In recent years, aiot industry has led the development of all things Zhilian era and promoted the rapid development of intelligent vehicles. Traditional car manufacturers such as SAIC, BAIC, Chang'an and GAC have successively launched intelligent car products; With the global smart phone market gradually saturated, major mobile phone manufacturers also began to seek new opportunities in the automotive field - the entry of Huawei, Xiaomi, oppo, Baidu, Ali and other technology giants has further accelerated and upgraded the smart car industry chain.
The upstream of intelligent networked automobile industry chain includes perception system, control system and communication system. Among them, the sensing system is regarded as the "eye" of intelligent vehicles, including cameras, lidar, millimeter wave radar, etc. The development trend of sensing system technology is the development mode of multi-sensor fusion based on camera and lidar. At the same time, with the improvement of automobile grade, the number of sensors carried by a single car has also increased further.
The rise of intelligent vehicles has brought new "vitality" to optical companies in the industrial chain.
Based on the original process accumulation in parts and components and structural parts, optical enterprises have more first mover advantages in the field of vehicle camera, lidar, automobile central control screen, various touch modules and other products. In fact, as a booming industry, intelligent vehicles have contributed significant performance increment to some optical enterprises such as Ofilm Group Co.Ltd(002456) in 2021.
Ofilm Group Co.Ltd(002456) has said publicly for many times that "smart cars and new fields will be the focus of the company's next efforts". In terms of performance, the company has achieved initial results: in the first half of 2021, Ofilm Group Co.Ltd(002456) 's smart car business achieved an operating revenue of 413 million yuan, a year-on-year increase of 78.22%. Among them, ADAS achieved an operating revenue of 120 million yuan, a year-on-year increase of 777.68%.
On December 21, 2021, at the Huawei intelligent vehicle solutions ecological forum, Ofilm Group Co.Ltd(002456) was announced to be one of the members of Huawei's "star flash technology" alliance.
On the same day, Ofilm Group Co.Ltd(002456) issued an announcement on "changing the purpose of some raised funds and increasing capital to wholly-owned subsidiaries to implement new raised investment projects". According to the announcement, Ofilm Group Co.Ltd(002456) plans to use the raised funds to increase the capital of 200 million yuan to the wholly-owned subsidiary Hefei Jingchao Optical Technology Co., Ltd. (hereinafter referred to as "Hefei Jingchao"), and increase the capital of 40 million yuan to Hefei Jingchao with its own funds to implement the new optical lens and lens production line project of Hefei Jingchao Optical Technology Co., Ltd. After this capital increase, the registered capital of Hefei Jingchao will increase from 10 million yuan to 250 million yuan.
According to the data, in order to implement Ofilm Group Co.Ltd(002456) strategic plan for the next five years (2021-2025), meet the requirements of the company's strategic development plan and improve the use efficiency of raised funds, after careful research and discussion by the company's management, the company plans to change the use of some raised funds and reduce the amount of raised funds to be invested in the "high pixel optical lens construction project" by 200 million yuan; It is used for the newly raised capital investment project "optical lens and lens production line project of Hefei Jingchao Optical Technology Co., Ltd." to engage in the optical lens and lens business of related products in the fields of intelligent automobile, VR / AR, industry, medical treatment, sports camera and so on.
Ofilm Group Co.Ltd(002456) said that the adjustment will help it further improve the industrial chain in the optical field, promote the realization of "vertical industrial integration in the optical field", expand the lens production capacity, improve the self-sufficiency rate of key raw materials of main products, and attract downstream orders.
Ofilm Group Co.Ltd(002456) disclosed in the announcement that at present, Ofilm Group Co.Ltd(002456) optical lens related business is progressing smoothly. Lens quality certification has been completed for most customers, and batch shipment has been realized. Among them, the production and sales rate of mobile phone lens has reached more than 95%. The project is expected to achieve a total annual output value of about 1.52 billion yuan and an annual tax of about 46 million yuan after reaching the production standard in four years.
Since 2015, Ofilm Group Co.Ltd(002456) has obtained the first-class supplier qualification of more than 20 Chinese foreign automobile enterprises. From the next generation of sensors to various system solutions, Ofilm Group Co.Ltd(002456) will become a full stack solution supplier of intelligent driving system with cameras, ultrasonic sensors, millimeter wave radar, lidar, 4D imaging radar, intelligent driving domain controller, system software and algorithms.
For optical manufacturers, the new market of intelligent vehicles is giving birth to huge business opportunities, and the leading enterprises in the industry deserve high attention. However, optical lens is a high barrier industry, and the barrier of vehicle specification products is higher. Optical leading enterprises such as Ofilm Group Co.Ltd(002456) have opened a new chapter in the field of intelligent vehicles. In order to become bigger and stronger and occupy more market share, the head company still needs to continuously increase its R & D efforts in order to occupy the main part of the value chain with technical advantages and take the lead in the new track.
(Qingdao finance and Economics Network)
