The LED boom that swept the capital market since 2010 has no convergence trend.
The main business is metal logistics distribution of the Australian Ocean Shunchang (002245, shares it) (002245) announced on the 22nd, plans to invest 1 billion yuan in the LED project. The previous day, Sanan Optoelectronics Anhui Huainan Photovoltaic Industry Project started in the first phase. The project plans to build a total of 1,000 megawatts of high-concentration photovoltaic system and components with a total investment of 8 billion yuan.
Investment hot hard back <br> <br> According to the China Securities Journal reporter to incomplete statistics, in 2010, only listed companies LED investment plan amounts to more than 30 billion yuan. Among them, only Sanan Optoelectronics plans to invest 20 billion yuan. Dehao Runda (002005, shares it) announced a 4.1 billion yuan investment in LED.
According to statistics from industry associations, in 2009, LED industry announced an investment plan of 22 billion yuan. LED investment has obvious signs of warming.
The LED investment boom of listed companies can also be perceived by changes in the amount of funds raised over the years. In 2007, the listed company first appeared in the fundraising of LEDs. In the same year, the funds invested in LEDs through the initial and additional is 3.276 billion yuan. In the following two years, there was a decline. In 2009, only Sanan Optoelectronics raised RMB 800 million to invest in LED; in 2010, listed companies raised nearly RMB 6 billion to invest in LED.
In addition to listed companies, foreign companies and private enterprises are the main force of LED investment. In 2009, 37% of LED investment was invested in epitaxial chips, 11% invested in device packaging, and 52% invested in LED applications. These include LED companies in the United States, Japan, South Korea, and Taiwan, as well as numerous domestic private capital investments.
The broad market outlook is the main cause of the LED investment boom. According to the statistics of the High-tech LED Industry Research Center, in 2009, 21 pilot cities in the “Ten Cities and Ten Thousand Cities†have installed about 222,000 street lamps, which is expected to reach 1.12 million in 2011. According to the National Bureau of Statistics, the number of street lamps in the country is about 90 million. If calculated according to 5,000 yuan per street lamp, the entire market size is about 450 billion yuan.
In 2009, the global LED lighting market output value of about 2.4 billion US dollars, the penetration rate is only 3.3%. The proportion of LED lighting in the global general lighting market is expected to rise to 50% in 2015 and 80% in 2020. The industry therefore refers to the LED industry as “an industry without ceilingsâ€.
Researchers predict that large-scale replacement of LED lighting will start in late 2011 and early 2012, and 2011-2012 will be an important investment point for the LED lighting industry.
From the perspective of LED capital expenditure, 2008 is the beginning of a new round of capital expenditure for the LED industry. In 2008, global MOCVD capital expenditure increased by 68.2% compared with 2007, and increased by 10% in 2009, but it is expected to increase by 250% in 2010.
In addition to the promising prospects of local government push LED investment boom, the government has played an important role in this.
In 2004, under the impetus of the “National Semiconductor Lighting Projectâ€, the development of China's semiconductor lighting industry accelerated. The Ministry of Science and Technology approved the establishment of seven industrialization bases in Xiamen, Shanghai, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang. At present, some places have made the semiconductor lighting energy-saving industry a key industry for development and increased support.
In January 2010, Wuhu signed a contract with LED leading company Sanan Optoelectronics, and Sanan Optoelectronics invested in a total investment of 12 billion yuan in Wuhu. According to the agreement of Sanan Optoelectronics Wuhu LED Project, Sanan Optoelectronics Wuhu LED Project has a total investment of 12 billion yuan and can receive subsidies of not less than 856 million yuan.
In December 2010, Sanan Optoelectronics announced that the company will invest 8 billion yuan in Huainan City, Anhui Province to build an annual output of 1000MW photovoltaic system and components. The Huainan Municipal Government provides the joint venture company with no less than 1600 mu of industrial land for the project, which is to be supplied in two phases, and subsidizes 500 million yuan in equipment. It will be delivered within 3 working days from the commencement of the first phase of the Sanan joint venture. . Huainan City also promised that after the Sanan Joint Venture Company was put into production, it will be limited to a total of 1000MW, and the subsidy will be 1.4 yuan per 1W of sales.
