In the past week, six departments jointly issued a document to promote the high-quality development of the heat pump industry, requiring a more than 20% improvement in energy efficiency of key products by 2030.The policy clearly supports the research and development of cutting-edge technologies such as source-synchronous heating and cooling, and transcritical carbon dioxide, opening up a new battlefield for energy saving in smart homes.Notably, leading companies are deeply integrating heat pump technology with intelligent control systems to create a new generation of energy-saving solutions.This issue comprehensively reviews the smart home industry chain, filtering out the seven most promising companies from three dimensions: technological innovation, scene implementation, and policy alignment.
Special Statement: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
Company 1: Seagull Home
Main Business:Deeply engaged in overall bathroom space solutions, covering a full range of products from ceramic sanitary ware to complete cabinets.Smart Home Field:Self-developed temperature control system has been applied to air energy heat pump products, with its joint venture Zhuhai Shengou focusing on heat pump equipment R&D.Growth Potential:Exports account for over 60%, holding a first-mover advantage in the EU heat pump replacement program, with five new heat pump-related patents expected in 2024.
Company 2: Zhenbang Intelligent
Main Business:Leading in the smart controller segment, with products covering variable frequency drives, digital power supplies, and more.Smart Home Field:Provides core control modules for robotic vacuum cleaners and smart air conditioners, with underwater robot controllers entering mass production.Growth Potential:New energy storage inverter products to be launched at the 2025 Poland International Renewable Energy Exhibition, with a 40% year-on-year increase in orders in Q2.
Company 3: Huali Co., Ltd.
Main Business:A provider of customized high-end decoration materials, with a new smart water service equipment R&D project in 2024.Smart Home Field:Collaborating with Huawei to develop HarmonyOS smart products, covering scenarios such as smart conference tablets and smart screens.Growth Potential:Invested 154 million yuan to build a high-performance membrane material production line, expecting the smart home business to account for 35% by 2026.
Company 4: Sunrise East
Main Business:A solar thermal utilization expert, with a market share of solar thermal products ranking first for ten consecutive years.Smart Home Field:Air energy heat pump products equipped with AI energy-saving algorithms can automatically adjust operating modes based on weather conditions.Growth Potential:Launching an integrated photovoltaic heat pump system in 2025, with a bid rate of 78% in the northern coal-to-electricity project.
Company 5: Shenghui Technology
Main Business:An electrical equipment manufacturer, entering the smart home sector in 2023.Smart Home Field:Developing an IoT-based smart distribution system to achieve visualized control of household energy consumption.Growth Potential:Formed strategic partnerships with three major real estate companies for smart community projects, with expected shipments of smart circuit breakers to exceed 2 million units by 2025.
Company 6: Yazhen Home
Main Business:A high-end solid wood furniture manufacturer, launching whole-house smart customization services in 2024.Smart Home Field:Combining traditional craftsmanship with smart sensors to develop smart wardrobes that monitor indoor environments.Growth Potential:Pre-sales of the new Chinese-style smart home series exceeded 30,000 units, with designer channel sales increasing by 210% year-on-year.
Company 7: Craft Home
Main Business:Leading exporter of functional sofas, with a market share of over 25% in North America.Smart Home Field:First to create a zero-gravity smart massage sofa, equipped with built-in biosensors to monitor heart rate in real-time.Growth Potential:Building a smart factory by 2025, with a 40% increase in production efficiency and a reduction in customized order delivery time to 7 days.
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Risk Warning: This article is based on publicly available historical data from the internet. If there are any errors, please refer to the latest data. This article does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Please read carefully. The market has risks, and investment decisions should be based on rational independent thinking.