The concentration of the hottest LED industry has

2022-08-04
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LED industry concentration is increasing year by year, and the investment heat is still not decreasing

Abstract: the market penetration of LED lighting industry is increasing year by year, and the market will also rise unprecedentedly. Moving towards the market scale of trillion by 2020, enterprises and industries need further layout and thinking. This issue combs the investment in LED lighting projects in China from 2016 to now, for reference only

at the beginning of 2017, Mu Linsen invested 1.035 billion yuan in Xinyu LED lighting supporting component project; Guangpu shares, which successfully transferred from the new third board to a shares, invested 132million yuan in the LED lighting product expansion project on May 25; On June 9, overclocking III also invested 187million yuan in the radiator production base construction project. Although the LED lighting industry is gradually mature and the market competition is becoming increasingly fierce, the investment and expansion of large enterprises focusing on the lighting industry is still hot

in this issue, the investment in LED lighting projects in China since 2016 has been sorted out for reference only

from 2016 to may 2017, China's semiconductor lighting industry project investment was active, packaging and application were hot investment links, and the regional distribution was concentrated in the southeast coastal areas

at the same time, there are few new projects, and most of them are expansion and production expansion based on the original projects

according to incomplete statistics, from 2016 to may 2017, the total number of investment projects involving the upstream, middle and downstream of the LED industrial chain and related material supporting fields decreased significantly compared with 2015

in terms of regional distribution, Guangdong and Fujian provinces account for half of the country, an increase of 40% over 2015. At the same time, the regional distribution is not as scattered as in 2015, and is mainly concentrated in the southeast coastal areas

the packaging sector has surpassed the application sector to become a new investment hotspot. The number of investment projects in this sector has exceeded 38% of the total, an increase of 17 percentage points compared with 11% in 2015 due to this reason

the number of investment projects in the application sector has decreased, accounting for 30.77% from 49% in 2015, and the proportion is still not small

epitaxial chips and supporting projects accounted for only 11.54% and 19.23%, of which supporting projects decreased by nearly 10% compared with 2015

on the whole, the investment in China's semiconductor lighting industry is concentrated in the upstream and the number of projects is small but the investment amount is large, while the downstream applications are relatively scattered. It shows that the middle and upper reaches industries tend to be centralized and large-scale development, and the application links are still small and scattered. It is necessary to further integrate and improve the concentration. 2. Force measurement range: 2% ⑴ 00%fs; Competitiveness

in addition, from the perspective of overweight investment enterprises, more than 90% of the enterprises are listed companies, and the newly listed led enterprises have higher investment enthusiasm, such as Sanxiong Aurora, Debang lighting, etc. There are also 7 Polybenzimidazole: the polymerization temperature is 40000. A small number of unlisted companies invest in the layout, but the investment amount is small

this comment: with the continuous development of the LED lighting industry, the trend of "big is Evergrande" is obvious. Enterprises can maintain their existing advantages to a certain extent and further obtain sufficient market response guarantee through appropriate scale-up and production expansion. Investment and expansion of production mainly depend on listed companies as the main force, which is bound to drive more and more enterprises to join the ranks of IPO. With the help of the capital market, it is not ruled out that there will be new LED competitive power in the future. In a word, the market penetration rate of LED lighting industry is increasing year by year, and the market will also rise unprecedentedly. Towards the market scale of trillion yuan in 2020, enterprises and industries need further layout and thinking

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