Keyword 1: The richest man in the LED industry
Let’s start by distributing “welfare”, and first “distribute” RMB. After just a few days of not watching the news, Wang Jianlin is no longer the richest man in China. Jack Ma and his family have jumped to the top with 150 billion yuan. There is also good news in the LED industry. The wealth of San'an Lin Xiucheng and Lin Zhiqiang's father and son increased by 7%, becoming the fourth in Fujian with a wealth of 15 billion and ranking 78th in the country.
Of course, not every LED industry executive can rank on the Hurun Rich List like the Lins and his sons. Judging from the data compiled by the editor of China LED Network, it seems that other executives still have a long way to go before they can break into the rankings! But compared with us "little people", the annual salaries of senior executives are really "envying". The editor with a monthly salary of only three digits doesn't want to say anything. You can see for yourself.
Keyword 2: Philips spin-off lighting
Don’t just focus on the money in the pockets of the big guys, let’s take a look at what new tricks the big guys have. International giant Philips has made new moves. It announced on September 23 that the group will be split into two. The lighting business will be established as a separate company, and the consumer goods and pharmaceutical departments will be merged into another company. Both parties will continue to use the Philips brand name.
This is another spin-off move by Philips after the independent integration of its LED packaging division Lumileds and automotive lighting division into a new company in July this year. Frequently “getting rid of” lighting, what exactly is Philips singing about?
Big names can always stir up waves with one stone. A "spin-off" will not only save themselves money, but also trigger a large-scale job change in the industry. In addition, Asian OEMs will also have the opportunity to become shareholders of Philips Lighting!
Keyword 3: Big shot gameplay
The international giant Philips is playing a "spin-off", while the domestic giants have new ways of playing. Display giant Lianjian Optoelectronics has suspended trading for several days and made a big deal: 950 million acquisitions of Youtuo PR and Easystar. Interestingly, the famous equity investment institution Jiuding Group (which holds 14.8% of Easystar’s equity) appears on the list of Easystar’s shareholders. Before listing on the New Third Board, Easystar had a gambling agreement with the Jiuding Group (Zhongshan Jiuding and Zhanlu Jiuding).
On the other side, Lianjian Optoelectronics frequently engages in mergers and acquisitions. On the other side, the twists and turns of Tongfang’s acquisition of Zhenmingli seem to be finally settled.
In addition to mergers and acquisitions, there are many ways for big players to play. No, in order to consolidate major customers and expand the domestic market, Alto set up a subsidiary in Beijing. Alto Electronics is not alone. The packaging factory Wanrun Technology plans to set up a subsidiary in Hubei in order to cultivate new profit growth areas. Alas, after all is said and done, there is only one word "money"!
There is always so much good news, the industry is so prosperous, there are mergers and acquisitions and investments. Look again, Ocean King Lighting’s IPO was approved!
Companies to be listed will soon become the focus of attention, but listed companies have always attracted attention. The "war" between Wu Changjiang and Wang Donglei has not yet subsided, so Wang Donglei opened Weibo and broadcast the latest developments live on Weibo.
Fortunately, both Dehao Runda and NVC Lighting are suspended. Otherwise, with all this quarrel, the stock price would not be able to withstand the tossing. Speaking of stock prices, after being reduced by major shareholders in early September, Ruifeng Optoelectronics was reduced by Dongguan Konka again, and the stock price plummeted. I really don’t understand this rhythm. If the reduction is just to cash out, there is nothing wrong with it. I will omit 250 words here.
Keyword 4: Segmented fields
If you can't beat the big names through mergers, acquisitions and reorganizations, you may be able to find a way out in the subdivided fields. Automotive lighting is becoming more and more popular. Hongli Optoelectronics, Xingyu Co., Ltd., and BYD Lighting are actively deploying, and the market size cannot be underestimated.
It is said that science has no borders, but it seems that LED car lights have borders. LED headlights that have been given a green light in many countries have come to Malaysia but have turned on a “red light”: Don’t drive around in a luxury car at night without removing the lights.
Intelligent lighting, which has always been "loud with thunder but light with rain", seems to be really becoming popular in the past two years. Not to mention that smart lighting is indispensable in major exhibitions, Nationstar Optoelectronics, a leading packaging manufacturer, has already laid out its plans.
In addition, benefiting from the favorable guidance of national policies, the application of LED in subway lighting will also perform well. Have you noticed any new business opportunities?
When it comes to new business opportunities, Epistar seems to have a more sensitive sense of smell. Optimistic about the market prospects in agriculture, banknote recognition, resin hardening, special biomedicine and other fields, Epistar will make new moves in the field of UV LED.
The highly touted LED filament lamp seems to have been questioned, being accused of "hot concept but low output".
Keyword 5: New market
Since Prime Minister Modi made the promise of "at least one light bulb per household", the Indian market has become increasingly "coveted". Japan's Toshiba Lighting plans to expand its scale by establishing a production base and invest in its Indian subsidiary GreenStar R&D center. Toshiba's goal is to increase LED revenue in the Indian market to US$40 million in the next five years, a year-on-year increase of 40%. It is worth noting that Toshiba’s current LED revenue base in the Indian market is approximately US$4 million.
Of course, the US market cannot be ignored.
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