大環境下LED顯示屏變革之路 二維碼
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發表(biao)時間:2017-02-17 22:53來(lai)源(yuan):LED顯示屏 大環境下LED顯示屏變革之路,隨著美國總統特朗普上任,對別國的經濟進行壓制強調國內制造業優先的原則,這對深圳LED顯示屏廠家來(lai)(lai)說(shuo)是(shi)(shi)(shi)個(ge)不小的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)心理壓力,打鐵還(huan)(huan)需自身硬,國(guo)(guo)(guo)(guo)(guo)(guo)內(nei)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)必須先練(lian)好(hao)內(nei)功才能(neng)(neng)同(tong)(tong)臺競(jing)(jing)技。一(yi)(yi)旦美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)將(jiang)(jiang)生(sheng)(sheng)產(chan)(chan)(chan)(chan)加(jia)(jia)(jia)工(gong)(gong)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)向(xiang)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)本(ben)土轉移,將(jiang)(jiang)直(zhi)接導(dao)致中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)代(dai)工(gong)(gong)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)訂(ding)單(dan)不確定(ding)(ding)性(xing)(xing),同(tong)(tong)時(shi)也(ye)將(jiang)(jiang)進(jin)(jin)(jin)一(yi)(yi)步加(jia)(jia)(jia)劇中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)和(he)(he)(he)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)在(zai)(zai)(zai)北(bei)美(mei)(mei)(mei)(mei)(mei)(mei)市(shi)(shi)場(chang)(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)競(jing)(jing)爭態勢(shi)(shi)。事實上(shang)(shang)(shang),原(yuan)本(ben)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)較(jiao)(jiao)高(gao)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)準入(ru)條(tiao)件和(he)(he)(he)技術(shu)門檻就經(jing)使得(de)(de)讓中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)眾(zhong)多(duo)欲在(zai)(zai)(zai)北(bei)美(mei)(mei)(mei)(mei)(mei)(mei)“掘金”的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)望而(er)卻(que)步,此(ci)番特朗(lang)(lang)(lang)普(pu)(pu)(pu)贏得(de)(de)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)總(zong)統大(da)(da)(da)選(xuan),使得(de)(de)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)北(bei)美(mei)(mei)(mei)(mei)(mei)(mei)市(shi)(shi)場(chang)(chang)(chang)開辟工(gong)(gong)作又增(zeng)(zeng)加(jia)(jia)(jia)了(le)難度(du)(du)(du)(du)。聶鵬翔(xiang)透(tou)露,消費類顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)通過零(ling)售渠道的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)影(ying)(ying)響有(you)(you)(you)限,但市(shi)(shi)場(chang)(chang)(chang)監(jian)管措施(shi)一(yi)(yi)定(ding)(ding)會(hui)加(jia)(jia)(jia)強,各類抽(chou)檢和(he)(he)(he)召回將(jiang)(jiang)會(hui)較(jiao)(jiao)大(da)(da)(da)幅度(du)(du)(du)(du)增(zeng)(zeng)加(jia)(jia)(jia),因(yin)(yin)為(wei)這是(shi)(shi)(shi)**用(yong)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)技術(shu)性(xing)(xing)貿(mao)(mao)(mao)易壁壘(lei),比(bi)(bi)(bi)直(zhi)接加(jia)(jia)(jia)稅要(yao)(yao)(yao)容易的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)多(duo)。2016年(nian)(nian)對(dui)美(mei)(mei)(mei)(mei)(mei)(mei)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)出(chu)(chu)口(kou)(kou)(kou)(kou)訂(ding)單(dan)中(zhong)(zhong)(zhong)(zhong),進(jin)(jin)(jin)料(liao)加(jia)(jia)(jia)工(gong)(gong)、來(lai)(lai)料(liao)加(jia)(jia)(jia)工(gong)(gong)和(he)(he)(he)進(jin)(jin)(jin)料(liao)非對(dui)口(kou)(kou)(kou)(kou)三(san)種貿(mao)(mao)(mao)易方(fang)(fang)式(shi)合計占(zhan)到(dao)(dao)(dao)整(zheng)體比(bi)(bi)(bi)重(zhong)31%左(zuo)(zuo)右,這部(bu)分貿(mao)(mao)(mao)易主要(yao)(yao)(yao)是(shi)(shi)(shi)簡單(dan)加(jia)(jia)(jia)工(gong)(gong)方(fang)(fang)式(shi)。