Kev lag luam vaj huam sib luag hloov mus rau kev sib xyaw siv lead ua hauv tsev ntau lawm nce
The transfer of the global LCD panel industry has experienced a process of "The origin of the United States, the development of Japan, the transcendence of South Korea, the rise of Taiwan, and the power of the mainland". Since 2009, the mainland LCD panel began to exert its power, and the global LCD panel production capacity also shifted from Japan, South Korea and Taiwan to mainland China.
LCD yog cov kua siv lead ua kua, feem ntau yog siv hauv TV, khoos phis tawj khoos phis tawj, xov tooj ntawm tes thiab lwm yam kev lag luam, kev lag luam dav siv TFT-LCD thev naus laus zis, los ntawm kev ntxiv cov yeeb yaj kiab nyias nyias los ua kom txhua cov kua siv lead ua kua molecular hloov ywj siab, kom ua tiav ruaj khov nyhuv.
With the continuous progress of display technology and the continuous improvement of production equipment level, domestic panel manufacturers such as BOE A and Huaxing Optoelectronics gradually occupy A dominant position in the global competition. Mainland China has also become the world's largest area of new display capacity and shipment.
Data show that in 2021, in terms of the proportion of global LCDTV panel production area, boe, Huaxing Optoelectronics and Huike's production area will account for more than 50 percent . The improvement of production capacity drives the overall development of the upstream and downstream industry chain, and the demand for materials increases substantially.
Vim yog qhov nyuaj ntawm kev sib xyaw siv lead ua ntau lawm, lub ntiaj teb TFT LIQUID siv lead ua kev lag luam tau pib monopolized los ntawm MERCK ntawm lub teb chaws Yelemees, JNC ntawm Nyiv thiab DIC rau lub sijhawm ntev, thiab tus nqi hauv cheeb tsam tsis siab. Cov ntaub ntawv qhia tias peb lub lag luam thoob ntiaj teb sib koom ntawm 80 feem pua, ntawm lawv, Lub Tebchaws Yelemees MERCK suav txog 55 feem pua, Nyiv JNC thiab DIC suav txog 20 feem pua thiab 8 feem pua.
Txawm li cas los xij, nws tseem ceeb heev uas yuav tsum nco ntsoov tias nyob rau xyoo tas los no, cov khoom siv hauv Suav teb tau maj mam ua tiav hauv tsev-ua kom muaj kev vam meej, thiab maj mam txav mus ze rau cov lag luam thoob ntiaj teb raws li qhov ntsuas thiab kev ua tau zoo. Kev cia siab rau tus nqi-qhov zoo thiab qhov zoo ntawm kev pabcuam, lawv tau maj mam tau txais kev lees paub los ntawm cov neeg siv khoom, thiab lub tsev- ua cov khoom siv lead ua kua tau maj mam txhim kho.
Tam sim no, lub domestic tsim ntawm thiab rau hauv cov zaub (Feikai cov ntaub ntawv (300398) subsidiary), Chengzhi Yonghua (Chengzhi shares (000990) subsidiary), 800 lab qhov chaw- sij hawm raws li tripartite qauv.
800 million space-time's latest Hexun SGI score is 77, ranking 134. What about the company?
Mixed crystal localization hloov chaw tsav tsheb kev loj hlob
Founded hauv 2004, 800 lab qhov chaw- lub sijhawm tau teev nyob rau hauv Pawg Thawj Tswj Hwm Thib Peb hauv 2014 thiab ntawm Pawg Thawj Saib Xyuas Kev Tshawb Fawb thiab thev naus laus zis hauv xyoo 2020. Nws yog tib lub tuam txhab sib xyaw siv lead ua uas tau teev tseg hauv Suav teb. Lub tuam txhab yog ib lub tuam txhab ua haujlwm siab -tech enterprise tshwj xeeb hauv kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag cov khoom siv lead ua kua rau cov khoom siv rau cov khoom siv, polymer dispersed kua siv lead ua (PDLC) ntse zaj duab xis, organic electroluminescent cov ntaub ntawv (OLED), polyimide (PI) , cov khoom siv photoresist.
Cov khoom tseem ceeb yog ThinFilm Transistor (TFT) thiab lwm yam hybrid kua siv lead ua cov ntaub ntawv, uas yog dav siv nyob rau hauv hd TV, ntse xov tooj, computer, tsheb zaub, ntse ntsuas thiab lwm yam davhlau ya nyob twg zaub teb.
