Johnny12345的个人主页 - 老虎社区

Johnny12345

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IP属地：四川

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2主题

0勋章

2021-06-18

$云米科技(VIOT)$坐上小火车慢慢往前跑吧，争取今年能涨到66美元一股，明年朝着150美元进发

2021-05-19

$云米科技(VIOT)$往200美刀股价冲啊，加油

2021-06-07

$高途(GOTU)$目前高途也就值五美元左右

2021-05-19

$嘉楠科技(CAN)$希望嘉楠科技，第九城市，sos这种区块链的骗人公司早日退市破产[微笑] 少出来害人

2021-06-17

$高途(GOTU)$高途还可以继续下跌到3-5美元之间

2021-05-27

$云米科技(VIOT)$说白了还是云米的净利润率太低了，导致财报看上去不错但实际上仍然下跌的原因，资本市场是看它的利润率和未来可发展性来投票的，云米低价牺牲产品质量过于激进去抢占海尔，美的，格力的市场也有可能适得其反，还是希望看到云米彻底翻身那一天吧，毕竟和石头科技对比同样的营收，但是石头的净利润是云米的十倍左右了，石头还是对得起150亿美元的市值的

2021-05-27

$云米科技(VIOT)$延续了中概股财报当天必跌的传统[捂脸]

2021-05-03

$云米科技(VIOT)$两年内能到一百亿美元市值不？还是需要五年？

2022-03-28

云米要破产了

云米2021年营收53.038亿元，净利润8860万元

2022-04-30

$纳斯达克(.IXIC)$纳指还有20-30%跌幅空间，客观的说[微笑]

2021-06-02

被你坑惨了，云米的股票到现在都一直要死不活的，净利润更是寒酸啊

云米科技(VIOT)小米智能家居战略潜在最大受益者，比肩海尔格力 | 牛年10倍股系列

2023-01-17

$尚乘数科(HKD)$ 看了看财务状况，这赌场票合理的价格应该在五到六毛左右[开心]

2023-01-11

$蔚来(NIO)$ 蔚来没有未来，车不行，价格高，注定是新能源中被淘汰的一批劣质公司🧐，未来新能源能立足的就只有特斯拉，比亚迪之类的

2023-01-06

$尚乘数科(HKD)$ 这就是典型垃圾股我们看热闹[微笑]

2021-05-07

$水滴(WDH)$水滴也不是什么好股迟早跌到2美元

2021-04-15

$云米科技(VIOT)$何时才能十倍，100亿美元市值？独角兽🦄出来解释一下三，我们等到花儿都谢了，云米的净利润和营收依然没有太大起色，一直横盘

2023-03-21

$以星航运(ZIM)$ 好股，已经跌入底部开始反弹了😳

2023-01-17

$云米科技(VIOT)$ 这是典型垃圾股吧😁

2023-01-11

$尚乘数科(HKD)$ 中概股中最垃圾的股，赌场😁

2023-01-11

$Faraday Future(FFIE)$ 这股退市是必然的，贾老板这辈子回不了中国了[龇牙]

