GLII Exclusively Releases 2010 China LED Industry Investment Report

According to statistics from the High-tech LED Industry Research Institute (GLII), the total investment in China's LED industry contracted plans in 2010 was 217.885 billion yuan, a year-on-year increase of 248.6%. In the whole year, about 74 new-scale investment projects (in terms of investment amount of RMB 100 million or more) were added, and the number increased by 25 over the previous year. As of the end of 2010, the newly completed projects have actually completed the investment amount of 34.32 billion yuan, accounting for the total planned investment. 15.8% of the amount.



From the perspective of the project structure, the investment in subdivisions such as epitaxy, chips and sapphire substrates has increased significantly. The investment in epitaxial chips is about 124 billion yuan, accounting for 56.9%; the investment in sapphire substrates is about 22.72 billion yuan, accounting for 10.4%, which is the fastest segment of investment growth, and in 2009, investment in this field accounted for Less than 1%.

In 2010, LED industry investment continued to move closer to the upstream, with investment accounting for more than 60%, reaching 67.3%. Since the end of the third quarter of last year, the investment fever of epitaxial chips has begun to ease, but the sapphire substrate has shown a significant investment momentum. According to the monitoring data of GLII, in the fourth quarter of 2010 alone, there were 7 new domestic sapphire investment projects, accounting for 53.8% of the total investment of similar projects in the whole year; the total planned investment reached 32.65 billion yuan, accounting for the total investment in the quarter. 54.7%.

From the implementation stage of the project, it is generally planned for the second to third phases, and the planned investment for the first phase is about 35% of the total investment. The average planned production time of the project is about 2-3 years. Three of the projects have been put into operation before the end of 2010. It is estimated that about 23 projects will be put into operation before the end of 2011, accounting for 31% of the total number of projects.

In terms of project funding sources, direct investment in Taiwan in the mainland in 2010 was about RMB 55.1 billion (about NT$ 246.28 billion), accounting for 25.3%. Taiwanese capital has become an integral part of domestic LED industry investment funds after domestic capital. At the same time, Taiwan's upstream epitaxial chip manufacturers have successively transferred their epitaxial processes to the mainland in 2010, thanks to the difference in investment-based mainland industries in Taiwan, which benefited from package-based investment in China.

From the perspective of new project distribution areas, Jiangsu ranked first with 13 projects, followed by 10 in Guangdong and 9 in Anhui. At the same time, the distribution area of ​​the project is still dominated by more developed coastal cities. The main LED projects are distributed in the Pearl River Delta and the Yangtze River Delta. From the perspective of regional investment, Jiangsu, Anhui and Guangdong ranked in the top three, and the total investment in the three regions accounted for 59.56% of the total, exceeding 50%.



In 2010, the domestic LED industry investment showed the characteristics of a single project investment amount constantly hitting new highs. According to GLII statistics, 40 projects invested more than 1 billion yuan last year, accounting for 54% of the total number of projects. Among them, 4 projects have an investment of more than 10 billion yuan, namely Jiangsu Jingwang Optoelectronics (investment amount of 4.2 billion US dollars, about 27.3 billion yuan), Jiangsu Xiexin Optoelectronics (investment amount of 24 billion yuan), Anhui Wuhu Sanan Optoelectronics (investment) A total of 12 billion yuan) and Anhui Rainbow Blu-ray (investment amount of 10 billion yuan). This is enough to show that the use of capital investment to develop the LED industry is driving the restructuring of China's LED industry, showing that the amount of investment and the number of projects continue to gather upstream of the industry.

In 2010, a total of 22 related listed companies (including Shanghai and Shenzhen, South Korea, Taiwan, Hong Kong stocks) participated in LED investment in mainland China, amounting to 125.315 billion yuan, accounting for 57.5%. And this number was almost negligible in 2009. Of the 22 listed companies, five have never been involved in the LED industry.

Faced with the prospect of new energy and national strategic emerging industries, it is clear that the capital market, which has always been sensitive to smell, has also quickly responded: since December 2009, the LED sector has rebounded against the market, and almost all relevant concept stocks have been created for some time. The historical stock price has reached a new high.

2011 Gaogong Emerging Industry Technology and Investment Forum will be staged soon

From May 19 to 20, 2011, the “2011 High-tech Emerging Industry Technology and Investment Forum” hosted by the High-tech Industrial Research Institute will be held at the Four Points by Sheraton Hangzhou Longjing.

Among them, the LED special session will invite top experts in the LED industry, listed company executives and guests to share the latest cutting-edge technology in the industry, and investment experts will deeply analyze the LED investment strategy. LED companies collide with investors on the spot to create a perfect feast of LED technology and investment.

Investors gather to find value investment objects

In addition to well-known experts and scholars from Fudan University and Shanghai Jiaotong University, the forum invites guests to include LED companies such as Zhejiang Sunshine Group and Zhongwei Optoelectronics, as well as a large number of investment securities professionals, such as Huarui Investment, Shenzhen Investment Promotion Bureau, and the United States. China Economic Cooperation Group, China Merchants and Tengchuang Investment, CDH Venture, Shenyin Wanguo Securities, IDG Technology Venture Capital Fund, Bosch (China), Jinshajiang Venture, Intertek Investment Tongchuang Weiye, Oriental Fuhai, Shanghai Ou Qing, etc. A partner of well-known investment institutions at home and abroad.

The LED companies participating in the conference will show investors the future development direction and profitability of the company, and investors can find enterprises and projects with investment potential and communicate with the company on the spot. This forum will help investors find the object of investment value and make LED and capital perfectly combined.

For more information about the 2010 China LED Industry Investment Report, please pay attention to the "High-tech LED" magazine May issue and the 2011 Gaogong Emerging Industry Technology and Investment Forum.

Click to enter the forum official website >>

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