[Source: "New Industry" May issue reporter / Luo Gemei]
2 months, nearly 60 million yuan of polarizer sales revenue.
The above figures were created by Shengbo Optoelectronics, a subsidiary of Shenzhen Textile A (000045. SZ). It also means that the first phase of Shengbo Optoelectronic Polarizer has been mass-produced and has become a veritable manufacturer of the largest polarizer in the mainland.
“ Last year, Shengbo Optoelectronics has become a qualified supplier of Huaxing Optoelectronics, BOE, Shenzhen Chaodian, Longteng Optoelectronics, and CPT, and has begun to supply in bulk.†On March 26, the head of Shengbo Optoelectronics Marketing Department According to the new industry, since the 4th and 5th lines of Shengbo Optoelectronics have been mass-produced, it is expected that the sales revenue of polarizers in 2013 will exceed the total revenue of Shenzhen Textile in 2012. “Huaxing Optoelectronics will be the largest customer and may contribute approximately 50% of its revenue.â€
“80% of domestic polarizer demand needs to be imported.†Displayrong flat panel display analyst Wu Rongbing told “New Industry†that in addition to the upstream raw material industry, the domestic LCD industry chain has been relatively perfect, especially the LCD panel industry is developing rapidly. The import substitution space for upstream raw materials is very large. "Whoever can take the lead in breaking through, whoever has an advantage."
Li Yaqin, research director of Qunzhi Consulting, also pointed out that domestic LCD panel manufacturers are facing pressure from cost control and development needs of more customers, and are increasing their purchases of domestic upstream materials such as polarizers, backlights, and liquid crystal materials.
Based on this, despite the announcement of the 2012 financial report with a loss of 80.99 million yuan, the share price of Shenzhen Textile A has gradually recovered from the low of 6.29 yuan before the previous year to 7.7 yuan on April 9, up 22%.
Difficult mass production
In fact, the successful mass production of Shengbo Optoelectronics is not always smooth.
On July 24, 2012, a fire accident occurred on the production line on the first floor of Shengbo Optoelectronics Longhua Plant. Although no casualties were caused, the Longhua plant was temporarily suspended and lost 3.13 million yuan.
Shenzhen Textile's 2012 financial report shows that in 2012, Shenzhen Textile's revenue was 846 million yuan, with a loss of 80.99 million yuan. Among them, Shengbo Optoelectronics earned 265 million yuan and lost 94.91 million yuan.
The financial report also showed that the first line of Shengbo Optoelectronic Polarizer Phase I project was mass-produced in December, with an average yield of 85%; Line 5 was also officially mass-produced at the end of December. Customers such as Shenchao Optoelectronics and Huaxing Optoelectronics have placed orders with Shengbo Optoelectronics.
The announcement of Shenzhen Textile shows that from January 1 to November 2, 2012, Shengbo Optoelectronics sold only 5.8 million yuan to polarizers. By December 17th, one and a half months later, the related party transaction increased by 30.4 million yuan to 36.2 million yuan. Subsequently, Shenzhen Textile announced again that the actual sales generated by the two parties in 2012 were 65.3 million yuan.
According to the above data, Shengbo Optoelectronics only sold 60 million yuan to a customer of Huaxing Optoelectronics for one month.
If Huaxing Optoelectronics does not have any accidents in 2013, it will bring Shengbo Optoelectronics 720 million yuan in revenue. This has not counted BOE that has signed a cooperation agreement.
“Since the second half of last year, the entire LCD panel industry has recovered, especially the price of large-size panels has risen. Nearly all panel makers have improved in the past year. With the increase in the volume of BOE and Huaxing Optoelectronics, it is expected that 2013 The self-sufficiency rate of large-size LCD panels in the middle of the year can reach 30% to 40%."
Li Yaqin believes that the domesticization of domestic LCD panels will be more rapid in 2013 driven by multiple factors such as policy, market and cost. With the increase in the number of 8.5 generation lines of BOE and Huaxing Optoelectronics, the self-sufficiency rate of domestic LCD TV panels is expected to reach 30% to 40%.
At the same time, Longfei Optoelectronics' Kunshan 8.5-generation line, Samsung's Suzhou 8.5-generation line and LG Display's Guangzhou 8.5-generation line are under construction. In addition, the BOE Xinyi 8.5-generation line of BOE will also be built in mass production. Panel production capacity will continue to grow, and the self-sufficiency rate of domestic LCD TV panels will gradually increase.
TCL Group's financial report shows that due to the industry's recovery in September last year and the stimulus of domestic energy-saving Huimin financial subsidies, Huaxing Optoelectronics' 32-inch panel began to fall short of demand and achieve operating profit. The project is fully produced in advance, and the annual sales of LCD panels exceeds 10 million pieces, with total sales reaching 7.268 billion yuan and net profit of 318 million yuan.
Based on this, on March 25th, Shenzhen Textile re-directed additional funds of 1.471 billion yuan, all of which were used to increase the capital of Shengbo Optoelectronics to build a second phase project of polarizer film with an annual production capacity of 12.8 million square meters.
Unfinished, please read the full article: http://
2 months, nearly 60 million yuan of polarizer sales revenue.
