光峰科技成功过会,据悉该公司拟募资10亿元,华泰联合为公司保荐机构。作为广东科创板第一股,光峰科技在国内激光显示多个细分市场均具有突出的技术、市场以及品牌优势。
6yue30riwan,zhengjianhuianzhaofadingchengxutongyishenzhenguangfengkejigufenyouxiangongsikechuangbanshoucigongkaigupiaozhuce。bencigaigongsinimuzi10yiyuan,huatailianheweigongsibaojianjigou。zuoweiguangdongkechuangbandiyigu,guangfengkejizaiguoneijiguangxianshiduogexifenshichangjunjuyoutuchudejishu、shichangyijipinpaiyoushi。
guangfengkejichengliyu2006nian,bingzai200nianchenggongyanfachualpd®jiguangxianshijishu。muqian,guangfengkejishiyijiayongyouyuanchuangjishu、hexinzhuanli、hexinqijianyanfazhizaonenglidejiguangxianshikejiqiye。gaigongsidehexinyanfajingyingtuanduiyouduoguodezhuanyehaiguirenshizucheng,xuekehangaiguangxue、dianzi、cailiao、wuli、qixiesheji、jingmizhizaodengduogelingyu。
高负债,现金流呈负值,光峰科技如何在质疑中前行?
zishangshiji90niandaikaishi,guoneiwaiqiyeheyanjiujigoukaishitouruziyuankaifajiguangxianshijishu,danshizhongweishixiandaguimoshengchanhexiaoshou。zaicibeijingxia,yiguangfengchuangshirenliyiboshiweihexindeyanfatuanduijiyuduijiguangxianshihebandaotizhaomingjishuduoniandeshenruyanjiuhetansuo,yu2007niantuichulejiyulansejiguangjifayingguangcailiaodejishujiagou,bingweiraogaijishujiagoubujujichuzhuanlizhucelealpd®shangbiao。
guangfengkejipingjieqijishuyoushi,chenggonghuodekechuangbanshangshizige。danzaizhengjianhuitongyiqizaikechuangbangongkaifaxinggupiaozhucezhiqian,wangshangduizheijiangongsichongmanlezhiyi。tongguoqifabudezhaogushu,womenkeyiduizheijiagongsicaiwuzhuangkuangjinxingpouxi。congyingyeshourulaikan,cong2016nian-2018nianguangfengkejiyingshoufenbiewei3.55yiyuan、8.05yiyuanyiji13.86yiyuan,danqikoufeihoujinglirunfenbiewei-1552.05wanyuan、1.32yiyuanyiji1.65yiyuan。
congshujushangkan,guangfengkejiyijingshixianleyingli,danshixianjinliuchengweilekechuangbanpingpanchuchuangqiyedeshouyaozhibiao。zhaogushushangxianshi,2016-2018niangaigongsijingyinghuodongchanshengdexianjinliuliangjingefenbiewei-4,276.43wanyuan、-11,517.96wanyuan、11,777.35wanyuan。duiyuxianjinliuliangbianhuafududewenti,guangfengkejijieshidao:2016nian-2017niangongsichuyufazhanqi,weilemanzuzaishoudingdanxuyao,gongsichixukuodacaigouguimo。daole2018nian,gongsiyingshouzhangkuanhuishouqingkuanglianghao,xiaoshoushouxianbilvshangsheng,gongsijiangyingyeshouruzhuanhuaweixianjinliurudenenglitigao。
chulexianjinliudewenti,henduorenduiyuguangfengkejidegaofuzhailvtichulezhiyi。genjuguquanshushangxianshi,guangfengkejicong2016nian-2018niandefuzhailvfenbieshi81.79%、87.33%、60.12%。congzhengtiqushilaikan,guangfengkejidefuzhailvchengxiajiangdetaishi,danshiyutongxingyepingjunshuipingxiangbirengchuyugaoshuiping。
genjushangjiaosuofabudejianguanxizemingquelekechuangbandeshangshishenheguize,zhenduibutongcaiwubiaoxiandekechuangqiyeyouzhebutongdeyaoqiu,buzaiyi“lirun”weiweiyidehengliangbiaozhun,zhiyaoyouguangkuodeshichangqianjing,buyingliyekeyishangshi。zongshiguangfengkejifuzhailvjiaogao,yijiunenggoudedaozibendeqinglai。
十年耕耘,激光显示技术助力企业发展
kechuangbanduiyuxingyeshuxingdingyifeichangmingque,yaoqiufuheguojiazhanlve,zhangwohexinjishu,shichangrenkedugao。guangfengkejiyuanchuangdejiguangxianshijishudianfulejiguangxianshilingyudezhuliujishujiagou,huodeleguangfandeshichangyingyong,shichangguimozaishubaiyiyuanyishang,zaidangqianxianshilingyuzhongzhanjuyuelaiyuezhongyaodediwei。yinci,fuzhailvgaodeyidabufenyuanyinzaiyuqiyanfazijindetouruzhanbijiaogao。
