Kev lag luam LED kev sib koom ua ke thiab tau txais xyoo no, ze li 30 ntawm Kev Sib Koom Tes tau tshwm sim ntau zaus

Tsis ntev los no LED chaw ntau pob teeb kev lag luam mergers thiab acquisitions nquag tshwm sim: Guangdong xeev Electronic Information Industry Group 2.62 billion tshaj Osram Foshan Teeb pom kev zoo 13.47% ceg txheem ntseeg tuav; HC SemiTek 1.08 billion yuan tag nrho tau txais aquamarine Technology; Feile Audio-Visual thov kom tau txais Osram teeb pom kev lag luam; Optical mus siv rau hauv av $ 100 lab los coj Philips tuav Lumileds '6.15% ceg txheem ntseeg \u0026 hellip; \u0026 kub; Txawm hais tias qhov nrov ntawm LED teeb pom kev kaj kaj ntug tawm tsam los ntawm, tab sis cov nqi poob qis, cov txiaj ntsig tau poob qis, LED chaw ntau pob teeb pom kev lag luam sib sau ua ke thiab rov tsim kho qhov kawg. Cov ntaub ntawv tsis tiav, txog rau tam sim no xyoo no, ze li ntawm 30 ntawm kev sib koom ua ke, tag nrho kev tau txais ntau dua 28 billion yuan ntawm cov nyiaj; thiab cov ntaub ntawv ntawm kev sib koom ua ke thiab kev yuav khoom tau tshwm sim ntau zaus, ib qho tom qab. backpfrontp Tsis zoo li yav dhau los, kev lag luam cov txiaj ntsig mus rau hauv qab, yog li ntawd qee lub tuam txhab sib txawv hauv ntiaj teb tau poob siab, Osram, Philips thiab lwm lub teb chaws loj heev kom txo qis rau pem hauv ntej ntawm LED teeb pom kev zoo, nws yog lub sijhawm zoo rau cov lag luam hauv Suav teb. . Cov kws tshaj lij kev lag luam kwv yees tias Tuam Tshoj LED qhov teeb pom kev lag luam yuav muaj ntau dua thiab ntau dua kev sib koom ua ke thiab kev yuav khoom yav tom ntej. backpfrontp LED tsis tshua muaj txiaj ntsig era backpfrontp LED kev lag luam tau nkag mus rau lub sijhawm ntawm cov txiaj ntsig meager, raws li kev lag luam koom ua ke muab lub zog txaus. Lub teb chaws Tuam Tshoj, Tebchaws Asmeskas yog nyob rau hauv cov txheej txheem ntawm kev ua kom lub sij hawm-tawm ntawm incandescent, LED teeb pom kev zoo nqi txuas ntxiv poob, zoo li 40W ntawm LED tau nqis mus rau $ 4.9, LED teeb lub sij hawm tau los. LED kev lag luam consolidation nce siab ncov ntawm 2015 domestic LED high bay teeb tso zis tus nqi yuav ncav cuag 430 billion yuan, kev loj hlob tus nqi mus txog 27%, tab sis cov kev sib tw khaus nyob rau hauv kev lag luam, tshwj xeeb tshaj yog nyob rau hauv LED ntim, daim ntaub ntawv, kev lag luam concentration yog tsawg, muab cov tsim nyog consolidation tej yam kev mob. backpfrontp Foshan Teeb pom kev zoo tau raug hu ua Tuam Tshoj Lub Teeb Vaj Ntxwv. Txawm li cas los xij, thawj ib nrab xyoo 2015, cov nyiaj tau los ntawm kev ua haujlwm ntawm 1.52 billion yuan Foshan Teeb pom kev zoo, nce 1.21 feem pua ​​​​rau xyoo, cov nyiaj tau los ntawm 100 lab yuan, nqis 46.94 feem pua. Ib qho laj thawj rau kev poob qis hauv kev ua haujlwm yuav tsum yog kev hloov pauv ntawm Osram Foshan Teeb pom kev ncaj ncees. backpfrontp Cuaj hlis 9, Foshan coj