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图说研报 | NAS存储的投资机会
Xin Lang Cai Jing· 2025-12-19 01:29
<> NAS工作原理 «> 字储器:对比其他存储方式 ·II NAS 以付阳,夕公卿ゴ叔父タ八匹任以上初刊,只日以十五 低目运行效率高等特点。 NAS作为中心节点,把不同终端设备统一联接,形 45 成"家庭/办公数据中心" NASil 3 41 资料来源:AWS官网,硬核茶谈,华泰研究 来源:市场资讯 (来源:华泰证券科技研究) NAS VS DAS:传统DAS(直连式存储)将硬盘与电 脑直接连接以扩大电脑内存容量。而 NAS 是以网络连 接方式,实现电脑等设备内存容量的扩充。 Network-attached storage 资料来源:TechTarget,华泰研究 具操作便捷性和数据安全性 现有数据存储方式分为本地存储和云存储两大类,本地 存储方式私密性高但无法完成设备之间高效的数据传输 和同时访问,而云存储有效解决了这一痛点。 U 本地存储 硬盘 数据存储 百度云、阿里云 公有云 阿里云、今克云. 云存储 私有云(NAS) <> 数据存储方式的分类 <> 资料来源:华泰研究 ◆ 硬盘: 从HDD到SSD,历经近70年发展 传统数据存储方式,发展历程近70年,硬盘存储始于 1956年,容量逐渐增大。 <> ...
绿联科技(301606) - 2025年5月13日-5月16日投资者关系记录表
2025-05-16 10:38
Market Insights - The global consumer NAS market is projected to reach $6.1 billion in 2024, with an annual growth rate of 12.1% from 2025 to 2030, indicating a robust growth trajectory in data storage management and AI deployment applications [1][2]. Overseas Expansion Strategy - The company is enhancing its online marketing strategy by leveraging established third-party platforms and focusing on emerging social media platforms. It aims to deepen its presence in mature markets like North America, Europe, and Japan, while also targeting emerging markets in Southeast Asia, Latin America, and the Middle East through localized service subsidiaries [2][3]. User Demographics - NAS product users include: - **Personal Users**: Tech enthusiasts, freelancers, and creative professionals who prioritize convenience, data security, and smart management for home entertainment and data backup. - **Enterprise Users**: Small to medium-sized businesses focusing on large storage capacity, reliability, and data security compliance. - **Tech Enthusiasts**: IT professionals and hobbyists seeking high performance and customization for DIY projects and technical research [3][4]. R&D Investment and Team - In 2024, the company's R&D investment reached ¥304.12 million, marking a 40.87% increase year-on-year. The R&D team comprises 819 members, with a total of 1,628 patents, including 432 newly authorized patents in 2024. The company is intensifying R&D efforts in NAS private cloud storage, audio technology, and charging solutions to meet evolving market demands [4].