang Motorcycle (0009 13), Qinchuan Development (00837), Invigorating Shares (002334), Shanghai Electromechanical (600835), He Shan Intelligent (0025).

4. Robot controllers: Cixing (300307) and Keyuan (002380).

5. Home robot: Ziguang (000938)

Wanxun automatic control (300 1 12): automatic mechanical concept, intelligent valve positioner, CCS pressure switch, pneumatic loading electric actuator, spallation neutron source.

Fain CNC (002270): The first domestic dual-robot cutting workstation developed in 2009 passed the acceptance test and was put into production in Shaanxi Automobile Company.

Helen Zhe (30020 1): Fire fighting robot. The company has a variety of robot products, which are mainly used in the field of fire protection, such as fire fighting robots and blasting robots.

Rifa Seiki (002520): RFSCD series rectangular coordinate robots, CNC machine tools and mechanical products.

Lei Bai Science and Technology (002577): Robot integration business or one of its main businesses.

Second, smart wear.

1, Google Glass: Global Science and Industry Co., Ltd. (60 123 1), Crystal Optoelectronics (002273), Connett (30006 1), Changjiang Communication (600345), and Gongda Electroacoustics (0000).

2. Somatosensory technology: Lianchuang Optoelectronics (600363), Digital Video (300079), Gaode Infrared (0024 14), Hanwang Technology (002362), Chuanda Zhisheng (002253), Iflytek (002230) and Han Wei Electronics (30000).

3. Flexible circuits: Chaohua Technology (002288), Zhongjing Electronics (002579), Danbang Technology (0026 18), Derun Electronics (002055), Shenhuicheng (002 168) and Yi Sheng Technology (6006544).

4. Smart headphones: Rambler (00235 1), Fenda Technology (00268 1), Goer Acoustics (00224 1).

5. Wearable Chip: Beijing Zheng Jun (300223)

6.ihealth: Jiu 'an Medical Care

Other wearable devices: Shanghai Xinyang (300236), Furi Electronics (600203), Changdian Technology (600584), Dahua Intelligent (0025 12), Kerong Technology (300290).

Extended data

Artificial intelligence has developed rapidly in China this year, and the technology, products and commercialization of enterprises are also changing with each passing day. On the technical level, the underlying algorithm of artificial intelligence is iterative. After a period of rapid development, the profits of the artificial intelligence industry began to be gradually released. On the commercialization level, this year will be a breakthrough to realize computer vision, and high-quality computer vision companies are expected to achieve rapid growth in operating income. In the future, in all segments of artificial intelligence, there may be a situation of "winner takes all" and monopoly. In the vast AI market, companies with "one skill" are expected to gain their own market.

Some insiders pointed out that after several years of development, artificial intelligence has now reached the stage of "four elements", namely "data+algorithm+computing power+scene". The attractiveness of companies with excellent algorithms in the primary market financing has dropped significantly, and the prospect of artificial intelligence lacking application scenarios is worrying. Judging from the "four elements", the era of artificial intelligence may win the traditional giants with rich application scenarios.

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