HC Security Network news affected the real estate downturn, China's building intercom market also depressed symptoms. In order to cope with the impact of the external environment, in recent years, building intercom companies have been racking their brains, extending the production line to video surveillance, smart home, anti-theft alarm, etc., while some enterprises have realized the traditional pair with the wind of “Internet +”. It talks about the splendid transformation of enterprises to Internet companies, but some enterprises have no direction in their transformation and eventually move toward a dead end. So where should the building intercom companies turn?

Smart lock, new opportunity

At this AMB meeting, many building intercom manufacturers have launched smart lock products, and they are all sure that this will be a new opportunity for enterprise development. However, it is undeniable that the lock market is not the so-called blue ocean market, and it can even be called the Red Sea. On the one hand, traditional hardware manufacturers have been working in the lock market for many years. On the other hand, core technologies such as lock core are still in the hands of lock manufacturers. on. However, business opportunities are greater than pressure. Huo Zhen believes that enterprises investing in new markets must be driven by two factors: one is the limitation of the development of the intercom industry, and the other is that the lock user groups are consistent with the intercom, and there is no resistance to channel promotion.

The advantage of building intercom companies lies in electronic technology, which is better than traditional lock manufacturers in terms of touch and stability of locks. What is important is that traditional hardware manufacturers often have advantages in single product capabilities, but in smart homes. In terms of application scenarios and functions, they will perform poorly.

Interconnection is the trend of future home products. Seizing this opportunity, entering the lock market has become the consensus of the intercom companies, but entering the new market means that the original system may no longer be applicable and actively seek third-party cooperation. Achieve rapid market share. According to the survey, there are also 7-8 million sets of indoor terminals for lock products and intercom products, which can also be extended to the stock market. If the lock products are upgraded in the future, when the price drops, its vitality can be displayed.

Smart + market, still waiting for the opportunity

Referring to the big moves of building intercom companies in recent years, it is necessary to mention that the smart pension market is consistently optimistic. However, after several years of discussion, the old-age pension plan that can be implemented is very rare. Huo Zhen believes that the current pension market is still in the cultivation stage. At present, China's pension is focused on medical care, not on “nurturing” and lack of market demand.

In recent years, although the state has continuously released policies to increase pensions, on the one hand, the consumer's economic foundation is still very weak. The concept of China's old-age care is still at home for the elderly, and on the other hand, related medical services are not in place, resulting in delays in the entire program. Landing. Huo Zhen therefore also joked, perhaps after the 70s and 80s of the prime year, this market will rise, because we are the best to know how to support the elderly.

Similar to this, there is also a smart home market, and the current situation of tepid is also very different from the results of many institutions. Huo Zhen believes that the current smart home market is like a dumbbell, the two sides are luxury homes and geeks, the middle lever is too thin, not enough to drive the development of the entire market.

If we look at the "smart +" market together, we can conclude that the user's economic base and market demand are not enough to support the development of the industry, and the market is still waiting for an opportunity.

Deteriorating O2O, the essence of playing

In recent years, O2O has become a keen direction for many companies, consistent with the development of the company, through the concept of O2O to quickly occupy the potential market, get the attention of the capital market, and then complete the financing. Huo Zhen pointed out that such a development model can often allow enterprises to rise rapidly when capital is flooding, but now it is a period of cold winter capital, enterprises lacking gross profit margin and quantity, and simply relying on the concept is not playing.

O2O originated from the US sharing economy and is a product of China's study of Western developed countries. In other industries, O2O has been successful, such as hitting a car. However, in the security industry, Huo Zhen believes that end users have not formed corresponding consumer demand (products, functional requirements, etc.), and the industry has more to steal the concept of 020, turning the terminal machine into a 020 operating platform, but lacking The funds continue to invest and cannot form a real e-commerce. Although building intercom vendors have a large user base, they are very sticky, and they are unable to generate traffic or consumer behavior. However, some companies have stolen the concept of concept, so that the capital market feels that the terminal has a close relationship with the consumer user, thus realizing the listing of money. However, the state of being unsuccessful and not red, does not mean that the security industry and 020 are very close.

For the development of e-commerce platform, it should be developed in another way. When the smart home decoration becomes just needed, the manufacturer can form an ecological chain in the decoration supporting platform through the improvement of its own products. Users can select each product in the platform. The plan forms a complete contract and places an order. Although this model does not become O2O, it is stronger than the current concept, because manufacturers will return to the essence of manufacturing, and not the concept of hype.

Although many building intercom companies want to jump out of the security industry, there are also real estate and Internet companies that want to enter the intercom market. Competition will make enterprises more aggressive. "Interlacing is like a mountain. The Internet of Things and the real estate industry are used to earning "quick money". Investment in the recycling cycle is expected to be short, but the reality is impossible. Domestic security giants have tried to increase investment in the building intercom market, but the reality is inconsistent with people's predictions. There is no sunset industry, only the sunset Enterprises, maintaining a positive attitude to cope with the changing market, may find a new direction of development through exploration. Now the whole industry is like this. Ending this period of exploration, I believe it will be a new tomorrow.

2016 is coming to an end and 2017 is coming. The past year does not mean that the bad atmosphere and the bad market will go away. The arrival of the new year will not change the current situation of the manufacturers. For this period of pain, the building intercom companies are only prepared to grasp the present, and to meet the unknown with the worst intentions, in order to overcome the transformation.

Editor in charge: Yao Yuze