NAS 行业专家交流 20260324 摘要 2025 年全球家用 NAS 市场增速超 30%，海外与中国份额比为 6.5:3.5，美德日增速领跑。 AINAS 成为核心趋势，NAS 凭借本地存储与运算优势成为 AIAgent 理 想载体，潜在需求巨大。 竞争格局剧变：2025 年绿联全球份额超 30%跃居第一，群晖退至第二 （约 28%），极空间位列第三。 本土厂商优势：硬件配置领先传统厂商 3-4 代，且通过集成式 APP 显著 降低用户使用门槛。 成本与定价：2025 年末硬件成本上涨带动终端提价，但因存储刚需属 性，销量未受明显影响。 盈利模式：国内毛利 10%-20%，海外超 30%；坚持硬件买断制，软件 及 AI 功能多为免费提供。 未来演进：NAS 将从私有云存储进化为家庭/小微企业计算中心及 AIoT 智能中枢，普及率持续看涨。 Q&A 2025 年及 2026 年全球与中国家用 NAS 市场的规模与增速分别是多少？家 用 NAS 在整个 NAS 行业中的占比情况如何？ 根据 2026 年 1 月和 2 月的数据，全球家用 NAS 市场的整体增速预计在 20% 至 30%之间，与调研机构的预期 ...

Core Insights - Shenzhen Yidao Information Co., Ltd. reported a revenue of 2.85 billion yuan for the first three quarters of 2023, marking a year-on-year growth of 24.23% [1] - The company is committed to its "AI+" strategy, focusing on R&D to build core capabilities for long-term development despite short-term profit impacts from investments in new technologies [1] R&D Investment - Yidao Information's R&D expenses reached 170 million yuan in the first three quarters, reflecting a year-on-year increase of 2.98%, continuing a trend of growth over several years [2] - The company has established a differentiated advantage in the AI sector through deep collaborations with tech giants like Intel, AMD, Qualcomm, and Microsoft, covering a complete ecosystem from hardware to software [2] - Yidao Information is also expanding its external innovation ecosystem by co-establishing an edge computing joint laboratory with the Guangdong-Hong Kong-Macao Greater Bay Area Digital Economy Research Institute [2] AI Application Acceleration - The company has developed a product matrix that spans both consumer and industrial applications, successfully bridging the gap between AI technology and real-world applications [3] - In the consumer electronics sector, Yidao Information launched an AI camera glasses solution and a flagship AI mobile workstation, catering to various high-demand scenarios [3] - In the industrial and commercial sectors, the company has expanded its application scenarios, offering products tailored for outdoor operations, retail, warehousing, and cold chain management [3] Technology Ecosystem Enhancement - Yidao Information's product innovation is supported by a systematic layout in core technology areas, focusing on AI, perception technology, and spatial computing [4] - The company has developed a range of edge and endpoint computing devices, providing robust hardware support for AI technology implementation [4] - Yidao Information's research institute is working on AI atomic capabilities and has developed an AIAgent framework to offer one-stop solutions for AI application deployment [4] - The AESOF open framework developed by the company lowers the barriers for AI application development, facilitating seamless integration of open-source models and reducing deployment costs for edge AI devices [4]