arena Teeb pom kev zoo tshaj tawm, Osram Foshan Lighting Holdings Limited los tuav txog 170 lab shares ntawm A shares, ntawm tus nqi ntawm kwv yees li 2.62 billion yuan, hloov mus rau Guangdong Provincial Electronics thiab Information Industry Group. Tom qab ua tiav ntawm kev sib pauv, Guangdong Province Electronic Information Industry Group yuav tuav 13.47% ceg txheem ntseeg hauv Foshan Teeb pom kev zoo, dhau los ua tus tswv cuab loj tshaj plaws ntawm Foshan teeb pom kev zoo. backpfrontp Raws li ib qho ntawm cov tuam txhab ua lag luam hauv kev lag luam teeb pom kev lag luam, Foshan Teeb pom kev zoo xyoo no thiab Linsen (002,745), Op thiab lwm lub tuam txhab ua ke, ntawm tus nqi qis dua LED cov khoom, ua kom nrov nrov ntawm LED teeb, thiab txuas ntxiv nthuav dav kev lag luam hauv LED. teeb pom kev zoo. Nws cov nqi LED teeb tau poob 10 yuan tsawg dua, yog li cov nyiaj tau los thiab cov txiaj ntsig tseem cuam tshuam. backpfrontp Txawm li cas los xij, nyob rau hauv SASAC's Guangdong Province, Guangdong Province, Guang Sheng Electronics Information Industry Group, los yog lwm lub tsev hais plaub LED ntaus pob tesniv teeb teev cov tuam txhab hauv lub teb chaws lub hnub qub zog (002,449) ntawm tus maub los tiag. Tom qab Guangdong Province Electronic Information Industry Group tau dhau los ua tus tswv lag luam loj tshaj plaws ntawm Foshan teeb pom kev zoo, Sawv los ntawm cov pob yuav tsum qhib, kom channel LED teeb pom kev lag luam saw. Lwm cov pov thawj backpfrontp cov nyiaj tau los era, cov ntaub ntawv Engineering LED Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm qhia tias txij lub Ib Hlis mus txog rau Lub Rau Hli xyoo no, kev muag khoom LED hauv tsev tau nce 100% xyoo rau xyoo, tab sis kev muag khoom tau nce tsuas yog 10%, vim tias tus nqi ntawm cov khoom tseem ceeb LED. tsis kam 50%; Thaum lub Yim Hli xyoo no, Suav cov khoom xa tawm tau nce LED nqis los ntawm 10 feem pua ​​​​hauv Lub Xya Hli, kev xa tawm tsis poob, vim tias poob nqi, ua rau 1000W coj dej nyab lub teeb xa tawm poob. Zhang tus qauv backpfrontp Engineering Cov Kev Pabcuam Nyiaj Txiag Tus Thawj Coj ntseeg hais tias kev sib koom ua ke thiab kev yuav khoom tam sim no txawv ntawm ua ntej, txawm tias tau txais los yog yuav tsum tau ua ntej ob tog kom nyob tau noo noo ntau dua; tam sim no qhov nrhiav tau yog \u0026 lsquo; \u0026 rsquo ;, integrate ib txhia twb acquirer yog tsis nyob, ib txhia tau xav, tab sis tsis nyob rau hauv lub lag luam uas teev, txawm peb tshiab board yuav yaj tsis tau nyiaj. backpfrontp plaub cov lus qhia backpfrontp Engineering LED Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm, raws li cov ntaub ntawv txij thaum pib ntawm lub xyoo kom deb li deb, LED kev lag luam, muaj ze li ntawm 30 qhov teeb meem los ntawm kev sib koom ua ke, tag nrho cov nyiaj tau ntau dua 28 billion yuan merger. Muab faib rau hauv kab rov tav mergers thiab acquisitions