Internet +, New Third Board, Smart Lighting... Who is the leading star of LED?

[Text / Gaogong LED Huang Yaping] I finally waited for you, but fortunately I did not give up, happiness is not easy, it will make people cherish more... Finally, until the last day of 2015, LED Xiaobian thought that can be happy cross In the year, it was discovered that the inventory was still "to be continued." Think about it too. From the beginning of 2015 to the present, there have been so many big events in the LED industry, which is the end of my small series!

At present, the LED industry is developing in the midst of shocks. On the one hand, high-level changes, falling LED prices, corporate closures and other haze; on the other hand, the rise of smart lighting, mergers and acquisitions bring new growth space, the lighting industry "crisis" and "machine" coexist, enterprises or actively adjust The development strategy, or accepting the unfavorable reality, was "smashed to death on the beach" by the waves of the former wave, and staged the "honor" and "decline".

Internet/LED+

I don't know when the "Internet +" theory has swept the country, and traditional industries and emerging industries are willing to have a close relationship with the Internet. But in fact, LED can also be "+".

In October 2015, Hongli Optoelectronics, while ensuring the continued healthy development of its main business of LED packaging, is also actively expanding its extension industry and vehicle networking, with a view to establishing an ecological platform for LED main business + Internet finance + vehicle networking.

Liad is called the "big coffee" in the LED display industry. Last year, the company successfully acquired Lifeng Culture and Jinlixiang Technology to open the road of LED+ culture media. This year, once again holding Mingji Electronics (Beijing) Co., Ltd. and Capital Enhanced Optoelectronic Technology (Shanghai) Co., Ltd., it is obviously also a smart eager to try.

In February 2015, Xiamen Xinda IOT Technology Co., Ltd., a wholly-owned subsidiary of Xiamen Xinda, acquired and increased the number of Anni for 92.112 million yuan. Upon completion, Cinda IOT holds a 51% stake in Anni Digital. The "LED+" Internet of Things has taken shape.

In July 2015, Jufei Optoelectronics planned to acquire a 51% stake in LiveCom Limited owned by Newinfo Holdings Limited and use its Hong Kong SBO telecom operation license to enter the Internet information and communication industry.

In July 2015, Shiyida acquired 100% equity of Shunwei Advertising, Qisi Advertising and Lixuan Advertising, with a total transaction price of 635 million yuan. The “LED+” Internet became another profit by issuing shares and paying cash. growth point.

In July 2015, Guoxing Optoelectronics plans to open the “LED+” electronic integration door with 100% equity of Guangdong Deyi and its corresponding equity held by the electronic group of no more than 250 million yuan.

Three new board

During the three-year period of LED lighting gold, the attractiveness of the New Third Board is constantly increasing, and the driving force for LED companies to leverage the new three boards to obtain capital boost is also growing.

In December 2015, the new design of the new three board of the LED design factory Huapu Yongming (833888) was held in the national SME share transfer system.

In December 2015, Chenri Technology (834518), which is dedicated to the research, development, production and sales of electronic soldering materials, semiconductor packaging materials and LED packaging materials, successfully listed the new three boards.

In December 2015, LED power company Saibi Optoelectronics (834662) was publicly listed on the national share transfer system through the transfer of the agreement.

In November 2015, LED lighting company Zhongguang Hi-Tech (834259) was publicly listed on the national share transfer system through the transfer of the agreement.

In November 2015, Changfang Lighting's subsidiary Kang Mingsheng (300301) was approved to be listed on the National Small and Medium Enterprise Share Transfer System.

In October 2015, Yimin Lighting (833893), which is mainly engaged in LED filament lamps, was listed on the New Third Board.

In July 2015, in July 2015, Yuanrong Technology (832502) officially landed on the New Third Board, opening a new era in which Yuanrong Technology entered the capital market.

Intelligent lighting

Faced with the continuous decline in LED prices, in 2015, major LED manufacturers began to turn to the LED niche market, and actively cut into the high-margin products of intelligent lighting to enhance profitability.

In December 2015, Philips announced new partners for intelligent lighting Hue products at the headquarters in Eindhoven, the Netherlands, including Bosch, Logitech and Samsung SmartThings, which means they can connect to home products, applications and platforms. Passed the Philips Hue certification, indicating the further expansion of this intelligent lighting platform.

In December 2015, Snowlight's wholly-owned subsidiary Fushun Optoelectronics planned to purchase 100% equity of Yujie Intelligent in cash, with a total transaction price of RMB 4.5 million. After the transaction was completed, Yujie Intelligent became a wholly-owned subsidiary of Fushun Optoelectronics.

According to Shell Wright, smart manufacturing, as a strategic emerging industry, has become an important driving force for economic growth. The company closely follows the national strategy and industrial opportunities, and actively deploys the “smart manufacturing” industry, which helps the company accelerate development, improve business performance and enhance the market. Competitive ability.

In December 2015, Hongyan Electric's "Intelligent Lighting System" won the bid of "Ministry of Industry and Information Technology 2015 Industrial Transformation and Key Project", and will receive a special fund of 8 million yuan from the Ministry of Industry and Information Technology for the research and development of the successful project "Intelligent Lighting System".