50%左(zuo)(zuo)右訂(ding)單(dan)都是(shi)(shi)(shi)采用(yong)一(yi)(yi)般貿(mao)(mao)(mao)易方(fang)(fang)式(shi),但一(yi)(yi)般貿(mao)(mao)(mao)易中(zhong)(zhong)(zhong)(zhong)絕(jue)大(da)(da)(da)多(duo)數也(ye)是(shi)(shi)(shi)無牌(pai)(pai)或未(wei)標明(ming)(ming)品(pin)(pin)(pin)(pin)(pin)牌(pai)(pai)信(xin)息的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin),其(qi)(qi)次為(wei)替(ti)國(guo)(guo)(guo)(guo)(guo)(guo)外(wai)(wai)廠商代(dai)工(gong)(gong)品(pin)(pin)(pin)(pin)(pin)牌(pai)(pai),而(er)自主品(pin)(pin)(pin)(pin)(pin)牌(pai)(pai)較(jiao)(jiao)少。與(yu)(yu)此(ci)同(tong)(tong)時(shi),隨(sui)著GE逐步收(shou)(shou)(shou)縮(suo)戰(zhan)線,退出(chu)(chu)亞太市(shi)(shi)場(chang)(chang)(chang);飛利(li)(li)(li)浦(pu)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)“股權”出(chu)(chu)讓正在(zai)(zai)(zai)提(ti)上(shang)(shang)(shang)日(ri)(ri)程;歐司(si)朗(lang)(lang)(lang)已經(jing)將(jiang)(jiang)普(pu)(pu)(pu)通顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)資(zi)產(chan)(chan)(chan)(chan)出(chu)(chu)售。北(bei)美(mei)(mei)(mei)(mei)(mei)(mei)市(shi)(shi)場(chang)(chang)(chang)三(san)大(da)(da)(da)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)巨(ju)頭的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)未(wei)來(lai)(lai)不確定(ding)(ding)性(xing)(xing),這無疑會(hui)對(dui)國(guo)(guo)(guo)(guo)(guo)(guo)內(nei)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)代(dai)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)亦產(chan)(chan)(chan)(chan)生(sheng)(sheng)不確定(ding)(ding)性(xing)(xing)影(ying)(ying)響。愛(ai)(ai)(ai)普(pu)(pu)(pu)提(ti)示(shi)(shi),公(gong)司(si)主營(ying)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)營(ying)收(shou)(shou)(shou)和(he)(he)(he)利(li)(li)(li)潤(run)貢獻**的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)在(zai)(zai)(zai)較(jiao)(jiao)大(da)(da)(da)程度(du)(du)(du)(du)上(shang)(shang)(shang)受到(dao)(dao)(dao)海外(wai)(wai)市(shi)(shi)場(chang)(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)影(ying)(ying)響,具(ju)有(you)(you)(you)較(jiao)(jiao)大(da)(da)(da)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)市(shi)(shi)場(chang)(chang)(chang)不確定(ding)(ding)性(xing)(xing)。另一(yi)(yi)部(bu)分LED封(feng)裝(zhuang)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)主要(yao)(yao)(yao)包(bao)括(kuo)LAMP LED和(he)(he)(he)SMD LED,其(qi)(qi)中(zhong)(zhong)(zhong)(zhong)一(yi)(yi)部(bu)分產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)應用(yong)于顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)器(qi)(qi)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)信(xin)號燈(deng)(deng)領域(yu),主要(yao)(yao)(yao)客(ke)戶包(bao)括(kuo)冠捷、富士康和(he)(he)(he)LG等(deng)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)器(qi)(qi)制造企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)。一(yi)(yi)部(bu)分產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)則整(zheng)合公(gong)司(si)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)及(ji)配套件業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu),主要(yao)(yao)(yao)用(yong)在(zai)(zai)(zai)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)器(qi)(qi)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)背光領域(yu)。報(bao)(bao)告(gao)(gao)期內(nei),LED封(feng)裝(zhuang)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)占(zhan)比(bi)(bi)(bi)則從(cong)(cong)2014年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)25.36%降(jiang)(jiang)(jiang)至(zhi)(zhi)2016年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)18.62%。以愛(ai)(ai)(ai)普(pu)(pu)(pu)電子(zi)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)主營(ying)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)為(wei)例(li)(li)(li),與(yu)(yu)同(tong)(tong)行(xing)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)相比(bi)(bi)(bi),現有(you)(you)(you)生(sheng)(sheng)產(chan)(chan)(chan)(chan)規(gui)模(mo)與(yu)(yu)產(chan)(chan)(chan)(chan)能(neng)(neng)不足。