(Text / high-tech LED reporter Liu Qiaomei)
“Compared with the same period in 2010, Inspur Huaguang’s Blu-ray chip sales increased by 160% in 2011, but sales only increased by 60%, and profits only increased by 30%; in contrast, sales of red chips exceeded 2010. In the same period of the year, the growth rate exceeded 20%, and sales increased by 20%.†Zheng Tiemin, general manager of Shandong Inspur Huaguang Optoelectronics Co., Ltd. disclosed to Gao Gong LED reporter.
This is just a microcosm of LED epitaxial chip manufacturers in 2011. Near the end of the year, the profit growth is significantly lower than the sales growth. This is not the phenomenon that epitaxial chip manufacturers are willing to see.
In 2011, some epitaxial chip projects came to an abrupt end, and even there are predictions that ten epitaxial chip companies will withdraw in the first half of 2012. The pattern of LED industry chains is quietly changing.
Get listed! Catching up production!
In the last month of 2011, the LED company's listing boom was detonated. On December 13, Shenzhen Jufei Optoelectronics Co., Ltd. was approved for the second time; on December 14, Shenzhen Wanrun Technology Co., Ltd. first application was approved; on December 16, Shenzhen Changfang Semiconductor Lighting Co., Ltd. The initial application of the company, Liard Optoelectronics Co., Ltd. was approved; on December 20, 2011, the first application of Hangzhou Yuanfang Optoelectronic Information Co., Ltd. was approved.
A person familiar with the capital market told Gao Gong LED reporter that the company that successfully met in the near future is lucky, because most of the companies’ financial reports in the fourth quarter of 2011 are not so good, if they can’t catch the lucky tail, it is estimated that 2012 It’s not that easy to get on. And entering the capital market can enjoy the advantage of "natural", the first is the capital advantage; the second is the advantage of relatively standardized management; the advantage of the third brand and resources. This is not difficult to explain why, near the end of the year, many LED companies are still listed on the market in a relatively sluggish industry.
Aoyang Shunchang (002245) Managing Director Chen Yu’s words from now to 2015 are the time for LED companies to take the seat. The pattern of the entire industry chain has not been determined yet. If there is no strong strength, such as state-owned shares or listing The company has almost no chance to win the top position. It seems that one of the original reasons for the listing of LED companies.
The companies that have successfully landed in the capital market, relying on the relatively abundant capital, have honoured the "expansion of the flag." Hongli Optoelectronics (300219.SZ) announced on December 13 that the company plans to invest a total of 266 million yuan to establish a wholly-owned subsidiary, Guangzhou Laidiya Lighting Co., Ltd. in Guangzhou. In addition, Hongli Optoelectronics executives said that the company has plans to launch a new surface mount LED device construction project, the project's new annual production capacity will reach 5.52 billion LED devices.
Dongshan Precision (002384) announced on the evening of December 13 that the company intends to expand the company's original LED business. It is expected that the LED pellet production will increase by two times on the original basis, and the annual production capacity of LED particles will reach 3 billion. LED backlight The production line of the source line has doubled on the original basis. It is expected that the expansion will bring the annual production capacity of the LED backlight module to 4.5 million sets.
On December 19th, the LED production base with a total investment of 20 billion yuan and a total area of ​​1,000 mu - Jiangsu Huale Photoelectric Co., Ltd. located in Qidong Economic Development Zone, the first phase of the project is accelerating construction. The main body of this investment is Linyang Group, which started with the production of electronic meters and then successfully entered the smart energy meter and photovoltaic new energy industry. In the optoelectronics industry, Linyang Group is involved in LED sapphire substrate materials, epitaxial wafers and LED application products. It plans to produce 23.696 million sapphire substrate sheets and 8 million LED application lamps per year.
In response to this scale dispute, industry insiders pointed out that in the case of dilute gross profit margin, listed companies sacrificed the "scale flag", which made a foreshadowing of future fierce battles.
