Dongxu photoelectric entered into polarizing film first presumed to join Sumitomo chemical again-mycoolboy

Dongxu photoelectric inroads into the first polarizer presumed by the chemical Sumitomo together again hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulation trading client Sina Level2:A shares Sina speed Kanpan finance client: making the most of the investors in the company chairman Li Zhaoting said that as a national enterprise, we have implemented the LCD domestic glass substrate dream, hope that through continuous deep panel upstream industry, national security industry shows a force contribution – reporter Yu Nan has just released a set by the photoelectric Dongxu before the Spring Festival, yesterday also announced a major investment. In February 17th, the company announced that the approved "on the establishment of foreign investment holding subsidiary motion", agreed to the company and the world’s top 500 enterprises Sumitomo Chemical Corporation (hereinafter referred to as Sumitomo chemical), South Korea dongwoo Fine Chemical Co., Ltd. international extension meters in Beijing to reach an agreement, the Dongxu photoelectric absolute holding, the establishment of "Asahi Electronics Materials Science and technology in Jiangsu city of Wuxi province (Wuxi) Co., Ltd. (hereinafter referred to as the" Friends of Wuxi Asahi), carry out Polaroid business cooperation. Prior to February 6th, Dongxu photoelectric has just released a non-public offering of A shares plan, according to the announcement, the company intends to non-public offering of 6 billion 950 million yuan to raise funds for the construction of the 8.5 generation of TFT-LCD glass substrate production line project. Combined with the announcement of the two time, we can see that the advantages of Dongyang photoelectric industry chain ecological construction are highlighted. Optimistic about the prospects of the LCD panel industry to accept the "Securities Daily" reporter interviewed Dongxu photoelectric secretaries Gong Xin said, "2015 annual earnings growth was mainly due to increased sales revenue and the glass substrate into the company’s first 5 generation LCD glass substrate business, sapphire new materials business smoothly and table". Dongxu photoelectric "2015 annual report summary" said this, as of the end of the reporting period, the company in Wuhu construction of 10 sixth generation (compatible with the 5.5 generation) TFT-LCD glass substrate production line project, there are 6 lines have been put into the ignition, including 5 lines of production; in addition, the company successfully completed the 2015 non-public offering shares to raise funds, success will be hosting company Zhengzhou sunrise, Shijiazhuang Asahi new acquisitions, making it a wholly owned subsidiary of the company, the company has 7 G5TFT-LCD glass substrate production line. Through the "non-public offering plan", Dongxu photoelectric expressed its optimistic about the