[Text|High-tech LED Huang Yaping] From December 11th to 12th, Gaogong LED will join hands with the High-tech Industrial Research Institute to create the “2015 High-tech LED Annual Meetingâ€, and more than 500 LED industry leaders will attend Meeting, we will discuss the LED lighting plan with you and share the industry feast.
The 2015 High-tech Golden Globe Awards finalist list has been released (link to the second article yesterday). The next selection is mainly divided into two aspects: the judges vote and the annual meeting vote. The final score will be determined by the judges' voting and on-site voting. Total score = number of votes of a company judge / finalist number of judges *50 + number of on-site votes of a company / total number of votes on the finalist award *50. ( click to read the details )
Market Winds 1. Mulinsen (002745.SZ) In order to enhance the competitiveness of enterprises and optimize the integration of industry resources, the Board of Directors agreed that the company will participate in the bidding for some lighting business assets of OSRAM Licht AG (Osram) and authorize Chairman Sun Qinghuan to discuss the acquisition and sign on behalf of the company. Related documents.
2. The latest infrared technology introduced by Jingdian, the high-performance conversion rate infrared chip, has been mass-produced in the second half of this year, and has received orders, including automobiles, night vision functions, security control, medical products, etc. The gross profit margin of the products is over 40%.
3. The strike of OSRAM employees was reportedly due to the increase in compensation rates for employees who were dissatisfied with compensation and resettlement measures due to the sale of shares by OSRAM.
4. Dr. Zhang Xiaofei, Chairman of Gaogong LED, said: After 2018, the LED industry will have 2-5 scale enterprises, 3-5 industry leaders, including 10 billion business scale enterprises, and non-listed companies in the chip field. Small package companies and enterprises with a turnover of less than 10 million will basically be eliminated.
5. Op Lighting cooperates with Alibaba Cloud's “Ali Xiaozhi†brand new high-quality lighting products, and the two brands join forces to create a comfortable living experience for smart homes.
6, high-tech production research LED Research Institute (GGII) believes that many LED lighting companies today have not yet defined whether they want to be a brand, or OEM, whether to do domestic or export. In particular, this year's intensified market competition will promote differentiation among enterprises, and at the same time accelerate the integration between enterprises. Many companies are confused today, especially small and medium-sized enterprises.
Listed company 1. Ganzhao Optoelectronics issued non-public offerings of 115 million shares to 5 specific investors at an issue price of 6.94 yuan/share, raising a total of 795 million yuan and raising net proceeds of 767 million yuan. The company's stock was opened on November 5, 2015.
2. Recently, Shenzhen Weite Xinda and Dalian Dehao Runda signed a strategic partnership agreement, and the two sides formally became strategic partners. In the future, both parties will promote the flip-chip process, flip chip, solder paste and other technologies. Use their respective strengths in the application.
3. In order to further support the development of the subsidiary Yuantong Incubation, and to meet the needs of its operation, it is proposed to increase the capital of RMB 55 million to Yuantong Incubation and subscribe for the newly registered capital of Yuantong Inc. 19 million.
4. The application materials for the listing of the national small and medium enterprise share transfer system submitted by the subsidiary of Huida Optoelectronics Co., Ltd. have been accepted.
5. Jiuzhou Optoelectronics carried out careful simulation and design according to the requirements of the cabin illumination of the C919 large passenger aircraft, becoming the only domestic supplier of C919 cabin interior lighting.
6. Wanrun Technology intends to acquire 100% of the shares held by Su Jun and the 100% of 100 million shares of Liao Jintian, Fang Min and Ma Ruifeng by way of issuing shares and paying cash.
7. Tongfang Co., Ltd. intends to transfer its 36.39% stake in Tongfang Guoxin to Ziguang Chunhua, a wholly-owned subsidiary of Ziguang Group, at a price of 31.75 yuan/share, with a total transaction value of 7.01 billion yuan. After the completion of the transfer, the company's shareholding ratio of Tongfang Guoxin decreased from 41.38% to 4.99%, and Tongfang Guoxin was no longer included in the company's consolidation scope.
Big data 1. Since the beginning of this year, Hongli, Guoxing, Mulinsen and other major packaging companies are expanding production. Mu Linsen and Hongli have successively opened bases in Jiangxi, and the expansion of Guoxing is also in progress, and they are all There is a common feature, the output value has exceeded 1 billion, and the veritable "1 billion yuan" club is rampant. ( click to read the details )
2. According to GGII research, in the first half of 2015, the price of most LED packaging devices in China fell by more than 50%, and the price of international LED packaging manufacturers also fell by more than 20%. GGII believes that China's LED packaging industry has entered a period of competitive elimination, and the tide of mergers and acquisitions has come to an end. ( click to read the details )
Overseas focus 1. The spin-off of the Royal Philips lighting business has attracted the interest of many of the world's top PE companies, and according to people close to this matter, Philips Lighting is valued at 5.5 billion euros (about 6 billion US dollars). ( click to read the details )
2. Since Apple signed a contract with GT Advanced, the rumor that the iPhone will be equipped with a sapphire glass screen has never been broken. Even though GT Advanced is now bankrupt, the industry is still very concerned about Apple's use of this material.
3. The EU will postpone the phasing out of halogen bulbs from 2016 to 2018. Once halogen lamps are completely eliminated, LED technology will be replaced.
4. OLED Works of the United States announced the acquisition of Philips OLED light source device business, and the two sides reached an agreement.
5. Op Lighting and Seaborough signed a technical cooperation agreement in Shanghai, which will jointly cooperate to integrate oneTLED technology into the research and development and manufacture of LED lamps, which will further accelerate the expansion strategy of Op Lighting.
