Referring to the suspected asset inflated, Sanan Optoelectronics said in the clarification announcement: "LEDs are divided into blue-green and red-yellow light. MOCVD equipment producing LED blue-green light cannot produce red-yellow light, blue-green light and red-yellow light. The manufacturing conditions are different, and the supporting facilities are different. Ganzhao Optoelectronics (300102.SZ) is engaged in the production and operation of red and yellow LEDs, which is not comparable with the company."
The reporter found that the LED epitaxial chip production line, whether it is red-yellow or blue-green, is divided into front-end epitaxial wafer growth and back-end chip manufacturing. Although there are many supporting equipments in the period, MOCVD equipment is the key equipment for epitaxial growth, and it is expensive. The investment in the whole production of LED epitaxial chips is relatively high. More than 90% of MOCVD in the world comes from American Veeco and Germany. Think of two companies.
According to public information, the dry-light Yangzhou project of Ganzhao Optoelectronics mainly produces red and yellow LED chips. The MOCVD equipments are all from Germany's Ai Siqiang. The average price of a single unit is 13.72 million yuan, while another listed company Huacan Optoelectronics (300323.SZ) ) It mainly produces blue-green light chips. The MOCVD unit price of its three-phase fund-raising project is 15.84 million yuan, and the price difference between the two is only about 10%.
The dry assets of the Yangzhou project MOCVD unit fixed assets investment is 26.19 million yuan; while Huacan Optoelectronics in the IPO, the equipment new rate is about 90%, after the third phase of the project to raise the balance of its epitaxial wafer and chip production capacity, Huacan Optoelectronics The original value of total fixed assets was about 2.11 billion yuan (original value of fixed assets before IPO (including land) 792 million yuan + new investment fixed assets of 1.317 billion yuan), a total of 73 MOCVD, MOCVD unit fixed assets investment of 28.9 million yuan.
Comparing the data of Ganzhao Optoelectronics and Huacan Optoelectronics, it can be found that the MOCVD unit fixed assets investment amount is not much different. Sanan Optoelectronics claims that "the two chips are manufactured in different conditions and are not comparable".
The MOCVD investment of Sanan Optoelectronics Co., Ltd. in Tianjin Sanan and Wuhu Sanan was 48.437 million yuan and 49.49 million yuan respectively. Compared with the dry-light Yangzhou project, the cost was 84.9% and 89% higher respectively. The cost of Huacan Optoelectronics, which is also the production of blue-green optical chips, is also far removed, which is 67.6% and 71.2% higher than the latter.
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