首页 云米(usVIOT)-基本信息

云米(usVIOT)-基本信息

日报更新时间:

周报更新时间:04-18 04:06

行情信息

今开价:7.72

最高价:7.92

成交量:389780.0

昨收价:7.66

最低价:7.5

最新价:7.61

行情图标
概要信息

中文名称:云米


英文名称:Viomi Technology Co.


简介:云米全屋互联网家电有限公司是一家年轻的高科技公司,致力于用互联网的方法改造传统家电产业,是全屋互联网家电的开创者


电话:86-20-89309496


最新量化综合结论
百科信息
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  • 持股信息
  • 领导人信息
  • 股东信息

云米以为小米净水器提升OEM贴牌业务起家,如今云米科技致力于成为全屋互联网家电的推动者。依托小米生态优势,成立仅4年的云米科技得以快速扩张。从净水器起步,云米科技已进入全品类家电领域,并确定“全屋互联网家电”的战略蓝图。云米科技Viomi Technology Co.(VIOT)招股说明书:1、云米2018年第二季营收为7.09亿元,毛利为1.91亿元,净利润为4086万元。截至2018年6月30日的6个月,云米净营收10.4亿元,与去年同期的2.706亿元相比,增长了284%。2017年全年,云米净营收为8.73亿元,净利润为1891.9万元2、IPO前,云米创始人陈小平通过Viomi Limited持股为41.3%,加上代持共有50.7%股权,为公司最大股东。顺为资本持股为20.5%,小米旗下基金Red Better Limited持股为19.5%,即雷军系一共持有云米40%股权,为第二大股东。此外,红杉资本旗下基金SCC Venture V Holdco I, Ltd.持股为6.3%。IPO后,陈小平持有42.5%股权,及66.5%投票权,其中,通过Viomi Limited持股为34.5%,拥有53.7%的投票权。顺为资本持股为17.1%,拥有2.8%投票权,小米通过旗下基金Red Better Limited持股为16.3%,拥有26.7%的投票权。3、收入方面,云米来自自有品牌的收入占比在持续提升,从2016年的10.3%提升到2017年的25%,2018年上半年更是提升到45.7%。来自小米品牌的收入占比则从2016年的89.7%下降到2017年的75%,再下降到2018年上半年的54.3%,但可以看出,云米对小米的依赖依然很明显。云米科技Viomi Technology Co.(VIOT)上市分析(自新浪科技): 云米科技更多依赖的是小米OEM订单,是在小米生态链羽翼之下按部就班的发展。在云米科技的品牌中,包括小米净水器和自主品牌产品,但业务重头戏仍然来自小米净水器。在2016年、2017年以及2018上半年,云米科技向小米公司出售产品的营收占比分别达到95.9%、84.7%和62.6%。可以看到,小米生态链仍然是云米科技发展的最大驱动。 提出“云米互物联网全屋家电”概念,但实际上不管产品内容还是业务模式,都与小米的智慧家庭高度重合。与追求性价比高的小米品牌相比,云米科技却想做中高端品牌。同样的产品,云米不具备价格优势,品牌影响力甚至还低于小米,消费者显然很难买账。 云米扩张“生不逢时”。家电行业已然是一片红海,今年更是进入新一轮寒冬。而且市场品牌格局中,不管是大家电还是厨电、小家电,寡头主导早已成型,在激烈的竞争中抢夺市场并不容易。尤其是对云米来说,如果脱离开小米生态链,在品牌产品之外,还需要重新构建上游供应链,下游渠道等,这些并非“烧钱”那么简单。

