“Price increase”, “cross-border” and “expansion of production”, the topic of LED industry is constantly at the end of the year

This week, the LED industry continued the topic of “price increase”, “cross-border” and “expansion”.

Starting from the “chip package price increase” in September, by October, the upstream accessory companies have repeatedly adjusted their prices. In the past few days, the lighting finished products companies have finally been unable to withstand the pressure and have begun to issue price increases.

Judging from the price increase notices posted by various enterprises, most of the price increase of finished products began in December, and the price increase ranged from 5% to 15%, with the increase of 8%.

This week, a new round of package price hikes reappeared. Five LED packaging companies such as Hongli Zhihui, Smide, Zhaochi, Jingke and Xuyu have successively raised the prices of some products in different degrees.

Among them, Hongli Zhihui and Simai have raised the price of products by 5%-15% respectively. Zhaochi Energy Saving Lighting decided to increase the sales price of 0.2W lamp beads and some 0.5W lamp beads products from December 1st. Among them, 0.2W raises the price by 10%, and 0.5W depends on the cost increase.

Guoxing Optoelectronics, one of the domestic LED packaging giants, also issued a message saying, "We are forced to increase prices, but we must not delay." And claimed that this price increase is an inevitable choice. On September 1 this year, Guoxing Optoelectronics has made the first price increase decision this year: the company's display device prices have increased by 10%.

Along with the rising tide of the LED industry, a new round of investment expansion is also beginning to emerge.

Wanrun Technology (002654) announced that its wholly-owned subsidiary Wanrun Technology Hubei Co., Ltd. (hereinafter referred to as “Hubei Wanrun”) plans to invest 198.15 million yuan to invest in the construction of Wanrun Technology Hubei Industrial Park in Xiantao City, Hubei Province. Further improve the industrial layout and regional layout of Wanrun Technology in the domestic LED market, and enhance the comprehensive competitiveness and profitability of the LED industry.

Li Zhijiang, chairman of Wanrun Technology, said that “the old can't be lost”. Although the powerful Internet has come in, LED will continue to do in the future, and it will increase investment. It is only from strategic considerations, the future investment of LED will be large-scale. It is impossible to continue, but the technical transformation and individual products will be re-invested; in addition, the packaging should be transferred to the lighting, and the packaging market should be turned to the supporting services of the industrial chain. ”

In terms of expansion, this week, OSRAM Opto Semiconductors held a ceremony to celebrate the roof of the LED chip manufacturing plant in Malaysia's Kulim Hi-Tech Park. The 48-acre Kulim plant will become the world's largest and most advanced LED chip production base.

Products developed and manufactured by Osram Optoelectronics' new plant include semiconductor LED chips based on 6-inch wafers.

This week, Hongli Zhihui (300219) is one of the next in the automobile industry chain: the company and Shanghai Zheao, Zhejiang Tsinghua Yangtze River Delta Research Institute, Tongxiang Zhonghe New Energy Automobile Industry Investment Partnership (Limited Partnership), Beijing Yihuatong signed the "Equity Investment Agreement".

Acquired a 5% stake in Zhejiang Hezhong New Energy Automobile Co., Ltd. (hereinafter referred to as “Hezhong Automobile”) held by Shanghai Zheao with its own funds of 9.15 million yuan. In the future, the company plans to subscribe for the equity of Hezhong Auto's additional issuance of no more than 510 million yuan, and obtain not less than 15% of its equity (excluding the equity ratio of this equity transfer) or every time when acquiring the equity of Hezhong Automobile The unit's capital contribution price does not exceed 8 yuan.

The biggest event of the week, of course, the 2016 Gaogong LED Golden Globe Awards WeChat vote officially entered the WeChat real name voting stage from November 29. Due to the stricter voting rules adopted this year, the cumulative number of votes as of the evening of December 2 reached 7,000 votes. The WeChat voting deadline is December 18.

Overseas M & A

The Ministry of Foreign Affairs responded positively

A spokesman for the Chinese Ministry of Foreign Affairs said at a regular press conference that the acquisition of German semiconductor company Ai Siqiang by China Hongxin Investment Fund is a normal commercial merger. Since it is a normal commercial merger, it should be implemented and grasped in accordance with commercial principles and market rules. "We don't want the outside world to give too much political interpretation of this normal business activity, and we should not politically interfere with it."

Foreign Ministry Spokesperson Yan Shuang said at a regular press conference today that we do not want the outside world to give too much political interpretation of this normal business activity, and should not be politically disturbed.

Q: It is reported that US President Barack Obama may announce that it will prevent China Hongxin Investment Fund from acquiring German semiconductor company Ai Siqiang. What is China's response to this?

