On June 5, Sanan Optoelectronics (600703) announced that its wholly-owned subsidiary had acquired US 100% equity in US lumens for US$22 million.
On June 4th, Aoyang Shunchang (002245) also announced that it will raise 500 million yuan to send LEDs to the LED project. On the same day, Qixi Holdings (002027) also announced its entry into LED application products. In just two days, three companies announced the expansion of the LED project. The reporter noted that this year it has not only announced the investment expansion LED.
In the secondary market, the recent performance of the LED sector is eye-catching, and many stocks continue to rise. Some insiders said that the LED industry will pick up this year.
LED company aggressive expansion
In February of this year, a fixed increase plan of Silan Micro (600460) opened the curtain of LED company's expansion financing. The total amount of funds raised by the company is not more than 880 million yuan to increase investment in the first phase of Chengdu Silan project, and accelerate the development of LED chip business and power module and power device business for lighting.
The real protagonist is the chip giant Sanan Optoelectronics, the company's recent expansion activities are frequent, first throwing a 3.3 billion yuan increase plan mainly for the implementation of Wuhu Optoelectronics Industrialization (Phase II) project. The voice just fell, and set up a LED application company with Wei Wei, and recently shot another 22 million US dollars to the United States lumens.
Aoyang Shunchang is not willing to show weakness, raising 500 million yuan to the LED project. It is worth mentioning that Qixi Holdings, which has a weak growth in traditional computer business and no major breakthrough in the smartphone business, announced on June 4 that it plans to establish Guangzhou Qixi Photoelectric Co., Ltd. to enter LED application products and other fields.
For a time, LED seems to be a cake that everyone has snatched. The reporter noted that some analysts believe that such a scene can not help but recall people from 2010 to 2012, in the context of multi-subsidy and low threshold, domestic LED production capacity has been greatly expanded, but then due to the weakness of downstream applications into the quagmire of overcapacity At present, on the one hand, LED companies are constantly closing down, and there is new capital investment. Will the industry's recovery continue, or will it repeat the history of overcapacity?
Industry companies are optimistic about orders
Aiming at the trend of the LED industry, a brokerage researcher is more optimistic. He believes that the current strong performance of LED comes from the rise of LED lighting in the first quarter. At present, major manufacturers are pushing, such as Osram, Philips, etc., but because of the price issue, the promotion still needs a process. In addition, after a few years of reshuffle, there have been too many large-scale investments in MOCVD in the past year or two. Zhang Xiaofei, director of the High-tech LED Research Institute, also believes that the LED warm-up will continue, at least until the third quarter and fourth quarter.
"From a large number of investigations, there is no doubt about the recovery, but the previous stocks rose sharply because it is an electronic stock. In April, LED is a valuation, and mainstream funds will definitely want to deploy high-security varieties." Industry people told reporters, "This time at least in support of the LED support for the continued warmer."
However, the above-mentioned industry sources said that the reshuffle of packaging companies will definitely occur, and then there is likely to be overcapacity, but not as serious as two years, the size and chip performance requirements will make it difficult for some small factories to survive.
It is worth mentioning that many companies are also optimistic about the industry outlook. Guoxing Optoelectronics (002449) Securities Office said to reporters, "This year should maintain a good state, the orders in the second quarter are saturated." In addition, Silan Micro-Certified Dai Maliang also told reporters: "The company's current order is ok, From the perspective of the whole trend, LED applications are not the same, and the current LED lighting field is up."
However, some analysts have warned that although many LED lighting fixtures are put on the shelf, the sales cycle and future sales of substantial results remain to be seen.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
On June 4th, Aoyang Shunchang (002245) also announced that it will raise 500 million yuan to send LEDs to the LED project. On the same day, Qixi Holdings (002027) also announced its entry into LED application products. In just two days, three companies announced the expansion of the LED project. The reporter noted that this year it has not only announced the investment expansion LED.
In the secondary market, the recent performance of the LED sector is eye-catching, and many stocks continue to rise. Some insiders said that the LED industry will pick up this year.
LED company aggressive expansion
In February of this year, a fixed increase plan of Silan Micro (600460) opened the curtain of LED company's expansion financing. The total amount of funds raised by the company is not more than 880 million yuan to increase investment in the first phase of Chengdu Silan project, and accelerate the development of LED chip business and power module and power device business for lighting.
The real protagonist is the chip giant Sanan Optoelectronics, the company's recent expansion activities are frequent, first throwing a 3.3 billion yuan increase plan mainly for the implementation of Wuhu Optoelectronics Industrialization (Phase II) project. The voice just fell, and set up a LED application company with Wei Wei, and recently shot another 22 million US dollars to the United States lumens.
Aoyang Shunchang is not willing to show weakness, raising 500 million yuan to the LED project. It is worth mentioning that Qixi Holdings, which has a weak growth in traditional computer business and no major breakthrough in the smartphone business, announced on June 4 that it plans to establish Guangzhou Qixi Photoelectric Co., Ltd. to enter LED application products and other fields.
For a time, LED seems to be a cake that everyone has snatched. The reporter noted that some analysts believe that such a scene can not help but recall people from 2010 to 2012, in the context of multi-subsidy and low threshold, domestic LED production capacity has been greatly expanded, but then due to the weakness of downstream applications into the quagmire of overcapacity At present, on the one hand, LED companies are constantly closing down, and there is new capital investment. Will the industry's recovery continue, or will it repeat the history of overcapacity?
Industry companies are optimistic about orders
Aiming at the trend of the LED industry, a brokerage researcher is more optimistic. He believes that the current strong performance of LED comes from the rise of LED lighting in the first quarter. At present, major manufacturers are pushing, such as Osram, Philips, etc., but because of the price issue, the promotion still needs a process. In addition, after a few years of reshuffle, there have been too many large-scale investments in MOCVD in the past year or two. Zhang Xiaofei, director of the High-tech LED Research Institute, also believes that the LED warm-up will continue, at least until the third quarter and fourth quarter.
"From a large number of investigations, there is no doubt about the recovery, but the previous stocks rose sharply because it is an electronic stock. In April, LED is a valuation, and mainstream funds will definitely want to deploy high-security varieties." Industry people told reporters, "This time at least in support of the LED support for the continued warmer."
However, the above-mentioned industry sources said that the reshuffle of packaging companies will definitely occur, and then there is likely to be overcapacity, but not as serious as two years, the size and chip performance requirements will make it difficult for some small factories to survive.
It is worth mentioning that many companies are also optimistic about the industry outlook. Guoxing Optoelectronics (002449) Securities Office said to reporters, "This year should maintain a good state, the orders in the second quarter are saturated." In addition, Silan Micro-Certified Dai Maliang also told reporters: "The company's current order is ok, From the perspective of the whole trend, LED applications are not the same, and the current LED lighting field is up."
However, some analysts have warned that although many LED lighting fixtures are put on the shelf, the sales cycle and future sales of substantial results remain to be seen.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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