Endistri panèl transfere nan melanje kristal pousantaj pwodiksyon domestik ogmante
The transfer of the global LCD panel industry has experienced a process of "The origin of the United States, the development of Japan, the transcendence of South Korea, the rise of Taiwan, and the power of the mainland". Since 2009, the mainland LCD panel began to exert its power, and the global LCD panel production capacity also shifted from Japan, South Korea and Taiwan to mainland China.
LCD se yon ekspozisyon kristal likid, sitou itilize nan televizyon, òdinatè kaye, telefòn mobil ak lòt jaden, mache a lajman itilize teknoloji TFT-LCD, lè yo ajoute tranzistò fim mens pou fè chak switch molekilè kristal likid endepandan, reyalize efè ki estab.
With the continuous progress of display technology and the continuous improvement of production equipment level, domestic panel manufacturers such as BOE A and Huaxing Optoelectronics gradually occupy A dominant position in the global competition. Mainland China has also become the world's largest area of new display capacity and shipment.
Data show that in 2021, in terms of the proportion of global LCDTV panel production area, boe, Huaxing Optoelectronics and Huike's production area will account for more than 50 percent . The improvement of production capacity drives the overall development of the upstream and downstream industry chain, and the demand for materials increases substantially.
Akòz difikilte teknik pwodiksyon melanje kristal, mache mondyal kristal TFT LIQUID la te fondamantalman monopolize pa MERCK nan Almay, JNC nan Japon ak DIC pou yon tan long, ak to lokalizasyon an pa wo. Done yo montre ke twa pati nan mache mondyal nan 80 pousan, pami yo, Almay MERCK matirite pou 55 pousan, Japon JNC ak DIC matirite pou 20 pousan ak 8 pousan respektivman.
Sepandan, li vo anyen ke nan dènye ane yo, materyèl ekspozisyon Chinwa yo te piti piti reyalize dekouvèt lakay -, epi piti piti deplase pi pre antrepriz entènasyonal yo an tèm de endikatè ak pèfòmans. Repoze sou pri -avantaj efikas ak avantaj sèvis teknik yo, yo te piti piti te vin jwenn rekonesans nan men kliyan yo, ak to kay la -te fè nan materyèl kristal likid te piti piti amelyore.
Kounye a, fòmasyon domestik la ak nan ekspozisyon an (Feikai materyèl (300398) sipòtè), Chengzhi Yonghua (Chengzhi pataje (000990) sipòtè), 800 milyon espas -tan ki baze sou modèl triparti.
800 million space-time's latest Hexun SGI score is 77, ranking 134. What about the company?
Melanje kristal lokalizasyon sibstitisyon kondwi kwasans pèfòmans
Te fonde an 2004, 800 Milyon Espas-tan te nan lis sou New Twazyèm Konsèy la nan 2014 ak sou Syans ak Teknoloji Inovasyon Komisyon Konsèy la nan 2020. Li se sèl konpayi an kristal melanje ki nan lis separeman nan Lachin. Konpayi an se yon antrepriz gwo -teknoloji ki espesyalize nan rechèch ak devlopman, pwodiksyon ak lavant materyèl kristal likid pou ekspozisyon, fim entelijan polymère dispèse kristal likid (PDLC), materyèl elektwoluminesan òganik (OLED), polyimid (PI) , materyèl photoresist.
Pwodwi prensipal la se ThinFilm Transistor (TFT) ak lòt materyèl kristal likid ibrid, ki lajman ki itilize nan televizyon HD, telefòn entelijan, òdinatè, ekspozisyon machin, enstriman entelijan ak lòt jaden ekspozisyon tèminal.
Data show that in 2018, the sales volume of 800 million space-time mixed LIQUID crystal is 43.84 tons, accounting for 5.79 percent of the global market. The company's product structure is gradually developing to high-end, from the initial product structure based on TN-LCD(twisted nematic liquid crystal), STN-LCD(super twisted nematic liquid crystal), It has developed into a current business pattern dominated by TFT-LCD(thin film transistor liquid crystal), and fully covers positive-IPS, negative-IPS, PSVA and other products. Since 2016, it has entered the OLED material field, benefiting from the substitution of mixed crystal, and its profitability continues to increase.
Ekspresyon pèfòmans 2021 montre ke 800 milyon revni espas-tanporèl ak pwofi nèt t ap grandi. Sitiyasyon an espesifik se: nan 2021, revni an se 887 milyon dola Yuan, ak yon ane -sou-anne kwasans nan 36.71 pousan; Pwofi total la te rive nan 249 milyon dola Yuan, moute 23.61 pousan ane sou ane; Pwofi nèt nan RMB 207 milyon dola, moute 21.35 pousan ane sou ane; Ki pa gen -dediksyon pwofi nèt nan 179 milyon dola Yuan, yon ane-sou-anne ogmantasyon de 25.50 pousan.
Dapre konpayi an, faktè prensipal yo ki afekte pèfòmans opere li yo se kwasans demann panèl LCD nan 2021, ogmantasyon demann kliyan pou materyèl LCD, ak ekspansyon kontinyèl echèl lòd.
