On January 6, 2017, the 2016 High-tech Golden Globe Awards Ceremony and the 10th Anniversary Celebration of High-tech Production and Research were held. Many industry elites witnessed this year's grand ceremony. The Golden Globe Awards Ceremony was exclusively named by Mulinsen, and was also supported by Zhang Fei's power supply and excitation testing.
Although the LED industry experienced an extraordinary year in 2016, industrial integration entered the deep water area, and many uncompetitive enterprises were gradually eliminated by the market. However, there are still companies with investment value that successfully cross the industry shuffle area.
What is a company with investment value?
First of all, its business and its industry should conform to the development trend. The space and prospects of the industry are important factors affecting the company's development.
Secondly, the company's investment value is ultimately determined by its fundamentals. Good growth means the company's ability to sustain development, reflecting the company's future operating efficiency and development.
Third, the market share is ahead of other companies in the same industry, which undoubtedly indicates that its products are more competitive.
Through the research on the company's segmentation area, revenue and net profit growth, core product market competitiveness and other indicators, the company's annual data tracking and monitoring of the high-tech industrial and industrial research LED research institute, launched the "2016 LED industry year most With investment value company".
Maple Yongming
As the only company in the LED industry that is positioned to design solutions for its customers, Maple Yongming is the only design workshop that has been providing common products and technical services to other companies with brands, networks and channels. Concentrate on developing the market.
On the one hand, Maple Yongming advocates a new business model that only cooperates and does not compete. On the other hand, due to centralized research and development and centralized manufacturing, after the quantity is gathered, the cost of music is greatly reduced, and many partners are provided with benefits.
Founded in July 2011, the founder Chen Kai is the leading talent of the “Millions of Plan†of the Central Organization Department and the scientific and technological innovation and entrepreneurial talents of the Ministry of Science and Technology. Since its establishment, the company has developed rapidly, with customers all over the world, with a luxury design of over 70 people. The team has declared more than 400 patents at home and abroad. The manufacturing plant that strictly follows the lean manufacturing management concept has a strong production capacity of 15,000 modules per day and an annual output of 1 million high-power LED lamps.
Huapu Yongming (833888) reported in the first half of 2016 that as of June 30, 2016, the operating income for the first half of 2016 was 105 million yuan, an increase of 5.79% over the same period of the previous year.
In 2016, in order to more effectively develop domestic and international markets and expand market share, Maple Yongming has increased its investment in new product research and development, channel construction, talent reserve and company promotion.
Kegu Power
At the 2015 High-tech LED Annual Meeting, Wang Caixiang once said that domestic companies must learn to find a balance between price, performance and quality. Seeking to go public is one of the ways to find this balance. In 2016, Kegu Power successfully listed the new three boards.
For Kegu Power, the entry of the New Third Board into the public company category is not entirely due to the capital power behind it, but rather to the standardization of this action. The normative nature of large companies and the flexibility of small companies are the pursuit of Kegu Power. After the listing of the New Third Board, it is closer to this goal.
As the market matures, consumers have gradually increased their focus on prices and focused on product quality and light quality. Subversive products in the industry are no longer so easy to emerge, and continue to work hard on performance and price. Grasping the demand for end consumption and strengthening the price/performance ratio of the demand, it is more conducive to enhancing competitiveness.
Kegu Power (836751) reported in the first half of 2016 that as of June 30, 2016, the operating income for the first half of 2016 was 41.168 million yuan, an increase of 5.42% over the same period of the previous year; the net profit was 2.032 million yuan, an increase of 79.55. %.
Leite Technology
In the LED controller market, Leite Technology is unique, and its products are positioned at the mid-to-high end. The brand enjoys a high influence in Europe and the United States.
After successfully listing the new three boards, Leite's product line has begun to become more diversified. For example, Leite has added a smart power product line by LED controller product line, and provided intelligent control and power drive accessory products for lighting companies. Customers provide a full range of one-stop solutions.
Leite Technology (832110) released its performance forecast on January 6. It is estimated that the operating income in 2016 will be 80 million yuan to 81 million yuan, a year-on-year increase of 100%-102%; the net profit attributable to the listed company shareholders will be 20 million yuan to 21 million yuan. , a year-on-year increase of 24%-30%.
