On June 7, the domestic LED driver power supply company could stand up to the limit, and the company's share price rose to 15.49 yuan, an increase of 10.01%. In the secondary market, the performance of the teek is not warm, why suddenly there is a daily limit? This is inconsistent with the announcement of the layout of the new energy automobile industry.
Kelik (002782) announced on the evening of June 6 that the company intends to sign an agreement with Sany Group to transfer its 8 million shares of CRRC Times to RMB 25,337,600 and inherit the price of RMB 41,846,200. The obligation to increase capital in the era. In the end, the company will hold a 1.39% stake in the CRRC era. Kelik said that the new energy vehicle manufacturing in the CRRC era is a national policy support project. This participation will help the company's long-term development in the new energy vehicle small three electric products.
New energy vehicles have been developed in China for 18 years and have maintained a high-speed development status. This has also become a great opportunity for China's auto industry to change lanes and overtake. According to GGII data, in 2017, the sales volume of new energy vehicles in China reached 777,000, with a growth rate of 53.25%. GGII expects to sell 1.1 million new energy vehicles in China in 2018, with a growth rate of 41.57%.
In addition, as a "unicorn" enterprise in the concept of new energy vehicles, the Ningde era has squeezed BYD, which is the first domestic power battery company in a short period of six years, and achieved lightning overtime within 24 days. The "darling" of the market. The lightning flashovers in the Ningde era also confirmed the popularity of the new energy auto industry from the side.
In view of the great prospects for the development of new energy vehicles, not only can we stand out, but I-Grand, such as Igor and Infineon, are well-known LED drive power companies in China, which are actively expanding into the field of new energy vehicles, in order to break through from the fierce competition in the lighting field. Profitability to sustain the sustainable development of the company.
In the face of fierce market competition, Igor will adjust its product structure in 2018, eliminate old products at the end of the product life cycle, and actively abandon customers and orders with low gross margins. Continuously develop new products, use new technologies, new design solutions and new materials to ensure product gross profit margin.
Igor said on May 11 that the research and development direction of Igor's new energy vehicle transformers and charging pile transformers has become the most powerful power magnetic component supplier in the mainstream electric vehicle vehicle supply chain. The company is investing heavily in product development and promotion in this area. It is still in the stage of research and development of new technologies and products, and has not yet formed relevant income. Xiao Juncheng, chairman of Igor, said that in 2018, he will strive to achieve zero breakthroughs in the electric vehicle and charging pile industry and enter the new business segment.
While Infinity is taking advantage of the traditional industry of LED driver power, it is also actively taking the differentiated competition route and increasing the added value of products. In addition to accelerating the intelligent and energy-saving LED driver power products, Infineon has established a technical R&D team for automotive charging products with the innate advantages of deep technical experience accumulated in the field of switching power supply, striving to achieve new energy automotive industry. New leap.
From the layout of Igor, Infinet and Kelly, the new energy auto industry has become a new development direction for its future. At present, although effective real income has not yet been formed, they are expected to foster new profit support points as the layout in this field deepens.
Of course, in addition to the three LED driver manufacturers, the downstream companies such as Weiwei and Snowlight are also actively deploying around the new energy vehicle industry.
Recently, Weiwei and Green Chi Automotive Technology (Shanghai) Co., Ltd. officially signed a strategic cooperation agreement, the two sides will carry out comprehensive and in-depth strategic cooperation in the field of new energy vehicle batteries. According to the cooperation agreement, Weiwei will use its own superior technology in fast-charge solid-state lithium batteries to customize battery packs for new energy vehicles produced by Green Chi. At the same time, the two parties will jointly set up power batteries in Jiangsu. Industrial funds jointly promote the application of power batteries in new energy vehicles.
High-tech LEDs have learned that lithium-ion batteries are a new field that Yan Wei has officially entered in 2017, and set up a company in Rugao, Nantong, Jiangsu Province--Jiwei Longneng Solid Energy Storage Technology Co., Ltd. Last year, Wei Weilong was able to successfully mass-produce the first-period 100-hour-hour fast-filling soft-package power battery project. At present, the company is actively promoting the second-phase lithium-ion battery project for power and energy storage. After the second phase of production, it can achieve annual lithium-ion battery capacity of 2 billion watt-hours.
In recent years, Shell Wright has continued to firmly implement the integrated development strategy of “increase in internal extensionâ€, and lay out emerging industries through industrial funds' external investment, mergers and acquisitions, etc., and enhance the company's future competitiveness and sustainable development capabilities. In the field of new energy vehicles, through the acquisition of Zhuo Yu Automation, Shelly has consolidated its strategic layout in the key component business segment of new energy vehicles.
Many domestic LED companies have entered the new energy auto industry. On the one hand, they reflect the fiery heat of the new energy auto industry, and on the other hand, they also show fierce competition in the LED industry.
At this stage, the LED lighting industry has entered the post-lighting era, the growth of traditional lighting applications has been weak, and emerging applications have shown unprecedented vibrancy. LED lighting from the upper and middle reaches to the downstream, there is not much innovation and change in general lighting products; and new areas such as new display, automotive LED lighting and plant lighting, because of their high technical threshold, limit the majority of enterprises Incoming.
Expanding into a field outside the lighting industry has become the first choice for some LED companies. The current new energy auto industry is indeed very lively, and the relevant policies are also very supportive, but this market is still the same irrational, and the company has a brainstorming. Therefore, for LED companies that cross the border into the new energy automotive industry, the future will also face overcapacity problems.
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