First, 600360 Huawei Electronics Huawei Electronics has more than 40 years of production and operation history in power semiconductor device design and development, chip processing, packaging and sales. The company currently has 4-inch, 5-inch and 6-inch power semiconductor chip production lines, with an annual chip processing capacity of more than 2.2 million pieces and a packaging capacity of 2.2 billion pieces/year. The company's leading product, power semiconductor devices, is the key to achieving significant power savings in LED energy-saving lamps. This stock can be said to be an out-and-out LED chip and packaging company. From the financial statements, the gross profit margin of LED devices is around 28%, and its annual profitability is relatively good among LED concept stocks among currently listed companies.
Second, 000055 Fangda A B originally made glass curtain walls and building materials, but now it is entering green lighting. The company announced on July 8, 2008 that its subsidiary Fangda Guoke Company passed the energy conservation and emission reduction and Renewable Energy "Guangdong Province Major Science and Technology Project - LED Fluorescent Lamp Key Manufacturing Technology Research and Application Demonstration Project" demonstration. This technology fills the domestic gap, shortens the gap with foreign advanced countries in semiconductor lighting special chips, and also lays a solid foundation for the localization of semiconductor lighting fixtures. Shenyang Fangda Semiconductor Lighting Company was established in September last year. As of now, Shenyang Fangda has completed industrial and commercial registration and is undergoing construction work. It is expected that the construction of the main body of the first phase of the project and supporting facilities will be completed by the end of the year. It is currently difficult for this stock to contribute profits from LED, but its background as a construction company has inherent advantages for developing LED business in the future. The stock price has been suspended five times in a row because of the LED concept, so you can pay attention to it in the long term.
Third, 002076 Snowlett Company has mastered the core technology of automotive xenon metal halide lamps (HID) and will become the main source of profit. After the fundraising project reaches capacity, it will add 2.4 million HID lamp production capacity. HID lamps have the characteristics of energy saving, high luminous efficiency, long life and good color rendering performance. They have been adopted by all Benz series, all BMW series, Ford R S Mondeo, Mondeo ST220, Mitsubishi Pajero and other high-end models, and sales are likely to increase significantly. While maintaining the technology and cost advantages of its leading products, automotive xenon metal halide lamps (HID automotive lamps) and supporting electronic ballasts, we completed the research and development of "ceramic metal halide lamps" within one year in 2007, and patented and produced them. A major breakthrough in technology. This stock is a model for automotive LED metal halide lamps, with expectations for future performance
Fourth, 600363 Lianchuang Optoelectronics Company uses power-type high-brightness LED device packaging and liquid crystal backlight sources, special lighting, and landscape lighting. It has developed certain strength in application products. However, due to current technical limitations such as the power and lifespan of light-emitting semiconductors, daily lighting is still difficult to promote, and the market space for semiconductor lighting has not been effectively opened. The company's LED business development is still subject to certain restrictions. In time, LED daily lighting will be promoted, the demand for LED will grow, and the company will face huge market opportunities. At present, the main business is not LED, but communication cables. What is puzzling is that the company transferred its shares in Shenzhen Lianchuang Jianhe in 2007, and the latter currently integrates LED display screens (LED electronic displays), LED It is a professional manufacturer integrating R&D, production, sales, engineering installation and after-sales service of lighting screens and LED signboard screens. It is a quasi-listed enterprise on the GEM.
Fifth, the Qingxin Optoelectronics high-brightness LED project controlled by 600100 Tongfang Co., Ltd. has achieved industrialization. In 2007, the company’s mass-produced high-brightness semiconductor LED lighting chips reached a luminous efficiency of 73Lm/W. At the same time, large-scale 1W power chips have been launched in batches. In 2007, the company completed the construction of five LED production lines and has established an annual production capacity of 400 million high-power blue LED chips (based on 14mil). At the same time, the construction of the second phase of 15 LED production lines is also in progress. Qingxin Optoelectronics has the design and manufacturing capabilities of MOCVD core equipment with independent intellectual property rights for high-brightness LEDs. The company's high-brightness LED project industrialization technology has reached the world's advanced level.
The company's brand is excellent, and the high-brightness LED semiconductor chips it produces are designated as dedicated LED chips for national Olympic stadiums. It was once an Olympic LED concept stock, but Tongfang is very large and LED is just one of its development directions. It remains to be seen how it will perform. At present, except for China Microelectronics, the rest are still in the conceptual stage. Although buying stocks is buying the future, investment must still be cautious.
Six, 600203 Furi Electronics
The company and the Institute of Semiconductors, Chinese Academy of Sciences*** jointly established Fujian Furike Optoelectronics Company. The new company will invest in high-brightness chip and light-emitting device projects . At present, the company has become one of the few leaders in the LED industry in the market, and LED semiconductor lighting technology is a typical energy-saving and environmentally friendly industry. LED has the advantages of low operating voltage, low power consumption, high luminous efficiency, and long life, and is known as Green lighting products for the 21st century.
