In 2016, it will be overturned. This week's two heavy news in the LED industry is that Philips Lighting has released its China strategy for LED system components in the Chinese market. Mu Linsen continued to expand its industrial chain and became a shareholder in Huai'an Aoyang Shunchang.
When we opened the Philips LED Product Handbook 2016 LED product brochure, we found that, unwittingly, Philips Lighting has completed the layout from the module to the power supply, and even contains the control products in various lighting applications.
However, Philips Lighting has always had very little publicity for non-illuminated products. During the period when the industry entered the current stage of high-growth to maturity, Philips's move means the creation and oath of LED's entire ecological chain.
At the same time, this week, Philips Lighting and Tmall held a new launch of the Philips Hue home lighting series in Tmall in Shanghai. Philips Lighting and Tmall's home improvement leaders used the Siri voice remote control to light up the Philips Hue series of lamps. The new products of Rui Chen, Rui Ying, Rui Xuan and Qi Ying were unveiled.
And Mulinsen is still in a well-organized "starting and working", on the one hand to supplement its layout in the upstream supply chain, on the other hand, the acquisition of Osram lighting business has been "stable and steady", for the LED industry that has developed rapidly for ten years, has entered a A true new era.
In this era, the real king is about to be born.
The above-mentioned typical events also show that the horizontal and vertical deep integration, especially represented by mergers and acquisitions in the current industrial chain, is beginning to become the norm, and the integration speed is further accelerated.
Zhang Xiaofei, chairman of the High-Technology Research Institute, said: "As the LED lighting industry gradually matures, the difficulty of corporate financing is gradually increasing, and the attention of the capital market to the LED industry is also rapidly declining."
For example, taking the current NEEQ companies as an example, their financing ability is actually not good. The reason is that the entire capital market does not pay enough attention to small and medium-sized enterprises in the LED industry. Therefore, the next step is to absorb some very good companies. The future remains to be further integrated. (poke for details)
2016 Golden Globe Award shortlist list publicity
On January 6, 2017, 11:00-13:30, the 2016 (seventh) High-tech Golden Globe Awards Ceremony will be held during the closing ceremony of the High-tech LED Annual Conference. This is the 7th year of the high-tech LED Golden Globe Awards.
The 2016 High-tech LED Golden Globe Awards was selected with the theme of “Finding the Core of the New Eraâ€. Since the opening of the registration channel on July 15, 132 products/cases have been selected, and more than 100 companies have signed up to participate. Participating companies cover the entire LED industry chain.
As of the WeChat voting deadline, the Golden Globe Awards WeChat voted to vote for 51,603.
According to the selection process of this year's Golden Globe Awards, the finalists will accept the on-site voting of the participants during the high-tech LED annual meeting on January 5-6, 2017. At the same time, the voting scores of the expert judges will also be announced on the spot.
At that time, the sum of the on-site voting scores + expert judges' voting scores will determine the Golden Globe Awards for each award of the year.
"Floating the clouds and raining" is this one?
After the participation of LED chip companies to develop crystal, the pace of extension of Mulinsen to the upstream continues to accelerate.
On Wednesday, Mulinsen (002745) announced that in order to increase the company's upstream extension to the LED industry chain, the company intends to use its own funds to Huai'an Aoyang Shunchang Photoelectric Technology Co., Ltd. (hereinafter referred to as "Huai'an Aoyang Shunchang") The capital increase was RMB 500 million, of which RMB 348.80 million entered the registered capital, and the rest entered the capital reserve.
According to the current equity ratio, after the capital increase, Mulinsen will acquire a 26.88% stake in Huai'an Aoyang Shunchang, becoming the second largest shareholder after Jiangsu Aoyang Shunchang Co., Ltd.
According to the financial data of the announcement, as of September 30, 2016, Huai'an Aoyang Shunchang achieved revenue of 262 million yuan in the first three quarters of this year, achieving a net profit of 41.352 million yuan.
At the same time, Mulinsen preferentially purchases LED chips produced by Huai'an Optoelectronics according to market prices. The LED chips produced by Huai'an Optoelectronics are preferentially supplied at market prices.
The announcement said that this investment is the development needs of Mulinsen to improve the whole industry chain, in line with the company's development strategy, and has a positive role in promoting the brand effect of the company, stabilizing the company's raw material supply channels, effectively improving the company's revenue, and improving The company's core competitiveness and other aspects have a positive impact and impact.
