According to the financial website reported that continuation of 2014 year of heat in 2015, LED lighting industry consolidation continues, set off a new round of "mergers". Up to now, the LED industry mergers and acquisitions have more than 25 patients, nearly 30 billion yuan. Industry insiders said, with the exit of a number of small and medium enterprises, 2015 LED will further increase concentration, technically superior and scale effect of leading enterprises in the industry to compete successfully. Meanwhile, for small and medium businesses, differentiated development may be able to get more living space.
Reviving the "mergers"
"The first half of the year, LED industry mergers and acquisitions boom not only has vertical and horizontal integration, and ' cross-border ' takeover, and mergers surged. LED industry to accelerate, a large number of small and medium enterprises out of the market, and some technical advantages and economies of scale of large enterprises in the industry to compete successfully, industry concentration improved. "The investment adviser He Zaihua, a senior researcher told the newspaper.
As of year, LED industry have occurred over more than 10 deals, industry resources and more focused, LED industry is accelerating the rate of survival of the fittest. For example, in June, Zhou Ming technology (300232) acquired 40% shares of Lei Diao, 100% holding Lei Diao; lianchuang optoelectronic (600363) 100 million intelligent acquisition and replenishment of the Zhejiang science and technology limited company, intelligent will hold 72. 37% stake; aotuo electronics (002587) the 2. 500 million Yuan to buy thousands of Hui total 100% equity, promote LED lighting business. In July, the Liard (300296 following 1. 6.2 billion yuan after the purchase of Beijing Ming Kei electronic technology limited 81% equity and to increase holdings of 27 million Yuan to opto-electronic technology limited 55% equity. It is worth mentioning that, as early as at the beginning of January, Riyadh announced plans to to 8. 900 million Yuan acquiring Lai Feng cultural 100% and Jin Lixiang 100% shares through this acquisition LED to culture media force.
Reporters noted that the first half of the second half of 2014 to 2015, horizontal density, mean that the industry has competition from incremental changes to stock. In merger cases, listed enterprises with some segments with acquisition of enterprises, especially the field of LED display screen, such as Riyadh acquired Jin Lixiang, Zhou Ming technology acquisitions lamp technology, building optical (300269) for easy reach, the takeover has a greater market share in segments.
In this regard, the industry believes that LED companies acquiring similar enterprises in order to reduce competitors, expansion of market share or original niche, tapping more market space.
Said Zhou Mingjun, wafer photoelectric now LED industry chain on enterprise integration and shuffling accelerate domestic LED manufacturers and raw materials began to integrate acquisitions. LED industry, continuous integration, can go on.
LED industry continued high growth in the future
In the capital continued into the LED market, mergers and acquisitions restructuring and industry upgrading will further improve industry concentration, leading enterprise technology and economies of scale will also be gradually integrated, LED lighting pattern is undergoing tremendous change.
Recently, Ai Bisen (300389) in institutions research Shi on clear said, LED display industry in recent years, especially near two years to, industry merger integration in speed up, the listed company are has must degree of acquisition merger, future industry will more tends to concentrated Yu several big company Zhijian of competition, small enterprise survival difficult, differences of development or for subdivision market may can get more big of survival space.
He Zaihua told the newspaper: "LED will continue to mature in the future, industry depth adjustment, enterprise integration, shuffling accelerate domestic LED manufacturers and raw materials began to integrate acquisitions. ”
However, he appears in China, is the biggest issue in China's LED industry: LED Enterprise quantity many, lack of market competition order; serious of product homogeneity, the lack of innovation.
In this regard, the Liard, Chairman and General Manager Li Liard 20 anniversary celebration, held on September 10 and the new strategy said at a press conference, companies persist in innovation-driven development strategy in the future, and set his sights on business model innovation and Liard philosophy aspects of innovation. "Riyadh will not only do market leading LED industry, more important is to use technological innovation to promote LED the sustainable and healthy development of the industry as a whole. Hope ' business + investment +PPP mode ' three strategies, innovation and growth promoting Riyadh's rapid development. ”
He proposed in China, in the face of th