去老虎APP查看更多动态

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18:42","market":"us","language":"zh","title":"云米2021年营收53.038亿元，净利润8860万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1114392503","media":"新浪科技","summary":"整个2021年，净营收为53.038亿元（约合8.323亿美元），而2020年为58.256亿元。","content":"<html><head></head><body><p>云米今日发布了截至12月31日的2021年第四季度及全年财报。第四季度，净营收为13.328亿元（人民币，约合2.091亿美元），而上年同期为18.890亿元。净利润为2270万元（约合360万美元），而上年同期净利润为1.106亿元。不按美国通用会计准则，净利润为3350万元（约合530万美元），而上年同期净利润为1.155亿元。</p><p>整个2021年，净营收为53.038亿元（约合8.323亿美元），而2020年为58.256亿元。净利润为8860万元（约合1390万美元），而2020年净利润为1.733亿元。不按美国通用会计准则，净利润为1.360亿元（约合2130万美元），而2020年净利润为2.455亿元。</p><p><b>第四季度运营业绩：</b></p><p>累计家庭用户数量突破660万，而截至2021年第三季度末约为630万，截至2020年第四季度末约为510万。</p><p>至少拥有两款联网产品的家庭用户比例为21.5%，而截至2021年第三季度末约为21.1%，截至2020年第四季度末约为20.0%。</p><p><b>第四季度财务业绩：</b></p><p>净营收为13.328亿元（约合2.091亿美元），而上年同期为18.890亿元。</p><p>毛利润为3.415亿元（约合5360万美元），而上年同期为4.438亿元。毛利率为25.6%，而上年同期为23.5%。</p><p>整体运营开支为3.407亿元（约合5350万美元），与上年同期的3.318亿元相比增长2.7%。</p><p>研发开支为9780万元（约合1530万美元），与上年同期的9310万元相比增长5.1%。</p><p>归于普通股股东的净利润为2270万元（约合360万美元），而上年同期净利润为1.106亿元。</p><p>不按美国通用会计准则，归于普通股股东的净利润为3350万元（约合530万美元），而上年同期净利润为1.155亿元。</p><p>截至2021年12月31日，云米持有的现金和现金等价物总计为5.870亿元（约合9210万美元），限制性现金为3580万元（约合560万美元），短期存款为0，短期投资8.289亿元（约合1.301亿美元）。</p><p><b>2021年全年业绩：</b></p><p>净营收为53.038亿元（约合8.323亿美元），而2020年为58.256亿元。</p><p>毛利润为11.981亿元（约合1.880亿美元），而2020年为10.830亿元。毛利率为22.6%，而2020年为18.6%。</p><p>整体运营开支为11.605亿元（约合1.821亿美元），与2020年的9.318亿元相比增长24.6%。</p><p>研发开支为3.118亿元（约合4890万美元），与2020年的2.657亿元相比增长17.4%。</p><p>归于普通股股东的净利润为8860万元（约合1390万美元），而2020年净利润为1.733亿元。</p><p>不按美国通用会计准则，归于普通股股东的净利润为1.360亿元（约合2130万美元），而2020年净利润为2.455亿元。</p><p><b>业绩展望：</b></p><p>云米预计，2022年第一季度净营收将达到6.80亿元至7.30亿元。</p></body></html>","source":"lsy1635144614083","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>云米2021年营收53.038亿元，净利润8860万元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n云米2021年营收53.038亿元，净利润8860万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 18:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2022-03-28/doc-imcwipii1062695.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云米今日发布了截至12月31日的2021年第四季度及全年财报。第四季度，净营收为13.328亿元（人民币，约合2.091亿美元），而上年同期为18.890亿元。净利润为2270万元（约合360万美元），而上年同期净利润为1.106亿元。不按美国通用会计准则，净利润为3350万元（约合530万美元），而上年同期净利润为1.155亿元。整个2021年，净营收为53.038亿元（约合8.323亿美元），...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-03-28/doc-imcwipii1062695.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54e13157020afb82b1b318ae19caf5a5","relate_stocks":{"VIOT":"云米科技"},"source_url":"https://finance.sina.com.cn/tech/2022-03-28/doc-imcwipii1062695.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114392503","content_text":"云米今日发布了截至12月31日的2021年第四季度及全年财报。第四季度，净营收为13.328亿元（人民币，约合2.091亿美元），而上年同期为18.890亿元。净利润为2270万元（约合360万美元），而上年同期净利润为1.106亿元。