Magwiridwe Amphamvu Amakampani Ambiri: Kuyatsa kwa Hongli Kumafuna Kutentha Kwabwino Kwambiri Silan LED Business

kuyambira theka lachiwiri la 2014, makampani zoweta LED ophatikizana ndi kupeza DECADE pachimake. Posachedwapa pulogalamu yogulitsira kunja kwamayiko akunja kudzera m'magawo olemera amagetsi amagetsi ndi ofiirira adatembenukira motsatizana, zomwe zikuwonetsa kuti kuphatikizika kwamakampani opanga masitediyamu a LED munyengo yatsopano ya 2.0, ndiko kuti, kuyambira chiyambi cha kuphatikizika kwa katundu wapakhomo ndi kugula zinthu zakunja. siteji. backpfrontp Analysts adanena kuti makampani opanga ma semiconductor M \u0026 Mafunde akusintha kwachuma, mabizinesi aku China akukhala gawo lalikulu pakukulitsa kwamakampani a semiconductor padziko lonse lapansi, kukula kwamakampani aku China a semiconductor, kudzakhudza kwambiri machitidwe amakampani apadziko lonse lapansi. backpfrontp Pofika pa Okutobala 19, mizinda iwiriyi idayatsa masitediyamu 18 a LED pazotsatira zitatu zoyambirira zamakampani omwe adatchulidwa kuti aulule mlanduwo. Januware mpaka Seputembala, makampani 18, kutembenuka kwa kampani, ntchito yazaka 11 ya kampaniyo idalemba kukula kwabwino. Chaka chino, wokhoza kukhala ndi moyo nthawi zonse kusinthidwa kamangidwe ka ntchito, ngakhale kumtunda galimoto akadali ofooka, koma mkulu mphamvu LED osefukira nyali udindo makampani kutchulidwa zambiri bwino. backpfrontp zambiri backpfrontp mphamvu ya kampani chaka chatha, kulephera kuchita bwino kwa mfumu positron kusinthidwa mu magawo atatu oyambirira a chaka chino. Kampaniyo ikuyembekeza kupeza phindu lonse la 38,505,100 mpaka 43,068,200 yuan m'magawo atatu oyambirira. Zomwe kampaniyo idachita munthawi yomweyi chaka chatha idatayika yuan miliyoni 1.2923. backpfrontp Jun positron omwe adatchulidwa pambuyo pa bizinesi yayikulu adatengera kamangidwe kakampani ka MIPS kodzipangira yekha XBurstCPU JZ47xx microprocessor chip, 1000W idatsogolera kuwala kwa kusefukira koma kukula kwa msika wamagetsi am'manja, osewera ma multimedia, ndi zida zamagetsi zophunzitsira zidavutitsidwa piritsi, mafoni anzeru ndi zina. katundu chimphona zimakhudza, kampani chisanadze ntchito wakhala osauka ntchito. Pofuna kupewa kudalira kwambiri msika umodzi, kampani anapitiriza konza mawotchi anzeru, magalasi anzeru ndi okamba WIFI ndi mapulogalamu ena, ndi mwachangu kukulitsa ntchito Chip mankhwala. Kutsatira nsanja ya Newton, nsanja ya Halley, kampaniyo yakhazikitsa nsanja yachitukuko ya Venus, kampaniyo imathandizira kupanga mawotchi anzeru. Pofuna kupewa kudalira kwambiri msika umodzi komanso kusatsimikizika kwa msika wa zida zogwirira ntchito, kampaniyo ikufuna mwachangu ndikukulitsa ntchito zambiri zamsika, monga zinthu zanzeru, olankhula WIFI, ma biometric, kuyang'anira chitetezo. Lipoti lapakati la chaka chino, kampaniyo idapeza ndalama zogwirira ntchito za 3,089.94 yuan, zomwe zikuwonjezeka ndi 14.33%; phindu lonse la 679,600 yuan, chiwonjezeko cha 132.21%, nyali zowongolera za LED zayamba kale tsopano. Ndi kutulutsidwa kwa zotsatira za kotala lachitatu, zomwe kampaniyo idachita pachaka idasinthidwa. Kuwonjezeka kwa backpfrontp m'magawo atatu oyambirira a makampani ali ndi teknoloji ya dziko, Obi, kupyolera mu mphamvu yaying'ono, magawo apakati. Pakati pawo, teknoloji ya dziko mu magawo atatu oyambirira a phindu lamtengo wapatali ikuyembekezeka