"The water of the Yellow River comes up from heaven", "The snowflakes of Yanshan Mountain are as big as a seat", "the five rings of ice and snow", "China Knot", at the opening and closing ceremonies of the Beijing Winter Olympics, one scene after another was cool and full of science and technology. Chinese the romance in my bones, I can understand the Beijing Winter Olympics.
The fantastic shocking scene of the Bird's Nest is inseparable from the "black technology" of the "Chinese screen". The 1,200 square meters of LED vertical screen and the 11,000 square meters of LED floor screen linkage interpretation constitute the world's largest ultra-high-definition LED three-dimensional stage.
As a result, some people see the scenery as picturesque, romantic and beautiful. Some people have seen the rise of the "Chinese screen", innovative and dynamic.
Behind the rise of the "China Screen", there are a group of people who are immersed in hard work, independent innovation, and industry to serve the country. Among them, there are downstream manufacturers represented by BOE and Leyard, and upstream material suppliers of the industrial chain represented by Dongxu Group.
From being stuck in the neck to standing on the C position: the "chain man" who is buried in hard work
"China Screen" shined in the Winter Olympics, leading the world in scientific and technological standards, standing in the C position. It is hard to imagine that 20 years ago, the display screen and even the entire display industry were in the situation of small onions mixed with tofu - one green (poor) and two white.
Once upon a time, China assembled nearly half of the world's TVs, facing the display of the core components, but had to share it with both hands: no. In the list of the four major imported goods at that time, lcd panels ranked fourth after oil, iron ore, and chips. According to 2008 customs data, china's panel trade deficit reached a historical peak of 1487. RMB 9.6 billion (based on the exchange rate at the end of 2008).
When a technology is "stuck in the neck", don't expect the product to be good and cheap, people say how much, you have to obediently pay money. Japanese and South Korean suppliers have joined forces to raise prices, and Chinese home appliance companies have been harvested like leeks.
Not only televisions, but also displays are everywhere, mobile phones, computers, and even airplanes and tanks, like human eyes, the importance of which is self-evident. Therefore, the display industry has always been regarded as an industry that reflects the core competitiveness of the country.
However, the display screen is a long industrial chain, and each link needs to have a backbone to stand up in order to interlock and achieve true self-reliance.
The key to the industrial chain is the upstream core material. The localization of display screens that rely on the supply of materials from international giants is only superficial localization, and the essence is a high-end assembly factory.
In other words, without the localization of the source core materials, the localization of the display industry cannot be discussed. So, how to defend the display industry? The answer is only four words: independent innovation.
At the beginning of the 21st century, China's display industry chain, under extremely difficult circumstances, ignited a spark. Among them, Dongxu Group decided to start from the source, immerse itself in hard work, and develop LCD glass substrates.
"The ideals of our generation when they were young were very simple, and the country has cultivated us, and we must repay the country." Li Zhaoting, chairman of Dongxu Group, said.
Industrial synergy sample: Dongxu Industry serves the country
Do not forget the original intention, in order to be able to always. Dongxu Group's industrial feelings of serving the country are engraved into the genes, condensing the ambition and courage of self-reliance and self-improvement.
In 2004, Dongxu Group has become the largest manufacturer of electronic glass shell equipment in China, occupying half of the market. Through the accurate judgment of the cutting-edge technology of display, Dongxu made the decision to transform into a flat panel display industry and focus on liquid crystal glass substrates.
It shows that the industrial technical barriers are strong, the capital investment is large, and the risk coefficient is high. At first, Dongxu Group was basically "three missing three", lacking people, money and technology. Li Zhaoting is very clear that once the transformation is not successful, the company will face a crisis of life and death. "In order to tackle technical problems, I took all the family foundations, pledged to liquidate, and invited experts with high salaries."
Dongxu Group fought a battle against the water, gnawed hard bones for several years, and finally completed a technological breakthrough. In 2010, Dongxu Group realized the localization of LCD glass substrates, and mastered a full set of production processes and equipment manufacturing capabilities, taking the lead in breaking the monopoly of foreign giants.
The spark of the stars has become a burning trend.
In recent years, around the glass substrate, Dongxu Group has continuously innovated, twice won the "China Patent Gold Award", and developed an LTPS glass substrate that can be used for high-end liquid crystal displays, an OLED carrier board for the new flexible display industry, and a cover glass that can be used for high-end mobile phones and car displays.
At present, Dongxu Group's products have achieved full coverage of the mainstream industrial direction of new display, and have developed into the largest glass substrate manufacturer in China and the fourth in the world and the largest and third high-end cover glass manufacturer in China and the third in the world.
For more than 20 years, Dongxu Group has become a major supplier of glass substrate products in China, forming industrial clusters with downstream enterprises such as BOE in Hebei, Anhui, Fujian, Sichuan and other places.
Dongxu Group and BOE and other leading enterprises in the industrial chain have jointly created an industrial synergy sample. It can be seen that China has won the right to speak in the global display, relying not only on a display screen, but on the collaborative innovation of the entire industrial chain and striving to break through.
The track is wide: the technology industry has become the darling of capital
Independent innovation, forge ahead. In the context of double circulation, the top-level design clearly guides:
"It is necessary to focus on key areas such as integrated circuits and new displays, accelerate the forging of long boards, make up for shortcomings, cultivate a number of large enterprises with international competitiveness and ecologically leading enterprises with industrial chain control, and build an independent and controllable industrial ecology."
The safety of China's display industry requires a group of hard-working forces such as Dongxu Group and BOE to truly realize the self-reliance of high-level science and technology in the industry and show China's scientific and technological self-confidence to the world.
Nowadays, the "Chinese screen" on the Winter Olympic field is on fire, which is an example of the "counterattack" of China's display industry. Such a "counterattack" is of great significance in today's digital age.
What is particularly important is that the big screen fever set off by the Winter Olympics will accelerate the arrival of the big screen era. With the in-depth development of artificial intelligence and the Internet of Things, high-end displays also have more uses.
Dongxu Group cooperates with downstream enterprises to innovate at the source, and also faces great opportunities in the display industry in the digital age.
From the perspective of the capital market, in the past few years, some Internet companies have been given high valuations because of the aggressive expansion of user scale and capital, with a price-earnings ratio of hundreds of times and a market value of hundreds of billions.
With the supervision of anti-monopoly supervision of Internet enterprises and the prevention of disorderly expansion of capital, capital has begun to be rational and re-examine better and more in line with the national strategy of investment opportunities.
Now there is a consensus in the capital industry that in the physical and technological tracks, the leading enterprises are the objects of capital pursuit.
The essence of the development of the capital market is that the improvement of the value point of the entity enterprise pushes it forward. In the long run, investors do not earn the difference between zero-sum games and transaction differences, but the invested companies make money for value improvement.
Smart investors understand: capital blossoms into industry. The industry has developed, the value of the enterprise has increased, and the income and value of investors have been guaranteed.
At present, the Internet dividend period has faded, and capital has paid more attention to investment opportunities in the industrial field. The display industry is one of the industries that determine the core competitiveness of the country, and from a long-term perspective, it is believed that leading enterprises such as Dongxu Group in the industrial chain will be more favored by capital.