以IPO過會(hui)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)得(de)(de)邦顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)為(wei)例(li)(li)(li),得(de)(de)邦顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)2013年(nian)(nian)、2014年(nian)(nian)、2015年(nian)(nian)和(he)(he)(he)2016年(nian)(nian)上(shang)(shang)(shang)半(ban)年(nian)(nian)營(ying)業(ye)(ye)(ye)(ye)(ye)收(shou)(shou)(shou)入(ru)分別(bie)為(wei)24.65億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)、27.92億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)、32.30億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)和(he)(he)(he)13.41億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan);其(qi)(qi)中(zhong)(zhong)(zhong)(zhong)對(dui)飛利(li)(li)(li)浦(pu)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)銷售收(shou)(shou)(shou)入(ru)占(zhan)當(dang)期營(ying)業(ye)(ye)(ye)(ye)(ye)收(shou)(shou)(shou)入(ru)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)比(bi)(bi)(bi)重(zhong)為(wei)31.65%、22.60%、31.03%及(ji)36.25%。在(zai)(zai)(zai)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)方(fang)(fang)面,2015年(nian)(nian)度(du)(du)(du)(du),得(de)(de)邦顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)LED球(qiu)泡(pao)燈(deng)(deng)類產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)19.28%;2016年(nian)(nian)1-6月,毛(mao)利(li)(li)(li)率(lv)(lv)(lv)為(wei)21.47%。燈(deng)(deng)具(ju)類產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)則從(cong)(cong)2015年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)29.66%下(xia)(xia)(xia)降(jiang)(jiang)(jiang)至(zhi)(zhi)2016年(nian)(nian)上(shang)(shang)(shang)半(ban)年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)21.82%。美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)對(dui)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)而(er)言是(shi)(shi)(shi)**的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)出(chu)(chu)口(kou)(kou)(kou)(kou)國(guo)(guo)(guo)(guo)(guo)(guo),也(ye)一(yi)(yi)直(zhi)是(shi)(shi)(shi)讓LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)出(chu)(chu)口(kou)(kou)(kou)(kou)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)“愛(ai)(ai)(ai)恨交(jiao)織”的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)市(shi)(shi)場(chang)(chang)(chang)。2016年(nian)(nian)11月9日(ri)(ri)共和(he)(he)(he)黨(dang)總(zong)統候選(xuan)人(ren)唐納(na)德·特朗(lang)(lang)(lang)普(pu)(pu)(pu)當(dang)選(xuan)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)第58屆(jie)總(zong)統。特朗(lang)(lang)(lang)普(pu)(pu)(pu)對(dui)華政(zheng)策,其(qi)(qi)中(zhong)(zhong)(zhong)(zhong),特朗(lang)(lang)(lang)普(pu)(pu)(pu)講(jiang)到(dao)(dao)(dao)“從(cong)(cong)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)進(jin)(jin)(jin)口(kou)(kou)(kou)(kou)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)商品(pin)(pin)(pin)(pin)(pin)強加(jia)(jia)(jia)高(gao)達(da)(da)45%的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)關稅”對(dui)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED影(ying)(ying)響較(jiao)(jiao)大(da)(da)(da),令中(zhong)(zhong)(zhong)(zhong)美(mei)(mei)(mei)(mei)(mei)(mei)雙邊貿(mao)(mao)(mao)易出(chu)(chu)口(kou)(kou)(kou)(kou)陷(xian)入(ru)更(geng)多(duo)不確定(ding)(ding)因(yin)(yin)素。對(dui)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)行(xing)業(ye)(ye)(ye)(ye)(ye)來(lai)(lai)說(shuo),外(wai)(wai)銷企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)出(chu)(chu)口(kou)(kou)(kou)(kou)外(wai)(wai)銷形勢(shi)(shi)陷(xian)入(ru)不明(ming)(ming)朗(lang)(lang)(lang)境地。