On December 28, 2023, the China Brand Strategy Research Institute announced the list of the top 300 Chinese electronics enterprises in brand value of the 18th "Dingdian Cup". This year, the total brand value of "Dingdian Cup" China Electronics is 104879RMB3.4 billion, compared with last year's 1012129.5 billion yuan, an increase of 36%。In the TOP300, only about half of the companies have achieved value growth - 163 companies, and as many as 10 companies have fallen by more than 50%. The electronics industry has shown a change in advantageous areas, with mixed blessings and overall gains, but there is still a gap from people's expectations last year.
1. Changes in the top seats of the industry.
China Mobile is still the big brother in the industry, not only maintaining the first place in brand value, but also a steady growth of 24% compared with last year.
Huawei jumped to second place with a 12% growth. Correspondingly, Alibaba and Tencent have slipped in the rankings, ranking third and fourth. JD.com's special services continue to make efforts, helping its brand value to maintain an upward momentum in the context of weak performance of traditional e-commerce, rising one place in the TOP10. In the field of e-commerce, the trend of live broadcast e-commerce has promoted the rapid growth of Douyin, and after a 16% increase this year, it has ranked among the top 10 in the industry. Correspondingly, the top 10 that was squeezed out of Douyin is worth **11 this year81% of Beijing Xiaomi Technology Co., Ltd.
Second, the leading telecommunications operators have grown steadily.
China Mobile, China Unicom, China Telecom, Huawei, ZTE, and other leading operators have basically continued to grow steadily. The decline in the value of PCCW Hong Kong this year may be related to the general decline of Hong Kong's overall electronics industry.
IIIThe equipment has risen significantly.
After last year's trough, the equipment field has increased by nearly 10-20% this year, and the value growth companies account for more than half of the same kind on the list.
FourthComponents bottoming out**.
Last year, the proportion of enterprises with the best brand value in the field of components reached 60%, and in the top 300 of the 2023 Dingdian Cup in this year, there were mixed gains, and 29 enterprises with value growth rose against the trend. Brands that have grown by more than 30% this year are as follows:
FiveHousehold appliances are picking up slowly.
A total of 26 enterprises in the field of home appliances were listed in the top 300 of the 2023 Dingdian Cup, including 18 value growth enterprises. Household appliances have rebounded slightly this year, and last year's ** enterprises accounted for 70% of the companies on the list, and their value has shrunk for two consecutive years due to the impact of the epidemic. With the end of epidemic control this year, the home appliance industry as a whole has a warming trend, but the rise is affected by the property market and the performance is relatively conservative.
Sixth, the game was the best last year, and this year continues to be miserable.
The total value of the listed enterprises will continue to be **30% this year, following the value of **50% last year. Games in 2021 are still a very hot field, and game manufacturers are still throwing money faster than who is throwing money, spending money to poach people to open new projects for investment, industrialization, open world, 3a and other hot words are flying all over the sky, as if the future is infinitely better. But from mid-2022, the madness is fleeting, the cold winter is coming suddenly, and last year's talent war has turned into today's wave of layoffs. Tencent, for example, is rumored to cut nearly 20,000 people, including the game business. By the end of this year, compared with the total value of game companies on the list in 2021, 100 billion yuan of value will be evaporated.
7. Live broadcast e-commerce has entered a mature period, and the popularity of game live broadcast has declined.
Live broadcast e-commerce has the advantages of intuitive display of goods, strong interactivity, etc., and its debut is the trend, and various platforms and institutions have quickly explored their own live broadcast mode, last year was a melee, and this year, the advantages of the head platform and institutions are becoming more and more prominent. All links and roles in the live broadcast chain have also matured, and Douyin has ranked among the top 10 brands in the electronics industry this year.
Compared with the growth of live broadcast e-commerce, game live broadcast companies have not had a good time this year, and the two major game live broadcast giants, Huya and Douyu, have shrunk by 10+% in value.
8. More than half of the industry value is concentrated in Beijing and Guangdong.
Among the top 300 enterprises, Beijing was selected 53, with a total value of 38,7527.5 billion yuan, accounting for 36% of the total value of TOP3009%。Guangdong was selected 73 companies, with a total value of 32,7277.5 billion yuan, accounting for 31% of the total value of the TOP3002%。Value companies are more concentrated in these two regions. Jiangsu, Zhejiang and Shanghai are located in the second echelon, with a total of 81 selected enterprises in the three regions, with a total value of 14,41966, accounting for 13 of the total value of the TOP3007%。
P.SThe 18th "Dingdian Cup" Top 300 Brand Value in the Electronic Industry Announced: