機器視覺概念板塊顯出強勢！華為發佈四無生態型攝像機釋放利好
5月26日，機器視覺概念板塊走強，科創板天準科技、華興源創漲停，奧普光電、勁拓股份、中光學漲停，福光股份、虹軟科技、萬訊自控等個股大幅跟漲。
來源於：Wind
而這一漲勢主要是來源於消息面上釋出的利好，即日前，在華為HoloSens下一代攝像機暨2020新品發佈會上，華為發佈了四無生態型攝像機HoloSens SDC。
具體來看，所謂的“四無生態”是指無電、無網、無光和無現場運維。例如“四無設計”突破時空限制——VideoX 子母機自組網+光儲一體化模塊，“無網”、“無電”，部署更靈活；SuperColor+，從全綵圖片到全綵視頻，“無光”下晝夜同視;“無現場運維”設計，釋放人力，減少運維成本。
“機器視覺與生活、娛樂、通信、生產、安全的深度結合，將是一個千億美元的巨型市場...華為機器視覺的夢想是“用智慧之眼感知萬物，點亮智能世界”。”——華為數據存儲與機器視覺產品線總裁周躍峯
事實上，機器視覺一般是指利用機器替代人眼，形成視覺能力，實現引導、定位、測量、檢測、識別等基本功能，目前主要應用於汽車、消費電子、半導體、醫藥、食品、包裝、農業等領域。近年來，在以華為為首的科技巨頭的帶領之下，機器視覺這一細分領域再次迎上了風口。
根據相關市場數據顯示，2011~2017年我國機器視覺行業市場規模從10億元增至80億元，年均複合增長率40%。而隨着機器視覺在我國製造業的滲透率進一步加深，預計到2023年在我國其市場規模或將達到197億元，CAGR達到14%，可以看出，機器視覺產業或將迎來黃金髮展時期。
長江證券指出，隨着神經網絡、專用的機器視覺硬件等技術的持續普及,機器視覺和人類視覺之間的鴻溝正在快速縮小。其中，機器視覺是汽車能實現無人駕駛最為基本的要求,無法忽視其市場背後的巨大市場價值。
中泰證券指出，2016-2020年期間，中國製造或將促使機器視覺維持20%的增長率,遠遠高於全球的平均水平（8.4%）。其中，半導體、電子製造佔機器視覺比重的46.4%，汽車、製藥則分別佔比10.9%、9.7%。而就細分應用來看，機器視覺將為工業機器人的避障與導航帶來福音，且是無人機實現無人的首要解決問題。
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