The reasons for the increase in operating income and net profit compared with the same period of the previous year were as follows: 1. The company continued to enhance its independent research and development capabilities, integrated upstream and downstream industrial chains, and its capabilities in intelligent lighting solutions continued to increase, products were more comprehensive, and the market continued to expand. The growth of dealers' strength has led to the growth of market sales; 2. The industry in which the company is located has developed steadily, and the sales volume of main products has increased steadily compared with the same period of the previous year.
Since December last year, Leite Technology has planned and integrated the upstream and downstream industries, and successively established three wholly-owned subsidiaries: “Lei Tian Intelligentâ€, “Guangdong Xiaolei Technology†and “Guangdong Leite Lightingâ€. In January this year, after acquiring 51% of the equity of Jiangmen Botuo Optoelectronics Co., Ltd., the company completed the construction of the overall industrial chain of “smart power supplyâ€, “intelligent lighting controlâ€, “smart home†and “lighting productsâ€.
Xu Yu Optoelectronics
Xuyu Optoelectronics (838494) 2016 semi-annual report showed that the revenue during the reporting period was 101 million yuan, a year-on-year increase of 40.33%; the net profit attributable to the listed company shareholders was 6,547,300 yuan, an increase of 115.32%.
After several years of development, Xuyu Optoelectronics has accumulated a deep customer base, increased downstream customers, and increased purchases of downstream customers, laying a good foundation for Xuyu Optoelectronics' stride growth. Second, Xuyu Optoelectronics has maintained a large investment in research and development, and new products have gradually entered the market, which has led to a large increase in domestic sales.
In July 2016, Xuyu Optoelectronics invested a total of 300 million RMB to build a research and development production base. After completion, it is expected to achieve an average monthly production capacity of 2000 kk and an annual output value of 1 billion yuan.
In January 2015, he became the first strategic partner of Jingyuan Optoelectronics in China. At the same time, he was selected as the China Yueshang Xinrui 100 Research Project No.: 001. The financial writer Wu Xiaobo was awarded the license of Xu Yu Optoelectronics. At the same time, Wu Xiaobo officially took office. Xu Yu Optoelectronics' strategic general counsel.
Liyang shares
Liyang Shares (838452) 2016 semi-annual report showed that the revenue during the reporting period was 55.372 million yuan, a year-on-year increase of 38.15%; the net profit attributable to the listed company shareholders was 2,284,400 yuan, an increase of 29.03%.
Since its inception in 2008, Liyang has witnessed the transformation and technological innovation of LED light source products. In the field of high-power lamp beads, the development of the company's products has gone through three stages: from the earliest 1-3W Lambertian lamp beads to the SMD2835/SMD3030 patch lamp beads, to the current flip-chip FE30/FE35 series. The chips are getting smaller and smaller, the reliability is getting stronger, and the cost performance is getting higher and higher.
As a pioneer in flip-chip light source, Liyang shares in line with the international first-line brand in the process and equipment of flip-chip manufacturing. In the process of substrate printing solder paste, Liyang has adopted the world's leading 3D automatic printing technology. , eutectic connection, good robustness, strong stability, and in terms of monitoring equipment, Liyang is equipped with an expensive X-RAY cavity rate monitor, which monitors the production of the whole process and greatly improves the quality.
Zhonghao Optoelectronics
At present, more than 80% of COB light source products are used in commercial lighting, mainly providing high-quality light source products for medium and high-end lighting enterprises. They are very eye-catching in performances such as high color rendering index, low color difference and wide spectrum.
In addition to increasing R&D investment, reducing product cost and improving product cost performance, Zhonghao Optoelectronics will vigorously promote it in the market segment and try to open up a new blue ocean market.
For commercial lighting, automotive lighting, fresh lighting, industrial and mining lighting, etc., Zhonghao Optoelectronics has corresponding professional COB products, from optics to heat dissipation, to component matching and other complete solutions, which can provide customers with a convenient and comprehensive solution. The solution thus shortens the luminaire design cycle.
Commet
Commet is a company specializing in the research, production, sales and service of new polymer materials. The company's current products mainly include silicone packaging materials, polymer micro-foaming materials and epoxy resin packaging materials. Among them, the core product is LED silicone encapsulant, which has become one of the major suppliers of LED packaging materials in China.
According to the information on the listing of the New Third Board, the operating income of Commet in 2014, 2015 and January-March 2016 was RMB 10,197,510, RMB 11,444,500 and RMB 31,733,000 respectively.
