Breakthrough in LCD upper panel to further reduce the cost of procurement - LCD panel, LCD TV - Netw
2009 years, China
LCD panel
The peak of construction, color TV enterprises downstream of the machine constitutes a substantial positive?? Further reduce procurement costs, supporting more complete upstream and downstream.
Researcher Chen Weiyan United Securities, believes that the current city
Flat Panel TV
Penetration rate of less than 30%, the rural market is just starting, the peak in the update, policy incentives to promote digital television joint action, the next two years will be the domestic TV industry revenue growth of the peak.
Get through the industry chain
11 16,
Shenzhen
City 8.5 Generation Line announced the official launch, the total investment up to 24.5 billion. TCL Group (000,100) and the Shenzhen Municipal SASAC subsidiary Shenzhen Super Science and Technology Investment Co., Ltd. signed a cooperation agreement, the company invested 5 billion yuan set up the project?? Shenzhen Huaxing Guang Electronic Technology Co., Ltd..
Domestic building high peak generation panel production line started in September. September 1, Nanjing announced the purchase of 14 billion yuan investment
Sharp
6 on behalf of the line, the two sides reach a future investment in Nanjing, the intention of the 8th generation line. The same day, 8 on behalf of the BOE start line in Beijing. Then, Guangzhou and
LG
An agreement to jointly invest 4 billion U.S. dollars building 8 on behalf of the line. After market rumors that Samsung also plans to invest 8.5 generation line in Suzhou. Within six months, the intention and the start of the domestic reach Gen 8 line reached 6, with a total investment over 150 billion yuan.
Industrial Securities researcher that when the red,
Guangdong
Focus on three color TV sets in domestic firms, the two high-generation LCD production line in operation, will greatly improve the domestic TV industry, the kinds of situation in LCD panels. Due to reduced tariffs, transport costs and other sectors, the future of machine manufacturers will decline in purchasing costs.
Skyworth China
Marketing
Liu Tong, general manager of the headquarters branch, says that domestic high-generation LCD panel production line is completed, the downstream machine manufacturers can greatly reduce tariffs and transportation costs. LCD module is the tariff of 5%, from Japan and South Korea's transportation costs to the mainland about 3% -5%, so doing, the cost for the machine manufacturers, nearly 10% decline. "In addition, more importantly, the high-generation LCD panel production line put into production, and downstream whole machine manufacturers will be more closely matching, the demand for the downstream machine manufacturers have a more rapid response, the entire package will be more perfect."
As for the concerns of excess capacity, when Societe Generale Securities researcher red that if foreign companies are actively expanding the panel of high generation production line, the global LCD industry surplus is almost inevitable. However, the current situation, the Generation 6 line of Nanjing, Guangzhou and Shenzhen, 8, 8 on behalf of the line on behalf of overseas giants wire transfer of almost all product lines, undoubtedly to avoid the giant capacity competition resulting overcapacity. But he also pointed out that the LCD panel industry itself has a high input, high-risk characteristics, the global industry-based risk actually deserves attention of domestic enterprises.
Replacement demand
On the current data, the domestic
LCD TV
Demand growth is accelerating trend. 8,9 months of this year, the domestic LCD TV retail volume rose significantly accelerated urban LCD TV in August increased by 150% in volume, in September the first three weeks combined growth of 106%, 68% compared to January-July significantly accelerated.
In addition, since early October decline since the LCD panel prices started, the whole company, "a screen hard to find" the situation began to change. Prior to that, because businesses control LCD production capacity, from 4 months LCD panel prices continue to rise, 8,9 begun to stabilize the month, prices of LCD panels in early October for the first time, decreased, including 32-inch LCD panel, decreased 5 dollars, 42 inches lower than the previous seven U.S. dollars. The industry believes that LCD panel prices and the supply of adequate, is conducive to improved profitability of the business machine.
Chen Weiyan that the next two years, supporting capacity of the domestic flat-panel industry will be significantly enhanced LCD panel supply and demand, a fundamental reversal in the trend of supply and demand into equilibrium established, the upstream loss will become in the past, 34, and color TV markets in rural areas of high concentration help improve the profitability of domestic enterprises. Sub-business perspective, Hisense rapid growth in 2009 is the first year of the next two years will continue to grow rapidly for the whole year is expected to more than 40%; in 2009 was the performance of low Konka, Konka's performance up in 2010 very flexible; Skyworth and TCL domestic TV business continues to prosper; Changhong's TV business is improving, but the plasma remains to be seen to judge the prospects for the project.
