Kev twv txiaj lossis txhawb ntxiv? Cov Vaj Qhia txawv teb chaws Chanting Yuav tsum tau--oak Led Flood Light

[text / Engineering LED Yue Motte] txawv teb chaws cov hauj sam chanting? Stadium teeb pom kev lag luam hauv tsev zoo li tshwj xeeb tshaj yog nyiam cov tuam txhab thoob ntiaj teb kom tig tawm ntawm kev lag luam. Philips Lumileds hais txog nws cov LED tsheb teeb pom kev lag luam thiab thaum tso tawm, tam sim ntawd ua rau cov tuam txhab lag luam hauv tsev sib tw kom tau txais qhov kawg thiab muaj zog GO Scale Capital (GSR Ventures thiab Oak Investment Partners Coalition Fund) ua siab zoo xav txog Lumileds 80.1% ntawm cov shares, siv 3.3 billion. US nyiaj. backpfrontp tib theem ntawm Osram coj chaw ntau pob teeb, nyob rau lub Plaub Hlis xyoo no tau tshaj tawm cov phiaj xwm los tig-tawm channel kev lag luam, thiab kev lag luam yuav tsum ua tiav hauv 12 lub hlis ntawm kev sib tw. Nyob rau lub Rau Hli, Pawg Thawj Saib Xyuas Haujlwm OSRAM tau pom zoo cov phiaj xwm tig-tawm, feem ntau suav nrog kev faib tshwj xeeb, hom ntawv tso cai kev pab cuam, kev npaj kho dua tshiab ntawm lub ntiaj teb cov nroj tsuag thiab lwm yam khoom siv teeb pom kev zoo. Cov kws tshuaj ntsuam hais tias Osram teeb pom kev lag luam muaj nqis txog li 1 billion euros, suav nrog cov nuj nqis. backpfrontp raws li lub ntiaj teb thib ob lub tuam txhab teeb pom kev zoo tshaj plaws, OSRAM tau tsim qhov kev pab cuam no lub peev hauv tsev yuav nyob ib ncig ntawm lub ces kaum. Feace Audio-pom (600651.sh backpfrontp betting BDO Runda acquisition complements downstream backpfrontp Ces, thaum lub yim hli ntuj 25 yav tsaus ntuj, BDO Runda (002005.SZ) tshaj tawm hais tias lub tuam txhab npaj siab koom tes nrog lub teb chaws muaj peev nyiaj txiag kev koom tes tau txais txawv teb chaws cov cuab tam ntawm lub tuam txhab teeb pom kev zoo, nws yuav tsum muaj cov nyiaj ntawm txog 40-60 lab yuan, tau nkag mus rau theem tseem ceeb ntawm kev sib tham. Osram channel tus kws tshuaj ntsuam xyuas kev lag luam kwv yees cov nyiaj backpfrontp thiab koom nrog ib txhiab daus las tau muab rau hauv kev pom zoo zoo, nws tsis muaj qhov xav tsis thoob tias cov khoom lag luam loj thiab kev ncaj ncees tau txais yog OSRAM cov lag luam channel hauv kev ua lag luam. Qhov kev ua haujlwm no backpfrontp muaj peev xwm nyob ntawd, tab sis tus kheej xav tias nruj me ntsis. Ib lub tuam txhab sau npe hauv tsev tau hais rau Engineering 1000W LED dej nyab lub teeb. BDO Runda lub LED nti pib nyob rau hauv 2012 tau txais ib lub tuam txhab Hong Kong teev NVC Teeb pom kev zoo (2222.HK), Ameslikas tsim los siv lub zog ntawm NVC, tag nrho layout ntawm LED raws downstream daim ntaub ntawv, tab sis tsis xav kom tom kawg yog Wang. Lei ntawm tsov rog Exhausted, kev sib ntaus sib tua heev txo. backpfrontp tau tshaj tawm lub Ib Hlis-Lub Rau Hli 2015, BDO Runda cov nyiaj tau los ua haujlwm tau mus txog 2.054 billion yuan, nce ntawm 6.15%. Vim hais tias, LED bay teeb, teeb pom kev zoo cov khoom