不按美国通用会计准则，净利润为3350万元（约合530万美元），而上年同期净利润为1.155亿元。整个2021年，净营收为53.038亿元（约合8.323亿美元），而2020年为58.256亿元。净利润为8860万元（约合1390万美元），而2020年净利润为1.733亿元。不按美国通用会计准则，净利润为1.360亿元（约合2130万美元），而2020年净利润为2.455亿元。第四季度运营业绩：累计家庭用户数量突破660万，而截至2021年第三季度末约为630万，截至2020年第四季度末约为510万。至少拥有两款联网产品的家庭用户比例为21.5%，而截至2021年第三季度末约为21.1%，截至2020年第四季度末约为20.0%。第四季度财务业绩：净营收为13.328亿元（约合2.091亿美元），而上年同期为18.890亿元。毛利润为3.415亿元（约合5360万美元），而上年同期为4.438亿元。毛利率为25.6%，而上年同期为23.5%。整体运营开支为3.407亿元（约合5350万美元），与上年同期的3.318亿元相比增长2.7%。研发开支为9780万元（约合1530万美元），与上年同期的9310万元相比增长5.1%。归于普通股股东的净利润为2270万元（约合360万美元），而上年同期净利润为1.106亿元。不按美国通用会计准则，归于普通股股东的净利润为3350万元（约合530万美元），而上年同期净利润为1.155亿元。截至2021年12月31日，云米持有的现金和现金等价物总计为5.870亿元（约合9210万美元），限制性现金为3580万元（约合560万美元），短期存款为0，短期投资8.289亿元（约合1.301亿美元）。2021年全年业绩：净营收为53.038亿元（约合8.323亿美元），而2020年为58.256亿元。毛利润为11.981亿元（约合1.880亿美元），而2020年为10.830亿元。毛利率为22.6%，而2020年为18.6%。整体运营开支为11.605亿元（约合1.821亿美元），与2020年的9.318亿元相比增长24.6%。研发开支为3.118亿元（约合4890万美元），与2020年的2.657亿元相比增长17.4%。归于普通股股东的净利润为8860万元（约合1390万美元），而2020年净利润为1.733亿元。不按美国通用会计准则，归于普通股股东的净利润为1.360亿元（约合2130万美元），而2020年净利润为2.455亿元。业绩展望：云米预计，2022年第一季度净营收将达到6.80亿元至7.30亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616934846,"gmtCreate":1651301384953,"gmtModify":1651301384953,"author":{"id":"3572836586133033","authorId":"3572836586133033","name":"Johnny12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572836586133033","authorIdStr":"3572836586133033"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指还有20-30%跌幅空间，客观的说[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指还有20-30%跌幅空间，客观的说[微笑]&nbsp;","text":"$纳斯达克(.IXIC)$纳指还有20-30%跌幅空间，客观的说[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616934846","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111986748,"gmtCreate":1622649118084,"gmtModify":1622649118084,"author":{"id":"3572836586133033","authorId":"3572836586133033","name":"Johnny12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572836586133033","authorIdStr":"3572836586133033"},"themes":[],"htmlText":"被你坑惨了，云米的股票到现在都一直要死不活的，净利润更是寒酸啊","listText":"被你坑惨了，云米的股票到现在都一直要死不活的，净利润更是寒酸啊","text":"被你坑惨了，云米的股票到现在都一直要死不活的，净利润更是寒酸啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111986748","repostId":"2112506868","repostType":2,"repost":{"id":"2112506868","kind":"highlight","weMediaInfo":{"introduction":"提供IPO最新消息，及时更新市场动态，专家团队助力分析可投资项目价值，提供IPO项目咨询服务。","home_visible":1,"media_name":"独角兽早知道","id":"1023683695","head_image":"https://static.tigerbbs.com/1147954ba5ed4a54ba9a061e9dd405e5"},"pubTimestamp":1613612460,"share":"https://www.laohu8.com/m/news/2112506868?lang=&edition=full","pubTime":"2021-02-18 09:41","market":"hk","language":"zh","title":"云米科技(VIOT)小米智能家居战略潜在最大受益者，比肩海尔格力 | 牛年10倍股系列","url":"https://stock-news.laohu8.com/highlight/detail?id=2112506868","media":"独角兽早知道","summary":"独角兽早知道 iponews｜资讯撬动新资本｜云米科技：2021的下一个10倍股。