Data show that in 2018, the sales volume of 800 million space-time mixed LIQUID crystal is 43.84 tons, accounting for 5.79 percent of the global market. The company's product structure is gradually developing to high-end, from the initial product structure based on TN-LCD(twisted nematic liquid crystal), STN-LCD(super twisted nematic liquid crystal), It has developed into a current business pattern dominated by TFT-LCD(thin film transistor liquid crystal), and fully covers positive-IPS, negative-IPS, PSVA and other products. Since 2016, it has entered the OLED material field, benefiting from the substitution of mixed crystal, and its profitability continues to increase.
2021 kev ua tau zoo qhia tau hais tias 800 lab spatio- cov nyiaj tau los ntawm lub sijhawm thiab cov nyiaj tau los tau loj hlob. Qhov xwm txheej tshwj xeeb yog: xyoo 2021, cov nyiaj tau los yog 887 lab yuan, nrog rau ib xyoos - ntawm - xyoo kev loj hlob ntawm 36.71 feem pua ; Tag nrho cov txiaj ntsig tau mus txog 249 lab yuan, nce 23.61 feem pua ntawm xyoo; Cov nyiaj tau los ntawm RMB 207 lab, nce 21.35 feem pua ntawm xyoo; Tsis yog- txiav tawm cov nyiaj tau los ntawm 179 lab yuan, ib xyoos - ntawm - xyoo nce ntawm 25.50 feem pua .
Raws li lub tuam txhab, cov ntsiab lus tseem ceeb cuam tshuam rau nws txoj kev ua haujlwm yog kev loj hlob ntawm LCD vaj huam sib luag xav tau nyob rau xyoo 2021, kev nce ntawm cov neeg siv khoom xav tau rau cov khoom siv LCD, thiab kev nthuav dav ntxiv ntawm kev txiav txim.
For 800 million people, 2015 is a critical year. This year, 800 million time took the express train of BOE and became its main supplier of domestic LIQUID crystal materials. At that time, the revenue of 800 Million space-time was less than 100 million yuan. Since 2016, 800 Million space-time's supply quantity to BOE has continued to increase significantly, and its revenue has increased significantly.
Raws li cov ntaub ntawv elongated, los ntawm 2016 txog 2020, cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 800 lab qhov chaw thiab lub sij hawm yog 133 lab yuan, 231 lab yuan, 394 lab yuan, 430 lab yuan thiab 649 lab yuan, feem, thiab kev loj hlob ntawm cov nyiaj tau los yog 64.18. feem pua, 73.68 feem pua, 70.76 feem pua, 9.3 feem pua thiab 50.71 feem pua.
Muaj peb yam txaus ntshai
Cov ntaub ntawv nyiaj tau los tau nce tom qab, tsis zoo li qhov chaw, tab sis tseem zais ntau qhov kev txhawj xeeb.
First, the company's deep dependence on BOE followed. Data show that, as the company's first customer, BOE accounted for 38.09 percent , 69.30 percent , 75.51 percent , 71.73 percent and 66.88 percent of the revenue in the same period from 2016 to 2020.
Among the 800 million customers, BOE is the largest one. Due to the high concentration of customers, the company's lifeline in the hands of the financial owner boe has always been criticized by the industry. It is worth noting that this proportion has started to decline since 2019.
Thib ob, cov nqi vaj huam sib luag poob, cov paj tau paj tag nrho poob.
Kev lag luam vaj huam sib luag tau ntsib kev poob qis hauv ib nrab xyoo 2021 tom qab kaum xyoo ntawm kev lag luam loj hlob. Kev cuam tshuam los ntawm European thiab Asmeskas cov nyiaj pab thim rov qab, nce nqi thauj khoom thiab ib feem ntawm kev thov nyiaj dhau los thiab lwm yam laj thawj, LCD vaj huam sib luag nqi poob sai.