lag luam tau poob qis dua xyoo dhau los, BDO Runda LED cov nyiaj tau los hauv thawj ib nrab ntawm 985 lab yuan, nqis 5.53 feem pua ​​​​ntawm xyoo dhau los, LED lag luam feem feem ntawm tag nrho cov nyiaj tau los 47.96%, tag nrho cov paj tau paj yog 20.63%, piv nrog rau xyoo tas los poob los ntawm 9.48 feem pua. backpfrontp BDO Runda lub LED nti lub hwj chim, thiab tsis tuaj yeem ua rau lawv tsis muaj nyob rau hauv LED qhov teeb midstream pob txuas, thiab tsis hais txog qhov kev vam meej ntawm cov khoom lag luam hauv qab, yuam BDO Runda yuav tsum nrhiav lwm txoj kev tawg. OSRAM's channel kev lag luam tig-tawm, tsuas yog txhawm rau xa tawm BDO Runda sab hauv kev tsis sib haum xeeb. backpfrontp BDO Runda tseeb yog tias qhov tau txais OSRAM channel lub siab ua lag luam, nws txhais tau tias lawv yuav tsum paub txog kev sib koom ua ke ntawm cov kev sib tshuam tseem ceeb. Tab sis yuav tsum hais, qhov no tej zaum yuav yog lawv thawj thawj koom ruam. Cov neeg no xav. backpfrontp Foshan Teeb pom kev tsis muaj zog tsis sib haum xeeb los nthuav tawm txawv teb chaws backpfrontp thiab lwm yam nrog OSRAM rumored yog Foshan Teeb pom kev zoo (000541.SZ). Tsis tas li ntawd nyob rau lub Yim Hli 25 yav tsaus ntuj, Foshan Teeb pom kev zoo tshaj tawm, lub tuam txhab ua haujlwm nrog Bain Capital (Hong Kong) Limited npaj qhov tseem ceeb M \u0026 A teeb meem. backpfrontp txawm hais tias tus thawj tswj hwm ntawm Foshan Teeb pom kev zoo LED faib qhov kev tiv thaiv tsis pub leej twg paub, hais tias tag nrho cov lus tshaj tawm raws li, rau lub sijhawm tam sim no tsis muaj cov lus qhia ntxiv rau GYM Teeb pom kev zoo thiab channel lag luam OSRAM rub los ze zog. Tab sis lub qub Osram xyoo foundry keeb kwm, tib neeg txaus siab rau ob qho tib si tsim ib co koom haum. backpfrontp qhov tseeb, Osram Foshan Teeb pom kev zoo yog tus tswv lag luam loj tshaj plaws ntawm 23.97% lub xeev cov tswv lag luam hauv xyoo 2005, Foshan Teeb pom kev Foshan SASAC tuav tau raug xa mus rau lub teb chaws Yelemees Osram Prosperity Holdings Limited thiab Hong Kong Prosperity Lamps thiab Components Limited. Tom qab kev hloov pauv, qhov kev faib ua feem ntawm Osram ceg txheem ntseeg rau 13.47%. backpfrontp Cov ntaub ntawv xov xwm tau hais tias White Osram Foshan Teeb pom kev zoo, tsuas yog txhawm rau xa cov kev pab cuam tom qab los tsim lawv tus kheej kev lag luam hauv tsev. OSRAM kev lag luam loj hauv Tebchaws Europe thiab North America, kev ntshai ntawm kev sib tw nrog kev lag luam, uas tau raug txwv nrog Foshan Teeb pom kev zoo npaj qhib kev lag luam txawv teb chaws. backpfrontp willy-nilly, Foshan Teeb pom kev zoo nqe hauv kev lag luam teeb pom kev zoo muaj lub npe tua neeg. Ob peb xyoos dhau los, kev lag luam teeb pom kev zoo tom qab lwm qhov, Foshan Teeb pom kev zoo ib txwm tsis tuaj. LED teeb pom kev sib tw tau dhau los ua nruj heev, cia siab rau lawv tus kheej txoj kev loj hlob yam tsis muaj kev pab ntawm peev epitaxial acquisitions, doomed nyob rau