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Iinkampani ezininzi ezisebenza ngamandla: Izibane zaseHongli zifuna ukufudumala kwiShishini le-LED leSilan

Iinkampani ezininzi ezisebenza ngamandla: Izibane zaseHongli zifuna ukufudumala kwiShishini le-LED leSilan

2023-11-28

ukusukela kwisiqingatha sesibini sowama-2014, ishishini le-LED lasekhaya lidibanisa kunye nokufunyanwa kwe-DECADE climax. Inkqubo yakutsha nje yokufunyanwa phesheya ngokusebenzisa isitokhwe esityebileyo sombane kunye nemfusa sibhenele kuyo, nto leyo ebonisa ukuba ibala lemidlalo le-LED likhanyisela ishishini lokudityaniswa kwithuba elitsha le-2.0, oko kukuthi, ukususela ekuqaleni kokudityaniswa kwesitokhwe semithombo yasekhaya ekuthengeni impahla yangaphandle. iqonga. backpfrontp Abahlalutyi bachaza ukuba ishishini lesemiconductor M \u0026 Umsinga wohlengahlengiso lwezoqoqosho, amashishini aseTshayina aba namandla amakhulu kulwandiso loshishino lwesemiconductor yehlabathi, ukukhula koshishino lwesemiconductor yaseTshayina, kuya kuchaphazela ngokunzulu ipateni yoshishino lwesemiconductor yehlabathi. backpfrontp Ukususela ngo-Okthobha 19, izixeko ezibini iyonke 18 isibane sebala LED kwikota yokuqala ezintathu iziphumo iinkampani ezidweliswe ukutyhila ityala. NgoJanuwari ukuya kuSeptemba, iinkampani ze-18, inguqu yenkampani, ukusebenza kweminyaka eyi-11 yenkampani yabhala ukukhula okulungileyo. Kulo nyaka, iyakwazi ukuhlala ihlengahlengiswa ngokuqhubekayo kwisakhiwo sokusebenza, nangona i-drive esezantsi isebuthathaka, kodwa amandla aphezulu e-LED yezibane zezibane zeenkampani ezidweliswe ngokubanzi ziphuculwe. i-backpfrontp ngaphezulu i-backpfrontp yokusebenza eyomeleleyo yenkampani kulo nyaka uphelileyo, iqhuba kakubi i-king positron yokusebenza ibuyiselwe umva kwiikota ezintathu zokuqala zalo nyaka. Inkampani ilindele ukufumana inzuzo ye-38,505,100 ukuya kwi-43,068,200 ye-yuan kwiikota ezintathu zokuqala. Ukusebenza kwenkampani ngexesha elifanayo kunyaka ophelileyo ilahleko ye-1.2923 yezigidi zeeyuan. i-backpfrontp Jun positron edweliswe emva kweshishini eliphambili isekwe kuyilo lwenkampani oluzenzele lona lwe-MIPS XBurstCPU JZ47xx i-microprocessor chip, i-1000W ekhokele ukukhanya kwesikhukula kodwa uphuhliso lwemarike ye-elektroniki ephathwayo ngokungalunganga, abadlali bemultimedia, kunye neemveliso ze-elektroniki ezifundisayo zihlupheke kwithebhulethi, ii-smartphones kunye nezinye. iimveliso impembelelo enkulu, inkampani pre-ukusebenza ibe yokusebenza kakubi. Ukuze ugweme ukuxhomekeka okugqithisileyo kwimarike enye, inkampani yaqhubeka nokwandisa iiwotshi ezihlakaniphile, iiglasi ezihlakaniphile kunye nezithethi ze-WIFI kunye nezinye iinkqubo, kunye nokwandisa ngokusebenzayo iimveliso ze-chip. Ukulandela iqonga leNewton, iqonga leHalley, inkampani iye yasungula iqonga lophuhliso lweVenus, inkampani inceda ukwakha i-ecosystem ecosystem. Ukuze ugweme ukuthembela ngokugqithisileyo kwimarike enye kunye nokungaqiniseki kweemarike zesixhobo esinxitywayo, inkampani ifuna ngenkuthalo kwaye yandise izicelo zentengiso, ezifana nezinto ezihlakaniphile, izithethi ze-WIFI, i-biometrics, ukubeka esweni ukhuseleko. Ingxelo yalo nyaka yaphakathi enyakeni, inkampani izuze ingeniso yokusebenza ye-3,089.94 yuan, ukwanda kwe-14.33%; inzuzo eshiyekileyo ye 679,600 yuan, ukwanda kwe-132.21%, itonela elikhokelayo lendawo yokusebenza sele iqalile ngoku. Ngokukhutshwa kweziphumo zekota yesithathu, ukusebenza konyaka kwenkampani kumiselwe ngokusisiseko. ukwanda kwe-backpfrontp kwiikota ezintathu zokuqala zeenkampani zineteknoloji yelizwe, i-Obi, ngokusebenzisa