11.8 Morning News | Copper foil has risen, and aluminum has also gone up! LED commercial lighting fixtures or the most affected

After the copper supply and demand tension led to the price increase of aluminum substrates, the price of aluminum has risen sharply since October. Since the supply-side reform since last year, the aluminum industry in the past has been shuffled in the “high energy consumption, high excess and high pollution”. The backward production capacity was gradually phased out, and the growth rate of domestic aluminum production dropped significantly.

According to industry insiders, aluminum has risen by about 40%, steel has risen by 20%, aluminum substrates have risen by 40%, and almost all raw materials for lamps are rising. Among them, the most affected are the spotlights and panel lights, and the aluminum material accounts for a relatively high cost.

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1. Chinese mainland enterprises basically want to “monopolize” general lighting.

Ronda announced that its revenue in October fell by 7.9% compared with September. Due to the price pressure in the market, it is cautious to take orders to maintain profits. Since the third season, the product portfolio has been continuously adjusted, and the market is mature and competitively priced. Take cautious orders and gradually increase the proportion of lighting products.

2. Either the minority is monopolized or the blood is broken.

Osram Opto Semiconductors' first wideband infrared LED, the SFH4735, emits wavelengths ranging from 650nm to 1,050nm. It is based on blue-chip chips and special fluorescence converters. The main application areas are near-infrared spectroscopy, for example through smartphone applications. Conduct food analysis.

3. The amount involved is close to twice the net profit of the company in the first half of the year.

Qinshang Optoelectronics issued a reply to the Shenzhen Stock Exchange's inquiry letter yesterday. In response to the progress of the major litigation (arbitration) matters involved in the company, Qinshang Optoelectronics said that the company involved in five lawsuits during the first three quarters of the reporting period. The total amount involved was 79.254 million yuan.

4. There are only a few turntable companies in the New Third Board.

Kang Mingsheng (834736) issued an announcement on foreign investment. It is planned to establish a wholly-owned subsidiary, Shenzhen Qianhai Kangmingsheng E-Commerce Co., Ltd. with a registered capital of 10 million yuan. It is a kind of development for the company's sales channels and business types. In the first half of the year, the company achieved revenue of 465 million yuan and net profit of 63.174 million yuan.

5. Selling to a Chinese company is not a good idea.

Recently, foreign media reported that the Samsung LED team, which is affiliated with the equipment solution department, recruited experienced R&D personnel. This is the first time since the LED team was downgraded and downsized in 2015. It shows that Samsung has changed its mind and will end the rumors. Selling LED business.

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