云米科技为小米米家商城内热水器和冰箱品类排名第一，小米智能家居战略下的先锋生态链企业。根据上市后第一年2019年财报显示，云米科技总营收高达近50亿元，较2018年同期暴涨349.6%。作为小米智能家居战略潜在最大受益者，后来居上的云米科技是否会成为牛年的下一只10倍股，我们拭目以待。","content":"<html><body><div>\n<p><span>独角兽早知道 iponews</span></p><p><span>｜资讯撬动新资本｜</span></p><p><img src=\"https://static.tigerbbs.com/ce7d6681cea448568eb3d61557ee181d\"/></p><h3><span><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>(VIOT)：2021的下一个10倍股。</span></h3><p><span><strong><span>作者 | 独角兽研究院</span></strong></span></p><p><span><strong><span>本文仅为信息交流之用，不构成任何交易建议</span></strong></span></p><p><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></p><p><span><strong><span>小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家居战略升级</span></strong></span></p><p><span><strong><span>生态链先锋企业云米获益</span></strong></span></p><p><span>2月16日，<a href=\"https://laohu8.com/S/46816\">小米集团</a>副总裁兼Redmi品牌总经理卢伟冰于个人<a href=\"https://laohu8.com/S/WB\">微博</a>上透露，今年将重点发力全屋智能领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。此前，董事长雷军曾表示，已将AIoT（人工智能物联网）业务列为今年核心发展策略之一，全国大部分小米之家将陆续设有全屋智能展示空间。</span></p><p><img src=\"https://static.tigerbbs.com/012b098b43594bd2a229355d512f49f6\"/></p><p><span>“未来，小米将会把大家电作为未来10年持续发展蓝图的核心拼图之一，我们希望推动更多的家电产品变成互联互通的智能产品，就像九年前我们给手机行业带来的变化一样。”雷军称。</span></p><p><span>雷军表示，小米始终坚持以消费者的需求为导向，感知消费者最核心的诉求，因此进入了越来越多的生活消费品的行业，用小米模式把生活消费品做到“感动人心、价格厚道”，进入大家电领域的初衷亦是如此。</span></p><p><span>在家电成为小米IoT业务扩展的重要方向后，作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。</span></p><p><img src=\"https://static.tigerbbs.com/1cf8f8d07b9a45b19efe063140068730\"/></p><p><span>云米科技为小米米家商城内热水器和冰箱品类排名第一，小米智能家居战略下的先锋生态链企业。</span></p><p><span>云米成立于2014年，是一家致力于智能家电研发、制造、销售的全屋互联网家电企业。</span></p><p><span>虽然起步时间比较晚，但云米是名副其实的后来居上，发展势头非常迅猛，已于2018年成功登陆纳斯达克证券交易所。</span></p><p><span>2019年开始，云米科技迎来自己的高光时刻，不仅开创了智能家电新趋势的探索，业绩也十分亮眼。</span></p><p><span>根据上市后第一年2019年财报显示，云米科技总营收高达近50亿元，较2018年同期暴涨349.6%。其中，智能产品贡献的营收约为36亿元，消费产品和增值业务收入分别为2.66亿元、7.94亿元。</span></p><p><span>值得一提的是，云米科技强劲的市场表现还延续至了2020年，即使受到年初公共卫生事件的影响，云米的增长依旧保持强势，在云米最近公布的2020年Q3财报中，数据显示，公司在前三季度实现总收入为40亿元，较2019年同期大增近40%；同时，管理层在三季度电话会上表示，公司将继续执行产品优化战略，预计2021年毛利率将达到20%左右，在继续加大对市场销售和产品研发的投资的同时，也预计净利润率也会有一定程度的提升。换言之，云米科技的销售和盈利水平依旧保持稳健态势，且超出了市场预期。</span></p><p><span>此外，公司管理层表示将更多关注5G和物联网领域，这也是实现品牌和产品差异化的重要支撑。在过去的几个月里，公司推出了很多支持5G物联网相关的智能产品。管理层认为，这些新推出的产品是增强品牌知名度的关键，也是消费者将公司产品与同行区分开来的重要因素。</span></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span><strong><span>资本纷纷入场，潜在空间超十万亿</span></strong></span></p><p><span>随着5G、IoT的全面普及，家庭智能化必然会进入全新的时代，这意味着对云米科技等企业有了更加高标准的要求。</span></p><p><span>在率先发布5G IoT战略后，云米科技以“5G+AI+IoT ”的方法进行跨界整合，打破家电、数码、家居、汽车等产品边界，构建全屋智能、万物互联的一体化解决方案。</span></p><p><span>未来5G赋予了智能家居更多的可能，5G物联网是大趋势。同时随着AI在国内爆发，物联网如火如荼，二者相结合的AIoT（人工智能物联网）概念迅速落地发展，获得政策大力支持的同时也吸引了一众头部企业的注意力。</span></p><p><span>行业的发展愈来愈快，不管是Vesync(2148.HK)，2020年12月18日港股IPO，涨幅300%，市值突破200亿港币。