"Judging from the current situation, although the data center resources in first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen are the most concentrated, and their shelf rate has reached 60%~70%, due to the demand generated by cloud computing and the Internet has not been fully met, there continues to be a supply and demand gap of 20% to 25%. ”

"Now everyone is playing card slot games, and the IDC project valuation in the industry is the least......"

"Ten times more!"

Shen Feng nodded, it's okay, it is true that the yield is significantly higher than that of traditional properties.

In this case, go back and talk to Ye Fei, it's a big deal to find out with Huaxingtou, it can be regarded as testing the waters.

Speaking of this, Shen Feng asked casually, "What do you think of educational robots?"

"Yes, three or four hundred billion big market, a proper blue ocean!" Bao Fan said with interest: "Brother wants to play?"

Shen Feng smiled, in the past two years, as artificial intelligence has been written into the national policy, AI and programming education have gradually entered the classroom. Driven by both policy and market, various AI technology companies, robotics companies, toy companies, training institutions, etc. have poured into this market to promote the rise of educational robots.

It seems that the industry is flocking to the back, in fact, the educational robot market is showing a situation of ice and fire, between the C-end and the B-end track, there is a huge gap between the industry and the public.

"Last month, DJI launched its first educational robot, RoboMasterS1, 3499 yuan, five minutes of seckill, the next day sold out two months of production capacity, and on the third day, DJI had to remove the product from the shelves. ”

Bao Fan said with a smile: "I didn't use his drone to take pictures." ”

Not only DJI, but also UBTECH, SenseTime, Xiaomi, iFLYTEK, Craftsman Society, Lesen Robot, etc., have launched robot products with educational attributes.

Taking Taobao platform as an example, searching for related products of educational robots, most of the monthly sales are between dozens and hundreds, compared with the sales of smart speakers and children's story machines, it can be said that there are very few.

Judging from the official mall of Xiaomi Tmall, which has a lot of traffic, a Mi Rabbit building block robot priced at 499 yuan has a monthly sales of less than 500 units, and it is estimated that the annual sales volume is only about 5000 units.

Rebus is still like this, and the entire online educational robot market can be imagined!

"From an agent's point of view, people are not very willing to sell this kind of product. Bao Fan analyzed: "This kind of thing has a technical threshold, which means that the industry sales threshold." Consumers in an emerging category often don't have a high level of awareness, and even channel employees don't know about it, which requires energy to train the channel and brings new costs. "The girls are small

"What's more, offline retail stores often have limited space, and if there are only 50 locations, the channel often chooses the easiest and most profitable products to sell. ”

Shen Feng nodded, compared to selling robots, retail stores are more willing to sell mobile phones, how fast to sell Apple mobile phones and Huawei mobile phones, everyone is waiting to ask for it.

However, the robot technology content is too high, and the clerk must understand and sell in the process of selling, and it is too difficult to sell one.

In addition to factors such as insufficient user awareness and expensive prices in the early stage of the market, there is also an important reason for the lack of product performance and educational attributes.

Most of the products in the C-end market have more toy attributes, even if DJI's products are excellent, but how to integrate the entertainment and competition attributes with the teaching attributes, and how to improve the teaching system is also a problem.

"Behind the success of DJI Robot S1, the track of educational robots on the C-end has just begun. ”

Shen Feng said casually: "The competition and the training around the competition constitute the early market for educational robots. With the gradual increase in international competitions and business competitions, especially the introduction of the "New Generation Artificial Intelligence Development Plan" in 17 years, the landing of educational robots has begun to accelerate. ”

"This year, one of the more popular ones is called STEAM education, and the teaching materials and teaching aids used are different, and the programming robot is one of the teaching aids. ”

"In the past two days, I have been looking at a project called Bell Science Education, which started early, mainly for children aged 3~13 years old, through self-developed educational robot products and courses, providing programming education, known as the largest player in STEAM education. ”

Bao Fan's eyes lit up, it is not easy for this guy to be targeted, 100% potential stocks.

Shen Feng naturally has a plan, and the millions of winners have begun to sink, but not consumption, but to occupy the youth education market in advance.

Bao Fan looked at Shen Feng in front of him, he didn't believe that making money was just the purpose of Wanli. Of course, the educational robot industry is still only the B-end, and it has not brought C-end users a tangible product experience. As a product, how to make C-end users buy it is also one of the core issues that all enterprises need to think about in the future.

The development of educational robots needs to rely on technological breakthroughs in the three core elements of the robot industry: human-computer interaction, machine vision, and situational awareness.

In many fields such as psychology, biology, communication technology, and sensing technology, the technological progress of robots has become very slow.

As a small giant that is about to become 100 billion US dollars, it is particularly important to lay out the industrial chain in advance!