Ordos coal investment is expected to become an LED dark horse

By the end of 2009, the proven reserves of coal in the Inner Mongolia Autonomous Region reached more than 730 billion tons, ranking first in the country, and the predicted reserves will be higher. Ordos is close to 150 billion tons, accounting for one-sixth of the country. It is predicted that the total reserves of coal here can reach 700 billion tons.

With the coal reform in Shanxi and Henan, and the long-term mining era, the coal seams can be safely mined and the coal bosses are going north.

It is understood that at present in Ordos, Shenhua's 1.08 million tons of coal is directly liquefied locally, and China Coal Group's 3 million tons of dimethyl ether, Datang 600,000 tons of olefins, and Huineng 1 million tons of dimethyl ether have also been completed and put into production.

Relying on the soft policy of “coal for industry”, Erdos has taken over many large-scale power, metallurgy, chemical, building materials and biological projects. As the current investment policy of national strategic emerging industries such as domestic new energy, LED is naturally difficult to be independent.

Dalian Luming first explores the road

As one of the earliest large-scale enterprise groups engaged in R&D, production and sales of LED upstream products, Dalian Luming's LED industry development road can be described as a twist. As Luming, who started with luminescent materials, the scale and revenue of LED chips in recent years is not enough to support the development of the group.

In 2003, Lu Ming acquired the American Crystal Technology Group (AXT), which was the world leader in LED technology at that time, and established Dalian Lumei Chip Technology Co., Ltd., which caused a sensation in the LED industry at that time.

As early as 2000, Luming Group has been actively carrying out capital operations, absorbing and accepting the participation of internationally renowned large companies. On November 18, 2000, Dalian Luming Luminescence Technology Co., Ltd. was established and it is intended to become a public listed. The company, but the subsequent listing has disappeared. It has been learned from some relevant people that the lack of listing has affected Luming's financial ability in industrial investment. It is also one of the reasons why the extension and chip companies have not purchased a large number of equipment for expansion in recent years.

In June 2009, the Ordos Municipal Government signed a cooperation agreement with Dalian Luming Technology Group to enter the Erdos Equipment Manufacturing Base for the “LED New Light Source and Display Products” project.

According to the project plan, Dalian Luming Technology Group's “LED New Light Source and Display Products” project has a total investment of 5 billion yuan and is constructed in two phases. The first phase of investment is 3.5 billion yuan. After the completion of the project, the annual production scale will be 6.6 billion LED chips, 5.02 billion diodes, 620,000 outdoor lamps, 1.5 million commercial lamps, 150,000 special lamps and 28000 displays. Square meters, LCD backlight 300 million. The second phase of the project will invest 1.5 billion yuan and will build a LED product research and development center. The first phase of the project will start construction before July 20, 2009, and will be completed and put into operation before the end of 2010. The second phase of the project will start construction in 2010. The project is expected to be completed within three years, when the annual output value will reach 12 billion yuan.

However, when the reporter contacted the relevant person in charge of the Luming Group, the other party said that they did not know about the Erdos project. According to an insider, when the Ordos government contacted the group, Lu Ming was not willing to invest at first, but the relevant people of the Erdos government said that even if the Dalian Luming Group gave the project a name, they would be willing.

According to the reporter's subsequent verification of the project's EIA report, the second EIA publicity date of the project was January 12, 2010, which was almost six months later than the project construction start time agreed upon at the time of the contract.

Recently, Gaogong LED reporter learned from the Dongsheng District Committee of Erdos City, the government of the project site. According to the government's 2011 work plan, Dalian Luming LED new light source and display product project will be officially put into operation in the second half of this year.

Mengxi Group 600 MOCVD plans released

Mengxi Group's industry involves cement, kaolin, LED optoelectronics, carbon dioxide-based fully degradable plastics and technology development. Its Mengxi Cement Co., Ltd. is one of the 60 large-scale cement enterprises supported by the state. Liu Erlin, the chairman of the group, previously served as the deputy minister of the organization department of the former Ikezhao League in Inner Mongolia. The local government resources are quite rich.

In August 2010, Mengxi High-tech Group Co., Ltd. and Beijing Granite Investment Development Co., Ltd. jointly established Huayan Xinguang (Beijing) Technology Co., Ltd., which is located in Beijing Economic and Technological Development Zone. The company is mainly engaged in R&D, production and sales of LED epitaxial wafers and chips. It is currently in the R&D and construction phase, and the project is scheduled to be put into operation in 2011.

In addition to the Mengxi Group, another investor, Beijing Granite Investment Development Co., Ltd., is an enterprise led by industrial investment and management consulting. The company invests in industries mainly including cement, new materials, coal, real estate, etc. The company provides management consulting services. As of the end of 2009, the total assets of the company's holding companies were 10 billion yuan. Among them, it holds 62.85% equity of Inner Mongolia High-tech Group Co., Ltd., holds 100% equity of Inner Mongolia Construction Group, and holds 97.14% equity of Inner Mongolia Hulunbeier Fuxing Coal Industry Co., Ltd.

The reporter learned from relevant sources that Huayan Xinguang (Beijing) mainly builds 3-inch epitaxial wafers and high-power LED chip production projects. The technical team may come from Japan, and the construction site is the X61M5 plot in Hexi District, Beijing Economic and Technological Development Zone. The building area is 19,480 square meters, with a total investment of 1.409 billion yuan. After it is completed and put into production, it can form an annual production capacity of 513,600 pieces of 3-inch epitaxial wafers and 1.849 billion high-power chips.

Based on Beijing Huayan's technology, Inner Mongolia Huayan will build 600 LED epitaxial wafer industry chain extension projects in Hangjinqi, Inner Mongolia. After the project is completed, it will produce 26.4 million LED epitaxial wafers and support downstream chips. , packaging, application and other industrial chain projects. The first phase of 120 MOCVD projects will start on April 18, 2011. After the project is completed, single crystal sapphire growth and sapphire substrate slicing, LED epitaxial wafer growth, LED chip, surface mount (SMD) LED package, high power will be formed. White LED package, LED car lamp, LED outdoor outdoor lamp, white LED LED complete LED industry chain.

Rongtai Optoelectronics invested 4 billion yuan to introduce 40 MOCVD

Rongtai Optoelectronics Technology Co., Ltd. (referred to as Rongtai Optoelectronics Co., Ltd.) was established in Ordos City in August 2010 with a registered capital of RMB 350 million. At present, the company's investment in the "high-performance LED epitaxial film industry chain investment construction project" production base and R & D center have begun construction in the equipment manufacturing base in Erdos City, covering an area of ​​360 acres, and plans to invest 4 billion yuan.

According to the project plan, 40 MOCVD will be built in the future, supporting the corresponding blue-green optical chip production line, 15 SMD high-power packaging production lines, and 6 application product production lines. It is expected that the first phase of packaging and application product engineering in November 2011 will be completed and put into operation.

By 2012, Rongtai Optoelectronics LED epitaxial wafer test production line and LED chip production line will be put into use, and the overall industrial chain project will reach full production by 2013.