Mu Linsen plans to use 1 billion for LED expansion and expansion projects, and the capacity arms race in the packaging industry will continue? Aoyang Shunchang 9.1 billion yuan fixed case approval, the chip capacity advantage will be further obvious? Yishan car lights won the bid for the domestic large-scale car enterprise ADB development project, LED car lights intelligent trend of the general trend? Philips won the second trial again, the domestic LED industry "integrity management" and then alarm bells ... we will explain for you one by one!
Mu Linsen issued green bonds approved, plans to use 1 billion for LED renovation and expansion projects
On the evening of January 3, Mulinsen issued an announcement. The company recently received the approval from the National Development and Reform Commission of the National Development and Reform Commission on the approval of the issue of green bonds issued by Mulinsen Co., Ltd., and agreed that the company’s public issuance of green bonds should not exceed RMB 1.5 billion. 1 billion yuan is used for the annual expansion of 100 billion light-emitting diode (LED) expansion and expansion projects, and 500 million yuan is used to supplement working capital.
Comments: This investment of 1 billion to carry out the renovation and expansion of the LED project, Mulinsen, which has already ranked first in the country in terms of scale, will usher in a new round of improvement in production capacity.
At this stage, scale has become the main way of competition for domestic packaging companies. Packaging companies such as Mulinsen, Hongli Zhihui, Guoxing Optoelectronics, and Zhaochi have led the expansion. It is undeniable that at present, China's packaging industry is still not concentrated enough. The top 6 packaging companies only account for 20% of the market. This also means that there is still much room for improvement in the share of the packaging industry, and the expansion of the packaging industry in the next year or two will continue.
Aoyang Shunchang 9.1 billion yuan fixed case approved
On the evening of January 2, Aoyang Shunchang issued an announcement, and the company's application for non-public issuance of A shares was approved by the China Securities Regulatory Commission's Issuance Review Committee. According to the non-public offering plan issued by Aoyang Shunchang in August 2017, the number of shares to be issued by the company is not more than 150 million shares, and the total amount of funds raised is not more than 91 million yuan for sapphire graphics. Industrialization project.
Comments: After the implementation of the project, the production capacity of Aoyang Shunchang's graphic sapphire substrate will reach 6 million pieces per year, thus opening up the upstream material link and extending the LED industry chain to ensure the supply of materials in epitaxial growth and chip expansion. At present, the current production capacity of Aoyang Shunchang LED epitaxial wafer and chip business has reached 1 million pieces / month, according to the company's expansion plan in the middle of 2018 will achieve 1.4 million pieces / month of production capacity.
The current LED industry has entered the boom cycle, and downstream demand continues to rise. Aoyang Shunchang has introduced its strategic partners, domestic packaging leader Mulinsen and local government holding companies to share its subsidiary Huai'an Optoelectronics, reflecting policy support and ensuring downstream demand; in addition, before veeco and Zhongwei's patent disputes have hindered the expansion of the chip industry, but Aoyang Shunchang is less affected by Veeco and China-Micro patent disputes, and its effective production capacity is dominant.
Yishan car lights won the bid for the domestic large-scale car enterprise ADB development project
Recently, Hongli Zhihui subsidiary Danyang Yishan Auto Lamp Equipment Manufacturing Co., Ltd. won the bid for the ADB development project of domestic large-scale auto companies, which greatly promoted the intelligent process of Hongli Zhihui LED lights.
Comments: Hongli Zhihui as a domestic LED packaging giant, is fully committed to the field of LED lights. The previous acquisition of 56% equity of Yishan Auto Lamp is to better utilize the company's advantages in the LED industry chain, accelerate the realization of the company's layout in the field of passenger car LED lighting, and actively and effectively cut into the domestic passenger car LED lighting vehicle Supply market.
Yishan car lights and domestic large-scale car companies strong alliance, one reflects the market demand for intelligent LED lights, and second, reflects the industry's affirmation of the ADB smart headlights. At present, ADB smart headlights are mainly used in high-end cars, although they have not yet gained popularity, but the trend of LED lights gradually becoming intelligent is beyond doubt.
Individual shareholders bear joint and several liability? Philips won the second trial again!
On September 21, 2017, the Shanghai Higher People's Court issued a second-instance judgment on the disputes between the three companies including Philips and Tianpu Taipu and Huang Weiming. In the judgment of the second instance, the court ruled that the reasons for the appeal of the three companies, such as Tianzhu Taipu, could not be established, and they should jointly assume the responsibility for repayment to Philips. More importantly, the court also found that the evidence provided by Huang Weiming was not sufficient to prove that the property between Ao Leilang and Huang Weiming was independent of each other. Huang Weiming was legally responsible for the joint liability of the company to Philips' debt.
Comments: With the improvement of China's legal system construction, "integrity" will become an important criterion for testing business operations. Enterprises also need to have the bottom line of sticking to integrity management, and they need to be brave enough to take responsibility when they encounter disputes. Only in this way can they establish a positive image.
However, “non-integrity†in the lighting industry abounds. Recently, the North Song collapse incident that has been raging has once again sounded the alarm for the industry: Beisen Technology is now facing operational problems and is on the verge of bankruptcy. It has long owed suppliers tens of millions of loans.
Nowadays, the competition in the lighting industry is extremely fierce. The “big fish eat small fish†continues to be staged, and the small and medium-sized enterprises are struggling. However, the overall output value of China's semiconductor lighting industry is expected to reach 100 billion yuan in 2020, and the industrial scale will continue to grow. If the industry can't get rid of the bad phenomena such as quality door, low price competition, triangular debt, contract disputes, the industry is still difficult to develop healthily.
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