近年(nian)(nian)來(lai)(lai),海外(wai)(wai)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)市(shi)(shi)場(chang)(chang)(chang)受到(dao)(dao)(dao)全球(qiu)經(jing)濟波動(dong)及(ji)出(chu)(chu)口(kou)(kou)(kou)(kou)目的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)地政(zheng)策風(feng)險因(yin)(yin)素正在(zai)(zai)(zai)不斷上(shang)(shang)(shang)升(sheng)。與(yu)(yu)此(ci)同(tong)(tong)時(shi),海外(wai)(wai)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)巨(ju)頭的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)自身業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)經(jing)營(ying)也(ye)處(chu)于波動(dong)期。高(gao)工(gong)(gong)產(chan)(chan)(chan)(chan)研(yan)LED研(yan)究所(suo)(GGII)發布《2016年(nian)(nian)度(du)(du)(du)(du)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)出(chu)(chu)口(kou)(kou)(kou)(kou)市(shi)(shi)場(chang)(chang)(chang)報(bao)(bao)告(gao)(gao)》,數據(ju)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi),2016年(nian)(nian)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)出(chu)(chu)口(kou)(kou)(kou)(kou)金額為(wei)105.68億(yi)美(mei)(mei)(mei)(mei)(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),同(tong)(tong)比(bi)(bi)(bi)下(xia)(xia)(xia)降(jiang)(jiang)(jiang)26%。LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)出(chu)(chu)口(kou)(kou)(kou)(kou)規(gui)模(mo)同(tong)(tong)比(bi)(bi)(bi)下(xia)(xia)(xia)降(jiang)(jiang)(jiang)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)主要(yao)(yao)(yao)原(yuan)因(yin)(yin)包(bao)括(kuo)量(liang)價(jia)齊跌(die)尤其(qi)(qi)是(shi)(shi)(shi)價(jia)格降(jiang)(jiang)(jiang)幅達(da)(da)到(dao)(dao)(dao)18.5%,由于新(xin)(xin)興及(ji)東南亞匯率(lv)(lv)(lv)因(yin)(yin)素,導(dao)致LED出(chu)(chu)口(kou)(kou)(kou)(kou)量(liang)減(jian)少。同(tong)(tong)時(shi),部(bu)分國(guo)(guo)(guo)(guo)(guo)(guo)家(jia)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)認證(zheng)標準提(ti)高(gao)。此(ci)外(wai)(wai),近年(nian)(nian)來(lai)(lai),中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)出(chu)(chu)口(kou)(kou)(kou)(kou)頻頻遭遇召回。去年(nian)(nian)底,美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)消費品(pin)(pin)(pin)(pin)(pin)安全委(CPSC)、加(jia)(jia)(jia)拿大(da)(da)(da)衛生(sheng)(sheng)部(bu)和(he)(he)(he)L.D. Kichler公(gong)司(si)聯合宣布對(dui)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)(chan)(chan)7萬件吸頂(ding)燈(deng)(deng)實施(shi)自愿性(xing)(xing)召回。特朗(lang)(lang)(lang)普(pu)(pu)(pu)還(huan)(huan)將(jiang)(jiang)允許企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)把滯留在(zai)(zai)(zai)海外(wai)(wai)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)資(zi)金帶回美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo),按10%的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)稅率(lv)(lv)(lv)一(yi)(yi)次性(xing)(xing)納(na)稅。也(ye)就是(shi)(shi)(shi)說(shuo),在(zai)(zai)(zai)特朗(lang)(lang)(lang)普(pu)(pu)(pu)政(zheng)策下(xia)(xia)(xia),美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)代(dai)加(jia)(jia)(jia)工(gong)(gong)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)有(you)(you)(you)可能(neng)(neng)會(hui)向(xiang)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)本(ben)土轉移。眾(zhong)所(suo)周知,中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)是(shi)(shi)(shi)全球(qiu)**的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)制造大(da)(da)(da)國(guo)(guo)(guo)(guo)(guo)(guo),就LED產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)來(lai)(lai)說(shuo),美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)幾大(da)(da)(da)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)巨(ju)頭在(zai)(zai)(zai)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)境內(nei)都有(you)(you)(you)生(sheng)(sheng)產(chan)(chan)(chan)(chan)基(ji)地,同(tong)(tong)時(shi)也(ye)有(you)(you)(you)大(da)(da)(da)量(liang)訂(ding)單(dan)有(you)(you)(you)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)進(jin)(jin)(jin)行(xing)代(dai)工(gong)(gong)生(sheng)(sheng)產(chan)(chan)(chan)(chan)。