los txhim kho lub hauv paus kev sib tw, optimize lub industrial chain complementary acquisitions, hla ciam teb mergers thiab acquisitions mus nrhiav tau tshiab profit kev loj hlob point, mus rau txawv teb chaws kom zoo dua hla ciam teb mergers thiab acquisitions thiab lwm yam plaub pawg, qhov ratio ntawm 6:13: 4: 5. backpfrontp kab rov tav mergers thiab acquisitions, xws li xyoo no Ruifeng zog (300,241) mus rau 200 lab yuan nrhiav tau ntawm 85% ceg txheem ntseeg Ling Tao Optoelectronics, nthuav me me siab zog LED dej nyab lub teeb ntim khoom lag luam, txoj hauj lwm nyob rau hauv lub tshav pob ntawm LED; kev nrhiav tau ntxiv, xws li HC SemiTek cov khoom lag luam nce toj Sapphire Technology Enterprises aquamarine; Kev sib koom ua ke hla ciam teb thiab kev yuav khoom, xws li Lehman photoelectric kev tswj hwm ntawm Iron Man Lee tau thov los ntawm cov tuam txhab tuav haujlwm tsim hauv Hong Kong tau pab tsis pub ntau tshaj 25 lab euros thiab Wanda Group, IDG, Suav Cultural Foundation, Oriental Pearl ( 600637), thiab lwm tus neeg koom nrog koom nrog hauv pab pawg peev txheej, Lehman photoelectric ib nrab cov nyiaj tau los poob 16.38%, uas tam sim no nthuav dav los ntawm lub chaw ntau pob LED dej nyab lub teeb tshuaj ntsuam rau kev lag luam kis las mus nrhiav kev loj hlob tshiab. backpfrontp Tsis tas li ntawd, kev sib koom ua ke hla ciam teb thiab kev yuav khoom tau nce ntau lub hom phiaj. Nrog rau kev lag luam LED teeb pom kev lag luam cov txiaj ntsig tau nce ntxiv mus, uas nyob rau hauv lub qhov muag ntawm ntau lub tuam txhab, los ntawm nqaij thiab qos yaj ywm tau dhau los ua saj tsis qab. Zoo li Osram Foshan Teeb pom kev zoo tsis yog tsuas yog kev muag khoom ntawm kev koom tes los ntawm thaj teb nws tus kheej kuj yog ib feem ntawm LED qhov teeb pom kev ploj mus. backpfrontp Feile Audio-Visual Lub Cuaj Hli 10 tshaj tawm hais tias, npaj siab yuav tau txais nws Osram teeb pom kev lag luam, lub tuam txhab tau raug lees paub rau Lub Xya Hli 22 OSRAM Langti tau txais nws cov teeb pom kev lag luam kom them ib tsab ntawv uas tsis yog khi. Feile Audio-Visual tau teeb tsa ib pab neeg ua haujlwm thoob ntiaj teb los txhawb txoj hauv kev tau txais txiaj ntsig, tab sis kev nrhiav tau ntawm kev lag luam teeb pom kev zoo Osram daim ntawv cog lus kawg tseem tsis tau muaj nyob rau yav tom ntej rau kev sib tham ntxiv. backpfrontp muaj kev cog lus nyob rau hauv pem hauv ntej ntawm Philips loj heev. Kingsun Lub Cuaj Hli 18 tshaj tawm tau hais tias, npaj siab yuav siv 100 lab US las (kwv yees li 655 lab yuan), 6.15% ntawm nws cov peev nyiaj tau los ntawm Philips Lumileds (Suav lub npe Liang Rui lag luam) tuam txhab. backpfrontp Osram, Philips, kev lag luam teeb pom kev lag luam thoob ntiaj teb yog ib qho ntawm plaub King Kong, vim li cas hauv LED teeb pom kev zoo kom nrawm qhov nrov ntawm cov keeb kwm yav dhau los, peb yuav tsum thim ib feem ntawm LED lag