amandla amancinci amancinci, izabelo zeCentral. Phakathi kwabo, iteknoloji yesizwe kwiikota ezintathu zokuqala zengeniso kulindeleke ukuba ifikelele kwi-64 ukuya kwi-65.5 yezigidi ze-yuan, ukwanda kwe-1121.84 ukuya kwi-1150.48%. Ekuqaleni kwintsimi yeentlawulo eziphathwayo etyalwe ukuwa kobuchwepheshe kazwelonke, ishishini iye yaphuma ezantsi, inkampani yemali IC ikhadi chip ishishini ngokuthe ngcembe, ngokuqiniswa kophando kunye nophuhliso, ukufikelela kakuhle kwimarike, ukwaziswa imveliso kunye nokukhuthaza, ngoku kwezinye Iibhanki zorhwebo zilinge ukukhutshwa komsebenzi. Umthamo wokukhutshwa kwekhadi le-IC yemali yasekhaya malunga nezigidi ezingama-700, izibane ze-LED ze-arena ezikhokelayo phesheya kwe-NXP zilawula ukuthengisa, iminyaka embalwa ezayo indawo eyenye indawo inkulu. i-backpfrontp Orbita, ngokusebenzisa amandla amancinci atyebileyo, ingeniso ephezulu kakhulu kwiikota ezintathu zokuqala Ngokukhawuleza isabelo seCentral sonyuka ngaphezu kwe-50%. Njengesiqingatha sokuqala se-Ushimata GEM, i-Orbita kwiikota ezintathu zokuqala xa kuthelekiswa nokusebenza ekubikeni iziphumo zokufezekisa kabini. Inkampani yoLwazi lwePlatinam yeAsia yaqonda ukufunyanwa kwangaphambili kunye namashiti, uyilo lomgca wemveliso luye lwaphuculwa ngakumbi. Inkampani ikwacwangcisa ukwenza ngokuhambelana nokuqala kweenzame zentengiso yamazwe ngamazwe SOC / SIP, iinkqubo zolawulo lwenqwelomoya kunye nezinye iimveliso. backpfrontp Abahlalutyi bathi nangona okusingqongileyo semiconductor uhlala engachazwanga ukuchuma, izibane intenetya LED kodwa inani leenkampani ezidweliswe ukuba kakuhle-tune isicwangciso ishishini, kusekho ngcono kuneziphumo kunyaka ophelileyo. Ngoku, kumjikelo omkhulu wokuhla, izinto eziqhutywa yitekhnoloji zisekho, ikamva leshishini le-semiconductor, kukho indawo eninzi yokukhula. backpfrontp Ruifeng amandla: TV backlight slowdown, ishishini izibane lalikhula ngokukhawuleza backpfrontp ulawulo lweendleko kwinqanaba elungileyo: ikota ezintathu zexabiso lilonke inkampani 3 22.07 million, 10.65 ekhulwini umlinganiselo weendleko, ikhonkco lehle kancinane, inqanaba eliphantsi langoku lilonke. unyaka . Kulo nyaka inkampani ukukhula kakhulu kwishishini izibane LED, kwaye kwi subsidiaries RiCOM imeko photoelectric kusekho kwixesha lokwakha, izinga leendleko hit ephantsi ngexesha enyakeni kunqabile, ubonisa ulawulo lweendleko zenkampani, kodwa lunokugcinwa luhlala bonwa. Ukukhula kusenokuthintelwa isibane sangasemva se-backpfrontp, ukukhanya kwe-LED kwindawo yokuzivocavoca kukukhula okulandelayo: ukukhula okucothayo kumabonakude we-LCD wehlabathi, iminyaka emibini ezayo kulindeleke ukuba ihlale kwinqanaba leeyunithi ezizigidi ezingama-200 ngonyaka, kunye ne-LCD TV entsha, i-LED. Ukungena kufikelele kuma-90% ngaphezulu, ishishini likhulile ngokwentelekiso aliyi kutshintsha umdlalo omkhulu, igumbi lenkampani lokukhula lingancitshiswa kulo mba. Kodwa ngokuhla kwexabiso le-terminal yokukhanyisa i-LED, ukusasazeka kwangoku kwezibane ze-RGB ze-LED ezinezibane zokulondoloza amandla ziye zancitshiswa malunga namaxesha e-2, kwaye ezinye iimveliso eziphantsi kwexabiso eliphantsi ziye zangaphantsi kwamaxesha e-2 ukusasazeka, ngaloo ndlela zivuselela ukukhanya kwe-LED ngokukhawuleza. kwimarike, siqikelela kulo nyaka ireyithi yokukhanya kwe-GM LED ejikeleze i-10%, i-5% xa ithelekiswa nonyaka ophelileyo, ukwanda okukhulu, kwaye kunyaka ozayo kulindeleke ukuba ifikelele kwi-20 yepesenti yokungena. Inkampani njengekhonkco yephakheji ephakathi iya kuxhamla kakhulu kwinkampani kulo nyaka, ingeniso yeshishini lokukhanyisa