hauv kev sib tw yuav muaj ib tug tsis zoo. backpfrontp Nrog OSRAM hauv Suav teb muaj kev cuam tshuam ntau ntxiv, thiab Foshan teeb pom kev zoo los txhim kho lawv tus kheej lub zog, qhov kev tsis sib haum xeeb ntawm ob kuj tseem tuaj yeem daws tsis tau kev dag ntxias. backpfrontp lwm tus tes, Foshan Teeb pom kev zoo 2009 daim ntawv tshaj tawm txhua xyoo vim nyob rau hauv 2010 ib nrab-xyoo daim ntawv tshaj tawm thiab daim ntawv tshaj tawm txhua xyoo, nthuav tawm cov kev lag luam thiab kev sib raug zoo nrog ntau lub tuam txhab hauv tsab ntawv ceeb toom thiab daim ntawv tshaj tawm txhua xyoo hauv 2011, raug nplua 400,000 yuan Guangdong Securities Regulatory Bureau kom kho thiab muab lus ceeb toom. Qhov kev foob tsis kawg tab sis kuj rau cov tub ua lag luam Foshan Teeb pom kev puas tsuaj. Kev txheeb cais qhia tau hais tias thaum kawg ntawm 2014, Foshan coj txoj kev Teeb pom kev zoo tau tshaj tawm kev them nyiaj rau 61.4383 lab yuan, 14.1677 lab yuan hauv thawj ib nrab ntawm lub xyoo no ib zaug ntxiv nyiaj thiab cov nqi raug cai rau cov tub ua lag luam. Tam sim no, cov tub ua lag luam tab tom hnov ​​​​cov lus tsis txaus siab Foshan Lighting Securities cuam tshuam cov lus tsis tseeb muaj plaub qhov xwm txheej, suav nrog 200 lab yuan ntau dua li cov nyiaj thov. backpfrontp ntshai zoo li cov kev nplua thiab kev sib hais plaub, yog li Foshan Teeb pom kev zoo heev khi tes, ua rau nws nyuaj rau cov neeg sib tw hauv tib txoj kev lag luam raws li kev nthuav dav ntawm lub tuam txhab los ntawm kev sib koom ua lag luam loj, kom nthuav dav kev lag luam txawv teb chaws. Channel lag luam seem backpfrontp Osram demolition, lub Foshan Teeb pom kev zoo yog, nws yog ib tug tsis tshua muaj lub sij hawm, domestic overcapacity, yog hais tias cov kev pab OSRAM hom thiab raws los nthuav cov lag luam tawm txawv teb chaws, ib tug ntxiv mus nthuav txawv teb chaws lub sij hawm nyob rau hauv lub xyoo tsis ntev los no, plam lub tuam txhab executives rau lub tuam txhab. yav tom ntej tej zaum yuav muaj kev txhawj xeeb tsawg. backpfrontp ntxiv, coveted Osram LED channel kev lag luam ntawm domestic lag luam deb tshaj BDO Runda thiab Foshan Teeb pom kev zoo ob, lub hnub teeb pom kev zoo (600261), Chau Ming Technology (300232.SZ) thiab lwm tus tau txais OSRAM channel lag luam ncaj ncees. Thiab muaj xov xwm hais tias Osram kuj tau raug txib los ntawm Union Bank of Switzerland (UBS) rau xaiv tus neeg yuav khoom zoo tshaj plaws. (International giants) teeb pom kev lag luam tig-tawm, hauv lawv txoj kev nrhiav cov txiaj ntsig zoo tshaj plaws, thaum cov tuam txhab hauv tsev sib tw kom tau, tab sis kuj yog ib qho zoo. (002076.SZ) teeb pom kev zoo Division General Manager Liu Wright tau sawv cev los ntawm a. backpfrontp Tab sis nyob rau hauv cov nqe lus siv tau, tus nqi tsis yog ib tug me me ntawm ib tug billion euros, OSRAM channel ua lag luam yeej coj cov tuam txhab uas muag muab domestic peer valuation los yog tus nqi yog tshaj, los yog tsis paub.