Yesterday, Mu Linsen, Guo Xing, Hongli and other 6 executives said these words!

Yesterday afternoon (3) day, hand in hand to build mutual trust and win-win investor relations - 2018 Guangdong listed company investor relations management monthly investor group reception day "held in the panorama road show world, 139 Guangdong listed companies more than 300 executives come to participate in the interactive question and answer of investors. LEDinside editor noted that there are 6 companies in the LED industry participating in the event, including FSL, snow white, National Star optoelectronic, wood Lin Sen, Hongli Chi Hui, and three male aurora.

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 has compiled an important statement from 6 business executives to provide readers.

FSL: measures are being done to avoid the risk of foreign currency exchange market

Lin Yihui, the FSL secretary, said in his activities that the company's export earnings in 2017 accounted for 39.18%, up to 1 billion 489 million yuan, mainly in US dollars. According to the list of taxes, the company's LED products are not in the list of taxes, so the trade war has little impact on the company. At present, measures are being studied to avoid the risk of foreign currency exchange market. The industry of the company belongs to the downstream industry chain of lighting, the entrance threshold is relatively low. In addition, a variety of policies support a large number of enterprises to pour into the LED field, which leads to the obvious structural overcapacity problem in the LED industry, especially the downstream application industry, which leads to the disorderly and vicious competition in the market, one of which is the price war. Cross, this is also the necessary stage of the industry shuffle. It is believed that with the development of the advantageous enterprises and the accumulation of advantages, the development of the industry will become more and more rational.

In addition, he also disclosed that the main business of the company is lighting equipment and lamps and lanterns, accounting for more than 99%. In the future, the industry market will continue to develop under the condition of stable macroeconomic conditions. In 2017, after efforts, the company has reached cooperation with Dongfeng Nissan, Dongfeng willow steam, Geely, Chery, Changfeng cheetah and other well-known domestic automobile mainframe matching plants. LED auto lighting sales revenue increased by 225% year on year.

On research and development, Lin Yihui said that the company's research and development work in 2018 focused on research and development of new products, especially on intelligent products and supporting lamps and lanterns. The annual R & D investment accounts for no less than 3% of the revenue.

Shelt: the construction of the Great Bay area of Guangdong, Hong Kong, Macao and Australia has no effect on the company

Zhang Taohua, vice president and Secretary of the board of directors, said in his activities that in 2017, the business income of the company was more than 10%, respectively: the automobile lighting series, the LED interior lighting series, the charging pile equipment and the system. The market demand for the main business of the company is still in the trend of growth. The company will focus on the two major business sections of "optical technology application" + "key components of new energy vehicles", and will continue to focus on the future investment and layout.

In addition, Zhang Taohua said that the construction of Guangdong, Hong Kong, Macao and the Great Bay area construction does not have a direct impact on the business development of the company, but the company will take active attention to seize the opportunity to continue to open up the market. In addition, the company's products do not involve ZTE, and the Sino US trade war does not have a negative impact on the company's export business.

Guo Xing photoelectric: adhere to the vertical integrated development strategy of upper and lower reaches

Tang Qunli, the director of Finance and finance, said that the company deploys the development strategy of "based on encapsulation and upholding vertical and vertical integration on the upper and lower reaches".

With regard to the progress of the niche market of the company, Tang Group said that the company continues to carry out innovation in chip technology, enhance the core manufacturing technology of the chip, and play a strategic support role in the development of the chip field, and have achieved good results at present. For example, the D5D5 series flip chip of the National Star semiconductor developed by the wholly-owned company has broken through the 170lm/w, and the technical level is first class at home. In addition, the company Mini LED shows that the product is in the stage of trial production, and the development of Micro LED chips and related technologies is further developed, and the technical layout work is constantly improved according to the development of the market.

Tang's strength also responds to whether the company's products are involved in ZTE, or whether the trade war has an impact on the company. He said the company did not involve the ZTE incident, and the trade war had little impact on the company.

The product is based on domestic marketing, and the export will be further promoted.

Zhen Zhihui, the representative of wood securities affairs, said in response to the characteristics of the industry market demand that the global LED lighting industry is accelerating, promoting the expansion of the market space for the lighting industry of LED, the permeability of LED will be further promoted and the export will be further promoted.

On the reason that the growth rate of 1Q18's operating cost is far greater than the revenue growth and the gross decline in the gross interest rate, Zhen Zhihui explained that the company's large scale, the higher fixed cost of the company, the lack of equipment mobility, the higher unit cost of the company, and the improvement of the current situation.

In addition, Ma Lin Sen revealed that the company's products are mainly sold in the domestic market, and the recent Sino US trade frictions will not have a greater impact on the company's business.

Hongli Chi Hui: Jiangxi Hongli has been operating normally, the company's LED package capacity is up to 5000KK/ months.

Deng Shoutie, the Secretary of the board of directors of Hong Li Chi Hui, said in the event that the company's Internet owner service kept steady growth in 2017 and exceeded its performance commitment. Jiangxi Hongli has been operating normally, and the company's LED packaging capacity is 5000KK/ months at present.

In addition, Deng Shoutie said, the company will focus on the main business, combing the company does not belong to the LED packaging business, LED car lighting business, the Internet car owner service three major business sector equity investment projects, reasonable exit. At the same time, the company continues to expand the scale of Internet marketing and auto Internet services to maintain a steady increase in the number of users, extending to the downstream financial intermediaries, providing customers with financial services, enhancing user stickiness and user value, seeking new profit growth points, and increasing new VCSEL, MINI LED, Micro LED and so on. The investment in technology keeps the company's leading advantage in the industry.

Three male Aurora: production capacity sales are increasing simultaneously, and the productivity utilization is kept in 80% in recent years.

The company will increase the expansion of the channel and the construction of monopoly stores and monopoly areas, improve the coverage and density of the company channels, improve the marketing network system of the company, and vigorously develop the hardware canal, and actively expand the two or three line city marketing canal. To improve the convenience of the ordinary consumers to buy the company's products.

On the issue of capacity, Yan Xinyuan said that the capacity of the company has changed with the increase of production line, the introduction of automation equipment and the technological transformation of existing production lines, especially the production automation and technological transformation, which have always been the important daily work in the manufacturing field of the company, so the production capacity will be dynamic. But it is certain that the company's current capacity can guarantee the need for the growth of the market. In recent years, the capacity utilization rate of the company has been kept above 80%. With the growth of the company's capacity and the expansion of the sales scale, both capacity and sales will continue to grow, and the utilization of capacity will remain relatively stable. (LEDinside Nicole)

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