家用電器行業(yè)智能家居專題系列（1）物聯(lián)時(shí)代智能家居崛起正當(dāng)時(shí)

1、目錄索引1.投資故事..................................................................52.解析智能家居：構(gòu)造家庭物聯(lián)場(chǎng)景的系統(tǒng)性概念................................52.1智能家居的定義：多技術(shù)、多產(chǎn)品、多功能的系統(tǒng).........................52.2智能家居的目的：實(shí)現(xiàn)消費(fèi)者的多層次需求..............

2、.................62.3智能家居特征：物物相連、自動(dòng)化、可學(xué)習(xí)，技術(shù)是關(guān)鍵...................62.4智能家居正在走進(jìn)千家萬(wàn)戶.............................................73.供需雙向推動(dòng)，物聯(lián)時(shí)代智能家居迎來(lái)發(fā)展時(shí)點(diǎn)................................93.1需求端：C、B端對(duì)智能家居均有需求.................

3、..................93.2供給端：產(chǎn)品、價(jià)格、渠道多向利好....................................114.產(chǎn)業(yè)梳理：產(chǎn)業(yè)鏈長(zhǎng)、涉及范圍廣，參與方眾多...............................214.1產(chǎn)業(yè)鏈?zhǔn)崂?........................................................214.2盈利模式、核心競(jìng)爭(zhēng)要素及主要參與方.

4、.................................225.投資建議：短期關(guān)注硬件，長(zhǎng)期平臺(tái)為王.....................................275.1短期關(guān)注：爆款單品及受益硬件智能化進(jìn)程的智能控制器及方案商..........275.2長(zhǎng)期聚焦：前瞻布局平臺(tái)的龍頭企業(yè)....................................276.風(fēng)險(xiǎn)提示...................