LCD panel
The peak of construction, color TV enterprises downstream of the machine constitutes a substantial positive?? Further reduce procurement costs, supporting more complete upstream and downstream.
Researcher Chen Weiyan United Securities, believes that the current city
Flat Panel TV
Penetration rate of less than 30%, the rural market is just starting, the peak in the update, policy incentives to promote digital television joint action, the next two years will be the domestic TV industry revenue growth of the peak.
Get through the industry chain
11 16,
Shenzhen
City 8.5 Generation Line announced the official launch, the total investment up to 24.5 billion. TCL Group (000,100) and the Shenzhen Municipal SASAC subsidiary Shenzhen Super Science and Technology Investment Co., Ltd. signed a cooperation agreement, the company invested 5 billion yuan set up the project?? Shenzhen Huaxing Guang Electronic Technology Co., Ltd..
Domestic building high peak generation panel production line started in September. September 1, Nanjing announced the purchase of 14 billion yuan investment
Sharp
6 on behalf of the line, the two sides reach a future investment in Nanjing, the intention of the 8th generation line. The same day, 8 on behalf of the BOE start line in Beijing. Then, Guangzhou and
LG
An agreement to jointly invest 4 billion U.S. dollars building 8 on behalf of the line. After market rumors that Samsung also plans to invest 8.5 generation line in Suzhou. Within six months, the intention and the start of the domestic reach Gen 8 line reached 6, with a total investment over 150 billion yuan.
Industrial Securities researcher that when the red,
Guangdong
Focus on three color TV sets in domestic firms, the two high-generation LCD production line in operation, will greatly improve the domestic TV industry, the kinds of situation in LCD panels. Due to reduced tariffs, transport costs and other sectors, the future of machine manufacturers will decline in purchasing costs.
Skyworth China
Marketing
Liu Tong, general manager of the headquarters branch, says that domestic high-generation LCD panel production line is completed, the downstream machine manufacturers can greatly reduce tariffs and transportation costs. LCD module is the tariff of 5%, from Japan and South Korea's transportation costs to the mainland about 3% -5%, so doing, the cost for the machine manufacturers, nearly 10% decline. "In addition, more importantly, the high-generation LCD panel production line put into production, and downstream whole machine manufacturers will be more closely matching, the demand for the downstream machine manufacturers have a more rapid response, the entire package will be more perfect."
As for the concerns of excess capacity, when Societe Generale Securities researcher red that if foreign companies are actively expanding the panel of high generation production line, the global LCD industry surplus is almost inevitable. However, the current situation, the Generation 6 line of Nanjing, Guangzhou and Shenzhen, 8, 8 on behalf of the line on behalf of overseas giants wire transfer of almost all product lines, undoubtedly to avoid the giant capacity competition resulting overcapacity. But he also pointed out that the LCD panel industry itself has a high input, high-risk characteristics, the global industry-based risk actually deserves attention of domestic enterprises.
Replacement demand
On the current data, the domestic
LCD TV
Demand growth is accelerating trend. 8,9 months of this year, the domestic LCD TV retail volume rose significantly accelerated urban LCD TV in August increased by 150% in volume, in September the first three weeks combined growth of 106%, 68% compared to January-July significantly accelerated.
In addition, since early October decline since the LCD panel prices started, the whole company, "a screen hard to find" the situation began to change. Prior to that, because businesses control LCD production capacity, from 4 months LCD panel prices continue to rise, 8,9 begun to stabilize the month, prices of LCD panels in early October for the first time, decreased, including 32-inch LCD panel, decreased 5 dollars, 42 inches lower than the previous seven U.S. dollars. The industry believes that LCD panel prices and the supply of adequate, is conducive to improved profitability of the business machine.
Chen Weiyan that the next two years, supporting capacity of the domestic flat-panel industry will be significantly enhanced LCD panel supply and demand, a fundamental reversal in the trend of supply and demand into equilibrium established, the upstream loss will become in the past, 34, and color TV markets in rural areas of high concentration help improve the profitability of domestic enterprises. Sub-business perspective, Hisense rapid growth in 2009 is the first year of the next two years will continue to grow rapidly for the whole year is expected to more than 40%; in 2009 was the performance of low Konka, Konka's performance up in 2010 very flexible; Skyworth and TCL domestic TV business continues to prosper; Changhong's TV business is improving, but the plasma remains to be seen to judge the prospects for the project.
Source...