LED kev xav tau hauv tsev yuav poob li 10 feem pua xyoo no, UV teeb thiab cov lus qhia yog lub sijhawm
Wang Fei, tus thawj coj tshawb fawb ntawm lub koom haum tshawb fawb LED hauv Suav teb, tau kwv yees hauv kev sib tham nrog thawj tus kws tshaj xov xwm nyiaj txiag thaum Lub Ob Hlis 13 tias tus kabmob tshiab kis mob ntsws yuav txo qis qhov kev thov LED hauv tsev hauv 2020 ntau dua 10 feem pua xyoo{{ 3}}rau - xyoo. Ultraviolet LED teeb nrog qee yam kev ua kom tsis muaj menyuam thiab cov ntxaij vab tshaus uas tuaj yeem siv rau cov rooj sib tham hauv online yuav dhau los ua lub hauv paus rau kev lag luam LED.
Ntau lub tuam txhab LED tau rov pib ua haujlwm thaum Lub Ob Hlis 10. Thaum noj tshuaj tiv thaiv- kev ntsuas kab mob sib kis, lawv txiav cov kev siv nyiaj tsis tsim nyog, tau txais peb ntau dua - txoj kev lag luam loj thiab ntau yam, hloov kho cov peev txheej sab hauv, thiab txeeb khw ntu xws li cov khoom siv los ua cov tuam txhab LED. Ib qho kev xaiv los daws qhov kev sib kis.
Kev lag luam tsheb teeb pom kev zoo tau cuam tshuam loj heev
Qhov cuam tshuam ntawm kev sib kis ntawm cov khoom siv hluav taws xob ntawm LED kev lag luam yog xav txog peb yam: chips, ntim, thiab kev siv. Los ntawm qhov kev xav ntawm cov chaw tsim hluav taws xob sab saud, Wang Fei ntseeg tias tag nrho LED kev lag luam nti kev lag luam nyob deb ntawm cov chaw tseem ceeb ntawm Wuhan thiab Hubei, yog li qhov cuam tshuam tsis loj npaum li LCD (kua siv lead ua kua) panels, semiconductors, optoelectronic kev sib txuas lus. , tsheb thiab lwm yam kev lag luam. Tsis tas li ntawd, kev lag luam LED nti yog nyob rau hauv lub xeev ntawm cov khoom muag siab, thiab qhov tsis muaj peev xwm rov qab ua haujlwm hauv lub sijhawm luv luv yuav tsis cuam tshuam rau cov khoom siv ntawm chips.
HC Semitek (300323.SZ) muaj feem ntau ntawm cov neeg ua haujlwm los ntawm Wuhan. Qee tus neeg ua haujlwm raug cuam tshuam los ntawm kev kaw Wuhan tom qab rov qab mus rau Wuhan thaum lub caij nplooj ntoos hlav Festival. Nws yog ib qho nyuaj rau lawv rov qab mus ua hauj lwm nyob rau hauv lub sij hawm luv luv, uas tej zaum yuav ua rau ib tug tej yam kev cuam tshuam. Txawm li cas los xij, Wuhan Hoobkas tau thim nws lub peev xwm ntau lawm, thiab nws cov hauv paus tsim khoom yog nyob hauv Yiwu thiab Zhangjiagang. Lub peev xwm tsim khoom tam sim no tsis cuam tshuam los ntawm kev kis tus kabmob ib ntus, thiab xav tau kev soj ntsuam ntxiv rau yav tom ntej.
Sanan Optoelectronics (600703.SH), uas nws lub hauv paus tsim khoom tseem ceeb nyob hauv Fujian thiab Anhui xeev, yuav raug cuam tshuam tsawg dua; Txawm li cas los xij, nws txoj haujlwm tshiab Micro / Mini LED nti hauv Ezhou, Hubei Xeev tau xav tias yuav ncua sijhawm vim muaj kev cuam tshuam ntawm kev sib kis. Lwm cov chaw tsim hluav taws xob hauv Suav teb nyob deb ntawm thaj chaw muaj kev sib kis thiab yuav tsis cuam tshuam rau lub sijhawm.
Los ntawm qhov kev xav ntawm midstream ntim factories, LED ntim kev lag luam saw feem ntau yog muab faib rau hauv Pearl River Delta, nrog rau hauv xeev Jiangxi, qhov twg qee lub lag luam hauv Pearl River Delta tau tsiv teb tsaws chaw. Tam sim no, ob qho tib si ntawm ob thaj chaw no tsis yog qhov tseem ceeb ntawm kev sib kis, thiab xav tias qhov cuam tshuam yuav muaj me me. Hauv kev ua raws- nce, nws nyob ntawm seb Guangdong thiab Jiangxi tuaj yeem tswj tau tus kabmob kis tau zoo.
From the perspective of downstream applications, Guangdong, Fujian, Zhejiang, Shanghai, Jiangsu and other provinces and cities where the LED lighting industry is concentrated are currently affected by the epidemic, but the situation is still under control. The LED backlight industry chain is mainly located in Guangdong and Jiangsu, and the overall impact is not large. However, since Wuhan is an important center of the LCD (liquid crystal) panel industry, the demand will be affected to a certain extent. In terms of automobiles, Hubei Province is an important cluster of the automobile industry, and Wuhan is also an important center of China's automobile industry. Therefore, the overall automobile industry will be deeply affected, and the automotive lighting market will be greatly affected. The display industry chain is mainly around Shenzhen and is expected to be less affected.