At the same time, after the completion of this investment, Mulinsen extended the upstream of the LED industry chain through strategic investment to further improve the layout of the company's entire industrial chain.
Because of environmental protection, I can't buy LED lights this year?
The 10th anniversary of the senior engineers is about to come. The original Bai Xiaosheng should be happily screaming at the people here, and the topics at this year's annual meeting will be shared by the spoilers.
But in the past few days, it was inexplicably smashed by friends. So curious, environmental protection is our LED anecdote? Only then found that this is also a big event.
There are a lot of people who seem to be unable to live a good year.
When the WeChat circle of people in the ancient town lighting decoration was praised as the back screen of the "2016 Academy of Lighting Industry Oscar Best Photography Award", I suddenly found that this problem is more serious than expected.
First, the price of raw materials has risen. I thought that LEDs will only last a few months of passive price increases. Now, due to the sudden attack of environmental protection storms, it is even more confusing.
From November 28th to December 28th, the inspector of the Central Fourth Environmental Protection Inspector Group stationed in Foshan and shut down nearly 800 enterprises.
On December 8th, the deputy secretary of the Party Committee of Henglan Town, Zhongshan City, and the mayor Chen Yonghua and others led a team to inspect a batch of metal processing factories and sealed up the production workshops suspected of violating the rules. The strength of the big, so many manufacturers complained.
The environmental assault caused many upstream processing manufacturers to be forced to stop production and stop production, which also implicated the supply of finished lighting manufacturers, and production was unsustainable.
Hongli Zhihui 900 million yuan to acquire 100% equity of Speedy Network
Recently, Hongli Zhihui (300219) disclosed the issue of shares and the payment of cash to purchase assets and raised matching funds and related party transactions reports and abstracts. The company intends to purchase 100% equity of Shenzhen Speedy Network Technology Co., Ltd. from Li Pei and Yang Yunfeng by way of issuing shares and paying cash. The transaction price is 900 million yuan.
In just a few months, Hongli Zhihui has made great strides in capital operation. In an interview with the Securities Times reporter, Hongli Zhihui’s Dongshou Deng Shoutie said that the company will continue to implement the development strategy formulated in 2015. Under the premise of becoming bigger and stronger LED main business, the company will actively deploy the car networking industry and create “LED+ car networkingâ€. "Two-wheel drive business.
The counterparty promised that in the profit commitment period, that is, from 2016 to 2018, the actual net profit realized by the company was 63 million yuan, 76 million yuan and 96.5 million yuan respectively. The counterparty also made a performance compensation commitment.
Deng Shoutie told the Securities Times reporter that the company has participated in the dual-main business format of "LED + car networking", and has participated in Dina Technology, and has established investment and limited liability company with Zhangzhou Aochuang Electronic Technology Co., Ltd. and Cangzhou City to set up Hongxin Energy. At the same time, it has established investment funds invested in the car networking industry in cooperation with professional investment institutions. The ecosystem framework of the car networking business has been initially constructed.
In addition, during the suspension period, the company made two equity investments to improve profitability and improve the car networking industry chain.
Apollo Private Equity Fund Acquires Lumileds or Deposits
This year, the international large-scale LED factory is competing for sale, but the timing has entered the end of 2016. At present, only Philips' Lumileds is sold to the American Apollo Private Equity Fund to confirm the transaction. The two parties are expected to complete the transaction in the first half of 2017.
However, the domestic LED factory believes that there is still Chinese capital behind the Apollo private equity fund, and it is still difficult to talk about whether there will be variables in the future.
The LED industry is fiercely competitive. It is not because the LED lighting penetration rate will be slowed down by 45% next year. Instead, many international companies are waiting in line to sell, and the target of the intention is to be a large-scale land-based factory.
Lumileds sold to Apollo Private Equity for $2 billion, compared to the $3.31 billion bid by the Sands River Group last year. The Apollo Private Equity Fund only cost 40% off.
Although the private equity fund won Lumileds is the best result of the Taiwanese industry, at least for the crystal power, it is neutral, but recently some manufacturers pointed out that there is still a Chinese color behind the Apollo private equity fund, whether it is as scheduled in the first half of 2017 It remains to be seen that the transaction will be completed.
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