4 executives, such as San an and hucan, said Nace on the investor group reception day

In 2018, the series of regional collective reception day activities of listed companies opened in May 3rd, and in Foshan, Guangdong, the "head gun" was launched. After that, it has been held in 17 regions, such as Tianjin, Shanghai, Guangxi, Sichuan, Hebei and other regions. This series of activities lasted a few months, more than 2000 listed companies from different industries, including LED industry related enterprises.

LEDinside editor's reference found that in the 18 events held, there were 10 LED related enterprises involved in the series, of which 6 were in Guangdong, including FSL, snow, state star optoelectronic, wood Lin, Hongli Zhi Hui, and three male Aurora, and the rest of the 4 enterprises were divided into Chinese science and Technology (Sichuan District), three An optical power (Hubei District), hucan optoelectronic (Hubei prefecture), and LIAN optoelectronic (Jiangxi District).

In the activities, the executives of the listed companies communicate online with investors on the issues of corporate governance, development strategy, management status, sustainable development and other investors. LEDinside editor's day has remitted important statements from 6 business executives in Guangdong's jurisdiction to the article "yesterday, Mu Linsen, Guo Xing, Hongli and other 6 executives said these! "", today, the remaining 4 business executives of the other important speeches to read to the readers. Chinese science and technology: the lighting business of the night scene will keep steady growth

China body technology was established in 2004, and was listed on the market in June 2017. It is a comprehensive service provider for urban lighting. It is focused on the planning and design of urban lighting, product development and manufacture, project installation, operation management and maintenance service and intelligent city construction. In 2017, the company achieved 480 million 274 thousand and 500 yuan, a 17.70% increase over the same period of the previous year; the net profit attributable to the parent company's shareholders was 52 million 877 thousand and 700 yuan, up 10.01% over the same period of the previous year.

With the rapid development of urban lighting in recent years, the Chinese lighting, as a comprehensive service provider for urban lighting, has naturally come into the view of investors. In May 11th, the activities of the collective reception day of the listed companies of the listed companies in Sichuan area were also attracted a lot of attention.

Zhang Hui, the director of science and technology, the deputy general manager, the chief financial officer and the Secretary of the board of directors, said that the company has continuously increased the investment in the research and development of new urban lighting technology, and has independently developed the intelligent street lamp products based on the Internet of things technology. The company is using the fund to build the "technical renovation and expansion project of urban lighting system". At the same time, the company will use its own funds to set up a subsidiary in the Tianfu new area. The construction of the company mainly includes the building of the factory building, the purchase and installation of production equipment, and the construction of the supporting facilities.

When talking about how to look at the lighting industry of the night scene, he said that after the great success of the Hangzhou G20 summit landscape, the upsurge of urban landscape lighting has been set off all over the country, and the landscape lighting is taking advantage of the "night travel economy", which will increase rapidly in the next few years. The revenue growth of the company in the night scene shows the good momentum of the growth of the industry. In 2017, the growth rate of the project installation business income is 214.84%, and it is expected to maintain a relatively stable growth in the future. The company is equipped with a class a qualification, a class B qualification, an experienced project installation team and an excellent design team. There are landscape lighting projects all over the country. The company will continue to promote the construction of talent team, strengthen the competitive power of the market, and provide better service for the customers. Business.

In addition, in response to the double flow of intelligent street light PPP project, Zhang Hui said that the Shuangliu smart street lamp project is the first regional large-scale operation of the company, is steadily advancing, the project and the local platform company set up joint venture company to build operation, Future Ltd will gradually increase the operation model in the other The promotion of the region. San an optoelectronic: LED new products continue to expand, integrated circuits are the key direction

San an optoelectronic is one of the global LED chip enterprises. The production capacity of the company is all over Xiamen, Tianjin, Wuhu, Quanzhou and other regions. The product line covers the ultra high brightness LED epitaxial films, chips, compound solar cells and III-V compound semiconductors. In the last two years, the company accelerated the pace of compound semiconductor integrated circuits. In December 2017, it announced that it would invest 33 billion 300 million yuan in building compound semiconductors, integrated circuits and related industrial projects.

In June 5th, in the online collective reception day of listed company investors in Hubei Prefecture, Li Xuetan, the Secretary of the three an optoelectronic board of directors, said that the company's LED chip business is in the forefront of the world, and the integrated circuit business is in its infancy. The company LED business has a lot of new products in the gradual expansion, in addition to integrated circuit business is the key development direction of the Future Ltd, business is in the stage.

