On December 2nd, Guangdong Ganhua issued a notice saying that on November 28 this year, Guangdong Deli Photoelectric Co., Ltd. (hereinafter referred to as Deli Optoelectronics Co., Ltd.), a wholly-owned subsidiary of the company, signed a subsidy for MOCVD equipment with the management committee of Jiangmen High-tech Zone. The contract, 10 MOCVD chip equipment purchased by Deli Optoelectronics is in line with the conditions for enjoying the preferential policies for equipment subsidies, and the total subsidy of 99 million yuan has been received. On November 28th, the first phase of 39.6 million yuan was received.
In the first half of this year, Guangdong Ganhua's revenue was about 224 million yuan. The subsidy of 99 million yuan obtained this time is close to half of the revenue in the first half of the year, which is 15 times of the net profit in the first half of the year.
The author learned from the industry that as a major province of LED application industry, although Guangdong has formed an industrial cluster, the most important chip in the LED industry chain needs to be “importedâ€. The Guangdong Ganhua wholly-owned subsidiary has received huge subsidies, reflecting Out of Jiangmen, Guangdong hopes to expand LED upstream chips and make a full LED industry chain.
The subsidy amount is 15 times of the net profit in the first half of the year. On December 2nd, Guangdong Ganhua disclosed that on November 28 this year, its wholly-owned subsidiary Deli Optoelectronics signed the MOCVD equipment subsidy contract with the Jiangmen High-tech Industrial Development Zone Management Committee. 》.
According to the announcement, in September 2012, Deli Optoelectronics purchased 10 MOCVD equipment, and in June 2013, all the equipment arrived at the factory. According to the relevant regulations of Jiangmen City on the Temporary Preferential Measures for Accelerating the Construction of Strategic Emerging Industrial Bases in Guangdong Province, the above 10 MOCVD equipment purchased by Deli Optoelectronics meet the conditions for enjoying the preferential policies for equipment subsidies, and can enjoy equipment of 9.9 million yuan per unit. subsidy.
Therefore, Deli Optoelectronics will receive a total subsidy of 99 million yuan, and has received the first phase of equipment subsidy of 39.6 million yuan on November 28.
Guangdong Ganhua’s mid-year report showed that during the reporting period, the company achieved a total operating income of approximately 224 million yuan and a net profit of 6.2 million yuan. The subsidy obtained this time is close to half of the company's half-year revenue, which is 15 times the net profit.
MOCVD equipment is a key part of LED chip manufacturing, with high technology and brand barriers. At present, MOCVD equipment of domestic LED upstream enterprises is mainly supplied by AIXTRON Company of Germany and VEECO Company of USA.
"A MOCVD furnace, the previous price reached 2.75 million US dollars, with the RMB exchange rate and machine model changes, MOCVD prices are also changing." An industry source said.
“These subsidies are based on government subsidies for equipment. Guangdong Ganhua is a relatively large LED company in Jiangmen, mainly engaged in epitaxial wafers and chips. At that time, it may be that the nearby Zhongshan Guzhen is an international LED downstream application market. , can do upstream support for it." Guangdong Ganhua Securities Department said.
"Guangdong LED enterprises are mainly concentrated in the middle and lower reaches, and the upstream is relatively weak. At present, Guangdong Ganhua is concentrated in the expansion of upstream LED chips, and will not be excluded from the middle and lower reaches in the future," said the securities department.
Guangdong LED industry, the lack of "core" pain <br> <br> According to the information, Guangdong Province, a total of more than 4000 LED enterprises, promote employment-related nearly 300 million people, it has built a leading Shenzhen, Zhongshan, Huizhou, Foshan, Jiangmen And Dongguan is the LED industry cluster area of ​​the Pearl River Delta industry belt, of which 25 LED listed companies, accounting for 60% of the total number of LED listed companies in the country, with a total market value of nearly 100 billion yuan.
In the first half of this year, Guangdong Ganhua's revenue was about 224 million yuan. The subsidy of 99 million yuan obtained this time is close to half of the revenue in the first half of the year, which is 15 times of the net profit in the first half of the year.
The author learned from the industry that as a major province of LED application industry, although Guangdong has formed an industrial cluster, the most important chip in the LED industry chain needs to be “importedâ€. The Guangdong Ganhua wholly-owned subsidiary has received huge subsidies, reflecting Out of Jiangmen, Guangdong hopes to expand LED upstream chips and make a full LED industry chain.
The subsidy amount is 15 times of the net profit in the first half of the year. On December 2nd, Guangdong Ganhua disclosed that on November 28 this year, its wholly-owned subsidiary Deli Optoelectronics signed the MOCVD equipment subsidy contract with the Jiangmen High-tech Industrial Development Zone Management Committee. 》.
According to the announcement, in September 2012, Deli Optoelectronics purchased 10 MOCVD equipment, and in June 2013, all the equipment arrived at the factory. According to the relevant regulations of Jiangmen City on the Temporary Preferential Measures for Accelerating the Construction of Strategic Emerging Industrial Bases in Guangdong Province, the above 10 MOCVD equipment purchased by Deli Optoelectronics meet the conditions for enjoying the preferential policies for equipment subsidies, and can enjoy equipment of 9.9 million yuan per unit. subsidy.
Therefore, Deli Optoelectronics will receive a total subsidy of 99 million yuan, and has received the first phase of equipment subsidy of 39.6 million yuan on November 28.
Guangdong Ganhua’s mid-year report showed that during the reporting period, the company achieved a total operating income of approximately 224 million yuan and a net profit of 6.2 million yuan. The subsidy obtained this time is close to half of the company's half-year revenue, which is 15 times the net profit.
MOCVD equipment is a key part of LED chip manufacturing, with high technology and brand barriers. At present, MOCVD equipment of domestic LED upstream enterprises is mainly supplied by AIXTRON Company of Germany and VEECO Company of USA.
"A MOCVD furnace, the previous price reached 2.75 million US dollars, with the RMB exchange rate and machine model changes, MOCVD prices are also changing." An industry source said.
“These subsidies are based on government subsidies for equipment. Guangdong Ganhua is a relatively large LED company in Jiangmen, mainly engaged in epitaxial wafers and chips. At that time, it may be that the nearby Zhongshan Guzhen is an international LED downstream application market. , can do upstream support for it." Guangdong Ganhua Securities Department said.
"Guangdong LED enterprises are mainly concentrated in the middle and lower reaches, and the upstream is relatively weak. At present, Guangdong Ganhua is concentrated in the expansion of upstream LED chips, and will not be excluded from the middle and lower reaches in the future," said the securities department.
Guangdong LED industry, the lack of "core" pain <br> <br> According to the information, Guangdong Province, a total of more than 4000 LED enterprises, promote employment-related nearly 300 million people, it has built a leading Shenzhen, Zhongshan, Huizhou, Foshan, Jiangmen And Dongguan is the LED industry cluster area of ​​the Pearl River Delta industry belt, of which 25 LED listed companies, accounting for 60% of the total number of LED listed companies in the country, with a total market value of nearly 100 billion yuan.
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