抑或是<a href=\"https://laohu8.com/S/600690\">海尔智家</a>(6690.HK)，2020年12月23日港股IPO，涨幅50%，市值突破3000亿港币。说明资本市场对未来的前景充分看好。而云米作为行业内的头部玩家，目前市值仅6.32亿美金，加上远超行业平均的增长率和技术实力，前途可期。</span></p><p><img src=\"https://static.tigerbbs.com/94755e7b3e2243a8aec5266bf8322824\"/></p><p><img src=\"https://static.tigerbbs.com/c17ad7fea8ba412189d159ec4a489fe6\"/></p><p><span>赛道中诸多玩家开始加速，在市值远超千亿的大蛋糕面前跃跃欲试，意图乘上时代的风口。云米不断加强自身实力，注重产品布局，同时也在进一步挖掘用户对于家电的需求，从而更好研发产品满足他们的需求。</span></p><p><span>AIoT产业是多种技术融合，赋能各行业的产业，整体市场潜在空间超十万亿元。IDC数据显示，2019 年中国AIoT 产业总产值为3808亿元，预计2020年达5815亿元，同比增长52.7%，高增长主要得益于5G等新技术规划化商用和AIoT应用在消费和公共事业等领域大规模落地。</span></p><p><span>未来三年，在消费端和政策驱动端应用市场的继续推动下，AIoT产业仍将保持高速增长。长期来看，产业驱动应用市场潜力巨大，将成为远期增长点。</span></p><p><span>资本市场对AIoT相关领域持续关注，随着科技创新、核心技术自主可控等问题在国内被重视，受到越来越多关注，从而吸引大量资本涌入。</span></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span><strong>股东结构稳定，未来增长可期</strong></span></p><p><span>小米生态链为云米提供了优质的流量入口、成功方法论，随着行业认知度提升，云米品牌将维持较高成长，同时线下渠道的持续超预期拓展速度将带来公司短期稳健的业绩表现。根据万德终端最新数据显示，云米创始人、小米集团、雷军的顺为资本和富达Fidelity等长线机构等前十大股东持股超过90%，持股结构集中且稳定。</span></p><p><img src=\"https://static.tigerbbs.com/19e4012acc8849f784484e88aeefbd6f\"/></p><p><span>不仅如此，云米科技，还拥有令人惊艳的财务基本面，堪称行业的价值洼地。云米2020年预计收入达8.5亿美金，同时市值仅6亿美金，PS市销率0.7，远低于同属于小米生态链的同行<a href=\"https://laohu8.com/S/688169\">石头科技</a>等10-20倍PS，同时相比于2019年至少保持30%收入增长，公司利润为正，现金等价物超过1亿美元，并拥有来自小米集团和雷军等大股东的持续支持，为未来在激烈的行业竞争张中可以脱颖而出奠定了基础。</span></p><p><img src=\"https://static.tigerbbs.com/4100f5621dd845bd9efed4d6398c8b8a\"/></p><p><span>结合上文，云米坐拥良好基本面，业务高速发展，依托于小米生态链，通过加强研发费用支出，打造自主品牌产品矩阵，生产及销售模式均采取“轻资产模式”，代工生产，通过第三方招商布局线下网络，大大降低资本支出，为销售及研发费用带来充足空间。</span></p><p><span>作为小米智能家居战略潜在最大受益者，后来居上的云米科技是否会成为牛年的下一只10倍股，我们拭目以待。</span></p><p><img src=\"https://static.tigerbbs.com/03e505e18dcf452e9deb1e851ee31eeb\"/></p><p><img src=\"https://static.tigerbbs.com/7977c1f1a384494e858c8f7b7b2d1538\"/></p><p><span>注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！</span></p><p><img src=\"https://static.tigerbbs.com/97dcf25e24ee49a587c44a8f8a2db197\"/></p><p><span><strong>【公司回顾】</strong></span></p><p><span><img src=\"https://static.tigerbbs.com/3330fb3efebf43679a25635ef7e6d788\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/c65e5b4cbbf349c981a1348baf5aec62\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/d852b37790504ee4b03294d329620344\"/></span></p><p border-box=\"\" center=\"\" https:=\"\" no-repeat=\"\" rgb=\"\">好文！别忘点“在看”</p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>云米科技(VIOT)小米智能家居战略潜在最大受益者，比肩海尔格力 | 牛年10倍股系列</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n云米科技(VIOT)小米智能家居战略潜在最大受益者，比肩海尔格力 | 牛年10倍股系列\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023683695\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/1147954ba5ed4a54ba9a061e9dd405e5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">独角兽早知道 </p>\n<p class=\"h-time\">2021-02-18 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><span>独角兽早知道 iponews</span></p><p><span>｜资讯撬动新资本｜</span></p><p><img src=\"https://static.tigerbbs.com/ce7d6681cea448568eb3d61557ee181d\"/></p><h3><span><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>(VIOT)：2021的下一个10倍股。