Dirije demann domestik pral tonbe pa 10 pousan ane sa a, lanp UV ak ekspozisyon yo se opòtinite
Wang Fei, direktè rechèch òganizasyon rechèch ki ap dirije anndan an nan Lachin, te prevwa nan yon entèvyou ak premye repòtè finansye a nan dat 13 fevriye ke nouvo epidemi nemoni enfeksyon coronavirus la pral diminye demann domestik ki ap dirije a nan 2020 pa plis pase 10 pousan ane {{ 3}}nan-ane. Lanp ki ap dirije iltravyolèt ak sèten fonksyon esterilizasyon ak ekran ekspozisyon ki ka itilize pou reyinyon sou entènèt ka vin opòtinite pou endistri ki ap dirije a.
Plizyè konpayi ki ap dirije yo te rekòmanse travay 10 fevriye. Pandan yo t ap pran mezi anti-epidemi yo, yo te koupe depans ki pa nesesè yo, yo te adopte plis metòd maketing ki genyen twa dimansyon ak divès kalite, yo te ajiste kapasite pwodiksyon entèn yo, epi yo te sezi mache. segman tankou ekspozisyon yo vin dirije konpayi yo. Yon chwa komen pou fè fas ak epidemi an.
Endistri ekleraj otomobil la te afekte anpil
Enpak epidemi an sou bò ekipman pou endistri ki ap dirije a reflete nan twa aspè: chips, anbalaj, ak aplikasyon. Soti nan pèspektiv nan faktori chip en, Wang Fei kwè ke endistri a an jeneral ki ap dirije endistri chip se byen lwen zòn epidemi debaz yo nan Wuhan ak Hubei, kidonk enpak la pa grav tankou LCD (kristal likid) panno, semi-conducteurs, kominikasyon optoelektwonik. , otomobil ak lòt endistri yo. Anplis de sa, endistri chip ki ap dirije a se nan yon eta de envantè segondè, ak enkapasite a rekòmanse travay nan kout tèm pa pral afekte rezèv la nan chips.
HC Semitek (300323.SZ) gen yon pwopòsyon relativman wo nan anplwaye ki soti nan Wuhan. Gen kèk anplwaye ki afekte nan fèmti Wuhan apre yo fin retounen Wuhan pandan Festival Prentan an. Li difisil pou yo retounen nan travay nan kout tèm, ki ka lakòz yon sèten degre nan enpak. Sepandan, faktori a Wuhan te retire kapasite pwodiksyon li yo, ak baz pwodiksyon li yo sitou sitiye nan Yiwu ak Zhangjiagang. Kapasite pwodiksyon aktyèl la pa afekte pa epidemi an tanporèman, epi yo bezwen plis obsèvasyon nan lavni.
Sanan Optoelectronics (600703.SH), ki gen baz pwodiksyon prensipal yo sitiye nan pwovens Fujian ak Anhui, yo pral relativman mwens afekte; sepandan, nouvo pwojè Micro/Mini LED chip li yo nan Ezhou, Pwovens Hubei espere reta akòz enpak epidemi an. Lòt faktori Chinwa ki ap dirije chip yo byen lwen zòn epidemi an epi yo pa pral afekte pou kounye a.
Soti nan pèspektiv nan faktori anbalaj midstream, chèn endistri anbalaj dirije prensipalman distribye nan Pearl River Delta a, osi byen ke nan pwovens Jiangxi, kote kèk antrepriz nan Pearl River Delta te deplase andedan. Kounye a, okenn nan de zòn sa yo se episant epidemi an, epi li espere ke enpak la pral minè. Nan swiv-, sa depann de si Guangdong ak Jiangxi ka efektivman kontwole epidemi an.
From the perspective of downstream applications, Guangdong, Fujian, Zhejiang, Shanghai, Jiangsu and other provinces and cities where the LED lighting industry is concentrated are currently affected by the epidemic, but the situation is still under control. The LED backlight industry chain is mainly located in Guangdong and Jiangsu, and the overall impact is not large. However, since Wuhan is an important center of the LCD (liquid crystal) panel industry, the demand will be affected to a certain extent. In terms of automobiles, Hubei Province is an important cluster of the automobile industry, and Wuhan is also an important center of China's automobile industry. Therefore, the overall automobile industry will be deeply affected, and the automotive lighting market will be greatly affected. The display industry chain is mainly around Shenzhen and is expected to be less affected.
