Recently, China Electronics Import and Export Corporation announced on the website of the "Efficient Lighting Product Promotion Project" winning bid, Foshan Lighting (000541), Zhejiang Sunshine (600261), Snow Wright (002076) and other companies have won the bid, Zhejiang Sunshine And Snow Wright also announced the announcement of the winning bid on Monday. Stimulated by this good news, Zhejiang Sunshine and Snow Wright opened up in the secondary market and was quickly closed by the big singles. Foshan Lighting also closed in Changyang, and the market funds were highly sought after. It seems that under the continuous stimulation of policy bullishness, the enthusiasm of the LED sector has been rekindled. As the country will have more bidding projects for efficient lighting products in the future, other related LED field companies also have huge market. opportunity. Therefore, we believe that under the demonstration effect of Zhejiang Sunshine and Snow Wright's daily limit, some listed companies that have been deeply involved in the LED field for many years, such as Aucma (600336), naturally face huge revaluation values! In fact, Aucma (600336) As early as 2000, it began to track the technical development of LED, and its industrialization as the focus of corporate restructuring, the establishment of Qingdao Aolong Optoelectronics Technology Co., Ltd., Aucma (600336) to strengthen technical exchanges and cooperation with research institutes and abroad With the introduction of technology, its technical reserves and applications have always been in the leading position in the industry, and it is worthy of investors' attention!
The lighting revolution government boosts the prospects of "brightness"
After the semiconductor technology triggered the microelectronic revolution, it was gestating a new industrial revolution. This is the lighting revolution. A light-emitting diode (LED) made of gallium nitride (GaN) material consumes only one-tenth the power of the latter while maintaining the same brightness as a conventional incandescent lamp, and its lifetime can be extended by a factor of one hundred. The development prospects of semiconductor lighting are extremely broad. The Chinese government attaches great importance to this rare historical opportunity and fully supports relevant technology enterprises. According to the “Notice of the State Council on Printing and Distributing the Comprehensive Work Plan for Energy Saving and Emission Reduction†(Guo Fa [2007] No. 15), during the “Eleventh Five-Year Plan†period, the state supported the use of high-efficiency lighting products to replace incandescent lamps and other inefficiencies through financial subsidies. Lighting products to accelerate the promotion and use of efficient lighting products. The subsidy funds are indirectly subsidized, and the financial subsidies are given to the winning bidders. The winning bidders then sell the products to the end users at the price of the bidding agreement minus the financial subsidy funds. The ultimate beneficiaries are large users and urban and rural residents.
With the high international oil prices, the shortage of energy has become a key issue that is urgently needed. The state has introduced a number of policies to promote the development of new energy industries. As one of the representatives of the new energy industry, LED has ushered in an unprecedented development opportunity. Under the dual role of national policy support and market demand, the proportion of LED industry in the national economy will continue to increase. Therefore, the future development prospects of listed companies such as Foshan Lighting, Zhejiang Sunshine, Snowlight, Aucma and Xiamen Xinda are very promising.
Advance the LED industry in advance and work with universities to plan high-end industries
As early as 2000, Aucma took the lead in the industry to set up a high-tech company specializing in the research and development of semiconductor light source products - Qingdao Aolong Optoelectronics Technology Co., Ltd. In 2004, Aucma Group and China Ocean University officially signed a contract for the “Industrialization of White LED and Its Lighting Products†project, which is the “double-to-one†model formed by Qingdao in the combination of production, research and research between large enterprises and large colleges. Another innovation achieved, but also marked the birth of the first white LED production line with independent intellectual property rights in Qingdao.
China Ocean University and Aucma Group have good cooperation foundations and conditions in the field of white LED semiconductor lighting. The Key Laboratory of Optical Optoelectronics of Ocean University, supported by the National and Qingdao Natural Science Foundation, has carried out research on related technologies for many years and has successfully developed high-quality light-converting phosphors, and this phosphor and gallium nitride blue chip The combination of ultra-high brightness white LED packaging technology has two national invention patents.
Ao Kema (600336)'s Qingdao Aolong Optoelectronics Technology Co., Ltd. is mainly engaged in the production of ultra-high brightness LED epitaxial wafers, high-power LED light sources and other products. It is at the domestic advanced level and is widely used in lighting systems, large screen displays, notebooks. Computer monitors and other fields. In 2004, the company successfully developed a new light source product for light-emitting diodes.
Up to now, Aucma (600336) has been able to produce all kinds of high-power such light sources and various types of lighting products, and can independently undertake various lighting construction. By using advanced light source design technology and integration technology, the lamps can be made. It emits colorful light and sets the lighting changes according to different needs. It can be widely used to replace neon lights, and be used for beautification and lighting of roadsides and buildings. The company is keeping up with the trend of technology development at home and abroad, seizing the rare opportunities for the development and application of the optoelectronic industry at home and abroad, striving to make the semiconductor lighting industry stronger and bigger, and strive to achieve new breakthroughs in further improving brightness and developing low-cost civilian lighting. And actively participate in the international division of labor, increase cross-border cooperation, make full use of the two cities to taste two kinds of resources, and finally form a photovoltaic industry base integrating research and development, production and promotion of photonics and semiconductor materials, and completely replace the semiconductor light source in the near future. Incandescent lamp.
All kinds of signs have fully shown that under the continuous stimulation of policy bullishness, the enthusiasm of the LED sector has been rekindled. As the country will have more bidding projects for efficient lighting products in the future, other related companies in the LED field will also have Huge market opportunities. Therefore, we believe that under the demonstration effect of Zhejiang Sunshine and Snow Wright's daily limit, some listed companies that have been deeply involved in the LED field for many years, such as Aucma (600336), naturally face huge revaluation values! In fact, Aucma (600336) As early as 2000, it began to track the technical development of LED, and its industrialization as the focus of corporate restructuring, the establishment of Qingdao Aolong Optoelectronics Technology Co., Ltd., Aucma (600336) to strengthen technical exchanges and cooperation with research institutes and abroad With the introduction of technology, its technical reserves and applications have always been in the leading position in the industry, and it is worthy of investors' attention!
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