On June 5, three photoelectric announcement, a wholly owned subsidiary with a $22 million takeover of the lumen 100% stake.
On June 4th, Australia announced the shun cheong also will sell to raise 500 million yuan at the LED project. On the same day, hedy holding is released into the LED application products, etc. Just two days there are 3 companies announced expansion LED project. Reporter noted that since this year announced the expansion of investment not only this several leds.
On the secondary market, the LED plate notable recent performance, many stocks continue to rise. The personage inside course of study says, this year the LED industry recovery or will continue.
Radical expansion LED company.
In February this year, a fixed ShiLan micro increase plan pulled open the curtain LED companies to expand financing. The total will not exceed 880 million yuan company plans to raise money to increase to chengdu ShiLan first phase of investment, speed up the development of lighting LED chip and power modules, power devices business.
But the real hero is three Ann photoelectric chip giant, the company's recent expansion movement is frequent, first throw 3.3 billion yuan implement increase scheme is mainly used for wuhu photoelectric industrialization project (phase ii). And the words sound just fell, and with yoga wei shares should set up a LED products company, and recently to $22 million will be the lumen.
Australian foreign shun cheong also not to be outdone, raised $500 million hit to the LED project. It is worth mentioning that a more traditional computer business growth, the smart phone business and no big breakthrough hedy holding announcement on June 4th, plans to set up guangzhou hedy photoelectric co., LTD., into the LED application products, etc.
At that time, LED all seemed to be plundered cake. Reporter noticed that have analysts believe that such a scenario was reminiscent of the 2010 ~ 2012, under the background of much subsidies and low threshold, the domestic LED expand capacity, but because of weak downstream application after Mired in excess capacity, at present, one side is LED enterprises constantly collapse, while a new funding. The industry's recovery will continue, or repeat the history of excess production capacity?
The industry is optimistic the company the order.
Reporter noticed that, in view of the LED industry trends, a researcher at the brokerage optimistic attitude, thinks of LED current strong performance from the LED lighting the rise in the first quarter, at present each big manufacturer in push, such as osram, philips, but because the price problem, still need a process. In addition, after a few years ago the reshuffle, nearly a year or two large-scale MOCVD this heavy assets investment enterprise too much.
"From a large number of investigation and study, recovery is no doubt, but the early stock gains because it is electronic. 4 months, the LED is a valuation depressions, the mainstream funds must want to configure the breed of high security." Industry insiders told reporters that "on the demand side can support at least LED recovery lasted."
However, the industry said that encapsulate enterprise reshuffle will certainly appear, is likely to emerge after excess capacity, but not as serious as two years, the size and performance requirements of the chip will make a few small factory is hard to survive.
It is worth mentioning that several companies also prospects for industry. The star light electric securities do people told reporters that "this year should be able to keep a good state, in the second quarter orders are saturated." The other ShiLan micro generation brush, also told reporters: "the company orders are ok, from the point of the whole trend, LED applications is not quite same, field of LED lighting up now."
But analysts warned that although a lot of LED lighting lamps and lanterns are on the shelf, sales cycle and future sales concrete achievements remains to be seen.