Sanan Optoelectronics plans to accelerate the expansion of production by Dongjiang

Sanan Optoelectronics' 12 billion project was put to Wuhu, and when the land acquisition, financing, cooperation and other issues were smoothly promoted, the “Chengjiang City Belt to undertake the industrial transfer demonstration zone plan” (hereinafter referred to as “planning”) was also approved, especially mentioned It is necessary to "accelerate the upgrading of the raw material industry" and "focus on cultivating high-tech industries." Previously, Anhui executives have repeatedly emphasized the importance of Sanan Optoelectronics in public. According to insiders close to the project, the planned launch of Wuhu The development of the LED industry will undoubtedly add to the icing on the cake, and Sanan Optoelectronics will certainly benefit from it.

The person proposed that the Wuhu government's support for the LED industry has already been seen before the establishment of the “Chengjiang City Belt Undertaking Industrial Transfer Demonstration Zone Plan”, and more preferential policies will be introduced thereafter, all of which will be implemented in Sanan Optoelectronics. Body.

According to public information, Sanan Optoelectronics plans to raise no more than 2.98 billion yuan through non-public offering of shares for Wuhu Optoelectronics Industrialization (Phase I) project. The total investment of the project is 6.662 billion yuan, which is insufficient for own funds or through banks. Loan settlement. In addition, its wholly-owned subsidiary Anhui Sanan Optoelectronics Co., Ltd. also signed the “State-owned Construction Land Use Right Transfer Contract” with the Wuhu Municipal Bureau of Land and Resources, and transferred 745,570 square meters of industrial land to the project for a total price of 283.397 million yuan. Construction.

At present, it is not only Sanan Optoelectronics that has invested in LED projects in Wuhu; the 3 billion yuan project of Dehao Runda is also here. According to people familiar with the matter, the upstream and downstream supporting enterprises are likely to enter Wuhu, upstream such as epitaxial wafers and manufacturers of raw materials such as special gases. Some of the world's top 500 companies have this intention; on the other hand, downstream packaging and application Other enterprises will also land in Wuhu. Sanan Optoelectronics will also contribute in this regard.

According to insiders of Sanan Optoelectronics, Sanan Optoelectronics has cooperated with foreign upstream enterprises for a long time, and purchased raw materials. After the completion of the 200 MOCVD scales in Wuhu Base, the introduction of upstream raw material enterprises will help further reduce costs. At present, Sanan Optoelectronics has reached a consensus on ensuring the equipment demand in 2011 and the supplier; it is expected that the scale of Sanan Optoelectronics will enter the top five in the world after 200 MOCVDs are put into production as scheduled.

At present, all LED companies led by Sanan Optoelectronics are expanding production. Tianxiang Investment Analysis Report pointed out that the company was basically in full production in the fourth quarter, with revenue of 127 million yuan, which was basically the same as the previous quarter. The gross profit margin was 46.5%, which was the highest in recent quarters. At the same time, the product structure was high value-added. The proportion of chips has increased, and the company's revenue and profitability are improving quarter by quarter.

In addition to Wuhu, Sanan Optoelectronics' Xiamen and Tianjin bases are also expanding. Among them, 15 sets of equipment in Tianjin will also be in place, and the total number will be considered at around 25; the equipment already in place will be in April. Start the installation and debugging. Lin Xiucheng, chairman of Sanan Optoelectronics, also said that after the completion of the Wuhu base, it will focus on Xiamen and Tianjin.

A number of analysts told reporters that they should pay attention to the progress of the Wuhu project for a long time, especially the good relationship between the company and Wuhu. The support that may be given is not limited to funds and land, but may also act as a matchmaker in industrial docking and matching.

Sanan Optoelectronics announced that it is in contact with Wuhu Chery Technology Co., Ltd. to discuss cooperation on LED packaging application products. The latter is responsible for the design, research and development of automotive vehicles and parts, automotive parts processing, sales and after-sales. The investment management company of the service, but announced that "there is uncertainty about whether the matter can be agreed."

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