zi2007nianyilai,guangfengkejiyuanchuangdealpd®jishutupolechuantongjiguangxianshiyirgbsansejiguanghechengcaisetuxiangdejishujiagou,chongfenliyongled lingyuzaidanhuajiatixifaguangqijianshangdegongyinglianyujishujilei,yijiwoguozaixitucailiaogongyinglianjijishukaifacengmiandezhanlveyoushi,jiangxitucailiaodeyingyongtuozhandaojiguangxianshidelingyu,tupolergb sansejiguangxianshiyizhiyilaicunzaidegaochengben、diguangxiaoyijiqiangsanbandengpingjingwenti。
guangfengkejiyizhibingcheng“jishuchuangxinshigongsidehexinjingzhengli”delinian,yincishifenzhongshizhongshichanquanbaohugongzuo。jiezhi2019nian2yue28ri,gaigongsiyihuoshouquanzhuanli766xiang,shenqingzhongdezhuanlichao700xiang,zaiyingguangjiguangxianshilingyuchuangjianlewanshandejingneiwaizhishichanquanbaohutixi。
chongjikechuangban,guangfengkejikeyizaigengduodetouzirendezhulixia,buduanshixianziwogexin,chixudazaofuyoukejihanliangdejiguangxianshichanpin。xianrujin,guojijishufeisufazhan,shichangjingzhengyulaiyujilie,haodezibenyushichanghuanjingkeyibangzhuqishixianweiweilaifazhanzhanlveguihua。guangfengkejichuangshirenliyiboshibiaoshi,“guangfengzhanzaiweilaideweidulaisikaojintiandejueding。ipozhishiguangfengchengzhangdediyijieduandejieduanxingchengguo,haiyoubijiaozhangdeluyaozou。”
激光显示巨头拓展市场,不断推动行业发展
yuanchuangjishudebuduangengxinheshangyemoshidetupo,shideguangfengkejizaidianying、dianshi、jiaoyudenglingyudeshichangzhanbichuyuqianlie。qijishudeyoushizaichanpinduanyousuozhanxian,ruguangfengkejidejiguangchanpinbushuguimoyijingchao14,000tai;diyitaialpd®yingyuanguangyuanyu2014nian6yueanzhuang,muqianyiwendingyunxingchaoguo50geyue。
chanpinshiliguoying,shiqituozhanshichangfenedelijian。genjuqizhaogushushanggongbudeshujuxianshi,guangfengkejidianyingguangyuanbushuliang1.4wantao,shichangzhanyoulvyue60%,chuyuxingyelingdaodiwei;jiguangdianshiguangjixiaoshouliang5.2wantai,2018nianshichangzhanyoulvchao30%;jiguangshangjiaoguangjixiaoshouliang5.0wantai,shichangzhanyoulvwei28%。
xianrujinwoguozhengchuyucong“zhizaodaguo”xiang“zhizaoqiangguo”zhuanbiandeguanjianshiqi,jiguangxianshichanyeshiguojiazhongdianzhichidezhanlvexinxingchanye,duimanzurenminriyizengzhangdemeihaoshenghuoxuyaoheyinlingwoguoxianshixingyedezhangyuanfazhanjunjuyouzhongdazuoyong。weilai,jiguangxianshishichangjianghuiyinglaikuaisuzengzhang,zhuyaojizhongzaidianyingfangyingji、jiguangxianshidianshi、jiguangxianshihuwaizhanshi。
genjufuturesourceshuju,shijieshuzidianyingfangyingjishichang2022niandu,chuhuoliangjiangyujizengzhi15,813tai,fuhezengzhanglvwei13.70%;genjuaoweiyunwang(avc)yuce,woguojiguangdianshi2021nianshichangxiaoliangjiangda73.5wantai,sannianfuhezengzhanglvkeda64.87%;genjuaoweiyunwang(avc)yuce,woguojiguanggongchengtouyingji2021nianshichangxiaoliangjiangda8.1wantai,sannianfuhezengzhanglvkeda24.47%。
mianduiweilaibuduankuorongdeshichang,guangfengkejiyehuiyouxielibucongxin。xianshiqijianxingyeshuyuzhishijishumijixingxingye,xuyaozongheyunyongguangxue、bandaoti、cailiao、jixie、dianzi、ruanjiandengfangmiandejishu,duiqiyedezongheyanfashili、jishuyingyongnengli、gongyizhizaoshuipingdengjunyouhengaodeyaoqiu。suishuoguangfengkejizaijishuheshichangfeneshang,yijingyoulejidadijinbu。danzaihaiwaineishichang,guangfengkejiyijiugaoshoulinli,ru1934nianzaibilishichenglidebake,zaidianyingfangyingjilingyu,bakebushushuliangzhanquanqiushichangfenede50%yishang。
duiyuguangfengkejilaishuojinjunkechuangbanbushizhongdian,ershiyigexindeqidian。xiangzaijishumijixingdexingyemopagunda,jishuyanfatouruhejishurenyuandezhaonabibukeshao。jiazhizijinjileishao、rongzifangshidanyijianghuiduiqiyechixufazhanzaochengelieyingxiang。yinci,kechuangbannenggourangguangfengkejizheileiyouzhehexinjishudeqiyeyoulexindechulu。