In the May Day of the Sun, the LED industry is “incitingâ€. Recently, Liard cooperated with Jiu Shi to focus on expanding the sports market; Ai Bisen has planned to sell 29.31 million stadium display companies in the sports field; Qinshang Optoelectronics has to transform and do education!
When you hear these news, what do you think of in the first place? Xiaobian wants to weakly say: How do LED companies "leave" when they "cross"?
In recent years, more and more "uneasy" LED companies have become popular with "cross-border". "Acquisition" and "cooperation" are endless; "double main business" and even "multi-main business" are in parallel. According to industry observations, the layout of some LED listed companies with strong growth in performance has mostly maintained the market share of the original international and domestic LED products, and implemented the strategy of dual main business and even the main business, and actively explored new profit growth points.
Undoubtedly, cross-border is a good development for some well-funded enterprises, but in the past few years of cross-border development, a phenomenon of industry development is vaguely presented: in the dual main business or multi-main business layout, The proportion of LED is being weakened. In the end, the enterprise has transformed, LED is no longer the main business, and enterprises are no longer focused on the production and manufacture of LED products. Is this phenomenon good or bad?
For the enterprise, cross-border or transformation, as long as there is good development, this is naturally good, but for the LED industry, this will be a loss.
Let's take a look at the top ten “cross-border†events of domestic LED companies in recent years:
I. Alto Electronics + Financial Electronics
In 2014, Alto Electronics invested in Pengding Chuangying to lay the early stage for the transformation of financial electronics business. Previously, Alto Electronics had proposed a vision for the development of “two wingsâ€: one wing is LED application (especially LED display), and the other wing is financial electronics. The company said that its development will continue to focus on the main business in the future. According to the established development strategy and changes in the external environment, combined with its own needs, it will carry out extended business expansion in a timely and prudent manner. It is said that the LED display industry has been very competitive in the past few years. Through the survival of the fittest, the entire industry is continuously integrated, and the market concentration is gradually increasing. It is expected that this situation will continue for some time in the future. Under the general trend of Internet finance, traditional banks are gradually transforming, and new forms of banks such as smart banks and community banks are gradually emerging. Therefore, Alto Electronics said that in the future, the company will continue to do its main business, namely LED application and financial electronics business, and carry out related business innovations based on the original advantages, such as in the sports industry and smart banking. The field is actively expanding the market.
Second, Lianjian Optoelectronics + Digital Media
In February 2015, Lianjian Optoelectronics disclosed the acquisition of four companies in the field of Internet media and outdoor advertising. Prior to the acquisition, Lianjian Optoelectronics has established a linkage culture and acquired companies such as Timeshare Media, Youtuo Public Relations, Precise Focus, and Easycom, with public relations services, outdoor media networks and digital devices as core modules to form soft and hard. Integrated, digital online and offline integrated communication platform. In June of the same year, Lianjian Optoelectronics finally determined that four target companies had implemented major asset restructuring, and were involved in search engine advertising, outdoor media operations, one-stop outdoor advertising services, and event communication creative planning. It is said that before the acquisition, the prototype of “Digital Outdoor Media Group†of Lianjian Optoelectronics has been completed, and several core businesses such as digital equipment technology, brand public relations service and outdoor media network have been established. After the successful completion of the acquisition, the “Digital Outdoor Media Group†framework will be further improved, and several core businesses such as digital equipment technology, brand public relations services and outdoor media networks will be further enhanced.
Third, Lehman shares + sports
In August 2015, Lehman Opto's Chinese securities abbreviation was changed to “Lehman sharesâ€, which is a reflection of the company's development strategy of promoting LED and sports. It is understood that since 2011, Lehman has become the official sponsor of the Super League, providing LED display screens for the 16 teams of the Super League, and using resource replacement to obtain 12 minutes of saleable advertising rights per game. In April 2015, Li Mantie, the company's actual controller, used his own funds to invest 5 million yuan to set up a mobile Internet APP technology company, Beijing Lehman Twelve Technology Co., Ltd., which is mainly engaged in football-related business. Internet product "12th person" APP. In July 2015, Lehman and Li Mantie and Beijing Lehman Kaixin jointly established the Lehman Kaixing Sports Culture Fund, focusing on investing in sports culture, sports technology, internet and other fields in line with the company's development strategy, and for Lehman. In the future, the layout of the sports media will be paved. According to the report, Lehman's 2015 revenue was 381 million yuan, down 5.99% year-on-year; sports industry income was 38 million yuan, up 120.46% year-on-year.
