Yesterday, Mu Linsen, country star, Hongli 6 corporate executives said these words!

Yesterday (3) afternoon, work together to build mutual trust and win-win relationship between investors -- 2018 Guangdong listed companies investor relations management month investors collective reception day "activities held in panorama, roadshow world, 139 listed companies in Guangdong more than 300 executives to investors to participate in the interactive quiz. The LEDinside editor noted that the LED industry has 6 companies participated in the event, namely FSL, Wright, nationstar, Linsen, Hongli Newell, three male aurora.

In the activity, the executives of listed companies on corporate governance, development strategy, operating conditions, investors are concerned about the sustainable development of online communication with investors. The LEDinside editor hereby summarizes the important speech of 6 executives, to readers.

FSL: working on measures to avoid the risk of foreign exchange rate market

FSL secretaries Lin Yihui said at the event, in 2017 the company sales revenue accounted for 39.18%, amounting to 1 billion 489 million yuan, mainly in dollars. According to the scope of Taxation list, company LED products are not in the scope of Taxation in the list, so the trade war has little effect on the company. Currently working on measures to avoid the risk of foreign exchange market. The company's industry belongs to the lighting industry chain, relatively low barriers to entry, plus a variety of policies to support the influx of a large number of enterprises in the LED LED field, especially industry structural overcapacity problems more obvious downstream application industry, and thus lead to disorderly market competition, the price war is one of the shows Run, this is the industry reshuffle inevitable stage. I believe that with the development and advantages of enterprise aggregation, the development of the industry will be more rational.

In addition, he also revealed that the company's main business is the lighting equipment and lighting, accounted for more than 99%. The future main industries will continue to develop the market in the industry under the condition of stable macroeconomic conditions. In 2017, through the efforts, the company has with Dongfeng Nissan, Dongfeng, Geely, Chery, and other well-known domestic automobile changfengliebao OEM factory to achieve cooperation, LED automotive lighting business revenue grew 225%.

A research and development, Lin Yihui said that in 2018 the company mainly around the research and development of new product development especially for investment in research and development of intelligent products and fittings. The annual R & D investment proportion of revenues of not less than 3%.

Wright: influence of Hong Kong and Macao Bay Area Construction of no company

Snow Wright, vice president of the Board Secretary Zhang Taohua said at the event, the 2017 year of business, the proportion of total operating income of 10% or more were: automotive lighting series, LED indoor lighting series, charging pile equipment and system. The company's main business in the industry market demand is still in the growth trend. The company will focus on "technology application" + "the key components of new energy automobiles" two major business segments, the future continue to focus on investment and layout.

In addition, Zhang Taohua said that the construction of Guangdong Hong Kong and Macao Bay area, at present the company's business development does not constitute a direct impact; but the company will actively concerned, to seize the opportunities and constantly open up the market. In addition, our products do not involve ZTE; Sino US trade war on the company's export business do not constitute a negative impact.

Nationstar: adhere to the strategic development of vertical integration of upstream and downstream

Nationstar Finance Director Tang Qunli said at the event, the company deployed "based on the package, insist on the development strategy of upstream and downstream vertical integration".

About the company layout niche market progress, Tang Qunli said that companies continue to innovate chip technology, enhance the core chip manufacturing technology, play a supporting role on the packaging development strategy of chips, achieved good results at present. As a wholly owned core film company nationstar semiconductor research and development of D5D5 series flip chip light effect exceeded 170lm/w, the domestic first-class technical level. In addition, the company Mini LED display products in the trial production stage, and further development of Micro LED chip and related technology, according to the market development and constantly improve the technology layout work.

Tang Qunli also responded to the problem whether the company's products to ZTE, a trade war on the company has no effect. He said that the company does not involve ZTE, a trade war of smaller influence.

Our products: mainly for the domestic market, exports will further enhance

Our securities affairs representative Zhen Zhihui in response to market demand industry that accelerate the development of the global LED lighting industry, lighting industry to promote the LED lamps in the market space to expand, the penetration rate of LED will further enhance exports will further enhance.

About 1Q18 operating cost growth is far greater than the revenue growth, gross margin due to a larger decline, Zhen Zhihui explained that, mainly during the Spring Festival holiday, the company's large scale, the company's high fixed costs, the equipment utilization rate is insufficient, resulting in the company's unit costs too high, the current situation has been improved.

In addition, our company said, are mainly sold in China, Sino US trade friction will recently have great effect on the company's business.

Hongli Newell: Jiangxi Hongli company has the normal operation, the total production capacity of 5000KK/ LED package

Hongli Newell Board Secretary Deng Shoutie said at the event, in 2017 the company's Internet service owners to maintain steady growth, excess to achieve performance commitments. Jiangxi Hongli has the normal operation of the company, the total production capacity of 5000KK/ / LED package.

In addition, Deng Shoutie said the company will focus on the main business, equity investment projects combing the company does not belong to the LED packaging business, LED automotive lighting business, Internet service owners of three major business segments, reasonable exit. At the same time, the company continued to expand the business of Internet marketing and Internet service car business size, number of users to maintain a steady growth; extend to the downstream financial intermediary services, which provide financial services to users, enhance user stickiness and user value, seek new profit growth point; increase in VCSEL, MINI LED, Micro LED etc. Technical input, keep the leading position in the industry company.

Auroral: capacity utilization rate in sales growth, production capacity remained at 80%

Three male Aurora secretaries yen NZ said at the event, the company will develop the domestic and foreign market, continue to strengthen the construction of channel development and stores, shops, improve the coverage and density of channels, improve the company's marketing network system; at the same time, vigorously develop the hardware channels, and actively expand the marketing channels to the two or three line of the city Convenience, improve ordinary consumers to purchase the company's products.

About production problems, Yan Xinyuan said, the company's production capacity increased, with production line automation equipment introduction and the existing production line technological transformation and change, especially the production automation and technical transformation is an important content of the daily work, the company manufacturing capacity will therefore be dynamic. But it is certain that the company's current production capacity can be guaranteed to market growth. In recent years, the company production capacity utilization rate has remained above 80%. With the company's production capacity increase and expand the scale of sales, production and sales will grow, the capacity utilization rate will remain relatively stable. (text: LEDinside Nicole)

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