[Annual Meeting] Jingtai shares title special: capital cross-border, intended to pave the way for the main industry?

[Text / high-tech LED Gan Qin] 2015 market conditions are not as expected in the industry at the beginning of the year, although the market size still maintains rapid growth, but the company's earnings performance is sluggish, the increase does not increase profits become a lot of companies can not hide. The curse."

According to the research of the High-tech Research Institute LED Research Institute (GGII), in the first half of 2015, the price of most LED packaging devices in China fell by more than 50%, and the price of international LED packaging manufacturers also fell by more than 20%.

How to break through the homogenization and low-cost competition and successfully find new profit growth points is an important challenge for the LED manufacturing industry in the current 3-5 years.

Or continue to expand the scale, or cross-border capital, or find the right position to specialize in the market segment, is the industry's common view of LED packaging.

Hongli Optoelectronics previously announced that it plans to raise 700 million yuan to expand construction projects such as SMD LED. In addition to ensuring the continued healthy development of the main business of LED packaging, the company is also actively expanding the extension industry and vehicle networking, with a view to establishing an ecological platform for LED main business + Internet finance + vehicle networking.

Coincidentally, Guoxing Optoelectronics also announced the company's two equipment purchase orders last month, and wants to add packaging services. The company also actively deploys the entire industry chain, and achieves integrated resource linkage and integration by adopting collaborative innovation in the upper, middle and lower reaches.

“Selecting investment expansion at this time is based on the actual needs of the company's business development,” said Liu Aizi, the official director of Guoxing Optoelectronics, who told Gaogong LED that the expansion will help to expand the production scale of the midstream packaging field and make it bigger. Strong, thus achieving a steady increase in the company's comprehensive strength.

In addition, the industry's emerging M&A events also reflect the industry's accelerated integration and reshuffle has become a "new normal." As of October this year, there have been more than 30 M&A cases involving LED industry, involving more than 30 billion.

The industry believes that with the intervention of capital, the strengthening of many enterprises will accelerate the adjustment and transformation of the industrial structure, so that the industry will concentrate.

From this point of view, the situation of the big industry Evergrande will continue. However, the industry believes that this does not mean that large-scale LED packaging plants will have no worries.

How will the industry go next? If you don’t speak capital, you can’t survive? Who is the final winner of price war, integration war, capital war? What are the advantages and disadvantages of horizontal integration and vertical integration?

Less than 3 weeks from the 2015 High-tech LED Annual Meeting, the special event titled “Capital Crossover for the Main Business” in the special forum of Jingtai Shares, Li Cheng, General Manager of Guoxing Optoelectronics, and General Manager of Hongli Optoelectronics Li Ning, Lumileds (Asia) Marketing Director Zhou Xuejun, Huapu Yongming Chairman Chen Kai, Jingke Electronics President Xiao Guowei and other industry amnesties will open the fog for us.

In the wonderful roundtable discussion, the guests will get the opportunity to interact and discuss with the industry. For more exciting content, please come to the 2015 High-tech LED Annual Meeting to discuss with the leading figures of major companies.

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