kukwaniritsa 64 mpaka 65.5 miliyoni yuan, kuwonjezeka kwa 1121.84 mpaka 1150.48%. Kumayambiriro m'munda wa malipiro mafoni anabzala kugwa kwa umisiri dziko, malonda watuluka pansi, kampani ndalama IC khadi Chip malonda mosalekeza, mwa kulimbikitsa kafukufuku ndi chitukuko, kupeza msika wabwino, mankhwala oyamba ndi kukwezeleza, tsopano ena. mabanki a zamalonda amayesa kupereka ntchito. Kutulutsa kwamakadi a IC akunyumba pafupifupi 700 miliyoni, magetsi a mabwalo a LED omwe atsogolere kutsidya kwa nyanja NXP amalamulira msika, zaka zingapo zikubwerazi malo ena akumalo ndi aakulu. backpfrontp Orbita, kupyolera mu mphamvu yaying'ono yolemera, phindu lalikulu kwambiri m'magawo atatu oyambirira Posakhalitsa Central gawo likuwonjezeka kuposa 50%. Monga theka loyamba la Ushimata GEM, Orbita magawo atatu oyambirira poyerekeza ndi ntchito yofotokozera zotsatira kuti akwaniritse kawiri. Platinum Asia Information Company idazindikira kuti idapeza kale ndi mapepala, masanjidwe a mzere wazogulitsa asinthidwanso. Kampaniyo ikukonzekeranso kuchita molingana ndi chiyambi cha zoyesayesa zapadziko lonse lapansi za SOC / SIP, makina owongolera ndege ndi zinthu zina. backpfrontp Analysts adanena kuti ngakhale chilengedwe cha semiconductor chimakhalabe chotukuka kwambiri, magetsi a bwalo la tenisi a LED koma chiwerengero cha makampani omwe atchulidwa kuti asinthe ndondomeko ya bizinesi, akukhalabe bwino kuposa zotsatira za chaka chatha. Tsopano, pakutsika kwakukulu kozungulira, zolinga zoyendetsedwa ndiukadaulo zikadalipo, tsogolo lamakampani opanga ma semiconductor, pali mwayi wokulirapo. backpfrontp Ruifeng mphamvu: TV backlight slowdown, kuyatsa malonda anali kukula mofulumira backpfrontp kulamulira mtengo pa mlingo wabwino: magawo atatu mwa anayi a okwana mtengo kampani 3 22.07 miliyoni, 10,65 peresenti chiŵerengero cha ndalama, unyolo watsika pang'ono, panopa osachepera mlingo kwa lonse. chaka . Chaka chino kampani kukula kwambiri mu LED kuunikira bizinesi, ndi wocheperapo RiCOM chikhalidwe photoelectric akadali mu nthawi yomanga, mtengo wamtengo wagunda chotsikitsitsa m'chaka ndi osowa, zimasonyeza kulamulira mtengo wa kampani, koma akhoza kupitirizabe kuwoneka. Kukula kungakhale kochepa kwa backpfrontp backlight, kuyatsa kochita masewera olimbitsa thupi a LED ndiko kukula kwakukulu kotsatira: kukula pang'onopang'ono kwa LCD TV yapadziko lonse, zaka ziwiri zikubwerazi zikuyembekezeka kukhalabe pamtunda wa mayunitsi 200 miliyoni pachaka, ndi LCD TV yatsopano, LED. malowedwe afika 90% pamwamba, makampani ndi okhwima makampani unyolo sangasinthe machesi chachikulu, chipinda kampani kukula kungakhale kochepa pankhaniyi. Koma ndi kutsika kwa mtengo woyatsira nyali za LED, kufalikira kwamakono kwa magetsi a RGB LED okhala ndi nyali zopulumutsa mphamvu kwachepetsedwa kufika pafupifupi nthawi za 2, ndipo zinthu zina zotsika mtengo zakhala zosakwana 2 kufalikira, motero zimalimbikitsa kuyatsa kwachangu kwa LED. msika, tikuyerekeza chaka chino GM LED kuyatsa malowedwe pafupifupi 10%, 5% poyerekeza ndi chaka chatha, kuwonjezeka kwambiri, ndipo chaka chamawa akuyembekezeka kufika 20 peresenti mlingo malowedwe. Kampaniyo ngati ulalo wa phukusi lapakatikati idzapindula kwambiri ndi kampaniyo chaka chino, ndalama zamakampani zowunikira za LED zawonetsedwa, koma ziyenera kulabadira kuopsa kwa mpikisano wowopsa m'makampaniwo