[High-tech LED reporter Zhao Hui] In the A-share market, the number and intensity of institutional research often represents the popularity of a company or even an industry. As an emerging industry supported by the state, the LED industry has become one of the key industries for institutional research in the first half of the year.
According to relevant statistics, the most frequently investigated companies in the LED listed companies in the first half of the year were Liard (300296.SZ). The reception agencies surveyed 24 times, of which only 15 institutions received a total of 15 institutions on April 25th. Research, including many capital market predators such as CITIC Securities and Haitong Securities.
From the perspective of institutional research published by listed companies in the LED industry, expansion, mergers and acquisitions, and industrial chain extension have become hot issues of concern to the organization.
In the case of Eliyad, the questions repeatedly asked by the organization in the survey include the promotion and sales of small-pitch TVs in the market, the layout of channel outlets, the synergy after the acquisition of Jinda Lighting, and the direction of future mergers and acquisitions.
“In the first quarter of 2014, small-pitch TV realized operating income of RMB 56,644,500, an increase of 67.67% over the same period of last year, resulting in small-distance TV revenue accounting for 40.35% of the company’s main business income,†said Li Nannan, secretary of Lid’s board of directors. In the future, investment acquisitions will be made in the fields of media, lighting and system integration, and it is hoped that the corresponding sectors will grow through mergers and acquisitions.
Lianjian Optoelectronics (300269.SZ), which acquired Timeshare Media, said when it received institutional investors that the company’s LED network was distributed to the media, and the LED screen resources were handed over to the time-sharing media. There must be a process for the promotion of the network. At present, the network has been advertising on FAW Mazda and Dongfeng Citroen. The emergence of synergies in mergers and acquisitions will have a process, I believe that the marketing of the network will be better and better.
Since last year, with the rapid start of downstream lighting applications, the sales of midstream devices and upstream chips have become more prosperous, and the supply of products has been in short supply. LED midstream enterprises have begun large-scale expansion, which has become the focus of attention in institutional research.
When asked about the new project, Hua Can Optoelectronics (300323.SZ), Secretary-General Ye Aimin said that Huacan has been facing the problem of insufficient capacity since the establishment of the factory. At present, from the perspective of MOCVD, the Suzhou subsidiary (about half of the total capacity) was commissioned in the fourth quarter of last year. It did not contribute to the performance of the first three quarters of last year. The capacity of this half is this year. Half a year gradually came out.
The packaging company Hongli Optoelectronics (300219.SZ) acquired Smect Optoelectronics in the first half of the year and became a shareholder of Dongguan Xinquan Optoelectronics. The purpose of M&A and the expansion of capacity after mergers and acquisitions are the most important part of institutional research.
When it comes to the acquisition of the meaning of Smect, Hongli Optoelectronics Secretary-General Deng Shoutie admits that "the company has taken a fancy to the team and its EMC support and packaging technology, as well as complementing the company in terms of products and customer resources. â€
In the first half of 2014, Hongli Optoelectronics expanded its packaging capacity. Currently, the equipment for expansion is coming to the factory one after another. According to the calculation of the equipment that has arrived at the factory, and the current capacity of Smect, the total monthly production capacity of the package is about 1400KK.
In the period of rapid development of LED lighting, the competition of comprehensive strengths such as scale, technology, capital and channels has become more and more important. LED listed companies have accelerated their layout through expansion and mergers and acquisitions last year. These moves have also contributed significantly to the growth of net profit of listed companies in the first half of this year.
According to relevant statistics, the most frequently investigated companies in the LED listed companies in the first half of the year were Liard (300296.SZ). The reception agencies surveyed 24 times, of which only 15 institutions received a total of 15 institutions on April 25th. Research, including many capital market predators such as CITIC Securities and Haitong Securities.
From the perspective of institutional research published by listed companies in the LED industry, expansion, mergers and acquisitions, and industrial chain extension have become hot issues of concern to the organization.
In the case of Eliyad, the questions repeatedly asked by the organization in the survey include the promotion and sales of small-pitch TVs in the market, the layout of channel outlets, the synergy after the acquisition of Jinda Lighting, and the direction of future mergers and acquisitions.
“In the first quarter of 2014, small-pitch TV realized operating income of RMB 56,644,500, an increase of 67.67% over the same period of last year, resulting in small-distance TV revenue accounting for 40.35% of the company’s main business income,†said Li Nannan, secretary of Lid’s board of directors. In the future, investment acquisitions will be made in the fields of media, lighting and system integration, and it is hoped that the corresponding sectors will grow through mergers and acquisitions.
Lianjian Optoelectronics (300269.SZ), which acquired Timeshare Media, said when it received institutional investors that the company’s LED network was distributed to the media, and the LED screen resources were handed over to the time-sharing media. There must be a process for the promotion of the network. At present, the network has been advertising on FAW Mazda and Dongfeng Citroen. The emergence of synergies in mergers and acquisitions will have a process, I believe that the marketing of the network will be better and better.
Since last year, with the rapid start of downstream lighting applications, the sales of midstream devices and upstream chips have become more prosperous, and the supply of products has been in short supply. LED midstream enterprises have begun large-scale expansion, which has become the focus of attention in institutional research.
When asked about the new project, Hua Can Optoelectronics (300323.SZ), Secretary-General Ye Aimin said that Huacan has been facing the problem of insufficient capacity since the establishment of the factory. At present, from the perspective of MOCVD, the Suzhou subsidiary (about half of the total capacity) was commissioned in the fourth quarter of last year. It did not contribute to the performance of the first three quarters of last year. The capacity of this half is this year. Half a year gradually came out.
The packaging company Hongli Optoelectronics (300219.SZ) acquired Smect Optoelectronics in the first half of the year and became a shareholder of Dongguan Xinquan Optoelectronics. The purpose of M&A and the expansion of capacity after mergers and acquisitions are the most important part of institutional research.
When it comes to the acquisition of the meaning of Smect, Hongli Optoelectronics Secretary-General Deng Shoutie admits that "the company has taken a fancy to the team and its EMC support and packaging technology, as well as complementing the company in terms of products and customer resources. â€
In the first half of 2014, Hongli Optoelectronics expanded its packaging capacity. Currently, the equipment for expansion is coming to the factory one after another. According to the calculation of the equipment that has arrived at the factory, and the current capacity of Smect, the total monthly production capacity of the package is about 1400KK.
In the period of rapid development of LED lighting, the competition of comprehensive strengths such as scale, technology, capital and channels has become more and more important. LED listed companies have accelerated their layout through expansion and mergers and acquisitions last year. These moves have also contributed significantly to the growth of net profit of listed companies in the first half of this year.
With the continuous maturity of LED lighting technology, the automotive industry has been using LED light sources for instrument panels and interior lighting, and LED lighting is gradually capturing brake lights, fog lights, low beam lights, high beam lights, and daytime running lights. Application fields such as adaptive headlights (AFS) for exterior signal indication and headlight illumination.The challenge for LEDs to be used in exterior lighting is the need for integrated, flexible and networked drives.
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