More than ten billion funds staring at the bottom of the gas source from the LED outbreak

2014 A-share market is the most popular A investment in the year of the blue, but also a small apple triggered another storm of the year.

Late last year, Apple Corp and GTAT sapphire cooperation news, became the starting point of this storm. This year, Apple Corp 2 sapphire patent exposure, so that the whole market feel excited, iPhone6 or sapphire screen news. In the context of the A shares of listed companies frequently dished sapphire program, the current situation of the domestic sapphire industry exactly how? Apple will give the domestic sapphire industry what kind of impact?

Ten billion capital to sapphire

On the eve of the Mid Autumn Festival, the Shenzhen Stock Exchange, a paper letter of concern, forced out of the country to buy wind Plastic Industry Co., Ltd. Ningxia good crystal plan. So far, in the A-share market, listed companies involved in the sapphire industry chain has reached at least 20 A.

This year, sapphire and A shares listed companies frequently linked. The reporter statistics show that in the 20 companies, with southwest pharmaceutical, optical crystal, day 10 shares of listed companies as the representative, were announced in this year the sapphire industry investment acquisition plans, projects involving capital 11 billion 271 million yuan (including 4 billion 120 million stake).

The above 11 billion 271 million yuan of funds, has not been included in the acquisition of Dongxu photoelectric Jiangsu Jetion new material matters, the project involves funding has not been disclosed. In other words, this year, A shares of listed companies dished out sapphire program, involving funds of more than 11 billion 271 million.

In addition to the above 10, Chinese science and technology, Ding long shares of the company is also actively layout of the sapphire industry chain, but did not disclose the specific amount. In addition, Sanan optoelectronics, East crystal electronic and Tongfang Guoxin company, has already released a sapphire industry investment plan in 2011, involving funds of about 3 billion 814 million yuan.

In addition to the listed A shares, the number of listed companies to invest in sapphire is not small. In May 8th, blue Synopsys submitted a listing plan, the company intends to fund-raising 5 billion 430 million yuan, will be used for the production of sapphire and intelligent terminal applications and other projects; May 21st, quartz glass disclosure listing plan book display, the company intends to fund-raising 411 million yuan for the construction project of producing quartz glass materials and products for electronic information products".

At the same time, Yuan Liang technology group, Guangdong race Fei Sapphire Technology Ltd and other enterprises, also have sapphire project expansion plans, but did not disclose the specific amount of investment. It seems that the capital market has been listed and listed companies to be announced sapphire investment projects, involving 20 billion 926 million yuan of funds.

The 10 companies involved in the sapphire project, in addition to the shares through the day and laugh technology is released in the first half, the other 8 companies to disclose the project, all concentrated in the three quarter, and the recent signs of acceleration. Moreover, the listed companies are mainly concentrated in the Pearl River Delta, Yangtze River Delta, which is the most positive performance in Zhejiang, 10 companies in Zhejiang accounted for 5.

From the industrial chain, the 10 listed companies involved in the sapphire project this year, covering all aspects of the sapphire industry chain. However, in the amount of capital investment, more than 8 billion yuan of funds, concentrated in the middle of the long crystal, ingot and wafer research and development, production and other links.

Gamble bottom gas source since the outbreak of LED

Behind the sapphire industry gold rush, the relevant listed companies to see the arrival of the sweet LED industry. The first half of this year, benefiting from the growth of LED industry, LED sapphire substrate industry is full of "spring".

Sapphire, a listed company in Zhejiang, told reporters that according to the statistics of the relevant agencies, the current application of the sapphire industry, for the LED substrate occupy more than 70%. Since the second half of last year, the explosive growth of the domestic LED industry, the listed companies to invest in overweight sapphire industry provides emboldened.

Statistics show that the first half of this year, 21 listed companies in the LED industry, 17 of the revenue and profit growth at the same time, of which there are 4 year-on-year revenue growth of over 50%; in terms of net profit growth of 14, net profit rose more than 20%, 4 companies achieved net profit doubled. The first half of this year, total operating income and net profit grew by 34.4% compared with the previous year and by $54.13%.

LED industry has come to the sweet period, the future is still promising. In this year's shareholders' meeting, crystal photoelectric chairman Lin Min said that this year's high growth in the LED industry will be good company sapphire performance. The semi annual report has confirmed that the crystal photovoltaic. The first half of this year, the optical crystal LED sapphire substrate and other products operating income was 86 million 627 thousand yuan, has reached nearly 80% last year; operating profit 24 million 514 thousand and 800 yuan, gross margin of 28.3%, the company's main business accounted for 20%.

In addition to crystal optoelectronics, there are three other companies also disclosed in the semi annual report of the sapphire business income. Among them, the day of the shares and crystal optoelectronics are the first one of the main business sapphire. Tiantonggufen sapphire industry first half operating income was 38 million 46 thousand and 800 yuan, profit of 4 million 558 thousand and 400 yuan, accounting for the main business of the first half of 6.64%; eging sold sapphire crystal 5 million 399 thousand and 800 yuan, operating profit 3 million 394 thousand and 800 yuan, although the main business accounted for only 0.43%, but the gross profit margin of up to 62.87%.

East crystal electronic LED sapphire series products, the first half of this year to achieve losses. According to the company semi annual report shows that in the first half LED sapphire products operating income of 23 million 340 thousand and 800 yuan, operating profit of $3 million 647 thousand and 400, accounting for 15.9% of the company's main business. According to the company's 2013 annual report data, LED