2014 was the hottest year for the investment in sapphire in the A-share market, and it was also the year when the "Little Apple" triggered another storm.
At the end of last year, the news that Apple and GTAT cooperated with sapphire became the starting point of this storm. This year, Apple's two sapphire patents exposed, the whole market is very exciting, iPhone6 ​​or the use of sapphire screen news. Under the background of the A-share listed companies frequently throwing out the sapphire plan, what is the current situation of the domestic sapphire industry? What impact will Apple have on the domestic sapphire industry?
Ten billion capital took aim sapphire <br> <br> Mid-Autumn Festival on the eve of the Shenzhen Stock Exchange in a paper "letters of concern", extract a plan to acquire Ning Xia Jiajing Guofeng Plastic Technology Co., Ltd. So far, in the A-share market, at least 20 listed companies have entered the sapphire industry chain.
Since this year, sapphire has frequently become attached to A-share listed companies. Securities Times reporter statistics show that among the above 20 companies, 10 listed companies represented by Southwest Pharmaceutical, Crystal Optoelectronics, Tiantong, etc., all announced the sapphire industry investment acquisition plan this year, the project involved 11.271 billion yuan. (including 4.12 billion equity acquisition).
The above-mentioned 11.271 billion yuan of funds did not include Dongxu Optoelectronics' acquisition of Jiangsu Jixing New Materials, and the funds involved in the project have not been disclosed. In other words, the sapphire plan thrown out by A-share listed companies this year has involved funds far exceeding 11.271 billion.
In addition to the above 10 companies, Huagong Technology, Dinglong Co., Ltd. and other companies are also actively deploying the sapphire industry chain, but no specific amount has been announced. In addition, Sanan Optoelectronics, Dongjing Electronics and Tongfang Guoxin have already announced the sapphire industry investment plan in 2011, involving funds of about 3.814 billion yuan.
In addition to the listed A-share companies, the number of companies investing in sapphire is not small. On May 8th, Lansi Technology submitted a listing plan. The company plans to raise 5.43 billion yuan for projects such as “Sapphire Production and Intelligent Terminal Applicationsâ€; on May 21, the listing plan for quartz glass disclosure, The company plans to raise 411 million yuan for the “production and construction project of quartz glass materials and products for electronic information productsâ€.
At the same time, Yuanliang Technology Group, Guangdong Saiyu Sapphire Technology Co., Ltd. and other enterprises also have expansion plans for the sapphire project, but the specific investment amount has not been announced. From this point of view, the sapphire investment project announced by the capital market and listed companies has already involved funds of 20.926 billion yuan.
The sapphire projects involved in the above 10 companies, except Tiantong and Luxiao Technology were released in the first half of the year, and the projects disclosed by the other eight companies were all concentrated in the third quarter, and there are signs of acceleration in the near future. Moreover, the listed companies of gold sapphire are mainly concentrated in the Yangtze River Delta region, among which Zhejiang enterprises are the most active, with Zhejiang accounting for 5 out of 10 companies.
From the perspective of the industrial chain, the sapphire projects involved in the above-mentioned 10 listed companies this year cover all aspects of the sapphire industry chain. However, in terms of capital investment, more than 8 billion yuan of funds are concentrated in the mid-stream growth, production and production of wafers, ingots and wafers.
LED gamble emboldened from the outbreak <br> <br> behind the gold rush of the sapphire industry, is related to listed companies saw the arrival of sweet LED industry. In the first half of this year, benefiting from the rapid growth of the LED industry, the sapphire LED substrate industry can be described as "spring".
A sapphire listed company in Zhejiang told the Securities Times that according to statistics from relevant institutions, the application field of the sapphire industry currently accounts for more than 70% of LED substrates. Since the second half of last year, the explosive growth of the domestic LED industry has provided the base for listed companies to increase their investment in sapphire industry.
At the end of last year, the news that Apple and GTAT cooperated with sapphire became the starting point of this storm. This year, Apple's two sapphire patents exposed, the whole market is very exciting, iPhone6 ​​or the use of sapphire screen news. Under the background of the A-share listed companies frequently throwing out the sapphire plan, what is the current situation of the domestic sapphire industry? What impact will Apple have on the domestic sapphire industry?
Ten billion capital took aim sapphire <br> <br> Mid-Autumn Festival on the eve of the Shenzhen Stock Exchange in a paper "letters of concern", extract a plan to acquire Ning Xia Jiajing Guofeng Plastic Technology Co., Ltd. So far, in the A-share market, at least 20 listed companies have entered the sapphire industry chain.
Since this year, sapphire has frequently become attached to A-share listed companies. Securities Times reporter statistics show that among the above 20 companies, 10 listed companies represented by Southwest Pharmaceutical, Crystal Optoelectronics, Tiantong, etc., all announced the sapphire industry investment acquisition plan this year, the project involved 11.271 billion yuan. (including 4.12 billion equity acquisition).
The above-mentioned 11.271 billion yuan of funds did not include Dongxu Optoelectronics' acquisition of Jiangsu Jixing New Materials, and the funds involved in the project have not been disclosed. In other words, the sapphire plan thrown out by A-share listed companies this year has involved funds far exceeding 11.271 billion.
In addition to the above 10 companies, Huagong Technology, Dinglong Co., Ltd. and other companies are also actively deploying the sapphire industry chain, but no specific amount has been announced. In addition, Sanan Optoelectronics, Dongjing Electronics and Tongfang Guoxin have already announced the sapphire industry investment plan in 2011, involving funds of about 3.814 billion yuan.
In addition to the listed A-share companies, the number of companies investing in sapphire is not small. On May 8th, Lansi Technology submitted a listing plan. The company plans to raise 5.43 billion yuan for projects such as “Sapphire Production and Intelligent Terminal Applicationsâ€; on May 21, the listing plan for quartz glass disclosure, The company plans to raise 411 million yuan for the “production and construction project of quartz glass materials and products for electronic information productsâ€.
At the same time, Yuanliang Technology Group, Guangdong Saiyu Sapphire Technology Co., Ltd. and other enterprises also have expansion plans for the sapphire project, but the specific investment amount has not been announced. From this point of view, the sapphire investment project announced by the capital market and listed companies has already involved funds of 20.926 billion yuan.
The sapphire projects involved in the above 10 companies, except Tiantong and Luxiao Technology were released in the first half of the year, and the projects disclosed by the other eight companies were all concentrated in the third quarter, and there are signs of acceleration in the near future. Moreover, the listed companies of gold sapphire are mainly concentrated in the Yangtze River Delta region, among which Zhejiang enterprises are the most active, with Zhejiang accounting for 5 out of 10 companies.
From the perspective of the industrial chain, the sapphire projects involved in the above-mentioned 10 listed companies this year cover all aspects of the sapphire industry chain. However, in terms of capital investment, more than 8 billion yuan of funds are concentrated in the mid-stream growth, production and production of wafers, ingots and wafers.
LED gamble emboldened from the outbreak <br> <br> behind the gold rush of the sapphire industry, is related to listed companies saw the arrival of sweet LED industry. In the first half of this year, benefiting from the rapid growth of the LED industry, the sapphire LED substrate industry can be described as "spring".
A sapphire listed company in Zhejiang told the Securities Times that according to statistics from relevant institutions, the application field of the sapphire industry currently accounts for more than 70% of LED substrates. Since the second half of last year, the explosive growth of the domestic LED industry has provided the base for listed companies to increase their investment in sapphire industry.
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