In addition, Sanan Optoelectronics also signed the "LED Application Product Sales Contract" with the Huainan City Construction Committee. The latter will issue a total of 450 million yuan of LED purchase orders in three years from next year.
Analysts said that the government's subsidy to attract corporate investment, and then promote the local GDP growth model, which stimulated the domestic LED industry investment boom.
The worry of repeated investment "From the current domestic market and the number of LED industry, there has been a problem of repeated investment." Zheng Haowen, director of the LED Committee of the National High Enterprise Committee, said in an interview with the media a few days ago.
Statistics show that in 2009, there were 3,000 enterprises in China engaged in the LED industry, and 70% concentrated in the midstream packaging and downstream application industries.
The small scale of the enterprise and the low concentration of the industry are significant features of the LED industry. Analysts say that the over-concentration at the low end is inevitably the overheating of the industry. Performance is blind investment and low-level construction.
Of the LED investments announced in 2010, 52% were applied and 37% were invested in the chip industry.
Take the domestic LED leading industry chip package as an example. In 2010, the global LED disposable capacity can reach 140.5 billion, while the domestic LED package can reach 128 billion. And two years ago, the domestic package accounted for 60% of the world.
The large-scale expansion of domestic LED chip packaging companies in the past two years and the international capacity transfer are the main reasons, and this may lead to the re-emergence of overcapacity in 2008.
In the epitaxial film and chip design links with higher profit value, domestic enterprises are obviously behind international companies. Statistics show that in the past ten years, among the 3,312 LED-related patents filed in the United States, Japanese companies accounted for half, the United States accounted for 30%, and Taiwanese companies accounted for 11%.
International LED companies avoid intellectual property risks by mutual authorization. However, China's LED companies have less mastery of core technologies, and there is no core equipment MOCVD R&D and production capacity, which is basically dependent on imports. This has prompted China's LED companies to concentrate on low-end industrial chain competition.
The main business is metal logistics distribution of the Australian Ocean Shunchang (002245, shares it) (002245) announced on the 22nd, plans to invest 1 billion yuan in the LED project. The previous day, Sanan Optoelectronics Anhui Huainan Photovoltaic Industry Project started in the first phase. The project plans to build a total of 1,000 megawatts of high-concentration photovoltaic system and components with a total investment of 8 billion yuan.
Investment hot hard back <br> <br> According to the China Securities Journal reporter to incomplete statistics, in 2010, only listed companies LED investment plan amounts to more than 30 billion yuan. Among them, only Sanan Optoelectronics plans to invest 20 billion yuan. Dehao Runda (002005, shares it) announced a 4.1 billion yuan investment in LED.
According to statistics from industry associations, in 2009, LED industry announced an investment plan of 22 billion yuan. LED investment has obvious signs of warming.
The LED investment boom of listed companies can also be perceived by changes in the amount of funds raised over the years. In 2007, the listed company first appeared in the fundraising of LEDs. In the same year, the funds invested in LEDs through the initial and additional is 3.276 billion yuan. In the following two years, there was a decline. In 2009, only Sanan Optoelectronics raised RMB 800 million to invest in LED; in 2010, listed companies raised nearly RMB 6 billion to invest in LED.
In addition to listed companies, foreign companies and private enterprises are the main force of LED investment. In 2009, 37% of LED investment was invested in epitaxial chips, 11% invested in device packaging, and 52% invested in LED applications. These include LED companies in the United States, Japan, South Korea, and Taiwan, as well as numerous domestic private capital investments.
The broad market outlook is the main cause of the LED investment boom. According to the statistics of the High-tech LED Industry Research Center, in 2009, 21 pilot cities in the “Ten Cities and Ten Thousand Cities†have installed about 222,000 street lamps, which is expected to reach 1.12 million in 2011. According to the National Bureau of Statistics, the number of street lamps in the country is about 90 million. If calculated according to 5,000 yuan per street lamp, the entire market size is about 450 billion yuan.