i-LED ibonakalisiwe, kodwa kufuneka ithathele ingqalelo kukhuphiswano oluyingozi kwishishini ukuzisa ukuhla komda omkhulu, siya kuqhubeka sigxile kokulandelayo. -phezulu. Uqikelelo lwemivuzo ye-backpfrontp kunye nomgangatho wotyalo-mali: ukucotha kwemfuno yaphesheya kweelwandle, ukuhla jikelele kwemeko yoqoqosho, intengiso ye-TV ye-LCD yehlabathi ihlwempuzekile, inkampani ekhulayo yoloyiko lweshishini lokukhanya ngasemva ilinganiselwe, kodwa imiqobo ephezulu kwindawo yokukhanya ngasemva kweTV, ikhonkco lemizi-mveliso ivaliwe ngokwentelekiso, umlinganiselo omkhulu abathengi ezantsi, kodwa inkampani ukunika iziqinisekiso ezithile zokusebenza kwaye ube nesakhono esithile ukuxhathisa imingcipheko. Ukukhanya kwe-LED ukukhula ngokukhawuleza kwiminyaka emibini ezayo, inkampani iya kuzuza. Siyinqumle ingeniso yenkampani ngo-2013--2015 ngesabelo ngasinye ukuya kwi-yuan eyi-0.31, i-yuan eyi-0.36 kunye ne-0.47 yeyuan, ukugcina umlinganiselo ogqithisileyo wenkampani. i-backpfrontp I-Hongli Opto-electronic: ukukhanya kufuna ukufudumeza i-backpfrontp ingeniso yenkampani yokukhula ephantsi kwikota yesine ka-2012, iqhubekile ukunyuka enye okanye ezimbini kwikota yalo nyaka. i-backpfrontp ngenxa yokuhla kwexabiso lemveliso kwimfuno yemarike yokukhululwa, ngaphezu kwe-20% yokukhula kwengeniso, kodwa nangenxa yokunciphisa okubalulekileyo kumaxabiso, ukuhla kwenzuzo. Ukuhla kumaxabiso emveliso yimeko eyimfuneko ukuqala iimfuno zokukhanyisa, ukukhula kokukhula kwexesha elizayo kwenkampani, ngokuyintloko ngexabiso lomthamo, ingeniso kunye nokukhula kwenzuzo kubungakanani. Ukwandiswa kwexesha elizayo lomthamo wemveliso kuya kuba ngumqhubi ophambili wokukhula kwemivuzo. i-backpfrontp 2, inzuzo ye-backpfrontp iphuculwe ngenxa yamaxabiso aphantsi, umda wemveliso wehla kakhulu. Oku kukwehla komsebenzi. Kodwa jonga ikota enye ye-gross margin izinzile, ngelixa kunyaka ophelileyo ngenxa yokufuduswa kwenkampani kunye nokusebenza kwepaki yemizi-mveliso entsha, iindleko zonyuke kakhulu, ezi ziphumo ziye zancitshiswa kancinci kulo nyaka, umlinganiso weendleko zenkampani waqala ukwehla, uya kuba luncedo kwixesha elizayo ukuphucula ingeniso factor. Iyonke inzuzo yexesha elizayo kufuneka ihlale izinzile. i-backpfrontp 3, izibane zekhaya zokufudumeza i-backpfrontp Ngokwengxelo yemarike yamva nje iphawulwe ngo-2012-2014, kunye nenzuzo yommandla ngamnye ngokuqhubekayo ukukhubaza ukuvutshelwa kwe-incandescent, izibane ze-LED zangena kwimarike yokukhanyisa ekhaya. Ngenxa yokuba ukusebenza okukhanyayo kunye nezibane ze-LED zamaxabiso, ukwamkelwa kwabathengi ngokuthe ngcembe kuyanda, izinga lokungena kwezibane ze-LED liyenyuka. Ngo-2013, imarike yokukhanyisa ekhaya e-China iya kufikelela kwi-5,941 yezigidi zeedola, ukukhula kwe-36%, kubandakanywa imarike yokukhanyisa ikhaya le-LED iya kufikelela kwi-814 yezigidi zeedola, ukwanda kwama-96 ekhulwini, kulindeleke ukuba iphendule kwi-24% yehlabathi. i-backpfrontp 4, umthamo wemveliso we-backpfrontp wexesha elizayo njengoko imfuno iphakamisa, imfuno yokwandisa umthamo wenkampani kulindeleke ukuba ibe nomthamo wemveliso iya kufikelela ekupheleni kwephakheji ye-1200KK / ngenyanga, ngelixa i-12-year umthamo 500KK / ngenyanga. Ikamva lokuhlanganiswa kweshishini le-LED liyaqhubeka, obunye betekhnoloji ngasemva kwamashishini amancinci aya kupheliswa. Oku kuya kuququzelela uphuhliso lwamashishini abe nenzuzo yokhuphiswano. Kwimeko yokunyuka kwemfuno yoshishino lwangoku, ukukhululwa kwemeko yenkampani yexesha elizayo kunethemba ngakumbi, eyona nto iphambili yokukhula kwenkampani kwixesha elizayo. AJ Securities umva