6. Intelligent lighting developer Gooee claims to have created the world's smallest sensor for LED lighting and the Internet of Things (IoT), and has included the latest artificial eye technology with an exclusive agreement with DELTA Microelectronics.
The 2015 High-tech Golden Globe Awards finalist list has been released (link to the second article yesterday). The next selection is mainly divided into two aspects: the judges vote and the annual meeting vote. The final score will be determined by the judges' voting and on-site voting. Total score = number of votes of a company judge / finalist number of judges *50 + number of on-site votes of a company / total number of votes on the finalist award *50. ( click to read the details )
Market Winds 1. Mulinsen (002745.SZ) In order to enhance the competitiveness of enterprises and optimize the integration of industry resources, the Board of Directors agreed that the company will participate in the bidding for some lighting business assets of OSRAM Licht AG (Osram) and authorize Chairman Sun Qinghuan to discuss the acquisition and sign on behalf of the company. Related documents.
2. The latest infrared technology introduced by Jingdian, the high-performance conversion rate infrared chip, has been mass-produced in the second half of this year, and has received orders, including automobiles, night vision functions, security control, medical products, etc. The gross profit margin of the products is over 40%.
3. The strike of OSRAM employees was reportedly due to the increase in compensation rates for employees who were dissatisfied with compensation and resettlement measures due to the sale of shares by OSRAM.
4. Dr. Zhang Xiaofei, Chairman of Gaogong LED, said: After 2018, the LED industry will have 2-5 scale enterprises, 3-5 industry leaders, including 10 billion business scale enterprises, and non-listed companies in the chip field. Small package companies and enterprises with a turnover of less than 10 million will basically be eliminated.
5. Op Lighting cooperates with Alibaba Cloud's “Ali Xiaozhi†brand new high-quality lighting products, and the two brands join forces to create a comfortable living experience for smart homes.
6, high-tech production research LED Research Institute (GGII) believes that many LED lighting companies today have not yet defined whether they want to be a brand, or OEM, whether to do domestic or export. In particular, this year's intensified market competition will promote differentiation among enterprises, and at the same time accelerate the integration between enterprises. Many companies are confused today, especially small and medium-sized enterprises.
Listed company 1. Ganzhao Optoelectronics issued non-public offerings of 115 million shares to 5 specific investors at an issue price of 6.94 yuan/share, raising a total of 795 million yuan and raising net proceeds of 767 million yuan. The company's stock was opened on November 5, 2015.
2. Recently, Shenzhen Weite Xinda and Dalian Dehao Runda signed a strategic partnership agreement, and the two sides formally became strategic partners. In the future, both parties will promote the flip-chip process, flip chip, solder paste and other technologies. Use their respective strengths in the application.
3. In order to further support the development of the subsidiary Yuantong Incubation, and to meet the needs of its operation, it is proposed to increase the capital of RMB 55 million to Yuantong Incubation and subscribe for the newly registered capital of Yuantong Inc. 19 million.
4. The application materials for the listing of the national small and medium enterprise share transfer system submitted by the subsidiary of Huida Optoelectronics Co., Ltd. have been accepted.
5. Jiuzhou Optoelectronics carried out careful simulation and design according to the requirements of the cabin illumination of the C919 large passenger aircraft, becoming the only domestic supplier of C919 cabin interior lighting.
6. Wanrun Technology intends to acquire 100% of the shares held by Su Jun and the 100% of 100 million shares of Liao Jintian, Fang Min and Ma Ruifeng by way of issuing shares and paying cash.
7. Tongfang Co., Ltd. intends to transfer its 36.39% stake in Tongfang Guoxin to Ziguang Chunhua, a wholly-owned subsidiary of Ziguang Group, at a price of 31.75 yuan/share, with a total transaction value of 7.01 billion yuan. After the completion of the transfer, the company's shareholding ratio of Tongfang Guoxin decreased from 41.38% to 4.99%, and Tongfang Guoxin was no longer included in the company's consolidation scope.
Big data 1. Since the beginning of this year, Hongli, Guoxing, Mulinsen and other major packaging companies are expanding production. Mu Linsen and Hongli have successively opened bases in Jiangxi, and the expansion of Guoxing is also in progress, and they are all There is a common feature, the output value has exceeded 1 billion, and the veritable "1 billion yuan" club is rampant. ( click to read the details )
2. According to GGII research, in the first half of 2015, the price of most LED packaging devices in China fell by more than 50%, and the price of international LED packaging manufacturers also fell by more than 20%. GGII believes that China's LED packaging industry has entered a period of competitive elimination, and the tide of mergers and acquisitions has come to an end. ( click to read the details )
Overseas focus 1. The spin-off of the Royal Philips lighting business has attracted the interest of many of the world's top PE companies, and according to people close to this matter, Philips Lighting is valued at 5.5 billion euros (about 6 billion US dollars). ( click to read the details )
2. Since Apple signed a contract with GT Advanced, the rumor that the iPhone will be equipped with a sapphire glass screen has never been broken. Even though GT Advanced is now bankrupt, the industry is still very concerned about Apple's use of this material.
3. The EU will postpone the phasing out of halogen bulbs from 2016 to 2018. Once halogen lamps are completely eliminated, LED technology will be replaced.
4. OLED Works of the United States announced the acquisition of Philips OLED light source device business, and the two sides reached an agreement.
5. Op Lighting and Seaborough signed a technical cooperation agreement in Shanghai, which will jointly cooperate to integrate oneTLED technology into the research and development and manufacture of LED lamps, which will further accelerate the expansion strategy of Op Lighting.
6. Intelligent lighting developer Gooee claims to have created the world's smallest sensor for LED lighting and the Internet of Things (IoT), and has included the latest artificial eye technology with an exclusive agreement with DELTA Microelectronics.
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