For 800 million people, 2015 is a critical year. This year, 800 million time took the express train of BOE and became its main supplier of domestic LIQUID crystal materials. At that time, the revenue of 800 Million space-time was less than 100 million yuan. Since 2016, 800 Million space-time's supply quantity to BOE has continued to increase significantly, and its revenue has increased significantly.
An tèm de done long, soti nan 2016 a 2020, revni an opere nan espas 800 milyon dola ak tan se 133 milyon dola Yuan, 231 milyon dola Yuan, 394 milyon dola Yuan, 430 milyon dola Yuan ak 649 milyon dola Yuan respektivman, ak to kwasans lan nan revni se 64.18. pousan , 73.68 pousan , 70.76 pousan , 9.3 pousan ak 50.71 pousan respektivman.
Gen twa risk
Done revni yo te monte dèyè, pa tankou lis tankou sifas la, men tou, kache yon anpil nan enkyetid.
First, the company's deep dependence on BOE followed. Data show that, as the company's first customer, BOE accounted for 38.09 percent , 69.30 percent , 75.51 percent , 71.73 percent and 66.88 percent of the revenue in the same period from 2016 to 2020.
Among the 800 million customers, BOE is the largest one. Due to the high concentration of customers, the company's lifeline in the hands of the financial owner boe has always been criticized by the industry. It is worth noting that this proportion has started to decline since 2019.
Dezyèmman, pri panèl te tonbe, Marge brit la ap tonbe.
Endistri panèl la te fè eksperyans yon bès nan dezyèm mwatye 2021 apre yon deseni gwo kwasans ekonomik. Afekte pa sibvansyon Ewopeyen yo ak Ameriken retrè, k ap monte depans anbake ak demann pasyèl dekouvè ak lòt rezon, pri panèl LCD te tonbe rapidman.
Dapre estatistik yo nan gwoup entèlijans konsiltasyon, LCD televizyon panèl pri nan premye sezon 2022 toujou kenbe yon tandans anba, nan mitan ki n bès nan kimilatif nan ti gwosè nan premye sezon an nan 5 pousan -8 pousan ; N bès pri kimilatif nan panèl gwo gwosè 50 pous ak pi wo a se 10 pousan 12 pousan, pandan y ap bès pri panèl LCDTV nan dezyèm mwatye ane pase a se plis pase 25 pousan, n bès an jeneral se siyifikativman modere konpare ak dezyèm mwatye a. nan ane pase.
En LCD surkapasite panèl, pri yo ap tonbe, yon kantite manifaktirè panèl ap konsidere koupe pwodiksyon fè fas ak pri tonbe.
Pwevwa rechèch AVCRevo, demann aktyèl la deprime, Larisi ak Ikrèn kriz mennen nan lòd yo koupe machin antye faktori, panèl faktori nouvo liy pwodiksyon vitès k ap grenpe ralanti, oswa menm konsidere diminye pwodiksyon, yo anpeche plis bès nan pri panèl.
Teknoloji TCL te di pri panèl LCD yo espere estabilize ak refè nan dezyèm sezon an. An tèm de ajisteman itilizasyon kapasite, li espere ke balans ki genyen ant echèl ak benefis yo pral pouswiv nan fè fas a fluctuations demann nan tan kap vini an. Manifakti panèl Boe, LGD, Sharp ak Taiwan-yo rapòte tou plan pou koupe pwodiksyon an.
En panèl pri gout, endistri konpetisyon entansifye, melanje kristal materyèl pri anba presyon se pi gwo. Marge brit nan uitsan milyon espas tou te bese ane pa ane. Marge brit nan LCD melanje te 56.17 pousan nan 2018, 48.18 pousan nan 2019 ak 47.86 pousan nan 2020. Nan twazyèm trimès la nan 2021, maj la brit nan 800 milyon espas te 47.11 pousan, dekline anpil.
Dezyèmman, 800 milyon pwodwi espas-tanporèl sèl, nan Lanmè Wouj konpetisyon feròs.
800 million space-time's main business income comes from mixed liquid crystal, liquid crystal monomer, etc., mainly mixed liquid crystal, TFT mixed liquid crystal as the core product.
Nan mitan yo, kristal likid melanje se fòs prensipal absoli, soti nan 2018 a 2020, kristal likid melanje te konte pou 91 pousan, 99.93 pousan, 96.86 pousan nan revni an.
Epi, koulye a, manifaktirè panèl domestik yo te kòmanse ajiste estrikti pwodwi aktivman, fè fas ak chanjman yo siklik nan endistri an.
Manifaktirè panèl tankou TCL Huaxing ak BOE ap fè ajisteman, tankou diminye pwopòsyon kapasite pwodiksyon panèl televizyon, ogmante kapasite pwodiksyon panèl IT, ogmante pwopòsyon mwayen ak segondè -pwodwi fen, ak aktivman mete pwodiksyon OLED. liy yo jwenn plis maj pwofi.
Sepandan, toujou gen anpil wout pou konpayi an, ki toujou depann sou kristal melanje kòm revni prensipal li yo, reyalize endistriyalizasyon nan materyèl ekspozisyon OLED ak fòme yon nouvo pwen kwasans pwofi pi vit ke posib.
