LE into the cross-border hot soil industry competition is intensifying


There has been a saying on the Internet that China Mobile said that after so many years, it was discovered this year that Tencent was our competitor and expressed the earth-shaking competition brought by cross-border players. The LED circle is not lacking in the cross-border spoilers. It seems that it is not doing business, but the cross-border brings mature production management, capital operation and technology development capabilities from other industries. Sometimes it is inevitable that the old players in the LED industry will be shocked. .

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These listed companies, whose main business is not LED business but cross-border to play LED business, may face the growth ceiling in the original industry. However, after years of operation, they have accumulated strong capital strength, rich operational experience and well-trained talent team. Looking forward to entering the emerging LED field, they will not only be able to gain new business growth points, but also be able to invest in the capital market. People agree. Because of these innate advantages, although they do not operate LED business for a long time, while operating their own main business, their LED business is not worse than listed companies that focus on LED business, sometimes even Going beyond it. It is not impossible to hope that the fast-developing LED business will become a new growth point. In this annual report season,] take a look at the results of the cross-border show of these big coffee.
Sapphire is a cross-border hotspot. In 2013, there were listed companies with bright sapphire concept stocks, such as Crystal Optoelectronics, Tiantong, Dongjing Electronics, etc., compared to their respective main businesses, although their respective sapphire business experience in 2012 The low tide period ushered in the year of 2013, but it is still in a small stage. However, because of the broad application prospects of sapphire in consumer electronics, these cross-border businesses have just started, but the growth space is still worth looking forward to.
Among the listed companies in the sapphire substrate concept stocks, Crystal Optoelectronics' sapphire substrate revenue is the highest. Crystal photoelectric sapphire LED substrate and other revenues of 111 million yuan, an increase of 100.64; gross profit margin of 31.24; Jiangxi Crystal Photoelectric Co., Ltd. 2013 revenue of 90.385 million yuan, net profit of 20.618 million yuan.
Since entering the sapphire project in October 2010, Crystal Optoelectronics' 2011 sapphire substrate revenue was 9,951,600 yuan, with a loss of 2.13 million yuan. By 2012, the crystal photoelectric sapphire substrate business has finally turned into a profit, the annual revenue has reached 49.853 million yuan, an increase of 424.13, a profit of 2.9 million yuan.
In 2013, Crystal Optoelectronics said that the operating performance of the LED segment increased significantly. The sales share of the company increased from 8.46 to 16.11. The proportion of its main business optical segment sales to the company's total sales was adjusted from 90.64 to 82.27.
In 2014, Crystal Optoelectronics will expand the scale of sapphire substrates, accelerate the market pace of 4-inch sapphire substrates and PSS, and further expand overseas markets and increase the proportion of sales in foreign markets while developing and maintaining good domestic customers. The sapphire industry sector firmly grasps the opportunity of sapphire in the application of optical products, opens up market channels and quickly seizes the market.
Although Tiantong's sapphire substrate business in 2013 achieved a sales income of 28.07 million yuan, it still suffered losses because it was still in the stage of construction and construction, including the total cost of equipment commissioning, trial production and personnel training costs of 35.778 million yuan. Compared with the business in 2012, the business only brought 50,000 yuan in sales, and the operating profit loss was as high as 36.18 million yuan, but it was not as bad as the loss.
Since the positioning of the main products is a 4-inch substrate, in 2014, Tiantong will start the subsequent capacity expansion plan according to market demand, including touch screen materials for mobile terminals, substrates for LED lighting and infrared detection windows to achieve scale effect and enhance Economic benefits.
In 2013, Dongjing Electronics' LED sapphire series revenue was 8,765,600 yuan, a year-on-year increase of 147.47. Its LED business related companies are mainly three wholly-owned subsidiaries of Zhejiang Dongjing Optoelectronics Technology Co., Ltd. and Huangshan Dongjing Optoelectronics Technology Co., Ltd. Zhejiang Dongjing Bolante Photoelectric Co., Ltd.
In its 2013 annual report, Dongjing Electronics said that the demand for quartz crystals and orders decreased in the third quarter of 2013, which led to a decline in the company's revenue. This explains why Dongjing Electronics has accelerated the process of long crystal, planar substrate, PSS projects and LED lighting projects under the strong demand of LED market.
In addition, the original main business of Jingsheng Electromechanical and Zhonghuan from the cross-border is not sapphire, but as soon as they enter the sapphire field, they invest hundreds of sapphire crystal growth equipment in Inner Mongolia, so novices can not be underestimated.

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