[Text / high-tech LED Yue Mengdi] At 6 o'clock last night, in a laughter, the 2015 Gaogong LED Annual Meeting and Golden Globe Awards ceremony came to an end. Xiaodi and his colleagues cleaned up the scene, packed up the materials, put on the car, and went to eat together. I have been busy for half a month, and the annual meeting suddenly ended. My heart was a little bit empty. It was probably watching so many friends from all over the country leave, and I was a bit unwilling.
Life is still going on and work has to continue. Clean up the mood, let's see the news together.
1st, 11 directors collectively resigned from Foshan Lighting? (Click to read the original)
In fact, in the strict sense, it should be 9 directors and 2 supervisors resigned. The entry of Guangsheng Company into Foshan Lighting has made the market that is not too calm again. The industry has speculated that Hirose is also the largest shareholder of National Star Optoelectronics and Foshan Lighting's two major LED listed companies. What does it mean? Hirose has taken over all Foshan Lighting shares held by Osram, including the chairman of Foshan Lighting. Seven directors resigned collectively. Is there any deep-seated reason inside?
Such a secret thing, Xiao Di naturally has no way of knowing.
On December 12, Electronics Group, Hirose Investment and Hong Kong Hirose will collectively control 271,254,866 shares of Foshan Lighting A shares and 23,165,684 shares of B shares, totaling 294 million shares. The share capital ratio of Foshan Lighting after this equity change It is 23.144%. Guangsheng Company will become the actual controller of listed companies.
According to Xiaodi, Foshan Lighting's current actual controller, Guangsheng Company, is the Guangdong Province Guangsheng Asset Management Co., Ltd., a state-owned enterprise in Guangdong Province, and the actual controller of Guoxing Optoelectronics.
On December 10th, Feile Audio also signed an agreement to purchase Xiwannian (click to read the details). Xiwannian Lighting Group is one of the global lighting giants. It was established in the United States and was acquired by Javier in India in 2007. Currently, Javier has a global Xiwannian brand in addition to North America. The North American Xiwannian brand belongs to Osram.
Although it only acquired the brand assets of Xiwannian, it does not include North America. But I have to say that Chinese capital has made a lot of moves on the road of asset acquisition this year.
State-owned enterprises (assets) have repeatedly thrown olive branches to LEDs. Does it mean that a new round of LED springs will come?
In fact, the operating and profitability of the LED lighting industry in 2015 was significantly different from what was expected at the beginning of the year. Many of my colleagues are confused about the development of the industry in the next three years. However, companies such as Sanxiong Aurora, Sunshine Lighting, Mulinsen, and Juzuo Optoelectronics have said that it is difficult to be difficult, and there are still future ways to go. Confidence cannot be lost.
At the Golden Globe Awards Ceremony yesterday, Dr. Zhang Xiaofei said that he never bought LED stocks in order to observe more objectively every listed company in the industry. Xiaodi is thinking, while the state-owned enterprises are increasing their holdings, they also face huge compensation for Foshan Lighting. Now let you buy their stocks. Are you willing?
2, the global medical market is attractive to many LED companies to increase horsepower to enter medical lighting
Modern people are paying more and more attention to health and pay more and more attention to health. The current medical concept has already surpassed the traditional medical care. Not to mention the disinfection and sterilization effect that UV LED can achieve, the shadowless lamp for surgery is a big stage for LED to play its role.
I remember that Shanghai Sansi once designed a surgical shadowless lamp with a Gaussian function. Since the variable spot surgery shadowless lamp is more suitable for different surgical needs than the fixed spot, Shanghai Sansi really modified the Gaussian function to simulate the illumination of the LED and set its independent variable as a function of position and spot size. Repeated tests have shown that this modified Gaussian function has a small deviation from the actual LED spot illumination, within 0.01.
When Shanghai Sansi sent this research result to Gaogong LED, Xiaodi was really shocked and felt that it was really tall. I have to say that the Crouching Tiger, Hidden Dragon in the LED industry, there is no shortage of talents, I am afraid that you can't think of it, you can't do it.
Both the medical services and medical device industries provide a broad space for the development of LEDs. China's medical devices are growing faster than some developed countries, and China is expected to become the world's largest medical device manufacturing center. This sentence is a bit familiar, because China is currently the world's largest LED manufacturing center.
Strong and strong, I believe that the prospects are boundless.
3, Zhang Xiaofei: Over 4,000 companies disappeared to survive is a victory (click to read the original)
"Nonsense is also love." Last year, Gaogong LED magazine released the 60th issue, which coincided with the grand celebration of the 2015 High-tech LED Annual Meeting. Dr. Xiaofei also published a book with the title of Wenshou. . The character that Dr. Xiaofei dare to say is notorious in the industry (click to check the 12.7 headline of Feige's message).
Fortunately, most of the time, it is not a blame, but it is reasonable and light, and the results can often verify his correctness.
One of the key words of the 2015 High-tech LED Annual Conference is “LED Lightingâ€. All aspects of the industry chain are for lighting. High-tech LEDs have always cared about the development of the entire industry, from upstream chips, midstream packaging, to accessories and equipment. "All for lighting", the pattern of the chip industry has basically been fixed, the situation of the larger Evergrande is more and more consolidated. The package is also basically on the battlefield where the giants compete, and many companies have disappeared silently.
LED lighting, the market plate is too big, it is impossible for one or a few to eat. The bigger the market, the more participants there will be. At the beginning, it suddenly rushed into the LED industry. Some of them took a bucket or a few barrels of gold and left. Some of them lost money and then quit, and some still stick to it.
At the 2015 High-tech LED Golden Globe Awards Ceremony, a very important word is to stick to your dreams. Seeing that so many small and medium-sized enterprises have their own persistence and dreams, Xiaodi is actually very moved (of course, some have feelings, some want to go away, some are not willing).
Dr. Xiaofei believes that low-end and low-end people will die. "My price is low, it does not mean that my quality is poor, nor does it mean that I earn less than others." Zhou Shuiming, general manager of Jiamei Times Lighting, said at a roundtable dialogue at the annual meeting. What is this confidence and courage.
Xiaodi sincerely hopes that everyone can lower the price when pursuing high quality, which is conducive to promoting the popularity of LED. Just as some people evaluate the price of Mulinsen, "at least the industry has been pushed forward for 5 years." Many people initially disagreed with Mulinsen's low-price strategy. They felt that they disrupted the market and suppressed the profit margins of others. They felt that their products would not work. But after so long, Mulinsen's products are not necessarily worse than others, but their role in promoting consumers is something that other companies have failed to achieve.
In 2015, the high-tech LED annual meeting was brilliant, and it was a worthwhile trip. I didn’t come to regret it. The Golden Globe Awards Ceremony was praised by the participants as “a comparable golden chicken awardâ€. When you arrive at the scene, please brush your circle of friends and pay attention to the continuous report of Gaogong LED.
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