In order to realize the company's vertical extension in the LED packaging industry, Commet has launched new products such as EMC solid packaging for LED Molding packaging and liquid epoxy for RGB display packaging, and will also introduce filaments for LED bulbs. Conductive silver glue for glue, LED package, SMC material for LED bracket, etc.
In the future, with the maturity of the company's technology and the completion of customer testing, the company will continue to deploy in the field of LED packaging, and products in other industries such as lithium batteries and solar energy will be launched one after another. 5 years of growth and reserve.
Jiansen Technology
Founded in 2010, Jiansen Technology is dedicated to the development and production of LED-driven outdoor waterproof power supplies for seven years. Xin Mingfeng, general manager of the company, said, "Our ultimate goal is to insist on being the 'most stable outdoor waterproof power supply' product, and to build Jiansen Technology into an 'international brand-name outdoor power supply company' that has become a deserved anti-corruption company. Lei expert."
We are standing on the shoulders of the giants for design optimization. We have compared them with the products of domestic and foreign power supply manufacturers. We have adopted the long-term supplement model for R&D, abandoned defects, carried forward the advantages, and continuously optimized the product parameters and reliability. Innovation.
At present, the customer's bad feedback rate to our high-power outdoor power supply is only about 3/1000. In fact, in addition to the damage caused by the installation process, the problem of the lamp material itself, the defect rate of our product itself is only 1/1000.
As a joint venture between China, Japan and Taiwan, the company has the latest technological advantages in Japan, Taiwan's advanced management model, and a sound supply chain advantage. Within the next five years, the company's goal is to double its operating income.
Starlight treasure
After ten years of precipitation and technology accumulation, Starlight's products are positioned in the middle and high-end routes. We have always strictly controlled the quality of our products, and we are renowned in the industry for quality, supplemented by reasonable prices, accurate delivery and efficient services.
Starlight's main products include ultra-high-bright mobile lighting high-power LED series products; high-voltage, high-definition and ultra-high-efficiency SMD full range of products; traditional super bright in-line LED series products. All products are certified by LM-80 9000H and are widely used in various fields.
Starlight has always insisted on giving customers the most reliable quality assurance and the most timely after-sales service, and has won the trust of our customers. At the same time, Xingguangbao was awarded the national high-tech enterprise in 2016.
Xingguangbao LED lighting products mainly include a new generation of filament bulbs independently developed, and the glass filament packaging technology has obtained the national LED technology patent protection, and the bulbs have obtained the national structure patent protection.
Jingke Electronics
The company always pursues innovative technology to create high-standard, high value-added products. Jingke Electronics will vigorously develop the world's leading third-generation semiconductor devices and intelligent lighting and automotive lighting products markets to create high-end LED devices and light engine lighting products.
As a brand leader in high-end LED devices and light engine lighting products, Jingke Electronics continues to improve its technology in more than a decade of innovation, from traditional dressing to LED flip-chip, from single lighting source to intelligent lighting systems and services. Technology and applications serve customers, academic institutions and industry.
In 2016, Jingke Electronics successfully realized the investment-oriented private placement after listing. Jingke Electronics (836789) 2016 semi-annual report showed that the revenue during the reporting period was 244 million yuan, a year-on-year increase of 262.21%; the net profit attributable to the listed company shareholders was 17.72 million yuan.
In the future, Jingke will focus on product development and market development, expand its main business by capital, attract more resources, and seek more cooperation opportunities from the horizontal and vertical extension of the industry chain. . Through the cooperation mode of capital, the scale of development of Jinke Electronics will be rapidly expanded.
Xin Yichang
In the overall environment of the packaging equipment industry this year, Xinyichang's solid crystal machine is unique in the packaging equipment industry due to its excellent performance, high degree of automation, fast innovation, and timely after-sales service.
In the first half of this year, Xinyichang has completed nearly 200 million sales, and this year's goal is to achieve a total sales of 400 million.
As a well-known LED equipment company in China, Xinyichang always focuses on the field of solid crystal machines. After nearly ten years of painstaking research, the performance indicators of its solid crystal equipment have reached the industry leading level, and created the industry's outstanding solid crystal machine brand - HOSON, highly recognized by domestic and foreign packaging customers.
Xinyichang has invested more than 10 million yuan in equipment R&D every year, and has established a research and development team of 80 people to ensure the innovation ability of Xinyichang. In terms of after-sales, Xinyichang's annual funds for after-sales will exceed 10 million yuan.