机构持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Pictet Asset Management (Europe) SA 8208 0.01% 388 4.96% 2019-07-31
CI Investments Inc 533900 0.77% -220000 -29.18% 2019-03-31
Pictet Asset Management S.A. 688850 0.99% 279155 68.14% 2019-07-31
Pictet Asset Management SA (Junked) 869318 1.26% -130682 -13.07% 2019-03-31
Pictet Asset Management Ltd 869318 1.26% -130682 -13.07% 2019-03-31
Morgan Stanley - Brokerage Accounts 963317 1.39% 6761 0.71% 2019-03-31
Fidelity International Ltd 1091703 1.58% 302646 38.36% 2019-03-31
Capital Research and Management Company 1709900 2.47% -- -- 2019-07-31
Capital Research Global Investors 1709900 2.47% -- -- 2019-03-31
Signature Global Asset Management 501800 0.72% -62056 -11.01% 2019-07-31
Millennium Management LLC 225595 0.33% -68571 -23.31% 2019-03-31
Morgan Stanley Smith Barney LLC 8886 0.01% 7761 689.87% 2019-03-31
Prospera Financial Services Inc 13500 0.02% 13500 -- 2019-03-31
Symmetry Peak Management LLC 18768 0.03% 18768 -- 2019-03-31
Credit Suisse First Boston (CSFB) 21500 0.03% 21500 -- 2019-03-31
HSBC Holdings PLC 21545 0.03% 21545 -- 2019-03-31
Epoch Investment Partners Inc 32100 0.05% -- -- 2019-07-31
Invesco Capital Management LLC 32790 0.05% 20063 157.64% 2019-07-31
SG Americas Securities, LLC 58472 0.08% 58472 -- 2019-03-31
Serenity Capital LLC 2809063 4.06% -- -- 2019-03-31
Citadel Advisors Llc -- -- -20415 -100.00% 2018-12-31
Tower Research Capital LLC 89 -- -446 -83.36% 2019-03-31
DSAM Partners LLP 10740 0.02% 10740 -- 2018-12-31
Bank of Montreal 10000 0.01% -10000 -50.00% 2018-12-31
BMO Asset Management Inc 10000 0.01% -10000 -50.00% 2018-12-31
HBK INVESTMENTS L P -- -- -47500 -100.00% 2018-12-31
Wilbanks, Smith & Thomas Asset Mgmt, LLC -- -- -1000 -100.00% 2018-12-31
UBS Group AG 2808 -- -1470 -34.36% 2018-12-31
J.P. Morgan Securities Inc 75000 0.11% 75000 -- 2018-09-30
JPMorgan Chase & Co 75000 0.11% 75000 -- 2018-09-30
Innovator Capital Management, LLC 15468 0.02% -- -- 2019-02-28
BlueCrest Capital Management Ltd. 15000 0.02% 15000 -- 2018-09-30
Dean Capital Investments Management, LLC 66080 0.10% 66080 -- 2018-09-30
S.A.C. Capital Advisors (Hong Kong) Ltd. 28934 0.04% 28934 -- 2018-09-30
Fidelity Investment Services Ltd 635320 0.92% 85320 15.51% 2019-01-31
Zimmer Partners LP 600000 0.87% 600000 -- 2018-09-30
Susquehanna Financial Group, LLLP 16233 0.02% 16233 -- 2018-09-30
Susquehanna International Group, LLP 16233 0.02% 16233 -- 2018-09-30
Catalyst Capital Advisors LLC 700 -- 700 -- 2018-09-30
Point72 Asset Management, L.P. 12500 0.02% 12500 -- 2018-09-30
共同基金持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Innovator IBD -- -- -18421 -100.00% 2019-03-13
Catalyst IPOx Allocation Fund -- -- -700 -100.00% 2018-12-31
CI Signature Asian Oppos Corp Class 5920 0.01% -- -- 2019-03-31
Pictet-Multi Asset Global Opportunities 8208 0.01% 388 4.96% 2019-06-30
CI Signature Asian Opportunities Fund 26180 0.04% -- -- 2019-03-31
Invesco Golden Dragon China ETF 32790 0.05% 20063 157.64% 2019-07-31
American Funds IS 361700 0.52% -- -- 2019-06-30
Pictet SmartCity 445393 0.64% 35698 8.71% 2019-06-30
Signature Global Technology Corporate Cl 501800 0.72% -62056 -11.01% 2019-03-31
Fidelity China Special Situations PLC 1091703 1.58% 96715 9.72% 2019-04-30
American Funds SMALLCAP World Fund 1348200 1.95% -- -- 2019-06-30
Pictet-Global Megatrend Selection 243457 0.35% 243457 -- 2018-09-30
VA CollegeAmerica SMALLCAP Wld Fd 1348200 1.95% 1348200 -- 2018-12-31
CI Signature Glbl Sci & Tech Corp Cl 750000 1.08% 750000 -- 2018-09-30

陈小平 Xiaoping Chen is our founder, and has served as the chairman of our board of directors and chief executive officer since our inception. Mr. Chen founded our company in May 2014. Prior to that, he served multiple positions in Midea Group Co., Ltd from 1999 to 2014 including vice president of development department and he was in charge of the research & development center from 2013 to 2014. Mr. Chen received his MBA degree from Sun Yat-sen University, and his dual bachelor's degrees in engineering and finance from Huazhong University of Science & Technology in 1998.
邹洛 Luo Zou has served as our director since July 2015. Ms. Zou joined our company in May 2014 as vice president, and has been in charge of human resources and administration. Prior to joining our Company, Ms. Zou served as manager of human resources in Guangdong Midea Consumer Electric Appliances Co., Ltd from 2005 to 2014. Ms. Zou received her bachelor's degree in marketing from Hunan Institute of Engineering in 2005.
Shun Jiang Shun Jiang started to serve as our chief financial officer in August 2018 and is responsible for our finance, strategy and investments functions. Prior to joining us in August 2018 Mr. Jiang served as an executive director in Morgan Stanley's investment banking division and worked there from July 2015 to August 2018. Prior to Morgan Stanley, Mr. Jiang served as a vice president at Deutsche Bank's corporate finance division and worked there from April 2010 to June 2015. Prior to Deutsche Bank, Mr. Jiang served as an associate at HSBC Group and worked there from October 2007 to April 2010. Mr. Jiang received his dual bachelor of commerce and bachelor of laws degrees from The University of Melbourne in 2007.