Speaking of LED chip market share, Li Xuetan said that by the end of 2017, the company's LED chip in the global market rate is not too high, expected to be around 20%. In addition, she also said that, in addition to special conditions, the company's equipment has been in full production state; the company's investment project Xiamen San an optoelectronic Co., Ltd. (phase two) MOCVD equipment gradually to the factory, production capacity is gradually releasing. Hucan opto: at present, there is still room for improvement in the company's gross interest rate

The other chip giant, hucan optoelectronic, also participated in the online group reception day of the listed company investors in Hubei, and many executives exchanged online with investors.

Chen Yu, the company's financial manager, revealed in his activities that the company's gross margin was matched with the development cycle of the company. From the development cycle of LED epitaxial chip industry, through continuous efforts of the company, the current gross interest rate level still has room for improvement.

Tan Li, the manager of the securities affairs department, said that in the next three years, the company will continue to expand LED extension, chip main industry and extend to compound semiconductor, such as VCSEL laser, continue to strengthen UVLED, Micro LED research and development efforts to further enhance the global market share, on the other hand, after the acquisition of MEMSIC Inc., also We will increase the input of the sensor field around MEMSIC as soon as possible, improve the income scale of the sensor business and the competitive position of the market. The company carries out the development of dual main industry, supporting each other to complement each other, and will also significantly enhance the company's future risk resistance.

She also said that the company has been active in the distribution of overseas customer sales channels and a close strategic partnership with downstream customers. Great strides have been made in 2017. In 2018, on this basis, with the substantial increase of the company's capacity, the company will further increase the resource investment of overseas customers. It is expected that the proportion of overseas customers' sales revenue will increase significantly in 2018.

When talking about the future demand for LED chips, Tan Li said the industry CAGR has more than 15% growth. As far as the demand side is concerned, the small spacing LED display will maintain high growth, the downstream display screen application looks at 60% of revenue growth, the penetration of the LED lighting market is also expected to continue, and Micro LED/ Mini LED is expected to open LED growth space downstream. The application area has a lot of blooming, and the corresponding chip demand is available.

On how to reduce costs, Ji Xiaoyan, the company's director general secretary, vice president, and financial officer, said that the company mainly through four aspects of the cost reduction, one is this year, the company's production of substrate and chip production in the 6 inch production import plan; two is the supplier of strategic supplier procurement cooperation mechanism; three is the following. The improvement rate is especially the new yield, and the four is that the expansion of the sapphire substrate will further reduce the cost of the main material.

Ji Xiaoyan believes that the LED industry is a growing industry. As technological progress and cost decline will continue to open new markets, high growth does not mean that there will be no volatility, and linear growth will also fluctuate in history. However, with the gradual stability of the competition pattern, the growth rate will slowly slow down. China's LED production from 2010 to less than 1 million, to now nearly 10 times the growth, the result is amazing. The growth rate of 10% in the next two or three years is the bottom - keeping, and the average of about 15% can be maintained. This year, with the expansion of last year's large factory capacity, the second line plant caused pressure. However, the strong technical strength and firm base of the customer base are still in the health condition. LIAN photoelectric: unrealized mass production of superconducting induction heating equipment project

LIAN optoelectronic was founded in 1999, and was listed on the market in March 2001. The registered capital is 443 million yuan. At present, a complete LED industry chain, which covers LED chips, devices, backlight, full color display screen and lighting source, has been set up. The company has four major industrial bases, which are based on the Nanchang base of LED series products as the main industry, Ji'an base with cable as the main industry, the Xiamen base with intelligent control components as the main industry, and the backlight and display as the main base of Shenzhen.

In June 22nd, in the activities of the online group reception day by the listed company investors in Jiangxi Prefecture, Ning Sun, the president of the company, said that the company's production and operation are stable and the order is normal. In addition, he also responded to the impact of the Sino US trade war on the company, and said that the company's LED related products were not directly exported to the United States.

Pan Wanlin, Secretary of the board of directors, said that some of the company's current communications cables are currently selling to ZTE, which accounts for about 0.3% of the total revenue of the company for the whole year, and the part of the product is not yet determined in 2018. Sales have a specific impact on the amount of money, but the overall impact on the company is very small.

On the layout of new technology Mini LED, holographic technology and high temperature superconducting project, Pan Wanlin said that the company has not yet carried out Mini LED related research and development, and no share companies or subsidiaries involved in the field of holographic technology. The superconducting induction heating equipment project is still in the process of R & D and has not yet been realized. . (LEDinside Nicole)

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