Who is the major shareholder of Sanan Optoelectronics ?
San'an Optoelectronics The full name of San'an Optoelectronics Co., Ltd. ; the major shareholder, Xiamen San'an Electronics Co., Ltd. ; industry category, Electronics, computer, communication and other electronic equipment manufacturing industries.
San'an Optoelectronics Office address , No. 1721-1725, Luling Road, Siming District, Xiamen City, Fujian Province; registered address, No. 131 Dongfang Avenue, Jingzhou Development Zone, Jingzhou City, Hubei Province; Shanghai Stock Exchange listed, stock code, 600703.
San'an Optoelectronics , Chairman, legal representative, Mr. Lin Zhiqiang ; General Manager, Mr. Lin Kechuang ; registered capital (yuan), 4.479 billion ; number of employees, 18636; secretary of the board, Securities Affairs Representative , Mr. Li Xuetan .
San Optoelectronics 's main business , 1, electronic industry technology research and consulting services; 2. Electronic product production and sales; 3. Installation, debugging and repair of ultra-high brightness light emitting diode (LED) application product system engineering; 4. Operate the export business of the company's own products and technologies; operate the import business of raw and auxiliary materials, instruments, machinery and equipment, spare parts and technologies required for the company's production (except for goods and technologies that are restricted by the state and prohibited by the state); operate the feed processing and " three-in-one supplement " business.
Event:
Company released its 2022 semi-annual report, achieving operating income of 6.762 billion yuan, a year-on-year increase of 10.60%; net profit attributable to shareholders was 932 million yuan, a year-on-year increase of 5.46%; net profit attributable to shareholders was 220 million yuan, a year-on-year decrease of 28.31%.
Comments:
1. LED business:
22 In the first half of 2012, the overall revenue of the LED epitaxial chip business decreased by 11.53% year-on-year, and the gross profit margin was 32.55%, an increase of 6.40 percentage points over the same period last year. Among them, the sales revenue of traditional LED epitaxial chips decreased by 24.10% compared with the same period last year, mainly due to multiple factors such as turbulent domestic and international economic environment, repeated epidemics, sluggish real estate market, and shrinking demand in consumer markets. The demand for traditional lighting market is weak, and sales of some products in the traditional LED field did not meet expectations; the business scale of high-end LED fields such as Mini/MicroLED, plant lighting, automotive lighting, ultraviolet, and infrared has further increased, and sales revenue has increased by 84.80% compared with the same period last year.
22 In the first half of 2018, the company's share of high-end LED fields continued to increase, especially the application of MiniLED has been continuously promoted by international leading customers, with shipments of one single customer growing steadily; the shipments of another customer have increased since April, and the sales scale has climbed month by month, achieving sales revenue of 109 million yuan in 22Q2; domestic customers have entered small batch production in TV and laptop MiniLED backlight solutions, and RGB direct display large screens are expected to be launched into the market before the end of the year.
infrared LED is widely used in security monitoring, VR headsets, face recognition and autonomous vehicles and other scenarios. UV is rapidly advancing commercialization with its excellent sterilization capabilities; the high-power high-end plant lighting products developed and produced by the company are in stable domestic demand and have won the favor of international customers. The company's high-end revenue scale still has a lot of room for improvement. In the future, with the continuous release of production capacity of Quanzhou San'an and Hubei San'an, the proportion of high-end products will further increase.
2. Integrated circuit business:
Due to the repeated epidemic and changes in overall consumer electronic market demand, the company's gallium arsenide radio frequency and filter businesses have also been affected to a certain extent. In particular, the filter business is affected by the epidemic, resulting in some customers being unable to successfully complete the factory inspection . Three well-known customers have completed the factory inspection work from May to the end of August, and shipments have been affected. The shipments in the second quarter have increased compared with the first quarter. The power electronics business is advancing rapidly, with strong demand in the industry and shortage of supply.In the first half of 2022, the company's integrated circuit business (merged by three subsidiaries) had sales revenue of 1.462 billion yuan, of which 620 million yuan was achieved in the first quarter and 842 million yuan in the second quarter. Sales revenue is being realized with the release of production capacity.
22 In the first half of 2012, the company's integrated circuit business involved RF front-end, power electronics, and optical technology, and promoted the gradual expansion of production capacity in accordance with the plan. As of the end of June, the production capacity of gallium arsenide radio frequency has expanded to 12,000 pieces per month, the optical technology capacity is 2,000 pieces per month, Hunan San'an Power Electronics Silicon Carbide production capacity is 6,000 pieces per month, and the production capacity of power electronics silicon-based GaN production capacity is 1,000 pieces per month.
R&D technology advantages. As a postdoctoral workstation and national enterprise technology center recognized by the Ministry of Personnel, Company has established a R&D center in the United States. It has a technical R&D team composed of top talents in Group III-V compound semiconductor technology. The core technology of the product masters has reached the technical level of similar international products, and is in a leading position in the domestic same industry, and its R&D capabilities have reached the international advanced level.
scale advantage, company now has MOCVD equipment production capacity, and its scale procurement advantages promote strong market bargaining power, and can reduce product costs through mass production. At the same time, it continuously develops new mass production technologies and processes, has a broad customer base, and its advantages in output, capacity utilization, and product unit cost are more obvious.
product and marketing channel advantages, company produces chips in different fields and bands in accordance with the characteristics of the market, with a complete range of products and a wide range of applications, providing downstream customers with more choices and higher cost-effective products, which can meet the needs of customers at different levels. The company has established a complete marketing system, and the marketing network is spread throughout the world in major regions. After-sales service is thoughtful and fast, and customer technical support is guaranteed.
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