2012年6月18日星期一

Domestic panel, expand the market fears of a new round of fighting, the one put into backward "


Huaxing Electric CEO He Chengming bluntly said that the current panel industry, there are signs of warming, "Samsung Electronics is also a large number of procurement invited to Huaxing Power". Caused by the Huaxing electric this "open" the reason, not unrelated to recent changes in Chinese policy on the panel tariff.

Since April 1, 2012, China's LCD to adjust the tentative tax rate of four of the board, and other tax items import tariffs. Among them, 32 inch and above LCD without backlight board will no longer be the original 3% of the provisional tax rates, but to restore the 5% of the MFN import tariff rates. Generally believed that the domestic panel will form a substantive positive, stimulating domestic machine manufacturers of domestic procurement panel, but will also lead to global panel pattern of subtle changes.

Recently, dragged on for nearly two years of LGD Guangzhou 8.5 generation line finally has the latest timetable. Skyworth Digital Holdings shares on this project over the weekend in Hong Kong said in a disclosure announcement, the company established a joint venture with South Korea panel makers LGDisplay LG Display (China), foundation-laying ceremony will be held on May 22, 2012.

Skyworth said LG Display (China) main business is production and sales of TFT-LCD materials and other electronic accessories, imports of such products for local consumption and re-export and the provision of the after-sales service of these products. The joint venture parties are expected to at the end of June to determine the investment and detailed update schedule. According to previous plans, Skyworth plans to invest $ 1.33 billion shares of 10%, LGDisplay and Guangzhou Kay funded ratio was 70%, 20%.

In the 51 Great Wall Computer Bulletin, said company subordinates Sun Company TopVictory and companies indirectly owned subsidiary of Panda LCD set up a joint venture company plans to invest a total of 35 billion yuan will be the 10th generation TFT-LCD production line in Nanjing, China Construction.

TopVictory Great Wall Computer subsidiary of TPV Technology, a wholly owned subsidiary incorporated in Hong Kong, mainly engaged in trading of computer monitors and flat panel TVs and material procurement.

And Panda LCD Co., Ltd., incorporated in China Electronic Information Industry Group Co., Ltd., Panda Group, Nanjing new industrialization Investment (Group) Co., Ltd., Nanjing Xingang Development Corporation jointly invested Panda Group holding 51%, the company registered capital of 4.8 billion yuan. 2011, the company's operating income of 81.76 million yuan, net profit loss of 9.9 million yuan and net assets of 4.782 billion yuan.

But there are also the outside world have pointed out that the transfer is no longer doubt that the global pattern of the LCD panel to the mainland, but the LCD panel lines long investment cycle, can quickly landing to avoid "put into operation on the backward" situation will become critical.

Reporters learned that many companies in Japan and South Korea has more focus on the next generation of LCD panel display technology. Recent foreign reports that Sony will work with China's Taiwan region panel giant AUO joint venture factories to set up OLED TV panel, Panasonic plans to invest 20 billion to 30 billion yen, the establishment of 5 to 6 on behalf of the OLED panel pilot production line.

Nevertheless, the the Paller Advisory director Luo Qingqi, domestic enterprises in the action on the LCD panel is still worthy of recognition, after all, in the process of development of the OLED, LCD panel is a ridge to be crossed. TCL chairman Li Dongsheng had also stressed in an interview with reporters, OLED TV screen on the popularity of the road is still long, the LCD TV in the next few years will continue to be market-driven.

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