Around 2012, investors in the smart home industry greeted each other when they met, often with the greeting "is it worth investing", and in just two years, this greeting has become "did you vote?"
Whether it is private equity, venture capital, strategic investment or private local investors, everyone has a fundamental change in the investment prospects of the smart home industry, from the initial hesitation to the current basic consensus judgment, that is, smart home investment opportunities have arrived.
The basis for this judgment initially came from the new attention to the concept of smart home stimulated by the CES exhibition at the beginning of the year and Google's huge acquisition of NEST event, and the transmission to the domestic investment circle is thanks to many home appliance companies that have transformed into smart homes and home Internet, and major strategies and heavy smart home products have come out one after another, kicking off the prelude to the investment boom in the domestic smart home sector.
The concept of smart home has actually entered China for more than 14 years, and when the Internet rose in China in 2000, some people thought about implanting the Internet into home appliances and home products.
The situation was not much better before 2014. It's just that more than ten years of fantasy have made the media and the general public have a certain understanding of the concept of smart home, especially in recent years, with the advent of Internet of Things technology, smart home as the closest Internet of Things application to the life of the general public, has received widespread attention.
But why is the smart home field either fantasy or concern, and has not stimulated a new boom in the fields of investment, industry and consumption?
We can notice a common phenomenon, almost all media and ordinary consumers, are relishing the cool functions of smart home appliances and smart home products in the future, but when it comes to their own lives, most people think that it is still a bit far away.
This concept has been transmitted to the investment community, investors are also consumer, and the previous reaction of the investors I have met was "good thing, there should be investment opportunities in three (or five) years".
This shows that the understanding of investors is actually a level with the understanding of ordinary consumers or the media, of course, it is not that investors in the capital market lack vision, but the smart home market does not have the opportunity to detonate the investment tide, in the face of only a variety of kite-flying data reports, investors often tend to be more cautious choices.
Investment circle "torpedo array" It was not until 2014 that this backwater was blown up by some heavy "
To be precise, before the bombshell, the first thing that stirred up some waves was some "torpedoes" dropped by domestic and foreign investors in the field of smart homes.
According to rough statistics, from 2013 to 2014, there were nearly 50 venture capital cases in the smart home field, and the total amount of financing disclosed exceeded $700 million. Among them, typical foreign countries such as NEST obtained 80 million US dollars in financing, domestic such as BroadLink's more than 10 million yuan financing.
And since the beginning of this year, major "bombs" have hit one after another. First of all, at the beginning of the year 2014CES, Samsung, LG, Hisense, Changhong, Haier and other traditional electronics and home appliance manufacturers concentrated on the display of home Internet concept products, followed by Google's huge investment in the acquisition of NEST cases, officially kicked off the smart home investment boom.
Of course, the above only stimulated the concept boom of smart home and home Internet, in the investment circle, the concept is only suitable for short-term hype, long-term operation is to find death. However, the real smart home landing "nuclear bomb" in the field of investment will soon come.
Meiling triggers the "butterfly effect" The first "nuclear bomb"
comes from the extremely old-school Changhong in the impression of investors. In late January, Changhong officially launched the landing product CHiQ smart TV on the basis of its three-coordinate home Internet strategy last year, sounding the clarion call for intelligent home appliances.
Subsequently, in about a month, the second "nuclear bomb" came, and Meiling Electric of Changhong Holdings, under the coordination of the home Internet strategy, released the first CHiQ smart refrigerator product, which kicked off the prelude to white electricity intelligence.
It can be said that the double synergistic impact of Changhong and Meiling has realized the concept of home Internet and smart home.
This landing not only provides Meiling, but also provides a new Internet commercialization path for other traditional home appliance companies to transform from large-scale manufacturing to comprehensive services, that is, upgrading from selling hardware to "smart terminals, value-added services, and big data precision marketing".
It is foreseeable that under the overall strategic framework, other products and key nodes of Changhong's home Internet layout will soon be presented one by one, and after Changhong and Meiling set off the "butterfly effect", many companies will follow the footsteps of Changhong and Meiling and actively seize the new continent of smart home and home Internet.
Passed to the investment circle, the significance of this trend, whether in the home appliance industry or the capital market, a new investment boom is coming.