Today's headlines
“Every time the festival is over, the annual Mid-Autumn Festival is coming.
At 13:30 this afternoon, Fei Ge opened the lecture in Shenzhen Qingqing World: the next "era" of LED packaging. In addition, Hongli Zhihui, Guoxing Optoelectronics, Donghao Optoelectronics, Liyang Optoelectronics, Zhonghao Optoelectronics, Xinyichang, Jieguo New Materials, Hilde and other leaders of the packaging industry chain brought keynote speeches and round-table dialogues.
Data interpretation of the 2016-2020 packaging market changes; scale, technology, market, how to choose? What does packaging innovation bring to materials, equipment, lighting?
hot news
1. It is estimated that chip supply will tend to be tight by the end of the year.
In August, Jingdian's revenue was 2.216 billion yuan (NTT, the same below), a month-on-month increase of 1.6%, the third consecutive month of growth and hit a new high since April this year, the annual growth rate expanded to 15.43%. The high-end blue LED production capacity of FC, CSP TV backlight and mobile phone flash has been in short supply.
2. Infrared LED market highlights with smartphone iteration opportunities
It is rumored that OSRAM plans to invest funds that would otherwise be used in LED chip factories to iris scanning technologies such as IR LEDs. Although it has not yet been finalized, OSRAM plans to invest at least 100 million euros (about 750 million yuan) to the LED chip factory in Regensburg, Germany.
3, lighting engineering companies will become the hot spot of this year's acquisition
Rongbao Technology (839119) is listed on the new three board today. Main LED street lighting project and landscape lighting engineering, LED lighting manufacturing. The 14-year and 15-year revenues were respectively 37.979 million yuan and 44.159 million yuan; the net profit was 1,197,900 yuan and 2,281,100 yuan respectively.
4. Is the LED driver power supply market ushered in an integration cycle?
On September 8th, Netac Intelligence (300543) was listed on the market at an issue price of 22.52 yuan per share, corresponding to a price-to-earnings ratio of 22.46 times. In the first half of the year, LED driver power supply revenue was 15.643 million yuan, accounting for 3.94% of the company's total revenue. At present, there are also IPOs such as Infinity, Igor, and Mingzhi.
5, the average price-earnings ratio of A shares yesterday was 27.3 times, it seems that LED is still high
As of the close of September 8, Opto Lighting's closing price was 48.47 yuan, the average price-earnings ratio reached 76.7 times, and the total market value fell back to 28 billion yuan, second only to Sanan Optoelectronics. Previously, the total market value had rushed to 30.8 billion yuan, more than 20 billion yuan less than Sanan Optoelectronics.
6. Communication Standards Association? Develop lighting standards?
Recently, China Communications Standards Association announced seven common standards such as "Integrated Double-Ended LED Light Safety Requirements" to standardize LED lamps to replace traditional fluorescent tubes. At present, the safety regulations for double-ended LED tubes are not perfect in China, but there are relevant safety standards in the world.
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