LIAN Optoelectronics (600363): energy leader ready to burst

Green GDP and the construction of a conservation oriented society as "a key 11th Five-Year" plan, the energy-saving environmental protection industry is facing great opportunities for development. LIAN opto electronic (600363) as one of the nation's top five industrial bases, has been supported by the Jiangxi provincial government.

LED industry is an emerging industry, used in mobile phone, LCD display, lighting and other fields, the global annual growth rate of more than 50%, the market continued to enlarge the space, LED energy-saving lamps, electricity consumption in the same space, basically is 1/10 of incandescent lamp, fluorescent lamp brightness is equal to 1/3, but I in the current annual electricity used for lighting is close to 250 billion degrees, which if there is 1/3 using the semiconductor lighting, annual savings of 80 billion kwh, basically equivalent to the total generating capacity of the Three Gorges power station. The company has international advanced level of MOCVD epitaxial furnace, chip and device packaging equipment and testing equipment, has formed a complete industrial chain and scale production from LED epitaxial wafers, chips, devices to full-color display, semiconductor lighting application products, products are sold all over the country and exported. At present has formed an annual output of 200 thousand square inches of liquid phase LED epitaxial wafer, 50 thousand square inches of blue and green LED epitaxial wafers, 6 billion grains of LED chip, 600 million chip LED and high brightness, high brightness LED, 15 million LED flat panel display, backlight products capacity 15 million LED Mobile phone, broad prospects for development.

Recently, LIAN optical cable branch on 2007 China Mobile procurement tenders in the feeder, leaky cable, jumper and connector, feeder clamp 4 sections, and recently signed with the China Mobile "China Mobile Communications Co. Ltd. 2007 centralized purchasing supply framework agreement", is expected in the year after the successful performance. 250 million yuan purchase contract, has the equivalent of last year's volume of business, the industry is expected, with the further deepening of cooperation between China Mobile and LIAN, cable business photoelectric will appear trend of accelerated development.

In addition, the company intends to independent listed subsidiary, exciting prospects. The subsidiary of Xiamen Hongfa company in May 11th to convene the shareholders' meeting, has approved the capital restructuring and resolution! Military enterprises LIAN photoelectric relay has ranked sixth in the global, Xiamen's Acer is the company's most excellent assets, is the enterprise production relay ranked sixth in the world, second domestic, partners included in the signal relay ranked first in the world to Matsushita and in car ranked first Hella relay. Sealed relay with strong anti-interference, high reliability and other characteristics, can be widely used in military and aerospace applications, such as high-end market, the company's future focus on the development direction. Only 05 years of Acer's main business revenue reached 488 million yuan. To this end, the company to actively promote the Acer listed as the goal, based on cooperation with Matsushita and so on, to seek further with international companies and consortia cooperation, consolidate and expand the dominant position in the domestic field of Acer relay. According to the "11th Five-Year Xiamen Hongfa" development plan, will achieve sales revenue of 1 billion yuan in 2010, becoming one of the world's largest provider of relay.

Which recently put in the bottom of the massive low start, large funds rush to raise the obvious signs, has fully ready to organize, breakthrough try for the market to start soon, it is worth focusing on.

Source: World Financial Network