Executive resignation

Since 2015, executives of LED lighting listed companies have frequently resigned, and "personal reasons" and "work adjustment" seem to be the usual reasons for executive resignation. So, is there any hidden secret behind the resignation of executives?

In December 2015, the board of directors of Foshan Lighting received Mr. Pan Jie, Chairman of the Board, Mr. Liu Xingming, Vice Chairman of the Board, Mr. Wu Shengbo, Director, Mr. Vienne Hoffman, Director Mr. Ye Zaiyou, Director Mr. Yang Jianhu, Independent Director Mr. Liu Zhenping, independent director Mr. Dou Linping, and independent director Xue Yizhong's resignation report. After resigning, he will no longer hold any position in the company.

In December 2015, the board of directors of Lansi Technology received a written resignation application submitted by Zhang Yabin, an independent director of the company. After resigning, Mr. Zhang Yabin will not hold any position in the company.

In August 2015, Changfang Lighting Deng Zihua and Deng Zixian applied for resignation as their company director, deputy general manager and member of the strategic decision-making committee for personal reasons. After resigning, Deng Zihua and Deng Zixian will not hold any positions in the company.

In August 2015, Hongli Optoelectronics announced that Ma Chengzhang had resigned as a vice chairman of the company, a director, a member of the strategy committee, and a member of the audit committee because of his personal seniority. After resigning from the above positions, Mr. Ma Chengzhang ceased to serve as the company. Any position.

In June 2015, Lianchuang Optoelectronics Zhang Xuecheng applied for resignation as the company's vice president for personal reasons.

In March 2015, Sun Yiping applied for resignation as an independent director of the 7th Board of Directors of the company. He also resigned as a member of the Audit Committee of the 7th Board of Directors and a member of the Remuneration and Appraisal Committee. Ms. Shao Yiping will no longer serve as a company. Position.

In March 2015, Zhaochi received a written resignation report from Zhou Can, Yu Qing and Qi Haitao.

In March 2015, Fei Lesheng Shi Yongxing resigned as the deputy general manager of the company for personal reasons, and his resignation report took effect from the date of delivery to the company's board of directors.

Mainland industrial park investment

Inviting investment is not only a booster for leveraging development, activating the capital market, responding to the financial crisis, but also a powerful driving force for introducing fresh blood, strengthening comprehensive strength, and promoting leap-forward development. It is to promote the optimization and upgrading of industrial structure, achieve adjustment and transformation, and scientific development. The breakthrough and focus point.

In August 2015, the LED industry investment promotion conference in Qingshan Lake District of Nanchang City was successfully held in Shenzhen Wuzhou Hotel.

“Introducing large-scale projects and promoting large-scale development”, Changdong Industrial Zone has changed its investment and investment to attract investment, promote industrial upgrading, and strengthen advantageous industrial clusters. At present, the park has initially formed textile and garments based on Hongda Chengdong Industrial Park, Ninglang Longguotai, Zhongji Industrial and Huaxing Knitting. It is led by Xuejin Beer, each food, Sanjiu Pharmaceutical and Baxter Bio. Food and medicine, electronic information based on Shenzhen Zhaochi and Shenzhen car servants, four pillar industries such as printing and packaging led by Huaao Printing and Jiangyin Group.

In 2015, Qixingguan District, Bijie City, Guizhou Province, launched the investment promotion activities, and introduced the Juxuan Semiconductor Co., Ltd., Lianshang Technology Co., Ltd., Richangjing Lighting Co., Ltd., Renyi Lighting Co., Ltd., etc. Dedicated to build Guizhou Fuguang Valley and position it as the largest LED industrial park in Southwest China.

In May 2015, Chongqing Wanzhou LED Industrial Park invested a total of 4 billion yuan to build investment projects. At present, the preliminary research work of the project has been completed.

The first phase of the industrial park plans to use 1,500 mu of land for the project, which is divided into “six zones”, namely, the substrate zone, the epitaxial zone, the chip zone, the encapsulation zone, the application zone and the supporting industrial zone. The construction scale is from the development and production of LED raw materials to the application of complete industries. The chain realizes vertically integrated LED industrial park integrating upstream and downstream LED substrate production, epitaxial wafer production, chip manufacturing, device packaging, integrated application and related technology research, and extends to adjacent industries such as solar photovoltaic.

NVC Lighting and Sanxiong Aurora have entered the Economic Development Zone. The lighting and light source manufacturing has begun to take shape, and it has certain production supporting capacity for the project.

Established in December 2008, Dongjiang High-tech Industrial Park is a key development zone during the “Eleventh Five-Year Plan” and “Twelfth Five-Year Plan” period in Huizhou City. Resident companies: Huayang Group, Tuobang, Changfang Lighting, Lehman Optoelectronics, Ai Bieseng Optoelectronics, Jingyang Technology, Kelly Technology, Overclocking Optoelectronics, Mairui Optoelectronics, Cuitao Automation, Graymont Technology, etc.

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