以下文章来源于差评X.PIN ，作者差评君 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 在极致的商业竞争面前， 从未有任何一种信仰可以永恒。 文 ｜ 渡渡鸟战士 编辑 ｜ 莽山烙铁头 面线 来源｜ 差评X.PIN（ID：chaping321） 封面来源 ｜ cherry官网 如果你了解过机械键盘的话，一定听过这个名字： Cherry 。 2015年，机械键盘刚火起来的时候，大家提到键盘就是Filco，叫一把大F退烧，提到轴体一定是德国Cherry MX轴，这是划分正统跟杂牌的唯一标尺。 从行业信仰到逐渐溃败，需要多久？ Cherry的答案是： 10年 。 就在前几天，Cherry临时召开了一场特别股东大会。 因为Cherry SE股本亏损直接到了50%的警戒线以下，造成这一情况的主因，正是组件跟外设板块的经营亏损。 在以往的信息中，他们曾明确提到自己受到了中国市场激烈的竞争威胁。 如今，Cherry依然拥有独特的地位，但轴体市场的传奇，早已被后来者改写，大家谈起它时，也不再是极致推崇，而是 几分感慨、几分怅惘 。 Cherry遗失的十 ...

如果你了解过机械键盘的话，一定听过这个名字：Cherry。 2015 年，机械键盘刚火起来的时候，大家提到键盘就是 Filco，叫一把大 F 退烧，提到轴体一定是德国 Cherry MX 轴，这是划分正统跟杂牌的唯一标尺。 从行业信仰到逐渐溃败，需要多久？ Cherry 的答案是：10 年。 就在前几天，Cherry 临时召开了一场特别股东大会。 因为。。。Cherry SE 股本亏损直接到了 50% 的警戒线以下，造成这一情况的主因，正是组件跟外设板块的经营亏损。 在以往的信息中，他们曾明确提到自己受到了中国市场激烈的竞争威胁。 如今，Cherry 依然拥有独特的地位，但轴体市场的传奇，早已被后来者改写，大家谈起它时，也不再是极致推崇，而是几分感慨、几分怅惘。 Cherry 遗失的十年，也正是国产轴体突飞猛进的十年。 十年间，到底发生了什么？ 01 老规矩，先给不太关注键盘的差友们简短科普，已经有了解的差友，请直接滑过。 咱们日常常用的薄膜键盘，键帽下面是橡胶帽，每次按下的触感千篇一律，软趴趴。 机械键盘跟薄膜最大的区别在于：多样化、个性化的手感。 机械键盘每一个键下都是一个微动开关（ 又称：轴 ），通过调 ...

Core Insights - Nobida Intelligent has established its headquarters in Dongguan, aiming to create a leading "dark factory" in the Greater Bay Area to meet an annual order growth of 40% [1] - The company focuses on high-end computer peripherals and has built a comprehensive capability from product design to global sales, achieving recognition as a national high-tech enterprise [1] - The Dongguan Zhongji Smart City project is part of a broader initiative to enhance the manufacturing sector and attract new industries, with an investment of 2.3 billion yuan and an expected annual output value of 3 billion yuan [2] Company Overview - Nobida Intelligent was founded in 2020 and specializes in the research, production, and sales of high-end computer peripherals [1] - The company aims to become a leading brand in the peripheral market and accelerate its global expansion [1] - Nobida's headquarters will serve as an "innovation engine," featuring a leading product laboratory and a digital platform for industry collaboration [1] Industry Context - The Dongguan Zhongji Smart City project is a key initiative for high-quality development in the region, focusing on manufacturing and project optimization [2] - The project covers an area of 247 acres and is expected to attract around 100 companies, creating 10,000 new jobs [2] - The initiative aims to develop a health and intelligent industry cluster, with a focus on biomedicine, smart manufacturing, and digital economy [2]

Investment Rating - The report indicates a positive investment outlook for the mechanical keyboard industry, driven by the growth in e-sports and the demand for high-quality peripherals [5]. Core Insights - The Chinese mechanical keyboard market has experienced rapid growth due to the e-sports boom, upgrades in office needs, and consumer demand for high-quality peripherals. The core component market, the switch market, is expected to grow at a compound annual growth rate (CAGR) of 8%-10% from 2025 to 2030, with even faster growth in the Chinese market [5]. Market Background - The mechanical keyboard is defined as an input device that uses independent mechanical switches for each key, offering clear tactile feedback, quick response, and durability. Different switch types cater to various user needs, making mechanical keyboards essential for high-end gaming and professional office use [6]. - The development of the Chinese mechanical keyboard market can be divided into three phases: the nascent phase (before 2010), the growth phase (2010-2016), and the explosive phase (2016 to present). The market has expanded rapidly due to the e-sports industry, consumer upgrades, and breakthroughs in domestic switch technology [7]. Market Status - The current market has evolved from wired keyboards with soldered switches to diverse products featuring wireless connectivity, hot-swappable PCBs, and various customization elements. The rise of customization workshops has led to increased market participation, but also significant homogenization and price wars among manufacturers [8]. - The supply side of the market has developed a complete industrial chain, with major production concentrated in Guangdong, Jiangsu, and Zhejiang provinces. Domestic manufacturers have broken the long-standing technology monopoly held by international brands, leading to a diverse range of brands and products [10]. - Demand for mechanical keyboards has surged as they replace membrane keyboards as the preferred choice for users. Consumers are increasingly discerning about keyboard aesthetics, feel, sound, connectivity options, and customization features [11]. Market Competition - The competition in the Chinese mechanical keyboard industry is intense, with low industry concentration. As the market expands, more companies are entering the field, leading to increased competition. Consumers' rising expectations for product feel, appearance, and playability are driving companies to innovate [13]. - The report identifies ten representative brands in the market, evaluated based on revenue scale, product diversity, quality control, and after-sales service [12]. The brands include IKBC, GANSS, VGN, and others, each with unique selling propositions and target markets [14][15][16][17][18][19][20][21][22][23].