[Text|Zhao Hui] A self-proclaimed "domestic leading, internationally advanced crystal growth equipment manufacturer" does not sell sapphire crystal growth furnace? You are not mistaken, there is such a company, and it is an A-share listed company. This company is just the release of the 2015 semi-annual report of Jingsheng Electromechanical on Friday.
According to the data of the semi-annual report, in the first half of 2015, Jingsheng Electromechanical achieved operating income of 237 million yuan, an increase of 85.69%. The total profit reached 52.796 million yuan, an increase of 51.48% over the same period, achieving a net profit attributable to the company's common shareholders of 45.52 million yuan, an increase of 40.80%.
In the semi-annual report, Jingsheng Electromechanical said that the company is a leading technology crystal growth equipment supplier in China, and its crystal growth equipment products mainly serve the solar photovoltaic industry and the semiconductor integrated circuit industry. At the same time, in recent years, through continuous research and development of new products, the company has developed other new products such as fused silicon single crystal furnaces and sapphire crystal growth furnaces for IGBT, photovoltaic, LED and other fields, and extended through the industrial chain. , is committed to becoming the leading supplier of sapphire materials in China.
Such a equipment company does not sell sapphire crystal furnaces, is it a technical product problem, or is it other?
“The company successfully developed a sapphire crystal growth furnace covering various specifications such as 35kg, 65kg, 90kg, 120kg and 150kg. The equipment has the advantages of high automation, high yield, stable quality and low energy consumption. 120kg and 150kg crystal growth Process optimization research has made important progress." From the semi-annual report, it can be seen that there is no technical product problem in the crystal growth furnace equipment.
“The company is a leading domestic and internationally advanced crystal growth equipment supplier. The sapphire crystal growth furnace produced by the company has excellent characteristics of energy saving, high yield and high automation, which makes the company have a great competitive advantage in the manufacture and sales of sapphire crystal. Jingsheng Electromechanical (300361.SZ), Secretary-General Lu Xiaowen, responded to investor questions in the investor relations interactive platform, saying that based on the company's strategy, the sapphire crystal growth furnace is not currently sold.
The promotion of LED lighting has opened up a stable growth space for sapphire substrate materials, and there is also a huge potential demand in the field of electronic devices and wearable devices such as mobile phones. This may be the company strategy that Jingsheng Electromechanical said. According to industry veterans, “Jingsheng Electromechanical wants to be the king in the sapphire field, and naturally does not see the hard money earned by selling equipment.â€
This point has also been "identified" by Jingsheng Electromechanical.
"At present, sapphire material has not been widely used in the mobile phone industry, mainly because the production capacity of sapphire industry is insufficient to supply its consumption, and sapphire is more expensive than traditional mobile phone screen materials. However, with the continuous improvement and improvement of sapphire technology, we In the future, in addition to the good application of sapphire in traditional LED substrate materials, mobile phone screen is an important growth pole of the sapphire industry, and there will be a relatively good development trend. Lu Xiaowen said that Jingsheng Electromechanical is positively optimistic about the application prospect of sapphire, precisely because Therefore, the company is actively promoting Inner Mongolia Jinghuan Electronics "annual production of 25 million mm sapphire crystal rod production project", and actively expand production capacity to cope with the rapid expansion of demand for the future sapphire market.
According to the semi-annual report, Inner Mongolia Jinghuan Electronic Materials Co., Ltd., the main sapphire crystal company, recorded a net profit of 1,708,700 yuan in the first half of 2015.
It is understood that 192 sets of the first phase of the sapphire crystal growth furnace of Inner Mongolia Jinghuan Electronics with 65kg and 90kg have been put into production. The crystal appearance of the grown crystal is good, the yield of the crowbar is high, and all the performance indexes have reached the original expectations. Level.
The application of sapphire in the field of LED substrates is limited, and the consumer sapphire application opens up a new space for sapphire chip applications. At present, mainstream consumer electronics companies are trying to apply sapphire to mobile phone lenses, homes, screen protectors and wearable devices. Sapphire has the best strength, durability and scratch resistance, if this market is opened. Will bring far more market space than LED substrate materials.
