[Text|High-tech LED reporter Yue Mengdi] On April 9, a paper announcement of Jingsheng Electromechanical (300316.SZ) re-invigorated the nerves of the LED automation equipment industry.
On April 10, the resumption of trading, Jingsheng Electromechanical stocks rose at a daily limit, with only 960,000 transactions throughout the day. This shows that the market has a very positive attitude towards this acquisition.
According to the plan, Jingsheng Electromechanical will invest 138 million yuan to acquire 51% of Zhongwei Optoelectronics. Jingsheng Electromechanical Co., Ltd. is mainly engaged in photovoltaic and semiconductor crystal growth and processing equipment and sapphire materials, with a market capitalization of 13.9 billion, which is a strong strength. The acquisition of Optoelectronics is an important step in its extension of the LED upstream and downstream industries and achieving its strategic goals. As the leading provider of smart devices in the LED industry, Zhongwei Optoelectronics can further strengthen its leading position in the LED industry with the help of Jingsheng Electromechanical Capital.
Industry 4.0 and China Manufacturing 2025 came to the fore, and intelligent manufacturing has become a huge opportunity for domestic automation equipment companies to break through. The LED industry is a typical labor-intensive industry, especially in the production stage of back-end applications. Production and assembly are over-reliant on manpower, and large-scale and rapid production cannot be achieved, thus failing to effectively reduce manufacturing costs.
Therefore, LED production automation is an inevitable trend. In recent years, a number of domestically produced automation equipment represented by Hangzhou Zhongwei began to seek breakthroughs, and successively launched automatic lighting production lines, vying for huge LED lighting production line automation transformation and upgrading market, some of which integrated industrial robots.
From the perspective of application companies, LED lighting manufacturers including Sunlight Lighting, Xiamen Lidaxin, Zhejiang Shenghui, Sichuan Xinli Light Source, etc. have already put into use the automated production line.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), as of the end of 2013, there were more than 5,000 LED application enterprises with a certain scale in China, of which about 220 were used by enterprises with annual sales exceeding 100 million yuan. In theory, companies above the scale have basically the possibility of upgrading their automated production lines. According to the survey of the Institute of Advanced Industrial Research and Development Robotics (GGII), more than 90% of the companies participating in the survey indicated that they will not eliminate the automated robotic production line in the future.
Different from other enterprises that only focus on laboratory testing equipment and packaging back-end equipment, Zhongwei Optoelectronics starts from packaging single-machine automatic splitting and taping equipment. Since 2009, it has captured the opportunity of lighting automation equipment. The fully automated production line of LED lighting for the concept of Industry 4.0 has been applied to well-known enterprises such as Rieter, Sunshine, Shenghui and Debang, and has produced hundreds of millions of LED lamps for international lighting giants such as IKEA and Philips.
Leading the concept of LED inspection and automated manufacturing equipment, Zhongwei Optoelectronics has won the Golden Globe Award for automation equipment for two consecutive years.
The pursuit of optoelectronics is not only a simple supply of lighting automation production line, "providing the factory with leading intelligent manufacturing solutions, constantly adapting to market demand, constantly developing innovative products, making manufacturing simple." This has become Zhongwei Optoelectronics Development mission.
It is this leading “intellectual” concept and development strategy that has been committed to becoming a listed company based on “Intelligent Equipment and Services under the Background of Industry 4.0” – Zhejiang Jingsheng Electromechanical Co., Ltd. Hereinafter referred to as "Jingsheng Electromechanical").
As a leader in LED packaging, inspection and lighting production line automation equipment, in 2007, it began to engage in the field of LED equipment. The company covers a wide range of sub-areas such as machine vision equipment, precision instrumentation, and intelligent production equipment in the LED industry. LED industry upper, middle and lower reaches industrial chain.
This is exactly what Jingsheng Electromechanical is most valued. "LED as a typical labor-intensive industry, its upstream, midstream, and downstream replace the labor with intelligent equipment, and has a huge market space." Jingsheng Electromechanical said.
Jingsheng Electromechanical Co., Ltd. is committed to becoming a provider of intelligent equipment and services based on the background of Industry 4.0. Zhongwei Optoelectronics is a solution that provides intelligent manufacturing. The directions of both parties are the same and the goals are the same. The shareholding of Jingsheng Electromechanical Co., Ltd., after the integration of the two sides, can better exert its own superior resources and achieve the effect of complementing each other.
Due to the lack of uniform standards for LED products, it is less likely to be fully automated at one time, but it can be automated from the common appearance of various types of lamps, such as dispensing, PCB sealing, aluminum casing, and test aging. Robot automation can be realized. With the advancement of technology and the cost of equipment, the whole line will be gradually automated.
The Institute of Advanced Research Institute of Robotics (GGII) previously released a report saying that with 5 robots per automated production line, the LED production automation line above designated size requires about 25,000 robots, with a stand-alone output value of about 2 billion yuan. In addition to software development and system integration, the output market value of the LED industry related to the LED industry is about 6 billion yuan.
For Zhongwei Optoelectronics, at this time, the introduction of Jingsheng Electromechanical as a major shareholder, first of all, the introduction of funds to ensure the strength of the company's subsequent development and growth, on the other hand, the curve is listed, providing a new industry for equipment industry enterprises. Direction of development.
Some market participants have judged that the acquisition of Jingsheng Electromechanical Co., Ltd. is optoelectronic. In addition to its own R&D strength in the field of LED equipment, the R&D reserve of intelligent automation equipment should also be an important driving force for the acquisition, not to mention the optoelectronics. Not only automation equipment providers, but now it is able to further provide customers with integrated solutions for intelligent manufacturing.
With the gradual approach of Industry 4.0, the “changing” of machines has become a trend, and the future development model of manufacturing enterprises has turned more to industrial “intelligence”. Full-line automation equipment, especially those that can provide intelligent manufacturing solutions. Gradually favored by the capital market.
