In 2020, customized household head brands are entering a watershed. Sofia's official announcement of "cabinet customized furniture" can be interpreted as Sofia's farewell to everyone's residence and will focus on practicing the positioning of cabinet space customization in the future.
Since the second half of 2017, Opai has been increasing its channel expansion and layout. By July 2019, the number of Opai home furnishing stores has reached 210. Combined with the crossover of Opai brand from cabinets to wardrobe, bathroom and other categories, Opai will continue to deepen the strategy of Opai home in the future.
The short - term situation is very clear, Opai home officially entered the era of everyone.
As the leading company in the domestic custom household industry, Opai has outstanding management ability and continuous improvement of profitability. It is the only listed company with a revenue scale of over 10 billion in the custom household industry at present. Company channels, products and production advantages to build a broad moat, the whole house, Opali is expected to bring sustainable growth power.
From the short-term time dimension of 1-2 years, the completion warming has a strong certainty. Opai Home as the industry leader, the retail end will directly benefit from the recovery of the home industry dividends. Engineering end, continue to look at the hardcover demand volume. From a medium-term perspective, first-tier brands rely on core advantages such as channels, products and productivity, and are expected to maintain high growth by increasing market share. From a long-term perspective, the increase in the proportion of inventory decoration demand will weaken the postpartum cycle attribute of the household industry. Industry consumption attributes appear to drive up the long-term valuation of leading companies.
From these perspectives, the prospect of Opai is foreseeable: relying on the hard installation construction advantages of various leading home decoration companies, in the link of home decoration design, you can embed all kinds of products of Opai. In first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, the transformation of old houses has become a more important demand for home decoration. In the future, the second and third-tier cities and county-level cities are expected to be the same. If you look at it in this way, according to the logic of development, Opie's strategic layout and steadiness, it makes sense very forward-looking.
Back to Opai Home itself, through the fine management of distribution channels and years of screening, Opai home has cultivated a recognized corporate culture, strong sense of competition, excellent management ability, scale leading dealer team. The advantages of engineering channels, delivery capacity and capital turnover capacity are obvious, and the advantages of brand and production capacity bring sufficient momentum. Under the European version, Opai cabinet advantage is stable, wardrobe, wooden door, bathroom gradually increasing volume, multiple categories of deep integration for everyone to lay a solid foundation for development.
With the formation of the national production capacity layout of Opai Home Furnishing, Opai Home Furnishing is expected to usher in the release of dividends by virtue of construction costs, delivery advantages and information construction results, and steadily march into the era of home furnishing.