Mingwei Electronics
As a leading integrated circuit design company in China, Mingwei Electronics focuses on power management, LED lighting and LED display driver chip development.
At present, the company has a municipal engineering technology center, a provincial production and research base and a national integrated circuit design center, and introduced advanced chip design front-end analysis equipment EMMI, X-Ray, LC liquid crystal hot spot detection, FIB focused ions, Probe, ESD-TEST, etc., these hardware facilities provide designers with extremely convenient conditions for efficient chip failure analysis, effectively shortening the company's chip development cycle.
One of Mingwei's core competencies is precisely its deep understanding of the needs of IC process, technology and application market, and the business philosophy of continuous trial and error, continuous R&D investment, active interaction with customers and excellence.
The company's linear technology is in a leading position in the country, and it has successfully completed the established revenue plan in the first half of this year. The linear product line has become the main push product of Mingwei Electronics. It is the goal of the long-term efforts to achieve the ultimate in linear products.
In the second half of this year, Mingwei introduced full-voltage linear, thyristor color temperature products, thyristor color + color temperature + switch segmentation, etc., all of which have great market value. It is undeniable that Mingwei Electronics is at the forefront of the industry, both in terms of R&D design and technology development.
Lian Shang Optoelectronics
Lianshang Optoelectronics, which was established in 2014, is a humble soldier compared to domestic packaging giants such as Mulinsen, Hongli Optoelectronics, and Guoxing Optoelectronics, but its development speed is staggering.
Not only has a huge production capacity in Shenzhen, but in October this year, Lianshang Optoelectronics also established Lianshang Technology Co., Ltd. in Bijie City, Guizhou Province, and introduced nearly 80 production lines for professional LED filament packaging.
In March 2016, Lianshang Optoelectronics successfully developed new filament technology and successfully launched it into the market. It is understood that the technology is innovative for the phenomenon that the intermediate temperature of the LED filament light source strip is too high, resulting in dead light, excessive light decay, etc. In this way, the luminous flux of the filament source in the hot state is significantly higher than the luminous flux of the conventional process by 1%. The light decay is 3% smaller.
In addition, this technology can extend the service life of the light source by more than 5,000 hours, and the cost performance is greatly improved. Under the same photoelectric parameters, the cost performance of the filament light source has increased by 4% in the original basis, and the heat dissipation during the use of the finished product is effectively solved. question.
Jingrui Optoelectronics
Jingrui Optoelectronics was established in Nanchang High-tech Zone in 2013. It is said to be a “poster†in the packaging field, but in the face of fierce competition, from technology research and development to market sales, the company has its own unique advantages.
In terms of technology, Jingrui Optoelectronics relies on China's silicon substrate LED chip with complete independent intellectual property rights and patent system protection. Combined with its unique packaging technology, it has developed vertical white light, inverted white light, COB, high voltage, HP, ultraviolet, Series LED packaging products such as infrared, color light and module are widely used in mobile lighting, indoor and outdoor lighting, automotive lighting, mobile phone flash, stage lighting, industrial curing and security.
In the market, Jingrui Optoelectronics is taking the development route of “urban encircling the cityâ€. The customers are from small enterprises to large companies, mainly in East China and South China.
In 2016, Jingrui Optoelectronics ISO/TS16949 quality system audit and certification has passed the certification. As the logistics industry supply chain development system requirements, only the manufacturers that have obtained the quality system certification can enter the international and domestic automobile manufacturers' procurement circle. The successful passage of Jingrui Optoelectronics means that it has obtained the qualification for the design, development and production of automotive lighting LED devices and modules, and has entered the rank of first-class suppliers of automotive lighting. Guangyu Lighting
Guangyu Lighting
In October 2015, it officially listed the new three board, with a number of independent patented technologies, and has long been committed to providing one-stop intelligent LED lighting system solutions for global users. It has rich project experience and technical strength in lighting engineering.
Guangyu Lighting, which is specialized in lighting, is currently available in a wide range of products, from streetlights, tunnel lights, bulbs, floodlights to floodlights. Can meet the needs of customers in many aspects, to provide customers with a complete solution.
In the international market, Coslight products have been exported to more than 70 countries in Asia, Australia, Europe, America, etc. For the second consecutive year, they are among the best in the export of science and technology products in Shanxi Province; in the national LED street lamp enterprise competitiveness rankings over the years At the top of the list, excellent product quality and excellent product performance have won many awards, and have been recognized and supported by users.
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