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LED companies plan "new way out"
Throughout the LED sector, LED companies investing in emerging industries in recent years are not rare. For example, Sanan Optoelectronics and Ganzhao Optoelectronics continue to invest in the photovoltaic field, intending to become the largest concentrating photovoltaic production base; Dongshan Precision is vigorously developing LED business. It also pointed to the photovoltaics. When the PV investment failed, it also locked the touch panel industry; the same is the Maosuo power investment robot field, Jufei Technology developed optical film business. Behind the LED listed company's plan for a new industry is the embodiment of the LED industry's small output value, fierce competition and low profits. However, the road to emerging industries is not good. Enterprises must not only have capital reserves, but also reserves of technology, market and even operations. LED competition is fierce. The above-mentioned companies are planning new industries. On the one hand, the LED industry is fiercely competitive, and the profits are already very low. On the other hand, the output value of LED lighting is very high compared to the new energy industries such as photovoltaics and lithium batteries, and high-end equipment industries such as robots. small. On May 20th, Maoshuo Power and Shenzhen Yuanzhi Fuhai Investment Management Co., Ltd. signed the Cooperation Framework Agreement. The two parties will have key technologies in the new energy vehicle intelligent charging station, industrial robot automation, high-end equipment automation and upstream. Cooperation in the device industry. At the opening of the market on May 21, the company's share price rose daily. At the beginning of this year, Maoshuo used its own funds of 20.79 million yuan to participate in the production of automatic equipment. Through strategic cooperation with Maoshuo Power Supply, Lianshuo can provide customized automatic manufacturing equipment for Maoshuo Power Supply, improve the proportion of Maoshuo power supply automation, and greatly improve the current high operating costs of Maoshuo Power Supply. It is understood that the current LED power supply competition is very intense, especially indoor lighting. According to relevant data, the current price of bulbs is as low as ten yuan, the profit is only two or three yuan, and the profit margin of power supply is only ten percent. Although outdoor lighting profits are high, but the market space is limited, a single outdoor LED lighting business can not create a company's billions or even tens of billions of output value. A Maoshuo power executive has said that the output value of the LED industry is only a few billion yuan, while other industries, such as photovoltaic, communications, high-end equipment and other industries, are worth billions, hundreds of billions or more. scale. With the increase of labor costs, the automation of China's electronics manufacturing industry will be inevitable. From the development of Taiwan's power supply company Delta, it has also experienced the development process from autonomous automation to becoming an automation solution provider. On the one hand, Moso Power's shareholding equipment can enjoy the return of the automation equipment market, and on the other hand, it has the potential to advance the future. A domestic securities analyst believes that it is not ruled out that in the future, Maoshuo will use Lianshuo's technology platform to jump out of the LED equipment market and enter the general industrial automation market. Planning for new industries As early as 2012, the State Council issued the "Industrial Transformation and Upgrading Plan (2011-2015)", which became the guide for the direction of China's industrial development in the next five years. According to the plan, in the next five years, China's industrial added value will grow at an average annual rate of about 8, which is slightly higher than the expected target of GDP growth. Among them, the strategic emerging industries realized an added value of about 15% of the industrial added value, and the industrial concentration of the scale economy industry increased significantly. Various industries are seeking new industry transformation, and the LED industry is no exception. This year, Jufei Optoelectronics has pointed its attention to the optical film industry. In August this year, Jufei Optoelectronics released a semi-annual report. On the one hand, it introduced the progress of the optical film business. On the other hand, it also revealed to the outside world that the company will regard it as a new future. One of the points of profit growth. Jufei Optoelectronics Secretary said that the optical film business can share customers with the existing LED backlight business, and can also enhance the company's product competitiveness by increasing the matching of technical indicators between optical film and backlight device products during product design. . Shenyin Wanguo Securities said that optical films have similar market capacity as backlights, and because of the current low number of domestic manufacturers, they belong to the high-margin market. Once the optical film products are mass-produced, the company's market scale will be opened. Although the company started with a prism film for mobile phones in the early days, it is expected to expand into more categories in the future and extend to the medium and large size fields, which has a huge market space. The business is expected to enter mass production sales in the second half of 2014 and become the main business growth driver in 2015. The optical film is also an expansion attempt across the existing business boundaries. Once verified, it will indicate that the company has certain platform development capabilities. For small and medium-sized growth stocks, this is the basis for the expansion of cross-border or M&A. In addition, Sanan Optoelectronics and Ganzhao Optoelectronics have also laid out the photovoltaic industry in recent years. Sanan Optoelectronics, which has focused on full-color ultra-high-brightness LED epitaxy and chip production, seems to have some double-mindedness in recent years. The high-concentration photovoltaic industrialization project jointly invested by Sanxin Optoelectronics' subsidiary, Nikken Solar and the US, started in Huainan, Anhui. According to reports, after the project is completed, it will become the world's largest and technologically advanced high-concentration photovoltaic power generation system and component production base. Concentrating solar energy has become one of the projects that Sanan Optoelectronics has been promoting in recent years. According to Huang Zhijun, the financial director of Sanan Optoelectronics, the total investment of the solar core high-concentration photovoltaic industrialization project is RMB 8 billion. In the state of the LED industry's development encounter bottleneck, many LED companies jumped out of the circle and moved to other industries. But even if you can quickly transform, can you really avoid the risks?