The above figures were created by Shengbo Optoelectronics, a subsidiary of Shenzhen Textile A (000045. SZ). It also means that the first phase of Shengbo Optoelectronic Polarizer has been mass-produced and has become a veritable manufacturer of the largest polarizer in the mainland.
“ Last year, Shengbo Optoelectronics has become a qualified supplier of Huaxing Optoelectronics, BOE, Shenzhen Chaodian, Longteng Optoelectronics, and CPT, and has begun to supply in bulk.†On March 26, the head of Shengbo Optoelectronics Marketing Department According to the new industry, since the 4th and 5th lines of Shengbo Optoelectronics have been mass-produced, it is expected that the sales revenue of polarizers in 2013 will exceed the total revenue of Shenzhen Textile in 2012. “Huaxing Optoelectronics will be the largest customer and may contribute approximately 50% of its revenue.â€
“80% of domestic polarizer demand needs to be imported.†Displayrong flat panel display analyst Wu Rongbing told “New Industry†that in addition to the upstream raw material industry, the domestic LCD industry chain has been relatively perfect, especially the LCD panel industry is developing rapidly. The import substitution space for upstream raw materials is very large. "Whoever can take the lead in breaking through, whoever has an advantage."
Li Yaqin, research director of Qunzhi Consulting, also pointed out that domestic LCD panel manufacturers are facing pressure from cost control and development needs of more customers, and are increasing their purchases of domestic upstream materials such as polarizers, backlights, and liquid crystal materials.
Based on this, despite the announcement of the 2012 financial report with a loss of 80.99 million yuan, the share price of Shenzhen Textile A has gradually recovered from the low of 6.29 yuan before the previous year to 7.7 yuan on April 9, up 22%.
Difficult mass production
In fact, the successful mass production of Shengbo Optoelectronics is not always smooth.
On July 24, 2012, a fire accident occurred on the production line on the first floor of Shengbo Optoelectronics Longhua Plant. Although no casualties were caused, the Longhua plant was temporarily suspended and lost 3.13 million yuan.
Shenzhen Textile's 2012 financial report shows that in 2012, Shenzhen Textile's revenue was 846 million yuan, with a loss of 80.99 million yuan. Among them, Shengbo Optoelectronics earned 265 million yuan and lost 94.91 million yuan.
The financial report also showed that the first line of Shengbo Optoelectronic Polarizer Phase I project was mass-produced in December, with an average yield of 85%; Line 5 was also officially mass-produced at the end of December. Customers such as Shenchao Optoelectronics and Huaxing Optoelectronics have placed orders with Shengbo Optoelectronics.
The announcement of Shenzhen Textile shows that from January 1 to November 2, 2012, Shengbo Optoelectronics sold only 5.8 million yuan to polarizers. By December 17th, one and a half months later, the related party transaction increased by 30.4 million yuan to 36.2 million yuan. Subsequently, Shenzhen Textile announced again that the actual sales generated by the two parties in 2012 were 65.3 million yuan.
According to the above data, Shengbo Optoelectronics only sold 60 million yuan to a customer of Huaxing Optoelectronics for one month.
If Huaxing Optoelectronics does not have any accidents in 2013, it will bring Shengbo Optoelectronics 720 million yuan in revenue. This has not counted BOE that has signed a cooperation agreement.
“Since the second half of last year, the entire LCD panel industry has recovered, especially the price of large-size panels has risen. Nearly all panel makers have improved in the past year. With the increase in the volume of BOE and Huaxing Optoelectronics, it is expected that 2013 The self-sufficiency rate of large-size LCD panels in the middle of the year can reach 30% to 40%."
Li Yaqin believes that the domesticization of domestic LCD panels will be more rapid in 2013 driven by multiple factors such as policy, market and cost. With the increase in the number of 8.5 generation lines of BOE and Huaxing Optoelectronics, the self-sufficiency rate of domestic LCD TV panels is expected to reach 30% to 40%.
At the same time, Longfei Optoelectronics' Kunshan 8.5-generation line, Samsung's Suzhou 8.5-generation line and LG Display's Guangzhou 8.5-generation line are under construction. In addition, the BOE Xinyi 8.5-generation line of BOE will also be built in mass production. Panel production capacity will continue to grow, and the self-sufficiency rate of domestic LCD TV panels will gradually increase.
TCL Group's financial report shows that due to the industry's recovery in September last year and the stimulus of domestic energy-saving Huimin financial subsidies, Huaxing Optoelectronics' 32-inch panel began to fall short of demand and achieve operating profit. The project is fully produced in advance, and the annual sales of LCD panels exceeds 10 million pieces, with total sales reaching 7.268 billion yuan and net profit of 318 million yuan.
Based on this, on March 25th, Shenzhen Textile re-directed additional funds of 1.471 billion yuan, all of which were used to increase the capital of Shengbo Optoelectronics to build a second phase project of polarizer film with an annual production capacity of 12.8 million square meters.
Unfinished, please read the full article: http://
E-cigarette
Shenzhen Yingyuan Technology Co.,ltd , https://www.smartpuffvape.com