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佳禾智能(300793.SZ):骨傳導耳機未來增長潛力更大,預測未來數年AR眼鏡都將保持30%以上增速
格隆匯 05-11 19:21

格隆匯5月11日丨佳禾智能(300793.SZ)於2023年5月11日召開業績説明會,問答環節中,就“公司如何看待各個產品板塊(TWS耳機、骨傳導產品、AR眼鏡、智能手錶)的成長性?”,公司表示,從產品板塊來看,目前還是以耳機和音箱產品為主,骨傳導產品及智能穿戴產品佔比逐步提升。

TWS耳機產品方面,主要是新產品的升級迭代,像為客户新開發的帶屏的TWS耳機,還有帶輔助睡眠、助聽的產品陸續推向客户和市場,預測全球安卓類TWS耳機市場未來還將持續增長,公司也將抓住細分市場機遇,努力保持耳機業務的增長。

骨傳導產品方面,因骨傳導耳機解決了長時間戴耳機帶來的耳朵不舒服的問題,同時安全性,私密性更好,未來增長潛力更大。從目前為客户開發的項目來看,未來會有更多的骨傳導產品推向市場。

AR眼鏡方面,為瑞歐威爾生產的工業級的AR眼鏡已於2022年出貨,消費級的AR眼鏡也將於近期出貨,預測未來數年AR眼鏡都將保持30%以上增速。

智能手錶方面,近年來表現出強勁的增長趨勢,長期趨勢向好,根據IDC數據,未來複合增速11%,公司將推出帶有4G語音通話、視頻通話、GPS高精度實時定位、多種運動姿態識別、睡眠監測、心臟健康監測等功能的多款產品。

公司將在現有耳機音箱業務基礎上,加大智能穿戴系列產品的研發投入和市場推廣,將公司打造成全球智能消費電子領域具有核心競爭力的一體化解決方案服務商。

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