"NVC storm is over. Yesterday (November 5th) afternoon, de Ho Runda (002005, SZ) held a media conference in Zhuhai headquarters, chairman of the board of directors of the company believes that the storm continued for several months, the official end of the.
Wang Donglei admits that the unrest to Elec-Tech and NVC (02222, HK) have caused a relatively large impact; the lighting business Elec-Tech original plan this year achieved sales of 1 billion yuan, five hundred million yuan, four completed only fear. Wang Donglei also said, "this NVC three months spent".
BDO lighting business suffered the greatest impact
According to the reporter, the LED business involves three parts, chip encapsulation devices and lighting business.
According to Wang Donglei, during the NVC event, the chip business has not been Elec-Tech too much impact, because the current Elec-Tech chip basic full production and sales, not sold to the NVC, can also be sold to other enterprises.
However, Wang Donglei also pointed out that the package has a certain degree of influence, because this part of the production capacity is not big, until give priority in NVC NVC, storm affected.
Wang Donglei told reporters that the most affected is the downstream lighting business. "We plan (Sales) is 1 billion yuan, the internal budget is $800 million, this year, I estimate (to be completed) of four, $five hundred million, but also to see the development of a few months later, these three months basically did not sell things. "
In March 15th this year, 2014 years in the NVC LED conference, NVC 37 national operations center provides 1 billion yuan LED light source products orders for elec-tech. At the time of the announcement of china. Wang Donglei said, this business just for profit higher place elec-tech.
For the impact of the storm on NVC, Wang Donglei said, "a little Peter ho".
"This battle is going on, it's tragic. Wang Donglei said, with the end of the event, two months to recover almost. We hope to be able to recover as soon as possible, but the channel information and other aspects still need some time. "
The NVC O2O business has been a preliminary project proposal
In November 3rd, Wang Donglei had been formally taken over by Wu Changjiang [micro-blog] party controlled factory in Wanzhou NVC, and the factory NVC accounted for 20% of total production. So far, Wang Donglei has completed all over the nvc.
Yesterday afternoon in the meeting, Wang Donglei spirit is good, with a smile, one by one with reporters exchange name card. At the end of the meeting, Wang Donglei jokingly said, this is a smile in a "strong".
Wang Donglei said in his speech, said the storm has passed, this page has been turned over.
However, on the current situation, Wu Changjiang is still the two shareholder of the company. In November 3rd, Wu Changjiang in an interview with reporters made it clear that it thinks it's too early "Wang Donglei complete control of NVC" this conclusion.
In this regard, Wang Donglei responded yesterday, said Wu Changjiang is the second largest shareholder, but all of his equity has been pledged to the borrower, and now there are already closed his stake in the two or three borrowers. According to the reporter, in September 30th this year, the announcement was made which is illustrated.
In addition, the O2O business is brewing for Wu Changjiang. Wang Donglei said that the entire O2O online and offline integration, is the inevitable trend of the development of mobile Internet in the retail industry, the concept of O2O NVC complete study during the Spring Festival this year. "I made a preliminary plan on the issue during the Spring Festival, and I wrote a 28 page program for some American investors. NVC operators system, more than 3 thousand outlets, in the wave of mobile Internet to do some improvement and evolution, it is certain that is planned. "
Wang Donglei further added that Elec-Tech and NVC are planning to make more than 3 thousand retail stores and re positioning in the mobile Internet environment, how to O2O or O2M (full channel marketing) go better, go farther.
Do not rule out the privatization of NVC
NVC for future development, Wang Donglei pointed out, next to two main aspects of things; the first is to brand recovery, restore consumer and customer confidence, this need through the company timely delivery and new product development to achieve; second, with the board of directors of the overall control of NVC system, the company will take the electricity supplier channels, Home Furnishing lighting and outdoor lighting in the NVC management system, it will be "new business growth point.
Wang Donglei also pointed out that next year to give investors greater confidence is mainly based on two points, an external business to get the body to come; two is the upstream and downstream industry chain integration, that is to bring synergies. "Whether it is on the BDO, or NVC are very good, the maximum amount of BDO chips can be used in NVC products, NVC channels can fully cover the BDO product sales. Similarly, the LED advanced manufacturing experience in the BDO NVC NVC will be large-scale promotion, reduce the cost of the product LED. "
Wang Donglei noted that in 2013, NVC Elec-Tech chip only procurement NVC procurement amounted to a total of 6%, next year is to reach at least 90%; the future does not rule out the privatization of NVC.
"As the most Bahrain after BDO, more than and 100 sets of MOCVD equipment
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