2014 was the most popular year for sapphire investment in the A-share market. The news of Apple's cooperation with GTAT on sapphire at the end of last year became the starting point of this storm. The exposure of Apple's two sapphire patents this year has made the entire market even more excited. At least 20 A-share listed companies have launched sapphire plans, 10 of them this year alone, and the total project scale exceeds 10 billion yuan.
Ten billions of capital targets sapphire
On the eve of the Mid-Autumn Festival, a "letter of concern" from the Shenzhen Stock Exchange forced Guofeng Plastic Industry's plan to acquire Ningxia Jiajing Technology Co., Ltd. So far, in the A-share market, there are at least 20 listed companies involved in the sapphire industry chain.
Reporter statistics found that among the above 20 companies, 10 listed companies represented by Southwest Pharmaceuticals, Crystal Optoelectronics, Tiantong Co., Ltd., etc., all announced sapphire industry investment and acquisition plans this year, with the project involving 11.271 billion yuan (including 4.12 billion equity acquisitions).
The above 11.271 billion yuan of funds does not include the acquisition of Jiangsu Jixing New Materials by Dongxu Optoelectronics. The funds involved in this project have not yet been disclosed. In other words, the Sapphire Plan launched by A-share listed companies this year involves far more than 11.271 billion yuan.
Except for Tiantong Co., Ltd. and Luxiao Technology, which launched their sapphire projects in the first half of the year, the other eight companies were all concentrated in the third quarter and have recently shown signs of acceleration. Among them, Zhejiang accounted for five.
In addition to listed A-share companies, companies planning to be listed have also invested in Sapphire. The sapphire investment projects announced by companies that have been listed and those to be listed have involved at least 20.926 billion yuan in funds.
The confidence to gamble comes from the LED explosion
Behind the gold rush in the sapphire industry, it is the relevant listed companies that have seen the arrival of the sweet period of the LED industry. In the first half of this year, benefiting from the rapid growth of the LED industry, the sapphire LED substrate industry is full of "spring". A listed sapphire company in Zhejiang said that according to statistics from relevant institutions, more than 70% of the current application fields of the sapphire industry are used for LED substrates. Since the second half of last year, the explosive growth of the domestic LED industry has provided the confidence for listed companies to increase investment in the sapphire industry.
Data statistics show that in the first half of this year, 17 of the 21 listed companies in the LED industry saw revenue and profit growth at the same time, and 4 of them saw revenue growth exceeding 50% year-on-year; in terms of net profit growth, 14 companies achieved net profits that increased by more than 20% year-on-year, and 4 companies achieved net profits that doubled year-on-year. The industry's total operating revenue and net profit in the first half of the year increased by an average of 34.4% and 54.13% compared with last year.
"Little Apple" unlimited temptation
Compared with the LED market, which has gradually matured, the market is eagerly looking forward to the use of sapphire as a protective material in the field of consumer electronics such as mobile phones.
Judging from the sapphire investment plans of the above 10 listed companies, although LED substrates are still an important investment direction, the trend for consumer electronics products is more obvious.
Statistics show that the sapphire projects announced by companies such as Southwest Pharmaceutical, Crystal Optoelectronics, Tiantong Co., Ltd., and Luxiao Technology are all oriented to smart mobile terminal applications to varying degrees. Take Tiantong Co., Ltd. as an example. In September 2012, the company raised 300 million yuan to build a "600,000 4-inch LED sapphire substrate material technical transformation project." However, the 2 billion yuan fundraising plan announced in July this year will all be used for "intelligent mobile terminal application large-size sapphire chip investment projects."
A sapphire company in Zhejiang said that once Apple is confirmed to use sapphire as a mobile phone cover, it will become a high probability for other mobile phone manufacturers to launch sapphire versions in flagship models. This non-Apple sapphire screen market is the main factor that directly affects the domestic sapphire industry.
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