Lanp iltravyolèt ak ekran ekspozisyon gen gwo opòtinite
Sou bò demann lan, Wang Fei kwè ke epidemi an pral pote yon n bès yon sèl -fwa demann, kidonk demann ap bese sevè nan yon sèl trimès. Epidemi an te pote tou chanjman nan mòd vi ak metòd travay, ki espere gen yon enpak sou kèk endistri dirije. N bès an jeneral espere nan demann ki ap dirije nan mache Chinwa a se plis pase 10 pousan.
Pami yo, chòk demann yon sèl -tan pral gen yon enpak sou ekleraj jeneral ak limyè machin, epi li pral gen efè pou akselere netwaye limyè jeneral yo ak endistri limyè machin ki deja nan yon eta de rezèv twòp. Gen kèk ti ak mwayen- antrepwiz ki ka retire pou tout tan.
Anplis de sa, n bès nan demann lan pral tou endirèkteman reflete nan segman mache yo nan pwodwi ki pa -esansyèl tankou ekspozisyon deyò ak ekleraj jaden flè. Endistri sa yo depann anpil sou acha gouvènman an. Li espere ke bidjè gouvènman an pral siyifikativman redwi envestisman nan domèn ki gen rapò ane sa a, epi olye de depanse sitou nan prevansyon epidemi, swen medikal, sekirite sosyal, sekirite piblik ak lòt domèn.
At the same time, Wang Fei predicts that "the sub-industries that may be beneficial to the epidemic include UV LED (ultraviolet LED lamp) and conference display system". Ultraviolet lamps can kill bacteria and viruses, so during the epidemic, the sales of traditional ultraviolet lamps surged, and the supply of quartz lamps and brackets was in short supply. Although there is still a gap between UVLED and the effective sterilization dose, the tide is rising, and the rising price of UV lamps stimulates the commercialization of related industry chains.
Anplis de sa, akòz enpak epidemi an, reyinyon sou entènèt ak edikasyon sou entènèt yo te vin metòd travay pi pito pou antrepwiz, gouvènman yo ak lekòl yo, kidonk demann pou ekipman ekspozisyon gwo -ekran ogmante, kidonk endistri ekspozisyon konferans lan te ogmante. pral benefisye endirèkteman.
Anpil konpayi ki ap dirije yo te rekòmanse travay
Yon kantite domestik dirije konpayi yo te rekòmanse travay sou 10 fevriye, ki gen ladan NVC Lighting (02222.HK), Huacan Optoelectronics, National Star Optoelectronics (002449.SZ), Ledman Optoelectronics (300162.SZ), Lianjian Optoelectronics (300262.SZ) , Zhaochi (002429.SZ), Foshan Lighting (000541.SZ), elatriye.
NVC Lighting began staggered work resumption and flexible office on February 10. Wang Donglei, CEO of NVC Lighting, said that the epidemic is a huge and sudden challenge to most companies in the short term, especially the offline retail industry, but the opportunity lies in the challenge. NVC's commercial lighting business may be more difficult in the first quarter, but the projects obtained will only be delayed a little; the market share of NVC in the segmented lighting market is still small, and there is still room for development; the offline retail team adopts more three-dimensional and diverse, Marketing methods for online and offline interaction. NVC will cut off all unnecessary costs, support the front line to the greatest extent, and use its greatest certainty to deal with any future uncertainties.
HC Semitek's factories in Zhangjiagang and Yiwu have fully resumed work, saying that the epidemic has not had a substantial impact on the company's production and operation. Nationstar Optoelectronics resumed work on February 10, and issued a notice to employees on personal protection, dining, accommodation, etc. Zhaochi's factories in Guangdong and Jiangxi also resumed work on February 10. It plans to make up for the lost sales in the first quarter in the second and third quarters through internal capacity adjustment.
Ledman said in response to investors' questions on February 5 that with the advancement of the domestic 5G process and the development of ultra-clear displays, the ultra-high-definition video conferencing system with ultra-large screen is expected to develop into a new blue ocean market, with remote online collaboration and intelligent Office will also become the trend of office in a critical period.
