Mastering the pulse of the industry, exhausting the new dynamics of domestic LED enterprises

The night tour economy led the LED city landscape to enter a period of high growth, and Liard also benefited from it. The revenue in 2016 is expected to break 4 billion; Tongfang’s board of directors agreed to transfer 100% of the shares of Nantong Semiconductor and Shenzhen Multimedia, two wholly-owned subsidiaries. Sanan Optoelectronics issued the "Notice on the Listing and Dispatch of Non-public Issuance of Restricted Shares", and re-transmitted the big moves in the capital market. Sanan Optoelectronics' wholly-owned subsidiary Jingan Optoelectronics completed an investment of 3.78 billion yuan in Phase I and Phase II, and plans to invest in new PSS linings. 2 million pieces/month at the end; Dehao Runda announced on the 11th that it plans to divest the international lighting business and focus on the domestic LED business; Foshan Lighting announced that it will reduce its holding of Guoxuan Hi-Tech, and does not rule out the continued reduction of the country in the next 12 months. The possibility of Xuan Gaoke shares to master the pulse of the LED industry, to understand the latest developments of LED companies, Xiaobian below for you to decompose. Liad's 2016 revenues are expected to break 4 billion. On the evening of December 9, Liard issued a notice saying that the 2016 profit is expected to be 629 million yuan, 695 million yuan, an increase of 90% 110%. According to its disclosure, in 2016, LED small-pitch TV entered the industry outbreak period, and the shortage of raw materials in the third quarter was alleviated. As of the end of November 2016, the new orders exceeded 1.6 billion yuan. At the same time, with the rise of cities such as Nanchang, Wuhan, Maotai, Chifeng and Shangrao, and the demonstration effect caused by the G20, the night travel economy has become an important project in urban cultural construction, which has led to the brightening of LED city landscape into high growth. During the period, the company's LED lighting business segment performance increased significantly. In summary, the 2016 annual operating income can achieve and exceed the target of 4 billion yuan, and the net profit for the period can be significantly increased. Tongfang shares transfer two wholly-owned subsidiaries on the evening of December 9, Tongfang shares announced that the board of directors agreed to transfer the company's wholly-owned subsidiary Nantong Semiconductor and Shenzhen Multimedia 100 to Chongqing Bohong Huaipu Enterprise Management Partnership (Limited Partnership). The equity of the shares was 1.166 billion yuan and 246 million yuan respectively. It is understood that Nantong Tongfang Semiconductor Co., Ltd. is a wholly-owned subsidiary of Tongfang. Its main business is the development, production and sales of high-brightness light-emitting diode (LED) epitaxial chips. After the establishment of Nantong Semiconductor in June 2010, after more than one year of infrastructure and equipment security adjustment, the No. 1 plant was put into operation in November 2011, and the No. 2 plant was put into operation in June 2013, and the whole year was fully realized in 2014. Up to now, the company has invested in 59 sets of MOCVD machines. After the completion of the equity transfer, Tongfang shares will no longer hold shares in Nantong Semiconductor and Shenzhen Multimedia, and will recover 1.412 billion yuan in cash, which will help improve the company's cash flow and reduce the adverse effects of the two companies on the company's operating performance in the future. influences. However, since the equity selling price has a greater impairment than the net assets of the book, if the transaction is completed within the year, it will have a negative impact on the company's operating results. Nantong Semiconductor's main financial data for the past year and the first phase of Shenzhen Multimedia's main financial data for the most recent year and period. Sanan Optoelectronics Capital Market re-transmitted on December 8th, Sanan Optoelectronics released the listing of non-public offering restricted shares. The Circulation Announcement stated that the non-public offering of restricted shares was the company's 2015 non-public offering of shares, which was approved by the China Securities Regulatory Commission's Issuance Review Committee on July 1, 2015. The application for this issuance was approved. The number of shares of the non-public offering restricted shares was 249,489,115 shares, and the listing date was December 15, 2016. It is reported that Sanan Optoelectronics has used the method of sending subscription invitations and subscription quotations to specific investors, and actually issued shares 155,930 to specific target countries, IC Industry Investment Fund Co., Ltd. (see table below). 697 shares, the issue price is 22.51 yuan / share. The "Announcement" pointed out that after the completion of the non-public issuance, approved by the company's 2015 annual general meeting, Sanan Optoelectronics implemented a total share capital of 2,549,015,580 shares as the base, July 14, 2016 as the equity registration date. On July 15, 2016, as the ex-rights day, the capital reserve fund was increased to 6 shares for every 10 shares of the capital reserve, and the total share capital of Sanan Optoelectronics was 4,078,424,928 shares. The total number of restricted shares issued this time is 249,489,115 shares. The list of the non-public offering of restricted shares listed on the circulation list of Jingan Optoelectronics plans to invest in new PSS substrates. According to reports, the first phase and the second phase of Jingan Optoelectronics completed an investment of 3.78 billion yuan to achieve an annual production capacity of 1.5 million LED substrates. In the film/month, the monthly output of Changjing's homemade crystal rod reached 1.06 million mm, and the PSS patterned substrate sheet was 400,000 pieces/month. After the completion of the project, the project is mainly used for the construction of patterned substrate workshop, raw and auxiliary material warehouse and finished product warehouse, 2# sewage treatment station, etc. The construction area is about 30,000 m2, and the new wafer flat sheet is 1.5 million pieces/month, PSS. The integrated production capacity of 2 million pieces/month of patterned substrate sheets and 2 million mm of self-produced crystal rods. It is estimated that by the end of this year, the company's LED sapphire flat substrate production capacity will reach 1.8 million pieces / month, the new PSS patterned substrate capacity of 500,000 pieces / month. Jingan Optoelectronics Co., Ltd. is a wholly-owned subsidiary of Sanan Optoelectronics Co., Ltd., which is mainly engaged in the R&D, production and sales of LED sapphire substrates. It is located in the upstream of the optoelectronic industry chain with a total investment of 7 billion yuan. At present, domestic LED chip companies are constantly improving the closed-loop mode development of their own supply chain system. In recent years, companies including Sanan Optoelectronics and Huacan Optoelectronics have laid out sapphire substrates for the main raw materials of epitaxial wafers through acquisition and self-build. project.

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