In 2009, the global LED lighting market output value of about 2.4 billion US dollars, the penetration rate is only 3.3%. The proportion of LED lighting in the global general lighting market is expected to rise to 50% in 2015 and 80% in 2020. The industry therefore refers to the LED industry as “an industry without ceilingsâ€.
Researchers predict that large-scale replacement of LED lighting will start in late 2011 and early 2012, and 2011-2012 will be an important investment point for the LED lighting industry.
From the perspective of LED capital expenditure, 2008 is the beginning of a new round of capital expenditure for the LED industry. In 2008, global MOCVD capital expenditure increased by 68.2% compared with 2007, and increased by 10% in 2009, but it is expected to increase by 250% in 2010.
In addition to the promising prospects of local government push LED investment boom, the government has played an important role in this.
In 2004, under the impetus of the “National Semiconductor Lighting Projectâ€, the development of China's semiconductor lighting industry accelerated. The Ministry of Science and Technology approved the establishment of seven industrialization bases in Xiamen, Shanghai, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang. At present, some places have made the semiconductor lighting energy-saving industry a key industry for development and increased support.
In January 2010, Wuhu signed a contract with LED leading company Sanan Optoelectronics, and Sanan Optoelectronics invested in a total investment of 12 billion yuan in Wuhu. According to the agreement of Sanan Optoelectronics Wuhu LED Project, Sanan Optoelectronics Wuhu LED Project has a total investment of 12 billion yuan and can receive subsidies of not less than 856 million yuan.
In December 2010, Sanan Optoelectronics announced that the company will invest 8 billion yuan in Huainan City, Anhui Province to build an annual output of 1000MW photovoltaic system and components. The Huainan Municipal Government provides the joint venture company with no less than 1600 mu of industrial land for the project, which is to be supplied in two phases, and subsidizes 500 million yuan in equipment. It will be delivered within 3 working days from the commencement of the first phase of the Sanan joint venture. . Huainan City also promised that after the Sanan Joint Venture Company was put into production, it will be limited to a total of 1000MW, and the subsidy will be 1.4 yuan per 1W of sales.
In addition, Sanan Optoelectronics also signed the "LED Application Product Sales Contract" with the Huainan City Construction Committee. The latter will issue a total of 450 million yuan of LED purchase orders in three years from next year.
Analysts said that the government's subsidy to attract corporate investment, and then promote the local GDP growth model, which stimulated the domestic LED industry investment boom.
The worry of repeated investment "From the current domestic market and the number of LED industry, there has been a problem of repeated investment." Zheng Haowen, director of the LED Committee of the National High Enterprise Committee, said in an interview with the media a few days ago.
Statistics show that in 2009, there were 3,000 enterprises in China engaged in the LED industry, and 70% concentrated in the midstream packaging and downstream application industries.
The small scale of the enterprise and the low concentration of the industry are significant features of the LED industry. Analysts say that the over-concentration at the low end is inevitably the overheating of the industry. Performance is blind investment and low-level construction.
Of the LED investments announced in 2010, 52% were applied and 37% were invested in the chip industry.
Take the domestic LED leading industry chip package as an example. In 2010, the global LED disposable capacity can reach 140.5 billion, while the domestic LED package can reach 128 billion. And two years ago, the domestic package accounted for 60% of the world.
The large-scale expansion of domestic LED chip packaging companies in the past two years and the international capacity transfer are the main reasons, and this may lead to the re-emergence of overcapacity in 2008.
In the epitaxial film and chip design links with higher profit value, domestic enterprises are obviously behind international companies. Statistics show that in the past ten years, among the 3,312 LED-related patents filed in the United States, Japanese companies accounted for half, the United States accounted for 30%, and Taiwanese companies accounted for 11%.
International LED companies avoid intellectual property risks by mutual authorization. However, China's LED companies have less mastery of core technologies, and there is no core equipment MOCVD R&D and production capacity, which is basically dependent on imports. This has prompted China's LED companies to concentrate on low-end industrial chain competition.
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