“Compared with the same period in 2010, Inspur Huaguang’s Blu-ray chip sales increased by 160% in 2011, but sales only increased by 60%, and profits only increased by 30%; in contrast, sales of red chips exceeded 2010. In the same period of the year, the growth rate exceeded 20%, and sales increased by 20%.†Zheng Tiemin, general manager of Shandong Inspur Huaguang Optoelectronics Co., Ltd. disclosed to Gao Gong LED reporter.
This is just a microcosm of LED epitaxial chip manufacturers in 2011. Near the end of the year, the profit growth is significantly lower than the sales growth. This is not the phenomenon that epitaxial chip manufacturers are willing to see.
In 2011, some epitaxial chip projects came to an abrupt end, and even there are predictions that ten epitaxial chip companies will withdraw in the first half of 2012. The pattern of LED industry chains is quietly changing.
Get listed! Catching up production!
In the last month of 2011, the LED company's listing boom was detonated. On December 13, Shenzhen Jufei Optoelectronics Co., Ltd. was approved for the second time; on December 14, Shenzhen Wanrun Technology Co., Ltd. first application was approved; on December 16, Shenzhen Changfang Semiconductor Lighting Co., Ltd. The initial application of the company, Liard Optoelectronics Co., Ltd. was approved; on December 20, 2011, the first application of Hangzhou Yuanfang Optoelectronic Information Co., Ltd. was approved.
A person familiar with the capital market told Gao Gong LED reporter that the company that successfully met in the near future is lucky, because most of the companies’ financial reports in the fourth quarter of 2011 are not so good, if they can’t catch the lucky tail, it is estimated that 2012 It’s not that easy to get on. And entering the capital market can enjoy the advantage of "natural", the first is the capital advantage; the second is the advantage of relatively standardized management; the advantage of the third brand and resources. This is not difficult to explain why, near the end of the year, many LED companies are still listed on the market in a relatively sluggish industry.
Aoyang Shunchang (002245) Managing Director Chen Yu’s words from now to 2015 are the time for LED companies to take the seat. The pattern of the entire industry chain has not been determined yet. If there is no strong strength, such as state-owned shares or listing The company has almost no chance to win the top position. It seems that one of the original reasons for the listing of LED companies.
The companies that have successfully landed in the capital market, relying on the relatively abundant capital, have honoured the "expansion of the flag." Hongli Optoelectronics (300219.SZ) announced on December 13 that the company plans to invest a total of 266 million yuan to establish a wholly-owned subsidiary, Guangzhou Laidiya Lighting Co., Ltd. in Guangzhou. In addition, Hongli Optoelectronics executives said that the company has plans to launch a new surface mount LED device construction project, the project's new annual production capacity will reach 5.52 billion LED devices.
Dongshan Precision (002384) announced on the evening of December 13 that the company intends to expand the company's original LED business. It is expected that the LED pellet production will increase by two times on the original basis, and the annual production capacity of LED particles will reach 3 billion. LED backlight The production line of the source line has doubled on the original basis. It is expected that the expansion will bring the annual production capacity of the LED backlight module to 4.5 million sets.
On December 19th, the LED production base with a total investment of 20 billion yuan and a total area of ​​1,000 mu - Jiangsu Huale Photoelectric Co., Ltd. located in Qidong Economic Development Zone, the first phase of the project is accelerating construction. The main body of this investment is Linyang Group, which started with the production of electronic meters and then successfully entered the smart energy meter and photovoltaic new energy industry. In the optoelectronics industry, Linyang Group is involved in LED sapphire substrate materials, epitaxial wafers and LED application products. It plans to produce 23.696 million sapphire substrate sheets and 8 million LED application lamps per year.
In response to this scale dispute, industry insiders pointed out that in the case of dilute gross profit margin, listed companies sacrificed the "scale flag", which made a foreshadowing of future fierce battles.
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