kuti abweretse kuchepa kwakukulu, tipitiliza kuyang'ana pazotsatira. -pamwamba. zoneneratu za phindu la backpfrontp ndi kuchuluka kwa ndalama: kuchepa kwa kufunikira kwa kutsidya kwa nyanja, kutsika kwachuma kwachuma, kugulitsa kwapadziko lonse lapansi kwa LCD TV kuli koyipa, kampani yomwe ikukula kuopa bizinesi yayikulu yakumbuyo ndiyochepa, koma zotchinga zazikulu kumadera akumbuyo kwa TV, unyolo wamafakitale ndi otsekedwa, makasitomala akuluakulu akumunsi, komanso kuti kampaniyo ipereke zitsimikizo zina za ntchito ndikukhala ndi mphamvu zina zolimbana ndi zoopsa. Kuwala kwa LED kukukula mofulumira zaka ziwiri zotsatira, kampaniyo idzapindula. Tidadula phindu la kampani 2013--2015 pagawo lililonse kukhala 0.31 yuan, 0.36 yuan ndi 0.47 yuan, kuti kampaniyo ikhale yonenepa kwambiri. backpfrontp Hongli Opto-electronic: kuyatsa kumafuna kutentha kwa kampani ya backpfrontp kukula kwachuma komwe kunatsikira mu kotala yachinayi ya 2012, kukupitilira kukwera kotala imodzi kapena iwiri ya chaka chino. backpfrontp chifukwa cha kuchepa kwa mtengo wamtengo wapatali pakufunidwa kwa msika, kupitirira 20% kukula kwa ndalama, komanso chifukwa cha kuchepa kwakukulu kwa mitengo, phindu likuchepa. Kutsika kwamitengo yazinthu ndizofunikira kuti muyambitse zosowa zowunikira, kukula kwamtsogolo kwa kampaniyo, makamaka kudzera pamtengo wa voliyumu, ndalama ndi kukula kwa phindu. Kukula kwamtsogolo kwa mphamvu zopanga kudzakhala choyendetsa chachikulu cha kukula kwa ndalama. backpfrontp 2, phindu la backpfrontp lapita patsogolo chifukwa cha mitengo yotsika, malire azinthu adatsika kwambiri. Uku ndikutsika kwa magwiridwe antchito. Koma yang'anani gawo limodzi la kotala lathunthu lakhazikika, pomwe chaka chatha chifukwa chakusamuka kwa kampaniyo komanso ntchito zatsopano zamafakitale, ndalama zidakwera kwambiri, zotsatirazi zidachepa pang'onopang'ono chaka chino, chiwongola dzanja cha kampani chidayamba kuchepa, chidzatsika. kukhala opindulitsa m'tsogolo kuwongolera profitability factor. Ponseponse phindu lamtsogolo liyenera kukhala lokhazikika. backpfrontp 3, kunyumba kuyatsa Kutentha backpfrontp Malinga ndi lipoti laposachedwa la msika lomwe lidanenedwa mu 2012-2014, ndi phindu la dera lililonse pang'onopang'ono kulepheretsa kuyanika kwa incandescent, nyali za LED zidalowa pamsika wowunikira kunyumba. Chifukwa kuwala kowala komanso mitengo ya nyali za LED, kuvomereza kwa ogula kumawonjezeka pang'onopang'ono, kuchuluka kwa kuyatsa kwa LED kumawonjezeka. 2013, msika wowunikira kunyumba ku China ufikira $ 5,941 miliyoni, kukula kwa 36%, kuphatikiza msika wowunikira nyumba wa LED udzafika $ 814 miliyoni, kuwonjezeka kwa 96 peresenti, akuyembekezeka kuwerengera 24% yapadziko lonse lapansi. backpfrontp 4, backpfrontp m'tsogolo kupanga mphamvu monga kunyamulira, mphamvu kukula kufunika kampani akuyembekezeka kukhala ndi mphamvu kupanga kufika kumapeto kwa phukusi 1200KK / mwezi, pamene zaka 12 mphamvu 500KK / mwezi. Kuphatikizika kwamakampani amtsogolo a LED kukupitilirabe, ukadaulo wina wamabizinesi ang'onoang'ono udzathetsedwa. Izi atsogolere chitukuko cha mabizinesi ndi mwayi mpikisano. Pankhani ya kufunikira kwamakampani omwe akuchulukirachulukira, kutulutsidwa kwa tsogolo la kampaniyo kuli ndi chiyembekezo chowonjezereka, chomwe ndi chomwe chimayambitsa kukula kwamtsogolo kwa kampaniyo. AJ Securities kubwerera