According to the data of the semi-annual report, in the first half of 2015, Jingsheng Electromechanical achieved operating income of 237 million yuan, an increase of 85.69%. The total profit reached 52.796 million yuan, an increase of 51.48% over the same period, achieving a net profit attributable to the company's common shareholders of 45.52 million yuan, an increase of 40.80%.
In the semi-annual report, Jingsheng Electromechanical said that the company is a leading technology crystal growth equipment supplier in China, and its crystal growth equipment products mainly serve the solar photovoltaic industry and the semiconductor integrated circuit industry. At the same time, in recent years, through continuous research and development of new products, the company has developed other new products such as fused silicon single crystal furnaces and sapphire crystal growth furnaces for IGBT, photovoltaic, LED and other fields, and extended through the industrial chain. , is committed to becoming the leading supplier of sapphire materials in China.
Such a equipment company does not sell sapphire crystal furnaces, is it a technical product problem, or is it other?
“The company successfully developed a sapphire crystal growth furnace covering various specifications such as 35kg, 65kg, 90kg, 120kg and 150kg. The equipment has the advantages of high automation, high yield, stable quality and low energy consumption. 120kg and 150kg crystal growth Process optimization research has made important progress." From the semi-annual report, it can be seen that there is no technical product problem in the crystal growth furnace equipment.
“The company is a leading domestic and internationally advanced crystal growth equipment supplier. The sapphire crystal growth furnace produced by the company has excellent characteristics of energy saving, high yield and high automation, which makes the company have a great competitive advantage in the manufacture and sales of sapphire crystal. Jingsheng Electromechanical (300361.SZ), Secretary-General Lu Xiaowen, responded to investor questions in the investor relations interactive platform, saying that based on the company's strategy, the sapphire crystal growth furnace is not currently sold.
The promotion of LED lighting has opened up a stable growth space for sapphire substrate materials, and there is also a huge potential demand in the field of electronic devices and wearable devices such as mobile phones. This may be the company strategy that Jingsheng Electromechanical said. According to industry veterans, “Jingsheng Electromechanical wants to be the king in the sapphire field, and naturally does not see the hard money earned by selling equipment.â€
This point has also been "identified" by Jingsheng Electromechanical.
"At present, sapphire material has not been widely used in the mobile phone industry, mainly because the production capacity of sapphire industry is insufficient to supply its consumption, and sapphire is more expensive than traditional mobile phone screen materials. However, with the continuous improvement and improvement of sapphire technology, we In the future, in addition to the good application of sapphire in traditional LED substrate materials, mobile phone screen is an important growth pole of the sapphire industry, and there will be a relatively good development trend. Lu Xiaowen said that Jingsheng Electromechanical is positively optimistic about the application prospect of sapphire, precisely because Therefore, the company is actively promoting Inner Mongolia Jinghuan Electronics "annual production of 25 million mm sapphire crystal rod production project", and actively expand production capacity to cope with the rapid expansion of demand for the future sapphire market.
According to the semi-annual report, Inner Mongolia Jinghuan Electronic Materials Co., Ltd., the main sapphire crystal company, recorded a net profit of 1,708,700 yuan in the first half of 2015.
It is understood that 192 sets of the first phase of the sapphire crystal growth furnace of Inner Mongolia Jinghuan Electronics with 65kg and 90kg have been put into production. The crystal appearance of the grown crystal is good, the yield of the crowbar is high, and all the performance indexes have reached the original expectations. Level.
The application of sapphire in the field of LED substrates is limited, and the consumer sapphire application opens up a new space for sapphire chip applications. At present, mainstream consumer electronics companies are trying to apply sapphire to mobile phone lenses, homes, screen protectors and wearable devices. Sapphire has the best strength, durability and scratch resistance, if this market is opened. Will bring far more market space than LED substrate materials.
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