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漫步者M330 II多场景可移动音箱
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近期各类音频产品不断推出,关注相关产业链公司
Jianghai Securities· 2026-02-27 07:56
Investment Rating - Industry rating: "Overweight" (First time) [6] Core Insights - The report highlights the recent launch of various audio products, indicating a growing trend in the audio product market. Notable products include VIZIO's new 5.1/4.1 channel Soundbar series, which utilizes a wireless home theater solution from Juchip Technology, and the Edifier M330 II portable speaker, which features significant upgrades in sound quality and battery life [6] - The report suggests monitoring companies within the audio product supply chain, including Edifier, Juchip Technology, Haosound Electronics, and Xiaomi Group-W, due to the increasing number of audio product launches [6] Summary by Sections Recent Industry Performance - Relative returns over the past month: -0.88% - Relative returns over the past three months: 3.8% - Relative returns over the past twelve months: 11.65% - Absolute returns over the past month: -0.46% - Absolute returns over the past three months: 8.43% - Absolute returns over the past twelve months: 31.01% [3] Key Events - VIZIO launched three new Soundbar models in January 2026, incorporating Juchip Technology's wireless home theater solutions, which promise low latency and high stability for an immersive experience [6] - Edifier's M330 II portable speaker was released on January 27, 2026, featuring enhanced bass, extended battery life, and improved Bluetooth connectivity, priced at 959 yuan [6] - Xiaomi's Bluetooth speaker Pro was launched on January 20, 2026, offering a total power of 50W and a battery life of up to 26 hours, priced at 599 yuan [6] - Marshall introduced the Heddon music streaming hub on January 21, 2026, priced at $300, which allows for multi-room playback and connects with older Marshall speakers [6]