Ultraviolet teeb thiab cov ntxaij vab tshaus muaj lub cib fim zoo
Ntawm qhov kev thov, Wang Fei ntseeg hais tias kev sib kis yuav ua rau ib qho - lub sijhawm thov poob qis, yog li kev thov yuav poob qis heev hauv ib lub hlis twg. Cov kab mob sib kis kuj tau ua rau muaj kev hloov pauv hauv kev ua neej thiab kev ua haujlwm, uas xav tias yuav muaj kev cuam tshuam rau qee qhov kev lag luam LED. Tag nrho qhov kev cia siab poob qis hauv LED xav tau hauv Suav lag luam yog ntau dua 10 feem pua.
Ntawm lawv, ib qho - lub sij hawm xav tau kev poob siab yuav muaj kev cuam tshuam rau lub teeb pom kev dav dav thiab lub teeb lub tsheb, thiab yuav muaj kev cuam tshuam rau kev nrawm nrawm ntawm cov teeb pom kev dav dav thiab lub teeb pom kev lag luam tsheb uas twb dhau los lawm. Qee lub tuam txhab me thiab nruab nrab -cov lag luam me tuaj yeem thim tawm mus tas li.
Tsis tas li ntawd, kev poob qis hauv kev thov kuj tseem yuav cuam tshuam ncaj qha rau hauv kev lag luam ntu ntawm cov khoom tsis yog -tseem ceeb xws li cov khoom siv sab nraum zoov thiab cov teeb pom kev zoo. Cov kev lag luam no muaj kev vam khom rau tsoomfwv kev yuav khoom. Nws cia siab tias tsoomfwv cov peev nyiaj yuav txo qis kev nqis peev hauv cov haujlwm muaj feem cuam tshuam rau xyoo no, thiab siv feem ntau ntawm kev tiv thaiv kev sib kis, kev kho mob, kev nyab xeeb, kev nyab xeeb rau pej xeem thiab lwm yam haujlwm.
At the same time, Wang Fei predicts that "the sub-industries that may be beneficial to the epidemic include UV LED (ultraviolet LED lamp) and conference display system". Ultraviolet lamps can kill bacteria and viruses, so during the epidemic, the sales of traditional ultraviolet lamps surged, and the supply of quartz lamps and brackets was in short supply. Although there is still a gap between UVLED and the effective sterilization dose, the tide is rising, and the rising price of UV lamps stimulates the commercialization of related industry chains.
Tsis tas li ntawd, vim muaj kev cuam tshuam ntawm kev sib kis, cov rooj sib tham hauv online thiab kev kawm online tau dhau los ua txoj hauv kev nyiam ua haujlwm rau cov tuam txhab, tsoomfwv thiab cov tsev kawm ntawv, yog li qhov kev thov rau cov khoom loj -screen zaub tau nce, yog li lub rooj sib tham zaub kev lag luam yuav pab tau indirect.
Ntau lub tuam txhab LED tau rov ua haujlwm dua
Ntau lub tuam txhab LED hauv tsev tau rov pib ua haujlwm thaum Lub Ob Hlis 10, suav nrog NVC Teeb pom kev zoo (02222.HK), Huacan Optoelectronics, National Star Optoelectronics (002449.SZ), Ledman Optoelectronics (300162.SZ), Lianjian Optoelectronics (300269) , Zhaochi (002429.SZ), Foshan Teeb pom kev zoo (000541.SZ), thiab lwm yam.
NVC Lighting began staggered work resumption and flexible office on February 10. Wang Donglei, CEO of NVC Lighting, said that the epidemic is a huge and sudden challenge to most companies in the short term, especially the offline retail industry, but the opportunity lies in the challenge. NVC's commercial lighting business may be more difficult in the first quarter, but the projects obtained will only be delayed a little; the market share of NVC in the segmented lighting market is still small, and there is still room for development; the offline retail team adopts more three-dimensional and diverse, Marketing methods for online and offline interaction. NVC will cut off all unnecessary costs, support the front line to the greatest extent, and use its greatest certainty to deal with any future uncertainties.
HC Semitek's factories in Zhangjiagang and Yiwu have fully resumed work, saying that the epidemic has not had a substantial impact on the company's production and operation. Nationstar Optoelectronics resumed work on February 10, and issued a notice to employees on personal protection, dining, accommodation, etc. Zhaochi's factories in Guangdong and Jiangxi also resumed work on February 10. It plans to make up for the lost sales in the first quarter in the second and third quarters through internal capacity adjustment.
Ledman said in response to investors' questions on February 5 that with the advancement of the domestic 5G process and the development of ultra-clear displays, the ultra-high-definition video conferencing system with ultra-large screen is expected to develop into a new blue ocean market, with remote online collaboration and intelligent Office will also become the trend of office in a critical period.