Raws li kev txheeb cais ntawm Pab Pawg Kev Txawj Ntse kev sab laj, LCD TV vaj huam sib luag nqi nyob rau hauv thawj peb lub hlis twg ntawm 2022 tseem tuav ib tug downward trend, ntawm cov uas cumulative poob ntawm me me nyob rau hauv thawj peb lub hlis twg ntawm 5% -8 feem pua; Tus nqi poob qis ntawm cov vaj huam sib luag loj ntawm 50 ntiv tes thiab saum toj no yog 10 feem pua 12 feem pua, thaum tus nqi poob ntawm LCDTV vaj huam sib luag nyob rau hauv ib nrab xyoo dhau los yog ntau tshaj 25 feem pua, qhov poob tag nrho yog txo qis piv nrog rau qhov thib ob ib nrab. ntawm xyoo tas los.
Downstream LCD vaj huam sib luag overcapacity, tus nqi poob, ib tug xov tooj ntawm cov vaj huam sib luag manufacturers tab tom txiav txim siab txiav ntau lawm los tiv thaiv tus nqi poob.
AVCRevo kev tshawb fawb kwv yees, qhov kev thov tam sim no muaj kev nyuaj siab, Russia thiab Ukraine teeb meem coj mus rau tag nrho lub tshuab Hoobkas txiav txiav, vaj huam sib luag Hoobkas tshiab cov kab ntau lawm nce qeeb qeeb, lossis txawm xav txog kev txo cov khoom lag luam, tiv thaiv kev poob qis hauv vaj huam sib luag.
TCL thev naus laus zis tau hais tias cov nqi vaj huam sib luag LCD yuav tsum ruaj khov thiab rov qab los rau lub quarter thib ob. Nyob rau hauv cov nqe lus ntawm kev siv peev xwm hloov kho, nws xav tias qhov sib npaug ntawm cov nplai thiab cov txiaj ntsig yuav raug ua raws li qhov kev xav tau hloov pauv yav tom ntej. Boe, LGD, Sharp thiab Taiwan-raws li cov tuam txhab lag luam tau tshaj tawm cov phiaj xwm txiav kev tsim khoom.
Downstream vaj huam sib luag nqe poob, kev lag luam kev sib tw intensifies, mix crystal khoom nqi downward siab yog ntau dua. Tag nrho cov nyiaj tau los ntawm yim puas lab qhov chaw kuj tau poob ib xyoos ib zaug. Cov paj tau paj tag nrho ntawm cov LCD sib xyaw yog 56.17 feem pua hauv 2018, 48.18 feem pua hauv 2019 thiab 47.86 feem pua hauv 2020. Hauv peb lub hlis twg ntawm 2021, tag nrho cov nyiaj tau los ntawm 800 lab qhov chaw yog 47.11 feem pua, poob qis heev.
Thib ob, 800 lab spatio- cov khoom lag luam ib ntus ib leeg, hauv Hiav Txwv Liab sib tw hnyav.
800 million space-time's main business income comes from mixed liquid crystal, liquid crystal monomer, etc., mainly mixed liquid crystal, TFT mixed liquid crystal as the core product.
Ntawm lawv, cov kua siv lead ua kua sib xyaw yog lub zog tseem ceeb, txij xyoo 2018 txog 2020, cov kua siv lead ua kua sib xyaw suav nrog 91 feem pua , 99.93 feem pua , 96.86 feem pua ntawm cov nyiaj tau los.
Thiab tam sim no, cov tuam txhab tsim vaj huam sib luag hauv tsev tau pib kho cov qauv khoom lag luam nquag, los cuam tshuam nrog kev hloov pauv hauv kev lag luam.
Vaj huam sib luag cov tuam txhab xws li TCL Huaxing thiab BOE tab tom hloov kho, xws li txo qhov kev faib ua feem ntawm TV vaj huam sib luag tsim muaj peev xwm, ua rau IT vaj huam sib luag tsim muaj peev xwm, nce qhov feem pua ntawm cov khoom nruab nrab thiab siab - kawg, thiab nquag tso tawm OLED ntau lawm. kab kom tau txais txiaj ntsig ntau dua.
Txawm li cas los xij, tseem muaj txoj hauv kev mus ntev rau lub tuam txhab, uas tseem tso siab rau cov khoom siv sib xyaw ua ke raws li nws cov nyiaj tau los tseem ceeb, kom paub txog kev lag luam ntawm OLED cov ntaub ntawv thiab tsim cov txiaj ntsig kev loj hlob tshiab sai li sai tau.
