LED enterprises plan 'new way out'1

Throughout the LED sector, there are not a few LED enterprises that have invested in emerging industries in recent years. For example, San'an Optoelectronics and Qianzhao Optoelectronics continue to invest in the photovoltaic field, intending to become large concentrating photovoltaic production bases; While developing LED business vigorously, Dongshan Precision also pointed its finger at Photovoltaic. When photovoltaic investment failed, it locked in the touch panel industry. The same is true of the maoshuo power investment robot field, and the development of optical film business by jufei technology. Behind the planning of new industries by LED listed companies is the embodiment of small output value, fierce competition and low profits of LED industry. However, the road to emerging industries is not good. Enterprises must not only have capital reserves, but also have reserves such as technology, market and even operation. The competition of LED is fierce, and the companies mentioned above plan new industries. On one hand, the competition of LED industry is fierce, and the profit is already very low. On the other hand, the output value of LED lighting is relative to the new energy industries such as photovoltaic and lithium battery. as well as the equipment industry such as robots, it is very small. On May 20, maoshuo Power signed the cooperation framework agreement with Shenzhen Yuanzhi Fuhai Investment Management Co. , Ltd. the two sides will cooperate in intelligent charging stations for new energy vehicles, industrial robot automation, equipment automation and upstream key component industries with core technologies. At the opening of May 21, the company's share price rose by one word. At the beginning of this year, maoshuo invested 20. 79 million yuan in lianshuo equipment with its own funds to produce automation equipment. Through strategic cooperation with maoshuo power supply, lianshuo can provide customized automatic manufacturing equipment for maoshuo power supply, improve the automation ratio of maoshuo power supply, and greatly improve the problem of high operating cost faced by maoshuo power supply at present. It is understood that the current LED power supply competition is very fierce, especially indoor lighting. According to relevant data, the current price of bulb lamps is as low as 10 yuan, the profit is only two or three yuan, and the profit margin of power supply is only a dozen. Although the profit of outdoor lighting is relatively high, the market space is limited. A single outdoor LED lighting business cannot create a company's output value of billions or even tens of billions of yuan. A maoshuo power executive once said that the output value of the LED industry is only billions of yuan, while other industries, for example, the output value of photovoltaic, communication, equipment and other industries is tens of billions of yuan, hundreds of billions of yuan or even larger. With the rise of labor costs, it is inevitable that China's electronic manufacturing industry will move towards automation. Judging from the development path of Taiwan's power supply enterprise Delta Power, it has also experienced the development process from autonomous automation to becoming an automation solution provider. On the one hand, maoshuo Power's participation in lianshuo equipment can enjoy the returns brought by the outbreak of the automation equipment market, and on the other hand, it is also an industry with potential in the future. A domestic Securities analyst believes that it does not rule out the opportunity for maoshuo to use lianshuo's technology platform to jump out of the small market of LED equipment and enter the general industrial automation market. Planning new industries as early as 2012, the State Council issued the 'industrial transformation and upgrading plan (2011-2015) This will become a guide to the direction of China's industrial development mode 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, slightly higher than the expected GDP growth target. Among them, the added value of strategic emerging industries accounts for about 15 of the industrial added value, and the industrial concentration of economies of scale has increased significantly. All industries are seeking new industrial transformation, and the LED industry is no exception. This year, jufei Optoelectronics has pointed the signs to the optical film industry. On 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. the company regards it as one of the new profit growth points in the future. The secretary-general of jufei Optoelectronics said that the optical film business and the existing LED backlight business can share customers, and can also increase the matching degree of technical indexes between the optical film and the backlight device products during product design. so as to enhance the competitiveness of the company's products. Shenyin Wanguo Securities said that the optical film has a market capacity similar to that of the backlight, and it is a high-margin market due to the current small number of domestic manufacturers. Once the optical film products are successfully mass-produced, the company's market scale space will be opened. Although the company started with Prism film for mobile phones at the beginning, it is expected to expand to more categories of products in the future and to large and medium-sized fields, with huge market space. It is expected that the business will enter mass production and sales in the second half of 2014 and become the main driving force for business growth in 2015. Optical film is also an expansion attempt across the existing business boundary. Once verified, it will show that the company has certain platform development capability. For small and medium-sized growth stocks, this is the basis for cross-border or merger expansion. In addition, Sanan Optoelectronics and Qianzhao optoelectronics are also laying out the photovoltaic industry in recent years. Sanan Optoelectronics, which has previously focused on full-color ultra-high brightness LED epitaxy and chip production, seems to be somewhat half-hearted in recent years. The high-power concentrating photovoltaic industrialization project, a joint venture between San'an Optoelectronics Holdings, and the US, started in Huainan, Anhui. According to reports, the project will become the world's large-scale, technologically advanced high-concentration photovoltaic power generation system and component production base. Concentrated solar energy has become one of the major projects of San'an Optoelectronics in recent years. According to Huang Zhijun, chief financial officer of Sanan Optoelectronics, the total investment of the Japanese core photovoltaic high-power concentrating photovoltaic industrialization project is 8 billion yuan. Under the bottleneck of LED industry development, many LED enterprises jumped out of the circle and moved to other industries. However, even if it can be rapidly transformed, can it really avoid risks?