Deep Textile A Hand In Hand With Sun East Electrician To Enhance Polarized Light Business

< p > the world's largest polarizer manufacturer, Japan Japan Electric Co., Ltd. (hereinafter referred to as "Japan East electrician") will work hand in hand with China's polarizing film manufacturing enterprise, Shenzhen textile A.

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< p > February 15th, Shenzhen textile A announced that in February 12th, a wholly owned subsidiary of Shenzhen Shengbo Photoelectric Technology Co., Ltd. (hereinafter referred to as Shengbo Optoelectronics) and Japan East electrician on polarizer products cooperation agreement reached a framework agreement.

The two sides will build cooperative relations on matters related to the use, production and sale of related technologies, and cooperate on licensing technology, technical support and product development based on the technology.

The two parties will sign specific contracts on new product production equipment, technology and raw materials.

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< p > > a href= "//www.sjfzxm.com/news/list.aspx Classid=101112107102" > flat panel display industry < /a > and Wu Rongbing, NPDDisplaySearch analyst of the industry chain research organization, told reporters that the main purpose of the Japanese East electrician is to increase its share in China's Polaroid market, while Shenzhen textile A can expand its overseas market by going out with Japan's cooperation in patented technology.

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< p > < strong > domestic product matching gap is large < /strong > < /p >

< p > according to the latest quarterly report on the supply and demand of flat panel displays released on NPDDisplaySearch2 10, the annual growth rate of flat panel display capacity in China in the past 5 years is 51%. It is estimated that by 2015, China's flat panel display capacity will account for more than 21% of the world's total.

In addition, according to NPDDisplaySearch statistics, in 2013 and 2014, the demand of domestic LCD panel manufacturers for polarizer was 31 million 860 thousand square meters and 43 million 450 thousand square meters respectively, up 44.23% and 36.38% respectively.

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However, at present, the global polarizer market is mainly monopolized by manufacturers in Japan, Korea and Taiwan. Among them, Japanese enterprises occupy more than 50% of the total. The Polaroid products in China are mainly TN and STN LCD products with low technology content, and the small and medium-sized products are the main products, and the added value of products is low.

Most of the high-end TFT polarizer products are imported from Japan, Korea or China's Taiwan region. The production of polarizing films by mainland enterprises is technically very difficult.

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< p > it is understood that at present, the "a href=" //www.sjfzxm.com/news/list.aspx "Classid=101112107101" > TFT-LCD < /a > polarizer products are still in the initial stage of development in mainland China. The annual production capacity of Shenzhen textile A is 8 million square meters, and the annual production capacity of the Japan East electrical appliance including TN, STN and TFT series polarizer is about 172 million square meters.

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< p > < strong > peel off the textile business with the addition of polarizer > /strong > /p >

< p > with the gradual adoption of upstream components of new products from panel makers, upstream demand is gradually released.

At present, only a few materials such as polarizer can be localized in the upstream raw materials needed by TFT-LCD.

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< p > to focus on the development of polarized light business, Shenzhen textile A has also accelerated the stripping of non polarizing business. Data show that the company pferred its 100% stake and rights and interests of its subsidiary Shenzhen Jin Lan decoration products Industrial Co., Ltd. to 220 million yuan in December 2013 to Shenzhen run run Jewellery Limited company, with a net profit of about 150 million yuan.

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"P", in addition, the polarizer as the key raw material upstream, the overall price trend is relatively stable, but the reporter noticed that in the first half of 2013, the gross interest rate of the polarizing film products of deep textile A was only 4.58%, while the gross interest rate of the first-class manufacturers, such as the Japanese East electrician, could reach more than 10 percent.

Some analysts believe that deep textile A itself has less room to cut prices, and it is hard to beat domestic manufacturers through sharp price cuts.

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< p > Wu Rongbing also said that "a href=" //www.sjfzxm.com/news/list.aspx "Classid=101112107108" > deep textile A < /a > has great room for improvement in the domestic market. The Japanese electrician has rich experience in raw materials, technology and equipment, and is closely related to the Japanese local manufacturers. Deep textile A can enhance its technological strength through cooperation with the East Japan electrician.

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