Recently, I am very concerned about consumer electronics. I went to investigate the stroll. In combination with the Guangzhou Guoguang I have watched after the Spring Festival, I want to talk to you about the speaker industry, and the different development paths of the two listed companies in the speaker industry. I hope investors can There are gains from it.

In the industry around, everyone can understand the industry

It is actually very simple to study the speaker industry, because this industry is the kind of industry that understands at first glance, and many investors should have speakers at home. Even if it is not an HI-Fi enthusiast, your computer usually has a speaker. Take a step back, even if there are no speakers at home, you can see the clue of the industry in the electronic market.

The multimedia speaker industry is a blue ocean. Although this industry is not large, it has hidden huge business opportunities. In recent years, sales in China and the world have shown a trend of rising year by year. According to industry insiders, the speaker production industry has been firmly controlled by foreign manufacturers in the past. A set of speaker systems are tens of thousands of yuan, which is unacceptable for most Chinese users. The success of Chinese multimedia speakers is to break through the technological monopoly abroad and transplant the related technology of fever audio to the desktop speaker containing amplifiers, which greatly reduces the overall cost of the audio system.

At present, A-shares have two listed companies that produce speakers-Guangzhou Guoguang and Walkman. These two companies have their own characteristics, and their development ideas are slightly different.