LED lighting industry blows up the development of thermal conductive plastic business

The LED lighting industry is blowing, and the thermal conductive plastic business is developing greatly. With the cost reduction and policy promotion, LED lighting will usher in a period of rapid development. It is estimated that 2013- In 2017, the average annual growth rate of LED bulb and lamp sales will reach 66 and 58 respectively. The thermal conductive plastic has good processing performance and low cost, and will gradually replace the traditional aluminum alloy as the thermal conductive material for LED lighting lamps. Under the dual effects of high growth and substitution in the industry, LED thermal conductive plastics will usher in an outbreak period. It is estimated that the scale of thermal conductive plastics will increase from 0. 7 billion yuan in 2013 to more than 10 billion yuan in 2017. The company has established good cooperative relations with downstream customers Philips, Osram, GE Lighting, etc. in the domestic technology, which will fully benefit from the rapid development of the industry. Cut into the metal structure market and share the feast of rapid growth. Metal structural parts will usher in rapid development under the background of rapid growth in consumer electronics shipments and rapid increase in penetration rate. We expect the market size to increase from the current US $4. 9 billion to US $16. 8 billion by 17 years, the average annual growth rate exceeds 50. The company has a stake in Xingfa electronics. At present, it has a production capacity of 1. 8 million sets of metal structural parts per year. It is estimated that the annual sales revenue after production will be 239. 64 million yuan and the annual net profit will be 50. 6 million yuan. According to the estimation of the company's equity ratio, about 17. 1 million yuan of investment income can be obtained, which is of the net profit of the parent in 2013. 4 times, contributing significantly to the company's benefits. The capacity of traditional modified plastics has increased and the cost has decreased. At the end of 2013, the company had a production capacity of about 100 thousand tons and a production capacity of more than 90 thousand tons. With the gradual release of Suzhou's production capacity after April, it is estimated that the production capacity will increase by 80 thousand tons in 14 years, the output will increase by 40 thousand tons, and the income will increase by more than 30. In addition, through independent research and development and production of flame retardant, the production cost will be greatly reduced. The cost of flame retardant accounts for about 10 million of the total cost. If all independent products are adopted, the cost can be saved by yuan according to the 13-year output estimation, the benefits have improved significantly.