G20 Record - Tongfang Shares, Xinli Light Sources talk about the development of new layout

[Text / high-tech LED Gan Qin]

Liu Gang, executive vice president of Tongfang: Zhizhi, Internet+ is the future direction of landscape lighting

Tongfang's shares are relatively stable this year, with revenues reaching around 800 million. Our business includes chips, product applications, lasers, and backlighting.

In terms of chips, our main factory is in Nantong. It is relatively stable in production and scale. The revenue in the first half of the year is about 400 million. The only problem is that there is a shrinking phenomenon in profits. This may be in the second half. It will be more serious, mainly because prices are falling. Another reason is the loss of exchange rate. This offer is serious in August. Because the production and sales of the chips are good, but the exchange rate may affect the net profit. In addition, Tongfang acquired Zhen Mingli last year. The revenue of Zhen Mingli in the first half of the year is 0.5 billion yuan, the main contribution is still in the traditional light belts overseas, the functional lighting in the country is mainly slower than the original plan, but together it is the first half of this year, the real Mingli profit, before the real Mingli It is a loss. In the first half of this year, the profit is not very high. There are probably several million. This is a gratifying point from the culture of the company after the acquisition of Zhen Mingli, or the adjustment of production and technology.

Landscape lighting is a strength of Tongfang. At present, in our field, our landscape lighting is basically LED. In the future, we may add the concept of intelligent control and Internet+. Basically, some landscapes are dynamically illuminated. Hangzhou, Chongqing, etc. will have demand for this aspect. In this respect, LED light source is the most suitable, because the first power consumption is strong, and the second is convenient to implement dynamic benefits. In this field, the company realized 200 million battalions in the first half of this year. Received.

Zhang Qiang, CEO of Xinli Light Source: Overcoming obstacles in talent and industry chain

From the end of last year to the first half of this year, the overall situation of Xinli Light Source is not bad. In the first half of the year, the company basically completed the restructuring with Sichuan Energy Investment. Sichuan Energy Investment is an investment platform under the State-owned Assets Supervision and Administration Commission, and it is relatively new to the new light source. Now we are new. Enterprise positioning is a state-owned enterprise.

From the current situation of the company, we are developing in a positive direction. We will make some adjustments in the technical field for the next three to five years. First, we will continue to increase research and development in materials, especially our Rare earth luminescent materials, LED phosphors and AC LED phosphors, the development of AC-LED phosphors is our key development in the future; in application, we are doing some layout in the field of intelligent lighting; in addition, we are working on Patent and trademark layout, at present, we have completed the patent layout of more than 20 countries and regions around the world, as well as the trademark layout of 13 countries and regions.

In terms of market, Xinli Light Source has been relatively stable in engineering and projects. The annual revenue is basically around 200 million. In the future, Xinli Light Source will rely on Sichuan Energy to invest in the platform of Sichuan Province, and the Sichuan area as our outdoor project. Foundation, and expand the layout of the provincial market, in addition, we are also in the international market.

The downside is that the company has problems with the introduction of talent. In addition, as far as the industrial chain is concerned, the entire industrial chain of Sichuan Province is relatively weak. These two aspects are obstacles that affect our development, and we will find ways to overcome them.

However, as a whole, Xinli Light Source is gradually on the right track and is developing in a good direction.

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