A: The acquisition you mentioned is a normal commercial merger. Since it is a normal commercial merger, it should be implemented and grasped in accordance with commercial principles and market rules. We do not want the outside world to give too much political interpretation to this normal business activity, and we should not politically interfere with it.

Earlier, there were reports that informed sources revealed that US President Barack Obama will prevent China's Fujian Hongxin Investment Fund (FGC) from acquiring German chip equipment manufacturer Ai Siqiang. People familiar with the matter said that Obama may accept the proposal of the US Foreign Investment Committee (CFIUS) on Friday to ban the sale of Ai Siqiang to Hongxin.

According to Reuters, Ai Siqiang has not received any ruling from the White House.

Foreign media reported that US President Barack Obama prevented Chinese companies from acquiring German Ai Siqiang. This is the third time that the US president has rejected commercial transactions on the grounds of national security risks for more than 25 years.

The Treasury Department issued a statement on Friday saying that Obama agreed with the US Foreign Investment Committee's suggestion that China Hongxin Investment Fund should be prevented from acquiring the German semiconductor equipment supplier.

Price increase

Internal digestion or external price increase

In mid-November of this year, the High-tech Industry Research Institute held the 2017 Industry "New" Opportunity and the 10th Anniversary Thanksgiving Ceremony of the High-tech Industry, and Ruifeng Optoelectronics CTO Xiao Xiaoming talked about the "price increase phenomenon" in the round-table dialogue session. In view of the fact, the products related to chips and brackets are in the price increase. For our LED packaging companies, they do not want to fall in price again, and some of the operating income gaps that may be brought about by price increases can only be digested by internal cost control.

But the price increase is undoubtedly the last step that many companies can take.

The relevant person in charge of Liyang Co., Ltd. said, "In the near future, we have learned that after the price adjustment of various packaging companies, we agree very much. Now, at this time, everyone is under tremendous pressure. Each company chooses not to adjust the price in order to ensure the vested interests of its customers. But now it has reached a key point. If raw materials continue to rise in price, we will have a price adjustment next month."

Industry insiders admit that in fact, the price increase is not only in the LED industry, other bulk commodities are rising across the board, in terms of packaging materials, the price is raised by 50%.

According to informed sources, the price of upstream chips is likely to have a new round of price increases.

Cross-border

LED and education are together

On November 28th, the Changfang Group announced the investment situation of its industrial investment M&A fund, Fang Yide. The announcement shows that Changfang Yide intends to invest in Shell Jinbao Education Technology (Beijing) Co., Ltd. by means of equity transfer and capital increase, and acquire a 51% stake in Shell Jinbao.

Previously, the Changfang Group announced that it intends to acquire a 60% stake in Shenzhen Terei New Education Group Co., Ltd. through the transfer of equity and capital increase. The Changfang Group stated that this reflects the company's important achievements in the field of education and will further promote the company's deployment in the education sector, laying the foundation for further integration of educational assets.

The announcement on the 28th showed that Changfang Yide intends to invest in Shell Jinbao in the form of equity transfer and capital increase, and finally obtained a 51% stake in Shell Jinbao with a turnover of RMB 120 million.

It is understood that the scope of the standard Fangbao Jinbao business includes technology promotion services, education consulting, investment management, investment consulting, product design and so on.

Shell Jinbao owns the high-end kindergarten brand Jinbao Kindergarten. Since its establishment, Jinbao Kindergarten has introduced a teaching model combining international advanced learning area and program teaching. It has been localized and refined into Jinbao through excellent teaching and research teams from many countries and regions. Kindergarten's unique teaching practice ability.

At present, in addition to the parks in Beijing and Shanghai, Jinbao also has mature or new gardens in Guangzhou, Shenzhen, Wuhan, Baotou and Guiyang. In the future, Jinbao will further increase the number of branches in first-tier cities, provincial capital cities and planned cities through new developments and mergers and acquisitions.

Golden Globe Award

Annual industry "Oscar"

On November 29th, it was the 2016 WeChat LED Golden Globe Award WeChat voting opening day. At present, the Golden Globe Awards Organizing Committee has received nearly 100 companies to participate in the election, and 130 products/cases have been selected.

With the increasing popularity of mobile marketing platforms such as WeChat, the term “micro-marketing” has also been heated up. In line with the current situation, the high-tech LED Golden Globe Award has increased the WeChat voting link since 2014, and “public opinion” is an important basis for good products.

According to the selection process, the selection of the Golden Globe Awards will officially enter the most critical WeChat voting stage. The WeChat voting deadline is December 18.

In December, after the review by the jury of the jury, the organizing committee will officially announce the list of nominees for the 2016 Golden Globe Awards. At the same time, the finalists will be voted by the expert jury.

