I heard that friends who have been on holiday can go home to wait for the New Year this week. Xiaodi and his colleagues are in Huizhou on the weekend. On the surface, they are going to travel to the hot springs, and the annual meeting is actually going to open the year. Will be summed up, along with freezing.
We always say that La, the colder the more we look forward to the arrival of spring!
Everyone’s annual meeting is so open? It’s definitely not as good as the Internet’s local tyrants to send a car to the building to send a tour, but always send something? It’s better to vote at the end of the article.
1. A large wave of lighting enterprises in Qianlong’s water is setting off a climax
If you look at this title, it is very imposing. The Qianlong is out of the water and it is unstoppable.
The listing of this matter, in 2015 was particularly hot, GEM, small and medium-sized board, new three board, each board has a large wave of ambitious and powerful companies to hang on.
Hey, yes, there is also a strategic emerging board. Before the senior engineers, I specially reported this new board that is lower than the main board but higher than the GEM (click to read the details). Hyun Shuo Optoelectronics is also interested in it. Zhao Yutao, the chairman of the company, feels that he should make his own products first. When the time is ripe, he will be on the strategic emerging board. If time is too late, consider other things.
I remember where I saw before that Sanxiong Aurora is a representative enterprise that “muffles and makes a fortuneâ€, but in fact, the company that makes a big fortune is far more than just Sanxiong Aurora. Nowadays, I want to go public if I have a lot of money. I am afraid that it is not just the money in the capital market. There must be more things in the secondary market to attract them.
According to statistics, from 1991 to 2014, a total of 2,682 companies were listed and 79 companies were delisted. Even the investor investment circle still circulates that "the company is more and more devastated, the investment value, the better the company can not go public," the economist Lang Xianping cited a data from a research institution: If you only invest in ST shares in 2005-2016, the income The rate was 591%, while the return rate of the Shanghai Composite Index was only 94%.
The listing registration system is already on the horizon, and many people are tempted by this system. Xiao Di believes that the implementation of the registration system must have a more reasonable delisting system to follow it. In the trend of marketization gradually approaching, the survival of the fittest.
Xiao Di said that it is nothing more than to remind the industry to brighten their eyes when buying stocks, reminding companies listed on the market, don't think about the problem.
If you don't go public, everything will be smooth and easy.
2, the railway lighting standards released a hundred billion blue sea
In 2008, the Hong Kong MTR and Jiuzhou Optoelectronics introduced LED light source as the first interior lighting of subway cars in the world, which opened the LED era of subway lighting.
The "Railway Design Code" issued last week is aimed at some glare, illumination, effective luminous flux and other related problems existing in current railway lighting. In the "environmental, low-carbon, energy-saving" has become the mantra of everyone, LED energy-saving effect is even more flash.
In fact, not only energy saving, but also the electronic properties of LEDs can realize additional functions such as automatic sensing and automatic dimming in track lighting, which can reduce energy consumption and conform to the national green environmental development concept. It is understood that a subway line replaced by LED lights can reduce energy consumption by at least 50% a year.
There are more and more subways and high-speed railways, and the transportation responsibility of the bearers is also growing. Lighting is an important part of rail transit, and it is also a big market for many LED lighting companies. Nowadays, "Regulations are out", the LED companies that value the brand and quality engineering have the confidence to boost.
3. In the second quarter of fiscal 2016, the income will slow down again.
Cree ranks in the top five in the world. In the second quarter of fiscal 2016, revenue increased by 5% year-on-year and 2% quarter-on-quarter. It is an indisputable fact that the growth rate is slowing down. Unlike Philips and Osram's Stripping Lighting Division, Cree is aggressively entering the lighting industry and will not hesitate to offend its customers.
I remember reading an article that explained the business process of Cree's vertical integration in more detail. After reading it, I was quite touched. A company that wants to be vertically integrated needs strength, persistence and vision. Ke Rui has high technical content, high luminous efficiency and high stability. It is also being tabooed by customers while being appreciated by customers. After all, the substitutability is too low. As far as users are concerned, it is easy to be tied by this single supplier.
Cree has been in China's LED lighting market for seven or eight years. From the perspective of global strategic development, China is an important market for its chip and packaging, while Cree's lighting business is making progress in the US market.
However, in the US market, CREE's LED device business is offensive to many lighting customers because CREE has entered the lighting field. At the same time, the lighting business directly sells products to end users due to Ruud Lighting, which leads to the inability to establish a strong dealer relationship. Entering the supermarket was forced by Philips and GE's strong price reduction strategy.
Career is still insisting on such vertical integration, or choose another strategy, it is worthy of Ke Rui to think hard.
Shenzhen directly enters the quick-frozen mode from the autumn wind, is everyone's annual meeting a lively and extraordinary atmosphere? Everyone guess what is Xiaodi's annual meeting?
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