陈小平 Xiaoping Chen is our founder, and has served as the chairman of our board of directors and chief executive officer since our inception. Mr. Chen founded our company in May 2014. Prior to that, he served multiple positions in Midea Group Co., Ltd from 1999 to 2014 including vice president of development department and he was in charge of the research & development center from 2013 to 2014. Mr. Chen received his MBA degree from Sun Yat-sen University, and his dual bachelor's degrees in engineering and finance from Huazhong University of Science & Technology in 1998.
邹洛 Luo Zou has served as our director since July 2015. Ms. Zou joined our company in May 2014 as vice president, and has been in charge of human resources and administration. Prior to joining our Company, Ms. Zou served as manager of human resources in Guangdong Midea Consumer Electric Appliances Co., Ltd from 2005 to 2014. Ms. Zou received her bachelor's degree in marketing from Hunan Institute of Engineering in 2005.
Jinling Zhang Jinling Zhang started to serve as our independent director in September 2018. Ms. Zhang has served as the chief financial officer of Baidu Capital since 2018. Prior to her current role at Baidu Capital, Ms. Zhang served as the chief financial officer of Baidu Group in 2017 the vice president of finance and investment of Xiaomi from 2013 to 2016 as the financial controller of Cisco Networks Asia Pacific in Japan and Greater China from 2010 to 2013 and as the financial and operational controller of global operations in Seagate Technology from 2006 to 2010. Ms. Zhang received her bachelor's degree in accounting from Capital University of Economics and Business in 1994 and her MBA from William E. Simon Business School of the University of Rochester in 2001. Ms. Zhang is a Chinese Certified Public Accountant, a Chinese Certified Tax Adviser and an American Certified Public Accountant.
Weijiang Wu Weijiang Wu started to serve as our independent director in September 2018. Mr. Wu has been the vice president of Zhejiang Youpon Integrated Ceiling Co., Ltd., a Shenzhen Stock Exchange listed company, since March 2010 and served several senior roles in charge of marketing and strategies from 2005 to 2009. Prior to his roles in Zhejiang Youpon Tegrated Ceiling Co., Ltd., Mr. Wu served as assistant to marketing manager in Guangdong Opple Lighting Co., Ltd. From 2003 to 2004 and the chief of the franchising department in Guangdong Vatti Group from 2001 to 2002. Mr. Wu received his bachelor's degree in engineering from Huazhong University of Science & Technology in 1998.
刘德 De Liu has served as our director since June 2018. Mr. Liu is a co-founder and the senior vice president ecosystem of Xiaomi where he is responsible for Xiaomi's IoT and lifestyle products business. Mr. Liu is a leading figure in industrial design in China and has received numerous industrial design awards together with his team, including 5 Red Dot Design Awards Germany, 18 iF Design Awards (Germany) and 10 Red Star Design Awards (Mainland, China). Mr. Liu also holds various positions, including the vice-chairman of China Industrial Design Association and a member of National Manufacturing Strategy Advisory Committee. Mr. Liu has received many honors in the business world as well. To name a few, he was awarded "Zhongguancun Top Talent" in 2015 and "Beijing Top Innovative and Entrepreneurial Leading Talent" in 2016. Mr. Liu received his bachelor's degree in industrial design and master's degree in mechanical design and theory from Beijing Institute of Technology in 1996 and 2001 respectively, and his master's degree in industrial design from the Art Center College of Design in 2010.

量化对比

全部评论 4

  • 中概股云米涨超30%,该股昨日大涨22%。

  • 中概股云米股价短线飙升,日内上涨超37%。

  • 【友阿股份与云米科技达成战略合作】今天上午,友阿股份与小米生态链公司云米科技在长沙举行联合发布会,宣布双方正式达成战略合作 。根据合作协议,友阿股份正式成为云米科技旗下所有产品矩阵的湖南区域独家战略运营商。友阿股份将设立独立事业部专门运营云米科技产品,并计划在今年12 月31日前共完成不少于4 家直营门店布局。

  • 友阿股份:近日与佛山市云米电器科技有限公司签署了《战略合作协议》,双方建立湖南区域战略合作伙伴关系,共同打造云米全屋互联网家电在湖南的落地体验。

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