</span></h3><p><span><strong><span>作者 | 独角兽研究院</span></strong></span></p><p><span><strong><span>本文仅为信息交流之用，不构成任何交易建议</span></strong></span></p><p><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></p><p><span><strong><span>小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家居战略升级</span></strong></span></p><p><span><strong><span>生态链先锋企业云米获益</span></strong></span></p><p><span>2月16日，<a href=\"https://laohu8.com/S/46816\">小米集团</a>副总裁兼Redmi品牌总经理卢伟冰于个人<a href=\"https://laohu8.com/S/WB\">微博</a>上透露，今年将重点发力全屋智能领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。此前，董事长雷军曾表示，已将AIoT（人工智能物联网）业务列为今年核心发展策略之一，全国大部分小米之家将陆续设有全屋智能展示空间。</span></p><p><img src=\"https://static.tigerbbs.com/012b098b43594bd2a229355d512f49f6\"/></p><p><span>“未来，小米将会把大家电作为未来10年持续发展蓝图的核心拼图之一，我们希望推动更多的家电产品变成互联互通的智能产品，就像九年前我们给手机行业带来的变化一样。”雷军称。</span></p><p><span>雷军表示，小米始终坚持以消费者的需求为导向，感知消费者最核心的诉求，因此进入了越来越多的生活消费品的行业，用小米模式把生活消费品做到“感动人心、价格厚道”，进入大家电领域的初衷亦是如此。</span></p><p><span>在家电成为小米IoT业务扩展的重要方向后，作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。</span></p><p><img src=\"https://static.tigerbbs.com/1cf8f8d07b9a45b19efe063140068730\"/></p><p><span>云米科技为小米米家商城内热水器和冰箱品类排名第一，小米智能家居战略下的先锋生态链企业。</span></p><p><span>云米成立于2014年，是一家致力于智能家电研发、制造、销售的全屋互联网家电企业。</span></p><p><span>虽然起步时间比较晚，但云米是名副其实的后来居上，发展势头非常迅猛，已于2018年成功登陆纳斯达克证券交易所。</span></p><p><span>2019年开始，云米科技迎来自己的高光时刻，不仅开创了智能家电新趋势的探索，业绩也十分亮眼。</span></p><p><span>根据上市后第一年2019年财报显示，云米科技总营收高达近50亿元，较2018年同期暴涨349.6%。其中，智能产品贡献的营收约为36亿元，消费产品和增值业务收入分别为2.66亿元、7.94亿元。</span></p><p><span>值得一提的是，云米科技强劲的市场表现还延续至了2020年，即使受到年初公共卫生事件的影响，云米的增长依旧保持强势，在云米最近公布的2020年Q3财报中，数据显示，公司在前三季度实现总收入为40亿元，较2019年同期大增近40%；同时，管理层在三季度电话会上表示，公司将继续执行产品优化战略，预计2021年毛利率将达到20%左右，在继续加大对市场销售和产品研发的投资的同时，也预计净利润率也会有一定程度的提升。换言之，云米科技的销售和盈利水平依旧保持稳健态势，且超出了市场预期。</span></p><p><span>此外，公司管理层表示将更多关注5G和物联网领域，这也是实现品牌和产品差异化的重要支撑。在过去的几个月里，公司推出了很多支持5G物联网相关的智能产品。管理层认为，这些新推出的产品是增强品牌知名度的关键，也是消费者将公司产品与同行区分开来的重要因素。</span></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span><strong><span>资本纷纷入场，潜在空间超十万亿</span></strong></span></p><p><span>随着5G、IoT的全面普及，家庭智能化必然会进入全新的时代，这意味着对云米科技等企业有了更加高标准的要求。</span></p><p><span>在率先发布5G IoT战略后，云米科技以“5G+AI+IoT ”的方法进行跨界整合，打破家电、数码、家居、汽车等产品边界，构建全屋智能、万物互联的一体化解决方案。</span></p><p><span>未来5G赋予了智能家居更多的可能，5G物联网是大趋势。同时随着AI在国内爆发，物联网如火如荼，二者相结合的AIoT（人工智能物联网）概念迅速落地发展，获得政策大力支持的同时也吸引了一众头部企业的注意力。</span></p><p><span>行业的发展愈来愈快，不管是Vesync(2148.HK)，2020年12月18日港股IPO，涨幅300%，市值突破200亿港币。抑或是<a href=\"https://laohu8.com/S/600690\">海尔智家</a>(6690.HK)，2020年12月23日港股IPO，涨幅50%，市值突破3000亿港币。说明资本市场对未来的前景充分看好。