On January 11, Hongli Zhihui (300219) released a record of investor relations activities. Deng Shoutie, Secretary of the Board of Directors of Hongli Zhihui, and Liu Dongli, Representative of Securities Affairs, exchanged views with everyone.
Q: The company's future development focus is on the automotive lighting business. What layouts are currently being made?
The LED automotive lighting industry chain mainly covers LED chips, car-level LED packaging, LED lamp modules and LED lighting. The company has been involved in the LED automotive lighting after-sales market in 2007. The products involve LED packaging and commercial Car LED lights. Now, the company has opened up the front-loading market for LED automotive lighting. It has completed three major aspects of LED automotive lighting: car-level LED packaging, LED lighting modules and LED lighting.
Car gauge LED package
The company's vehicle-level LED packaging has a professional technical management and R&D team with more than 20 years of experience in internationally renowned LED large enterprises. Some product testing standards have met AECQ requirements. At the same time, on October 27, 2017, the company signed a Strategic Cooperation Agreement with Jingyuan Optoelectronics. The company can obtain the technical support and service of Jingyuan Optoelectronics as soon as possible, and enjoy the most cost-effective product supply of Jingyuan Optoelectronics.
Jingyuan Optoelectronics has rich experience and mass production capabilities in the manufacture of automotive-grade LED chips, while the company is in the leading position in the domestic automotive-grade LED packaging industry. The cooperation between the two will help achieve resource sharing, mutual benefit and win-win, and further enhance the market competitiveness of both parties.
　 LED commercial lights and LED lights module
The wholly-owned subsidiary Fo Da Signal was established in 2007. It is mainly engaged in LED commercial lighting fixtures and LED lamp modules/modules for foreign commercial vehicles. The main products are: LED headlights, LED warning lights, LED work lights, LED signal lights and LED interior lights. The brands of commercial vehicle lighting products are mainly: Hella, Bosch, Navistar, ESG Group and so on. Fo Da Signal LED Headlight Module Division was established in mid-2016 and has started to provide supporting services for brands such as Jiali, Chunfeng Motor, Qianjiang Motor and Magna.
LED passenger lights
In September 2017, the company acquired a 56% stake in Yishan Auto Lamp. The main products of Yishan Car Light can cover the whole vehicle lamp system, including the front combination lamp of passenger car, the combination lamp of passenger car, the interior lamp of passenger car, etc., which has the ability to develop synchronously with the OEM and synchronize the design. . Yishen car lights have introduced a number of international senior talents in the field of car lights, and strive to strengthen the research and development of the cutting-edge technology and the improvement of the technical team. Yishen car lights will further enhance the company's popularity and market share. Yishang headlights currently account for about 35% of LED lights in the current headlights. I hope to increase the proportion of LED lights to more than 85% in the next three to five years.
Q: What is the impact of Yishang's headlights on the domestic ADB development project?
ADB is an intelligent high beam system. The ADB intelligent headlights of Yishang headlights mainly recognize the vehicle through the on-board camera, fully control the light distribution, and are not affected by the dazzling effect caused by the preceding vehicle, and expand the driver's front line of sight. This time, Yishen car lights won the bid for the ADB development project of domestic large-scale car companies, which greatly promoted the intelligent process of the company's LED lights.
Q: How do you think about the trend of the LED market this year?
As the technology of LED products continues to advance, the demand for lighting continues to rise and product penetration rates increase. Therefore, I believe that LED market demand will continue to rise this year.
Q: What is the current LED packaging capacity of the company? What are your plans for 2018?
Up to now, the company's LED packaging capacity totals close to 5000KK per month. In 2018, it will expand according to market demand and the actual situation of the company.
Q: What are the factors contributing to the growth of the LED packaging market?
There are several factors in the LED packaging market growth: 1. LED lighting market demand has certain LED packaging market growth has the following factors: 1. LED lighting market demand has increased; 2. With international giants exiting domestic lighting market, industry The regional transfer trend is obvious, and the LED competition pattern is being adjusted; 3. The concentration of LED packaging industry is gradually increasing.
Q: What is the company's LED general lighting business?
General lighting is mainly handled by the subsidiary Ledia and Heavyweight. The products of Ledia are mainly commercial lighting. The products include LED tubes, LED panel lights, LED downlights, LED flood lights, LED strips, etc., which are mainly sold to foreign markets and are currently listed on the New Third Board. The company is mainly engaged in providing LED packaging, application and energy-saving integration services through contract energy management.
Q: What is the main business of Speedy Network, and will the company continue to deploy in the next step?
The main business of Speed ​​Easy Network is Internet marketing business and automobile internet service business. Provide customized marketing plan planning and advertising services for brand customers such as financial institutions through their own and third-party Internet media channels. With rich Internet media channel resources, supplemented by data analysis technology, through professional product positioning and accurate advertising, we can provide financial products with effective marketing services for financial institutions.
In addition to the Internet marketing business, the company has launched a car Internet service business. The current business is mainly focused on the development and operation of vehicle-based tools APP, which can provide vehicle owners with vehicle violations, Internet learning vehicles, and new car quotations. Free services such as car handling, second-hand car valuation, etc., obtain the advertising fee or transaction share paid by the customer through the operation of the vehicle 100 check violation APP and the car 100 test driver license. In the follow-up, the company will continue to deploy the car network in the hardware + service mode.
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