Author: Yu Huiru
On September 1, some media reported that, Apple Oufeiguang (002456. SZ) was removed from the supply chain list, and all iPad touch orders returned to the Taiwan factory, which was supplied by Yecheng GIS and Chenhong TPK. As a result, Ophigo opened at a limit.
At 12 noon, OphiLight issued an urgent clarification announcement in response to the above news: "The rumor that the company was removed from the supply chain list by major customers in the United States is untrue". Oufeiguang said that, in view of the fact that false rumors may mislead investors and affect the normal market order, the company strongly condemns the publishers of false rumors, and reserves the right to pursue their legal responsibilities.
As for the cooperation between the company and its major customers in the United States, Ophigo said that for many years, the company has been providing products and services to its major customers in the United States. The cooperation between the company and its major customers in the United States is good, the order situation continues to be stable, and there is no case of "being removed from the supply chain list by major customers in the United States".
The reporter of Economic Observer Network learned from the official website of Apple that in the latest version of the 2019 Apple supplier list, there are four manufacturers of Ophigo, including three in Nanchang and one in Guangzhou.
Prior to the release of the clarification announcement by OFIG, it was also reported that after Apple removed OFIG from the supply chain list, most of the touch orders of OFIG had been turned blue Cisco Technology (300433. SZ), Lansi Intelligent Control (formerly Lansi), a subsidiary of Lansi Technology, has long been a primary supplier of key customers' touch. After the news was released, Lens Technology once rose 14.42%. "We can definitely answer that this news was not sent by our company." The Secretary Office of Lance Technology said in an interview with the Economic Observer: "The consumer electronics industry is a rapidly changing industry, and the product attributes determine that the technological innovation of various brands is constantly pushed forward. Therefore, in the development process of the whole industry, there will be various new opportunities, of course, accompanied by the industry reshuffle. We only focus on doing our own thing. "
After the two companies responded, in the afternoon opening, the stock price of OFIG rose rapidly, once turning red, and the growth of Lens Technology narrowed. As of the end of the market, Oufei Light reported 17.66 yuan/share, down 6.61%. Lansi Technology News reported 36.33 yuan/share, up 5.24%.
Supplier dispute
On July 20, the US Ministry of Commerce listed 11 Chinese entities in the "entity list" of export control, including Nanchang Oufeiguang Technology Co., Ltd.
Two days later, Ophigo issued a statement saying that the decision made by the US Department of Commerce was not in line with the objective reality. We call on the United States to review it again, and look forward to communicating with the relevant departments of the United States on this matter, hoping to get fair and just treatment. OphiLight will take positive and appropriate measures to provide customers with quality products and services as always. OFG will also continue to provide all employees with an equal, friendly and positive working atmosphere and career development path.
"Touch business is not the main business of OphiLight, especially after the separation of Anhui Jingzhuo in 2019, the main track of OphiLight now is mobile phone optics and camera modules, which is the lifeblood of the company." A market investor believed that even if Apple wanted to eliminate Nanchang OphiLight Technology, the impact would not be great.
According to the mid year report in 2020, the company's main business is optical imaging core business and microelectronics business. The company's main business products include image modules, optical lenses, microelectronics and touch products, which are widely used in consumer electronics and smart cars represented by smart phones, tablets, smart cars, etc.
In addition to the touch module, OFIG also provides optical products to Apple.
In the first half of 2020, according to the products, the revenue of different businesses of OphiLight will reach 18.2 billion yuan, accounting for 77.55% of OphiLight's revenue. The revenue of microelectronics products reached 4.464 billion yuan, accounting for 19.03%.
According to the mid year report in 2020, the company's net profit attributable to the parent company increased significantly by 2290.28% year on year, mainly because of the increase in the orders of some key customers during the reporting period, the optical business continued to grow rapidly, the shipment of camera modules and optical lenses increased, and benefited from the increase in sales of tablet computers from key customers Long and The structure of touch business was optimized, and the company's overall profitability continued to improve.
However, due to the independent development of Android touch business and the change of touch display product structure, OphiLight realized an operating revenue of 23.465 billion yuan, down 0.53% year on year. The operating revenue of touch products was 2.677 billion yuan, down 44.30% year on year, and the product shipment was 92 million pieces, up 26.29% year on year.
Layout Touch
"In fact, in 2017, we established a joint venture company specializing in the production and sales of touch sensors with Japanese photo printing companies." A person from the board secretary office of Lens Technology said that Lens Technology had been planning and laying out this business for a long time.
According to the industrial and commercial information, Lansi Intelligent Control (Changsha) Co., Ltd. was established in 2017 as a joint venture between Lansi Technology and Japan Photographic Printing Co., Ltd., engaged in the production and sales of touch screens. On January 5, 2020, Nippon Photo Printing Co., Ltd. withdrew from its shares, and Nippon Lansi Technology (Changsha) Co., Ltd. was renamed Lansi Intelligent Control (Changsha) Co., Ltd.
Lansi Technology said that as an important part of the company's vertical integration and one-stop service for customers, the company attaches great importance to the development of Lansi Intelligent Control. In 2020, the orders of touch sensors increased and the capacity utilization continued to climb, which will have a positive impact on the company's business performance in 2020. "We have become a qualified supplier of Apple for more than ten years." The above-mentioned person from Lansi Technology's Secretary Office said that Lansi Technology mainly focuses on its core products to make industrial layout, and its supply products mainly focus on its core products.
On August 19, Lens Technology announced that it was agreed that Lens International (Hong Kong) Co., Ltd., a wholly-owned subsidiary of the company, would acquire 100% of the equity of Kesheng Technology (Taizhou) Co., Ltd. and Keli Technology (Taizhou) Co., Ltd. under Kecheng Technology in cash at 9.9 billion yuan.
According to public data, Kecheng Technology is a leading manufacturer of integrated casings for smart phones and high-class laptops, and a core supplier of metal casings such as Apple iPhone and Macbook. Kesheng Taizhou and Keli Taizhou are mainly engaged in the production, sales and development of various alloys, and they are metal case manufacturers of smart phones.
Lansi Technology believes that through this transaction, the company will accelerate the realization of the medium and long-term goal of providing customers with a more complete product portfolio, lay a solid foundation for the company to further expand its business to the downstream supply chain, continue to enhance the company's comprehensive competitiveness and profitability, and significantly enhance the company's industry position, which is of great strategic significance to the company.