“懂了(le)這個(ge)市(shi)(shi)場(chang)(chang)(chang),才能(neng)(neng)更(geng)好(hao)地進(jin)(jin)(jin)入(ru)這個(ge)市(shi)(shi)場(chang)(chang)(chang)。”勵測(ce)檢測(ce)董事長(chang)聶鵬翔(xiang)曾指出(chu)(chu),北(bei)美(mei)(mei)(mei)(mei)(mei)(mei)市(shi)(shi)場(chang)(chang)(chang)一(yi)(yi)直(zhi)都是(shi)(shi)(shi)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)掘金地,美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)市(shi)(shi)場(chang)(chang)(chang)對(dui)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)而(er)言是(shi)(shi)(shi)**的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)海外(wai)(wai)市(shi)(shi)場(chang)(chang)(chang),堪比(bi)(bi)(bi)整(zheng)個(ge)歐洲。據(ju)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)能(neng)(neng)源(yuan)部(bu)報(bao)(bao)告(gao)(gao)預計,2016年(nian)(nian)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)市(shi)(shi)場(chang)(chang)(chang)總(zong)體規(gui)模(mo)將(jiang)(jiang)達(da)(da)到(dao)(dao)(dao)251億(yi)美(mei)(mei)(mei)(mei)(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),而(er)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)進(jin)(jin)(jin)口(kou)(kou)(kou)(kou)LED產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)國(guo)(guo)(guo)(guo)(guo)(guo)家(jia)中(zhong)(zhong)(zhong)(zhong),中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)占(zhan)比(bi)(bi)(bi)達(da)(da)到(dao)(dao)(dao)了(le)70.50%,金額約為(wei)4.2億(yi)美(mei)(mei)(mei)(mei)(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),三(san)分之(zhi)二的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)美(mei)(mei)(mei)(mei)(mei)(mei)國(guo)(guo)(guo)(guo)(guo)(guo)民眾(zhong)均已購買家(jia)用(yong)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)。2月27日(ri)(ri),愛(ai)(ai)(ai)普(pu)(pu)(pu)電子(zi)能(neng)(neng)否(fou)成(cheng)(cheng)為(wei)LED行(xing)業(ye)(ye)(ye)(ye)(ye)首家(jia)新(xin)(xin)三(san)板(ban)轉IPO成(cheng)(cheng)功案例(li)(li)(li),以及(ji)能(neng)(neng)否(fou)成(cheng)(cheng)為(wei)繼得(de)(de)邦顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)、三(san)雄極光之(zhi)后,又一(yi)(yi)家(jia)成(cheng)(cheng)功躋(ji)身資(zi)本(ben)市(shi)(shi)場(chang)(chang)(chang)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED企(qi)(qi)(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)值(zhi)得(de)(de)期待。近日(ri)(ri),愛(ai)(ai)(ai)普(pu)(pu)(pu)電子(zi)在(zai)(zai)(zai)中(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)證(zheng)監(jian)會(hui)官方(fang)(fang)網(wang)站(zhan)公(gong)布了(le)更(geng)新(xin)(xin)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)IPO招股說(shuo)明(ming)(ming)書。數據(ju)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi),公(gong)司(si)2014-2016年(nian)(nian)度(du)(du)(du)(du)營(ying)收(shou)(shou)(shou)分別(bie)為(wei)2.1億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)、2.6億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)和(he)(he)(he)3.2億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),對(dui)應歸(gui)屬(shu)母公(gong)司(si)股東凈(jing)利(li)(li)(li)潤(run)分別(bie)為(wei)2161.42萬元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)、3111.47萬元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)和(he)(he)(he)4302.69萬元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)。