计算机孟灿|萤石网络公司深度研究：智能家居与物联云平台共振，萤萤之光护万家灯火

国金证券研究所08-14

金选·核心观点公司简介公司系国内视觉类智能家居龙头，拳头产品SHC（智能家居摄像机）位居全球及国内市场销量第一。公司背靠全球AIoT龙头海康威视，基于AI多维感知&认知能力切入智能家居赛道。投资逻辑推荐逻辑一：智能家居品类不断扩充，硬件增收云增利。目前公司旗下涵盖SHC/智能入户/智能服务机器人/智能控制/智能穿戴5条核心自研产品线，同时引进智能宠物喂食器等N类生态产品，基于AI与物联云平台2类...

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