而云米作为行业内的头部玩家，目前市值仅6.32亿美金，加上远超行业平均的增长率和技术实力，前途可期。</span></p><p><img src=\"https://static.tigerbbs.com/94755e7b3e2243a8aec5266bf8322824\"/></p><p><img src=\"https://static.tigerbbs.com/c17ad7fea8ba412189d159ec4a489fe6\"/></p><p><span>赛道中诸多玩家开始加速，在市值远超千亿的大蛋糕面前跃跃欲试，意图乘上时代的风口。云米不断加强自身实力，注重产品布局，同时也在进一步挖掘用户对于家电的需求，从而更好研发产品满足他们的需求。</span></p><p><span>AIoT产业是多种技术融合，赋能各行业的产业，整体市场潜在空间超十万亿元。IDC数据显示，2019 年中国AIoT 产业总产值为3808亿元，预计2020年达5815亿元，同比增长52.7%，高增长主要得益于5G等新技术规划化商用和AIoT应用在消费和公共事业等领域大规模落地。</span></p><p><span>未来三年，在消费端和政策驱动端应用市场的继续推动下，AIoT产业仍将保持高速增长。长期来看，产业驱动应用市场潜力巨大，将成为远期增长点。</span></p><p><span>资本市场对AIoT相关领域持续关注，随着科技创新、核心技术自主可控等问题在国内被重视，受到越来越多关注，从而吸引大量资本涌入。</span></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span><strong>股东结构稳定，未来增长可期</strong></span></p><p><span>小米生态链为云米提供了优质的流量入口、成功方法论，随着行业认知度提升，云米品牌将维持较高成长，同时线下渠道的持续超预期拓展速度将带来公司短期稳健的业绩表现。根据万德终端最新数据显示，云米创始人、小米集团、雷军的顺为资本和富达Fidelity等长线机构等前十大股东持股超过90%，持股结构集中且稳定。</span></p><p><img src=\"https://static.tigerbbs.com/19e4012acc8849f784484e88aeefbd6f\"/></p><p><span>不仅如此，云米科技，还拥有令人惊艳的财务基本面，堪称行业的价值洼地。云米2020年预计收入达8.5亿美金，同时市值仅6亿美金，PS市销率0.7，远低于同属于小米生态链的同行<a href=\"https://laohu8.com/S/688169\">石头科技</a>等10-20倍PS，同时相比于2019年至少保持30%收入增长，公司利润为正，现金等价物超过1亿美元，并拥有来自小米集团和雷军等大股东的持续支持，为未来在激烈的行业竞争张中可以脱颖而出奠定了基础。</span></p><p><img src=\"https://static.tigerbbs.com/4100f5621dd845bd9efed4d6398c8b8a\"/></p><p><span>结合上文，云米坐拥良好基本面，业务高速发展，依托于小米生态链，通过加强研发费用支出，打造自主品牌产品矩阵，生产及销售模式均采取“轻资产模式”，代工生产，通过第三方招商布局线下网络，大大降低资本支出，为销售及研发费用带来充足空间。</span></p><p><span>作为小米智能家居战略潜在最大受益者，后来居上的云米科技是否会成为牛年的下一只10倍股，我们拭目以待。</span></p><p><img src=\"https://static.tigerbbs.com/03e505e18dcf452e9deb1e851ee31eeb\"/></p><p><img src=\"https://static.tigerbbs.com/7977c1f1a384494e858c8f7b7b2d1538\"/></p><p><span>注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！</span></p><p><img src=\"https://static.tigerbbs.com/97dcf25e24ee49a587c44a8f8a2db197\"/></p><p><span><strong>【公司回顾】</strong></span></p><p><span><img src=\"https://static.tigerbbs.com/3330fb3efebf43679a25635ef7e6d788\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/c65e5b4cbbf349c981a1348baf5aec62\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/d852b37790504ee4b03294d329620344\"/></span></p><p border-box=\"\" center=\"\" https:=\"\" no-repeat=\"\" rgb=\"\">好文！别忘点“在看”</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"165524":"智能家居","399996":"智能家居","01169":"海尔电器","01810":"小米集团-W","VIOT":"云米科技"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU3MTY1MzExOQ==&mid=2247508255&idx=1&sn=d7fac68b862cfe22a331a1f6be3381ee&chksm=fcde0f8fcba98699e4d47b5ff7c850e861b30aa1f6b80bcfdbd5a9260b16605e8bf23eff4868&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2112506868","content_text":"独角兽早知道 iponews｜资讯撬动新资本｜云米科技(VIOT)：2021的下一个10倍股。