Seventh, 600703 Sanan Electronics Sanan Electronics is mainly engaged in the research, production and sales of LED epitaxial wafers and chips. At present, it has built the country's largest, best-quality, most technologically advanced full-color ultrasonic High-brightness LED (red, orange, yellow, blue, green) industrial production base. The mainstream products are full-color ultra-high-brightness LED chips. All performance indicators rank among the leading domestic and internationally advanced levels. Blue and green light ITO (Indium tin oxide) chip performance indicators are close to the highest international indicators. It is the largest and most potential LED manufacturer in China, with strong competitiveness and profitability. The company is a leading manufacturer in the LED industry, with 14 internationally advanced MOCVD and supporting equipment have an annual production capacity of 450,000 epitaxial wafers and 15 billion chips. Last year, it achieved a net profit of 84.1913.04 million yuan. It is worth noting that Sanan Group has made a performance commitment: guaranteeing that after the restructuring, the company will achieve an average monthly net profit attributable to ordinary shareholders of the listed company in 2008 after the asset delivery date (all refer to the net profit after deducting non-recurring gains and losses) ) is not less than 8 million yuan (assuming that the asset delivery date is January 1, 2008, the net profit realized in 2008 is not less than 97.0807 million yuan), and the net profit attributable to ordinary shareholders of the listed company in 2009 is not less than is less than 121.8147 million yuan, the net profit attributable to ordinary shareholders of the listed company realized in 2010 is not less than 150 million yuan. After the reorganization is completed, if the company's net profit attributable to ordinary shareholders of the listed company in each of 2008, 2009 and 2010 is lower than the above-mentioned commitment, Fujian San'an Group Co., Ltd. will make up the above-mentioned difference to the company in cash. Therefore, we have every reason to be optimistic about the future of S*ST Tianyi.
Eighth 000701 Xiamen Cinda
After one year of suspension of listing, after share reform and asset restructuring, ST Tianyi (600703) resumed listing on the Shanghai Stock Exchange today. As a result, Sanan Electronics became the first Xiamen company to successfully go public via backdoor listing. After the resumption of trading, the stock price of ST Tianyi (600703) immediately surged, reaching a maximum of 15.08 yuan and closing at 13.89 yuan, an increase of 169.19%. According to the share reform plan previously announced by ST Tianyi (600703), its share reform was combined with non-public issuance of shares to purchase assets, implement major asset restructuring and performance commitments, and purchase Xiamen San, a subsidiary of controlling shareholder Fujian Sanan Group Co., Ltd., through the issuance of 114,945,392 shares. An Electronics Co., Ltd.’s LED operating assets implemented company asset restructuring. Since Xiamen Cinda (000701) holds 10% of the shares of Sanan Electronics, Sanan Electronics has now become the largest shareholder of ST Tianyi (600703), which is equivalent to Xiamen Cinda (000701) indirectly holding There are shares in ST Tianyi (600703). Then, with the successful resumption of listing of ST Tianyi (600703) and the skyrocketing share price, Xiamen Cinda will also share real equity appreciation gains. Therefore, I believe that under the demonstration effect of ST Tianyi (600703), Xiamen Xinda (000701) will set off a sharp upward wave in the future!
Ninth 600261 Zhejiang Sunshine
Zhejiang Sunshine (600261): The company is one of the largest energy-saving lamp production and export bases in China and a national high-tech enterprise.
The company's production scale is: 100 million integrated electronic lamps, 70 million compact rare earth energy-saving fluorescent lamps, 3 million sets of T5 high-power energy-saving fluorescent lamps and supporting lamps, 15 million T5 lamps, and 600,000 sets of household lamps. 20,000 sets of outdoor lights (poles). In recent years, the company has independently developed more than 200 new products and new materials, and has been approved for 66 patents. It is among the first batch of patent pilot enterprises in the country. The T5 ultra-thin straight tube fluorescent lamp and supporting lamps independently researched and developed by the company fill the domestic gap and are listed as high-tech industrialization demonstration projects by the State Planning Commission. The company's products have obtained nearly 40 international standard certifications such as American UL, FCC, ENERGY STAR, European EMC, CE, GS, TUV, VDE, Canadian CSA, Brazilian PROCEL, and five Nordic countries. The products are exported to Europe, America, Southeast Asia, and the Middle East. , Hong Kong, Macao and Taiwan and more than 40 countries and regions. In order to strengthen cooperation with the top 500 international companies, the company has acquired 800 acres of land at the location of the company's headquarters to create a Sunshine Technology Industrial Park. At present, the company has negotiated cooperation intentions with internationally renowned companies such as Philips of the Netherlands, Bilux of South Korea, and Toshiba of Japan, and established high-tech production bases for intelligent controllers, CCFL background light source assemblies, and nano-rare earths in the Sunshine Technology Park. The company will also invest 200 million yuan to establish Fujian Sunshine Energy-Saving Lighting Co., Ltd. and acquire 300 acres of land in Longchi Development Zone, Zhangzhou City, Fujian Province to build a new production base for energy-saving lighting products, mainly used to produce environmentally friendly and long-lasting integrated electronics. Energy-saving lamps and LED lighting products are planned to reach a production capacity of 200 million highly environmentally friendly and long-lasting integrated electronic energy-saving lamps by the end of 2011, further consolidating the company's leading position in the industry.