報(bao)(bao)告(gao)(gao)期內(nei),公(gong)司(si)LED燈(deng)(deng)具(ju)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)從(cong)(cong)2014年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)32.36%降(jiang)(jiang)(jiang)至(zhi)(zhi)2016年(nian)(nian)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)27.28%,呈現下(xia)(xia)(xia)降(jiang)(jiang)(jiang)趨(qu)勢(shi)(shi)。主要(yao)(yao)(yao)系LED燈(deng)(deng)具(ju)市(shi)(shi)場(chang)(chang)(chang)競(jing)(jing)爭激烈(lie),產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)單(dan)價(jia)呈下(xia)(xia)(xia)降(jiang)(jiang)(jiang)趨(qu)勢(shi)(shi),2015年(nian)(nian)、2016年(nian)(nian)單(dan)價(jia)下(xia)(xia)(xia)降(jiang)(jiang)(jiang)幅度(du)(du)(du)(du)為(wei)29.35%、19.25%,高(gao)于單(dan)位(wei)成(cheng)(cheng)本(ben)下(xia)(xia)(xia)降(jiang)(jiang)(jiang)幅度(du)(du)(du)(du)。其(qi)(qi)中(zhong)(zhong)(zhong)(zhong),人(ren)工(gong)(gong)成(cheng)(cheng)本(ben)較(jiao)(jiao)2015年(nian)(nian)增(zeng)(zeng)加(jia)(jia)(jia)13.57%。LED光源(yuan)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)較(jiao)(jiao)2015年(nian)(nian)下(xia)(xia)(xia)降(jiang)(jiang)(jiang)6.78個(ge)百分點,主要(yao)(yao)(yao)系產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)單(dan)價(jia)和(he)(he)(he)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)較(jiao)(jiao)低的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED球(qiu)泡(pao)燈(deng)(deng)業(ye)(ye)(ye)(ye)(ye)績增(zeng)(zeng)長(chang),拉低整(zheng)體產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)售價(jia)和(he)(he)(he)毛(mao)利(li)(li)(li)率(lv)(lv)(lv)。在(zai)(zai)(zai)人(ren)工(gong)(gong)成(cheng)(cheng)本(ben)方(fang)(fang)面,公(gong)司(si)從(cong)(cong)2016年(nian)(nian)引(yin)進(jin)(jin)(jin)LED球(qiu)泡(pao)燈(deng)(deng)自動(dong)化生(sheng)(sheng)產(chan)(chan)(chan)(chan)線,生(sheng)(sheng)產(chan)(chan)(chan)(chan)效率(lv)(lv)(lv)提(ti)升(sheng),攤薄了(le)部(bu)分人(ren)工(gong)(gong)及(ji)制造費用(yong)。而(er)本(ben)次IPO募投項目中(zhong)(zhong)(zhong)(zhong)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)大(da)(da)(da)部(bu)分資(zi)金約1.3億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),也(ye)將(jiang)(jiang)主要(yao)(yao)(yao)投入(ru)到(dao)(dao)(dao)LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)擴產(chan)(chan)(chan)(chan)。報(bao)(bao)告(gao)(gao)期內(nei),LED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)屏(ping)(ping)(ping)(ping)(ping)(ping)(ping)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)營(ying)收(shou)(shou)(shou)從(cong)(cong)5303萬元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)增(zeng)(zeng)長(chang)至(zhi)(zhi)1.46億(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan),占(zhan)比(bi)(bi)(bi)提(ti)高(gao)至(zhi)(zhi)47.42%。公(gong)司(si)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)LED燈(deng)(deng)具(ju)業(ye)(ye)(ye)(ye)(ye)務(wu)(wu)(wu)(wu)(wu)主要(yao)(yao)(yao)包(bao)括(kuo)面板(ban)燈(deng)(deng)、吸頂(ding)燈(deng)(deng)和(he)(he)(he)燈(deng)(deng)盤。主要(yao)(yao)(yao)通過ODM/OEM方(fang)(fang)式(shi),為(wei)國(guo)(guo)(guo)(guo)(guo)(guo)際品(pin)(pin)(pin)(pin)(pin)牌(pai)(pai)代(dai)工(gong)(gong)產(chan)(chan)(chan)(chan)品(pin)(pin)(pin)(pin)(pin)。報(bao)(bao)告(gao)(gao)期內(nei),前(qian)十大(da)(da)(da)客(ke)戶合計銷售額占(zhan)營(ying)業(ye)(ye)(ye)(ye)(ye)收(shou)(shou)(shou)入(ru)的(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)(de)比(bi)(bi)(bi)例(li)(li)(li)占(zhan)到(dao)(dao)(dao)7成(cheng)(cheng)左(zuo)(zuo)右,大(da)(da)(da)客(ke)戶包(bao)括(kuo)冠捷、富士康、LG、安達(da)(da)屋(wu)、GE、歐司(si)朗(lang)(lang)(lang)、三(san)迪(di)等(deng)。 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