作者 | 独角兽研究院本文仅为信息交流之用，不构成任何交易建议小米智能家居战略升级生态链先锋企业云米获益2月16日，小米集团副总裁兼Redmi品牌总经理卢伟冰于个人微博上透露，今年将重点发力全屋智能领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。此前，董事长雷军曾表示，已将AIoT（人工智能物联网）业务列为今年核心发展策略之一，全国大部分小米之家将陆续设有全屋智能展示空间。“未来，小米将会把大家电作为未来10年持续发展蓝图的核心拼图之一，我们希望推动更多的家电产品变成互联互通的智能产品，就像九年前我们给手机行业带来的变化一样。”雷军称。雷军表示，小米始终坚持以消费者的需求为导向，感知消费者最核心的诉求，因此进入了越来越多的生活消费品的行业，用小米模式把生活消费品做到“感动人心、价格厚道”，进入大家电领域的初衷亦是如此。在家电成为小米IoT业务扩展的重要方向后，作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。云米科技为小米米家商城内热水器和冰箱品类排名第一，小米智能家居战略下的先锋生态链企业。云米成立于2014年，是一家致力于智能家电研发、制造、销售的全屋互联网家电企业。虽然起步时间比较晚，但云米是名副其实的后来居上，发展势头非常迅猛，已于2018年成功登陆纳斯达克证券交易所。2019年开始，云米科技迎来自己的高光时刻，不仅开创了智能家电新趋势的探索，业绩也十分亮眼。根据上市后第一年2019年财报显示，云米科技总营收高达近50亿元，较2018年同期暴涨349.6%。其中，智能产品贡献的营收约为36亿元，消费产品和增值业务收入分别为2.66亿元、7.94亿元。值得一提的是，云米科技强劲的市场表现还延续至了2020年，即使受到年初公共卫生事件的影响，云米的增长依旧保持强势，在云米最近公布的2020年Q3财报中，数据显示，公司在前三季度实现总收入为40亿元，较2019年同期大增近40%；同时，管理层在三季度电话会上表示，公司将继续执行产品优化战略，预计2021年毛利率将达到20%左右，在继续加大对市场销售和产品研发的投资的同时，也预计净利润率也会有一定程度的提升。换言之，云米科技的销售和盈利水平依旧保持稳健态势，且超出了市场预期。此外，公司管理层表示将更多关注5G和物联网领域，这也是实现品牌和产品差异化的重要支撑。在过去的几个月里，公司推出了很多支持5G物联网相关的智能产品。管理层认为，这些新推出的产品是增强品牌知名度的关键，也是消费者将公司产品与同行区分开来的重要因素。资本纷纷入场，潜在空间超十万亿随着5G、IoT的全面普及，家庭智能化必然会进入全新的时代，这意味着对云米科技等企业有了更加高标准的要求。在率先发布5G IoT战略后，云米科技以“5G+AI+IoT ”的方法进行跨界整合，打破家电、数码、家居、汽车等产品边界，构建全屋智能、万物互联的一体化解决方案。未来5G赋予了智能家居更多的可能，5G物联网是大趋势。同时随着AI在国内爆发，物联网如火如荼，二者相结合的AIoT（人工智能物联网）概念迅速落地发展，获得政策大力支持的同时也吸引了一众头部企业的注意力。行业的发展愈来愈快，不管是Vesync(2148.HK)，2020年12月18日港股IPO，涨幅300%，市值突破200亿港币。抑或是海尔智家(6690.HK)，2020年12月23日港股IPO，涨幅50%，市值突破3000亿港币。说明资本市场对未来的前景充分看好。而云米作为行业内的头部玩家，目前市值仅6.32亿美金，加上远超行业平均的增长率和技术实力，前途可期。赛道中诸多玩家开始加速，在市值远超千亿的大蛋糕面前跃跃欲试，意图乘上时代的风口。云米不断加强自身实力，注重产品布局，同时也在进一步挖掘用户对于家电的需求，从而更好研发产品满足他们的需求。AIoT产业是多种技术融合，赋能各行业的产业，整体市场潜在空间超十万亿元。IDC数据显示，2019 年中国AIoT 产业总产值为3808亿元，预计2020年达5815亿元，同比增长52.7%，高增长主要得益于5G等新技术规划化商用和AIoT应用在消费和公共事业等领域大规模落地。未来三年，在消费端和政策驱动端应用市场的继续推动下，AIoT产业仍将保持高速增长。长期来看，产业驱动应用市场潜力巨大，将成为远期增长点。资本市场对AIoT相关领域持续关注，随着科技创新、核心技术自主可控等问题在国内被重视，受到越来越多关注，从而吸引大量资本涌入。股东结构稳定，未来增长可期小米生态链为云米提供了优质的流量入口、成功方法论，随着行业认知度提升，云米品牌将维持较高成长，同时线下渠道的持续超预期拓展速度将带来公司短期稳健的业绩表现。根据万德终端最新数据显示，云米创始人、小米集团、雷军的顺为资本和富达Fidelity等长线机构等前十大股东持股超过90%，持股结构集中且稳定。不仅如此，云米科技，还拥有令人惊艳的财务基本面，堪称行业的价值洼地。云米2020年预计收入达8.5亿美金，同时市值仅6亿美金，PS市销率0.7，远低于同属于小米生态链的同行石头科技等10-20倍PS，同时相比于2019年至少保持30%收入增长，公司利润为正，现金等价物超过1亿美元，并拥有来自小米集团和雷军等大股东的持续支持，为未来在激烈的行业竞争张中可以脱颖而出奠定了基础。结合上文，云米坐拥良好基本面，业务高速发展，依托于小米生态链，通过加强研发费用支出，打造自主品牌产品矩阵，生产及销售模式均采取“轻资产模式”，代工生产，通过第三方招商布局线下网络，大大降低资本支出，为销售及研发费用带来充足空间。作为小米智能家居战略潜在最大受益者，后来居上的云米科技是否会成为牛年的下一只10倍股，我们拭目以待。注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！【公司回顾】好文！别忘点“在看”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626139107,"gmtCreate":1673920715810,"gmtModify":1673920717628,"author":{"id":"3572836586133033","authorId":"3572836586133033","name":"Johnny12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572836586133033","authorIdStr":"3572836586133033"},"themes":[],"htmlText":"<a 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