luam ua? Zhang cim xav, vim nws tsis tuaj yeem khwv tau nyiaj. Kev sib tw nqi yog nruj heev, ntau haiv neeg tsis tawm tsam rov qab, Tuam Tshoj yog loj dua tag nrho cov teeb pom kev lag luam ua ntej cuam tshuam. Yog li ntawd, OSRAM LED teeb pom kev zoo yog npaj los muag cov lag luam thiab kev faib tawm, muaj tsuas yog cov phiaj xwm teeb pom kev zoo, RGB LED dej nyab teeb ntim cov lag luam. backpfrontp plaub lub tuam txhab teeb pom kev lag luam loj tshaj plaws hauv xyoo 2014 thiab 2015 txij li cov txiaj ntsig tau poob qis, lawv cov kev lag luam teeb pom kev zoo hauv kev poob sai sai, tab sis cov nyiaj tau los ntawm LED teeb pom kev zoo tsis them tag nrho. Zhang tus qauv cia siab tias tom ntej no US tuam txhab GE kev lag luam teeb pom kev zoo, kuj tseem muaj peev xwm ntawm kev muag khoom. backpfrontp cov hauv kev rau Suav lag luam nce backpfrontp 2014 saum kaum ntiaj teb LED chaw ntau pob teeb ua lag luam, qhov yooj yim swept los ntawm cov teb chaws Europe, America, Nyiv, Kauslim Teb thiab Tuam Tshoj Taiwan cov tuam txhab, Tuam Tshoj tus loj tshaj plaws LED tuam txhab uas muag Sanan Optoelectronics (600703) tsuas yog tso nws 11 ntsis. Patents, hom cuab yeej cuab tam, cov neeg siv khoom raws li tus ntoo khaub lig-Terrier nyob rau hauv pem hauv ntej ntawm mainland Tuam Tshoj LED tuam txhab uas muag yuav tsum tau hla lub railing. backpfrontp Niaj hnub no, multinationals profits thinned LED down-hearted, nws yog ib tug zoo lub sij hawm rau Suav lag luam mus rau theem siab. Xyoo no, tom qab raug faib Philips Corporation, Philips Lumileds Lumileds lub tuam txhab tau hloov npe los ntawm Jinsha River - Philips venture peev peev tuav 80.1%, Philips tuav 19.9% ​​ceg txheem ntseeg nkaus xwb. Kingsun xav tau nqis peev $ 100 lab kom tau 6.15% ceg txheem ntseeg hauv lub tuam txhab los ntawm Philips Lumileds txhais tes, qhib cov khoom siv hluav taws xob, cov saw hlau ntim khoom. Ntawm backpfrontp Kingsun nyob rau hauv ib daim ntawv tshawb fawb qhia tias, piv rau cov teb chaws Europe thiab lwm lub teb chaws tsim, Suav LED lag luam, muaj peev xwm ntau dua rau kev lag luam tawm tshiab. Ntxiv nrog rau cov kev lag luam tawm txawv teb chaws, LED high bay teeb kev lag luam tau loj hlob sai sai, nrog rau cov teeb pom kev zoo, tsheb LED, cov lus qhia me me. Lub Lumileds, technical, neeg siv khoom, tam sim no yog lub sijhawm zoo sib koom. backpfrontp ntawm Suav LED kev lag luam ib tug zoo dua nyob rau hauv lub upstream LED nti kev lag luam mature. Peb txoj kev nyab xeeb optoelectronics, BDO Runda (002,005), HC SemiTek twb yog nyob rau hauv lub ntiaj teb no cuaj loj LED nti tuam txhab uas muag, thiab nce lub zuag qhia tag nrho, down LED nti ntawm tam sim no degree ntawm nce thiab nqi av rau Suav LED midstream thiab downstream lag luam Nws nruab nrog cov mos txwv txaus. backpfrontp Lub Cuaj Hli 11, HC SemiTek tau tshaj tawm cov lus ceeb toom, nws npaj siab yuav siv 