On January 5-6, 2017, during the 2016 High-tech LED Annual Meeting, the final annual meeting will be held. After the closing ceremony on January 6th, the 2016 Golden Globe Awards Ceremony will be held. The comprehensive on-site voting and expert judges will vote, and the final vesting of the annual Golden Globe Award will be decided.

If you want to win a prize, it is not enough to have good quality. It is the highest praise for the company's products because it is recognized and affirmed by its suppliers and customers. The so-called "all people pick up high flames", then launch your suppliers and customers to vote, into the Golden Globe shortlist is the key to your success.

In order to enable more companies to participate in order to increase the gold content of this high-tech Golden Globe Award, in order to prevent enterprises from taking improper measures to brush the votes, the organizing committee decided that if any company finds improper use of the votes in the voting process, it will immediately Cancel its selection and announce its company name.

In addition, this year's Golden Globe Award-winning company decided to vote for the Golden Globe Award, but still voted 50% of the weight of each year's on-site voting and expert judges.

It is worth mentioning that this year's Golden Globe Awards also added the “Annual Supply Chain Customer Trust Brand” award to encourage more companies to participate in the Golden Globe Awards. The capital price does not exceed 8 yuan.

Xie's Bai Xiaosheng

There are also ancient tombs in Zhongshan.

As an LED practitioner, Zhongshan is a must-see place. Borrowing the words of "Zhang Fei Power" Yang Dong: "Do not seek Zhongshan, do not seek the country."

I thought that when I first entered the business, I went to Zhongshan to do market research, and I was walking on Xinxing Avenue in the hot sun. All the way was the lighting shop, which was not even a bottle of water. At that time, I was still very strange when I was young. Is the people in the ancient town eating lights?

After the inquiry, I realized that it is a place where the wall is calculated by one wall and one ceiling, and the water is sold. It is estimated that it is selling oil! (It is estimated that it may not be profitable.) What a bustling, how brightly lit, what kind of traffic!

With the deepening of the understanding of the industry, I gradually heard that many people are saying that Zhongshan is relying on low price competition, and the products are very garbage.....

Since last year, the economic environment has been sluggish. I went to Zhongshan several times and found that the "LED door signboards" on the high-speed roadside were gone. The old towns used to be obsessed with the advertisement "I am selling lights" on the road. And now look up, are the advertisements of the foot washing city (I don’t know if this new industry in Zhongshan is so profitable).

These changes really confirm the garbage of Zhongshan LED products, so they can't stand the impact?

I don't think so. There will be low-cost competitors at the expense of quality everywhere, and the Zhongshan base is big, and the low-cost competitors are more. Although from the appearance point of view, there is a bubble in commercial real estate (lighting city) in Zhongshan. In fact, the so-called bubble is not too much lighting city, but the Zhongshan enterprise is drastically reduced. The enterprises that have tried to use speculation have already approved a batch. disappear.

Looking back at Zhongshan, which is the place where many enterprises have been achieved? Op, Mulinsen, Yiguang, Xinteli, and even the former Langeng and Pinshang, etc., are famous in the LED rivers and lakes.

Qualification

LED lighting project ushered in "lifting the ban"

For a long time, the lighting engineering qualification threshold has brought a lot of restrictions to the LED engineering lighting market. There are policy obstacles to the “benign competition” of the national municipal lighting engineering market and the introduction of more high-quality engineering enterprises to accelerate the survival of the fittest in the industry.

Earlier this year, the State Council decided to cancel 47 professional qualifications and recognitions. Among them, the cancellation of the technical qualification certification of "lighting designer, neon light producer", in the lighting industry, can be described as a thousand waves.

Recently, the Market Supervision Department of the Ministry of Housing and Urban-Rural Development issued a letter on November 24, 2016 to solicit opinions on the cancellation of eight special qualifications for engineering design. The eight engineering design projects include: architectural decoration engineering, building intelligent system, building curtain wall engineering, Light steel structure engineering, lighting engineering, fire protection facilities engineering, landscape architecture engineering and environmental engineering.

A person in charge of LED enterprise sales said that if they can receive a government project, then one year's sales will be safe and worry-free. Government projects often have a small amount of funds, at least a million or more. About 10,000.

Another person in charge of the company that requested anonymity revealed that he relied on personal connections to open up sales channels, and the real estate project in a certain place was succeeded by circle, and he won the bid without bidding. However, the biggest risk of doing engineering projects is the issue of payment. Although the project is still waiting for the government to accept the completion of the project, if the project and the local government do not have a good relationship, the project is likely to die, then the payment will be in jeopardy.

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