Fourth, Liard + Culture
Since 2016, Liard has announced the division of the business segment into a cultural sector and technology sector. As a company that has been extended to the cultural media business in the LED industry, Liard has achieved remarkable integration through the acquisition of Jinda Lighting, Internet Yida, Lifeng Culture, Jinlixiang and Pineng Optoelectronics. According to Liard, with the success story of the integration of audio-visual technology and cultural creativity in the opening and closing ceremonies of the 2008 Beijing Olympic Games, Liard will bring the brand advantages, creative advantages and product technology advantages of the subsidiaries in the audio-visual culture field. Integrate resources with experience advantages, create a new "urban culture, tourism, performing arts" business model, and provide "audio-visual cultural solutions" and cultural performing arts operation services for urban cultural tourism construction according to the cultural tourism planning of each city. .
Five, Qinshang Optoelectronics + Education
In January 2016, Qinshang Optoelectronics disclosed the draft purchase of assets and intends to purchase 100% equity of Guangzhou Longwen held by Yang Yong and Huaxia Life Insurance in the form of a combination of issuing shares and paying cash. Through the above transactions, Qinshang Optoelectronics will realize the dual main business layout of semiconductor lighting products and K12 (Kindergarten to Grade 12) counseling services. After the completion of the transaction, Qinshang Optoelectronics will hold 100% equity of Guangzhou Longwen, and Guangzhou Longwen will become a wholly-owned subsidiary of Qinshang Optoelectronics. At this time, the premium of more than 30 times the acquisition of Guangzhou Longwen Education has attracted widespread attention. At the same time, the cross-border dual business layout of Qinshang Optoelectronics has also announced its rudimentary shape. Regarding the reason for the acquisition of Guangzhou Longwen, Qinshang Optoelectronics explained that in recent years, due to factors such as the macro economy and the sluggish growth of the semiconductor lighting industry, the company’s operating income has been declining, and profits have also accompanied the decline in operating income. Continued profitability requires the discovery of new profit growth points.
Sixth, Hongli Optoelectronics + car networking
In March 2016, Hongli Optoelectronics said on the interactive platform of investor relations that the current main business is still dominated by LED, while the Internet of Vehicles is the second main business of the company's future development. Dina Technology and Zhuhang School Bus are both Participation. Under the premise of ensuring the existing main business, the company will actively seek the target of the car networking business and expand the second main business as soon as possible. According to reports, in 2016, Hongli Optoelectronics will focus on endogenous growth and extension development, and actively seek high-quality targets in the car networking industry and LED industry, and realize leap-forward development through integration. Hongli Optoelectronics, which has been focusing on the LED lighting market, will cultivate the second main business in the future and strive to create a dual main business form of “LED+ Internet of Vehiclesâ€. At present, based on the LED packaging production base, LED automotive signal/lighting production base and LED general lighting production base, the LED industrial base invested and constructed in Nanchang, Jiangxi will be gradually put into production, which will provide strong support for the company's future development in the LED industry. .
Seven, Wanrun Technology + Digital Marketing
Since 2013, Wanrun Technology has planned to expand its strategy and finally decided to cross-border Internet advertising media industry. In August 2014, it launched the acquisition of Nishang Optoelectronics, a leading company in the field of LED advertising sign lighting in China, and then completed the The acquisition of two Internet media companies, Dingsheng Yixuan and Yiwan Wireless, gradually realized the layout of the entire industry chain of digital marketing. To this end, industry observers believe that Wanrun Technology is accelerating the transformation of its leading digital marketing media company. It is understood that the digital marketing market has a large space, and the development trend of the industry requires an extension of development. The digital marketing industry is gradually showing the trend of diversified marketing forms, downstream customer decentralization and integration of marketing services. The three major trends require strong technology, talents, experience accumulation and customer stickiness, so companies in the industry want To be stronger and bigger, it is necessary to take the path of extensional development. Wanrun Technology's series of capital increase and acquisition actions are in line with the industry trend of the whole industry chain layout.
At present, cross-border LED companies are constantly adding the second main business, and some enterprises are planning to transform like Qinshang Optoelectronics. Will there be more LED companies in the future to choose to "remove" LED manufacturing and even leave the LED industry? Turning to the embrace of other industries, this is currently unknown, but the most important thing now is to rectify the current "disorderly" state of the LED industry, and also a benign competitive environment for LED companies, so that more excellent LED companies have in this market. The space that is being played is thus driving the development of the entire industry.
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