industry. China has the world’s largest LCD panel terminal demand market, and the electronic manufacturing agglomeration effect is outstanding. LCD panel accounts for more than 60% of the cost of LCD TV. In the past a large number of imports rely on imports, the annual purchase amount of tens of billions of dollars. Since 2007, the global TFT-LCD industry began to shift the focus to the China mainland, the mainland panel Chinese global share of 1% from 2005 to 2013, for the first time to become the world’s third largest producer of flat panel display, is expected to 2017, China mainland panel shipments will surpass South Korea to become the world’s first. Up to now, China has BOE, AVIC optoelectronics, dragon theory

东旭光电大举进军偏光片 先推定增再联手住友化学 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   公司董事长李兆廷称,作为一家民族企业,我们已经实现了液晶玻璃基板的国产梦,希望通过不断深耕面板上游行业,为国家显示产业的安全贡献一份力量   ■本报记者 于 南   刚刚在春节之前发布了定增方案的东旭光电,在昨日又宣布了一项重要投资。2月17日,公司公告称,审议通过《关于对外投资设立控股子公司的议案》,同意公司与世界500强企业住友化学株式会社(简称住友化学)、韩国东友精细化学株式会社、拓米国际有限公司在北京达成协议,由东旭光电绝对控股,在江苏省无锡市成立“旭友电子材料科技(无锡)有限公司(简称无锡旭友)”,开展偏光片业务合作。   而此前的2月6日,东旭光电刚刚发布了“非公开发行A股股票预案”,根据公告,公司拟通过非公开发行募集资金69.5亿元,用于建设第8.5代TFT-LCD玻璃基板生产线项目。结合两次的公告可以看出,东阳光电的产业链生态建设的优势正在凸显。   看好液晶面板行业前景   接受《证券日报》记者采访的东旭光电董秘龚昕表示,“2015年度业绩增长主要得益于玻璃基板销售收入的增加及注入公司的第5代液晶玻璃基板业务、蓝宝石新材料业务顺利实现并表”。   东旭光电“2015年年度报告摘要”就此表示,截至报告期末,公司在芜湖建设的10条第6代(兼容第5.5代)TFT-LCD玻璃基板生产线项目中,有6条线已经点火投产,其中5条线实现量产;此外,公司顺利完成2015年非公开发行股份募集资金,成功将托管公司郑州旭飞、石家庄旭新收购,使其成为公司全资子公司,使公司拥有了7条G5TFT-LCD玻璃基板产线。   透过“非公开发行预案”,东旭光电表达了对自身所处行业的看好。其介绍,中国拥有全球最大的液晶面板终端需求市场,电子制造集聚效应突出。液晶面板占液晶电视成本的60%以上,过去大量依靠进口,每年采购金额数百亿美元。自2007年以来全球TFT-LCD产业重心开始向中国内地转移,中国内地面板全球占有率从2005年的不足1%,到2013年首度成为全球第三大平板显示生产地,预计至2017年,中国内地面板出货量将超过韩国,成为全球第一。   截至目前,我国已拥有京东方、中航光电、龙腾光电、TCL(华星光电)、深天马等一批具有相当规模和国际竞争力的液晶面板生产商,液晶面板产业进口替代的趋势愈发明显。   所谓液晶玻璃基板,是液晶面板产业上游的基础配套产业,也是液晶面板最关键的原材料,在液晶面板成本中占比为10%-20%。由于行业技术壁垒和资金壁垒较高,目前全球只有美国康宁、日本旭硝子、日本电气硝子、中国的东旭光电及彩虹股份拥有生产技术。根据DisplaySearch预测,2017年全球TFT-LCD面板产业收入将达到1432亿美元,占整个平板显示产业的83.27%,TFT-LCD面板的发展将带来对玻璃基板等上游材料的旺盛需求。   进军偏光片   东旭光电介绍,其在成功运营第5代、第6代液晶玻璃基板生产线的基础上,目前已经掌握了第8.5代TFT-LCD玻璃基板的核心关键生产技术,具备了以浮法工艺生产第 8.5 代大尺寸玻璃基板的技术能力。   此外公司认为,目前新建第8.5代液晶面板生产线已成为面板生产商新增投资的主流选择。数据显示,截至2015年底,全球共有约23条8.5代面板生产线,每月加工8.5代TFT-LCD面板约171万片,考虑到彩色滤光片和阵列玻璃各需要一片玻璃基板,全球每年仅8.5代TFT-LCD玻璃基板的需求量就达到4104万片,约合22572万平方米;中国内地8.5代TFT-LCD面板生产线有8条已经量产,3条尚在建,我国已成为全球最大的第8.5代液晶面板生产国,2017年中国内地8.5代面板线产能预计将达到高峰。根据国内第8.5代面板产能的统计和预测数据,待国内面板生产线全部达产,国内仅第8.5代TFT-LCD玻璃基板的需求量就可达到2000万片 年以上,需求面积超过1亿平方米 年。   水涨船高。液晶面板产业的火热,也使得其上游原材料偏光片的关注度持续升温。东旭光电在2月17日发布公告,宣布进军这一领域。   据悉,偏光片作为占面板成本15%-20%的关键材料,全球近80%的偏光片生产依赖于日本企业的技术,目前国内市场基本也被日本日东、住友化学、韩国LGC三巨头占据半壁江山,占有率超过50%。而国内厂家仅有盛波光电和三利谱,但由于市场份额极小,自给率不足9%,远低于国家产业安全值的30%。   与此同时,国内进口的偏光片的关税达到8%,大大提高了下游面板商的原料成本;另一方面,出于产业安全的考虑,国家对于国内面板厂商有国产化材料使用的比例要求,这都为偏光片的国产化提供了市场机遇和政策保证。   此次成立的合资公司旨在利用先进的生产技术和科学管理方式,在我国境内销售所生产、采购、加工的偏光片,满足市场对偏光片的需求。根据规划,合资公司的经营规模以年产超过2000万平方米的偏光片为目标,有效填补国内偏光片生产的市场缺口。   “东旭光电一直定位为民族的企业,我们已经实现了液晶玻璃基板的国产梦,希望通过不断深耕面板上游行业,实现拓展自身的业务版图的同时,为国家显示产业的安全贡献一份力量。”东旭光电董事长李兆廷表示。 进入【新浪财经股吧】讨论相关的主题文章: