Zhongfu Jinshi: with the rapid development of the intelligent bathroom industry, the intelligent toilet will usher in a highlight moment

The Chinese market is at an early stage of development , Low market penetration , The future market capacity is huge : According to China home appliance network 《 White paper on the development of China's intelligent toilet industry 》 Statistics “ at present , The market penetration rate of intelligent toilet in China is about 5%”, First tier cities in China , For example, Shanghai 、 Beijing 、 Guangzhou, etc , The penetration rate of intelligent toilet is 5-10% above , The new first tier cities are estimated to be 3-5% about , But the markets of the third and fourth tier cities and township cities are almost blank . Compared with Japan, it is close to 90% About with South Korea 60% The popularity rate of , Although China's smart toilet market started late , But the market is developing rapidly .

2018-2020 In, the retail penetration rate of the sensing cover of China's intelligent toilet all-in-one machine continued to increase

 

The aging population is accelerating and the demand for smart toilets is expanding ： The emergence of intelligent toilet has greatly improved the health problems of the elderly , The aging population increases the demand for smart toilets . Silver haired group is also a potential opportunity to promote market growth . At present , The problem of population aging in China is serious , According to the data of the seventh national census , In our country 60 The proportion of the population aged and over in the total population is up to 18.70%, among 65 The proportion of people aged and over is 13.5%, Smart toilets are important for the elderly , More convenient operation and more intelligent and healthy product functions , It can bring them a more comfortable toilet experience , It can release more demand space for intelligent toilets .

65 The proportion of people over the age of continues to expand

 

China's intelligent sanitary ware industry is in the early stage of development , The industry is developing rapidly . In recent years , With the continuous development of China's national economy , Continuous improvement of living standards , The upgrading of consumption makes the public's requirements for the quality of their homes constantly improve , At the same time, it also promotes the rapid upgrading of the smart home industry . among , Intelligent sanitary products are clean and sanitary 、 Comfort, intelligence and other basic functions , More detailed and personalized functions are emerging , On 2012 Years later, it will develop explosively in the domestic market , According to the industrial information network data ,2015 The annual sales of smart toilets is 44 One hundred million yuan , To 2020 The annual sales scale exceeds 150 One hundred million yuan , More than 2 times , The average annual compound growth rate is 30% about . Affected by the epidemic situation and the base number ,2019 - 2020 The annual growth rate has decreased , But still close 20% The growth of .

2015-2020 The sales scale of the smart toilet market in and the year-on-year growth （ One hundred million yuan ）

 

according to 《 White paper on the development of China's intelligent toilet industry 》, The sales of intelligent toilets in China are 2020 reach 430 Ten thousand units ,2021 It is estimated that 491 Ten thousand units , expect 2022 In more than 550 Ten thousand units . Smart toilets have become one of the fastest growing categories in China's home appliance market since the outbreak of the disease , With the dishwasher 、 dryer 、 Sweeper, etc , It has become the new standard of the current quality life .

We estimate , The annual demand for domestic toilets is about 6000 Around ten thousand （ Including housing 、 The hotel 、 office 、 Public class, etc ）, According to the current smart toilet 500 The annual sales volume of about 10000 sets , The annual penetration rate is about 8%-9% about , If the quantity is kept, the permeability is insufficient 3%. We expect the medium term of the industry （5-10 year ）, The overall penetration rate of the intelligent toilet in the toilet reaches 20% about , This is... More than currently estimated 2-3 Space between times , On average 3000 element / Unit terminal price , It is estimated that the medium-term space of the industry is 350-400 One hundred million yuan between （VS. at present 150 The market scale of about 100 million yuan ）.

Market terminal scale accounting of intelligent toilet industry

 

Focus on

Rhett ： A leading manufacturer of sanitary products , Benefit from the rapid volume of new business of intelligent toilet . With the release of the company's OEM orders for intelligent sanitary ware and the strength of its own brands , superposition 120 The 10000 sets of intelligent toilets project was put into operation , It is expected that the revenue will maintain rapid growth in the next two years , The profit side increases with the income , Scale effect , Keep going up .