1.08 billion yuan kom tau txais tag nrho cov peev txheej ntawm Yunnan aquamarine thev naus laus zis cov tuam txhab, thiab muaj peev nyiaj ntxiv 600 lab yuan, txhawm rau txuas ntxiv mus rau kev lag luam sapphire, txhim kho kev lag luam. kev lag luam saw. backpfrontp sapphire substrate yog cov khoom siv raw ntawm LED epitaxial wafers, aquamarine sapphire substrate thev naus laus zis tau teeb tsa kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag khoom ntawm cov tuam txhab high-tech. Raws li Zhang tus qauv kev nthuav qhia, aquamarine science thiab thev naus laus zis tau npaj IPO rau lub sijhawm ntev, cov txheej txheem tau ploj mus ib nrab, tab sis hmoov tsis ntsib tus dais, tau muag rau lub tuam txhab teev npe HC SemiTek downstream, txhawm rau ua tiav cov npe tsis ncaj. HC SemiTek qhov kev yuav khoom no yuav txhim kho nws txoj haujlwm hauv kev lag luam hauv LED epitaxial wafers thiab chips teb. backpfrontp xyoo, ntau LED teev nyob rau hauv thawj ib nrab net profit poob, Zhang tus qauv saib, lo lus nug tam sim no tsis yog nyiaj ntau npaum li cas thiaj muaj sia nyob. Kuv cia siab tias qhov pib ntawm kev tshem tawm ntawm cov tuam txhab hluav taws xob hauv tsev LED tshav dav hlau teeb pom kev lag luam 10% xyoo no, tam sim no kwv yees txhua xyoo attrition tus nqi yuav ncav cuag 20%, yog tias theem-tawm tus nqi yog 20 feem pua ​​​​rau xyoo tom ntej, nws yuav txhais tau tias ntau tshaj 10000 LED lag luam hauv Tuam Tshoj, yuav muaj 40% -50% tawm ntawm kev ua lag luam, uas yog hais txog ntau txhiab lub tuam txhab LED yuav raug tshem tawm. backpfrontp Zhang tus qauv kuj tseem xav tias yav tom ntej nthuav dav LED cov tuam txhab yuav txuas ntxiv nyem qhov chaw nyob ntawm cov lag luam me. LED thev naus laus zis yog tam sim no paub tab, ntau lub tuam txhab loj tsim cov khoom lag luam LED, cov lag luam me yuav nyuaj dua. Cia siab tias nyob rau hauv lub quarter thib plaub ntawm lub xyoo no, LED nqi kev ua tsov ua rog yuav txuas ntxiv, cov lag luam me tsuas yog nyob rau hauv kev ua lag luam nyob rau hauv thiaj li yuav nrhiav tau ib txoj kev tawm, xws li cov theem teeb, teeb thiab lwm yam. backpfrontp nyob rau hauv no puag ncig ntawm mergers thiab acquisitions, ciaj sia taus ntawm lub fittest nthwv dej ntawm Tuam Tshoj ua LED tuam txhab uas muag yuav Hengqiang, muaj lub sij hawm los ua ib tug thoob ntiaj teb kev lag luam thawj coj. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, peb txoj kev nyab xeeb optoelectronics, lub teb chaws lub hnub qub zog, lub hnub ci teeb pom kev zoo (600261) thiab lwm yam tuam txhab uas muag nyob rau hauv lub lag luam tseem tuav cov nyiaj tau los, net ntawm kev loj hlob ob, tuaj yeem pom. Tus qauv, hais tias Zhang, yav tom ntej Suav LED kev lag luam ntau thiab ntau hla kev sib koom ua ke thiab kev yuav khoom, hla ciam teb M \u0026 Lub hom phiaj ntawm cov tuam txhab tsim khoom los txuas ntxiv cov kev pabcuam. qab