【摘要】：LED即發(fā)光二極管產(chǎn)業(yè),又稱為半導(dǎo)體照明行業(yè),作為國家節(jié)能減排的重要方向,是國家重點(diǎn)關(guān)注與支持發(fā)展的戰(zhàn)略性新興產(chǎn)業(yè),作為未來綠色照明的解決方案被賦予很多期望。特別是LED制造的上游外延芯片制造領(lǐng)域,對(duì)資本及技術(shù)要求非常高,為支持其發(fā)展,國家制定了很多補(bǔ)貼政策。在國家以及地方大規(guī)模補(bǔ)貼的紅利刺激下,上游在2009年至2010年呈現(xiàn)爆發(fā)式增長(zhǎng),兩年內(nèi)宣布投資總和達(dá)數(shù)百億元,投資增幅達(dá)到70%以上,意圖上馬項(xiàng)目二十幾個(gè)。而到2011以及2012年市場(chǎng)需求沒有如預(yù)計(jì)般放開,芯片庫存大幅增加,產(chǎn)能嚴(yán)重過剩。投資則迅速回落,形成了過山車式的行業(yè)發(fā)展曲線。三安光電股份有限公司(以下簡(jiǎn)稱三安光電)于2001年成立,2003年進(jìn)入LED上游外延芯片產(chǎn)業(yè),2008年借殼上市,在短短幾年內(nèi),迅猛發(fā)展,目前市值已達(dá)300多億元人民幣。然而三安光電追逐政府紅利并通過資本運(yùn)作的發(fā)展模式,受到較多質(zhì)疑,盈利模式過于依賴政府補(bǔ)貼,未來發(fā)展存在較大風(fēng)險(xiǎn)。三安光電在某種程度上成為我國應(yīng)該如何支持新興戰(zhàn)略產(chǎn)業(yè)的一個(gè)范例,其發(fā)展或?qū)⒊蔀樾袠I(yè)成敗的一個(gè)標(biāo)桿。這也是本文研究的目的之一。筆者通過查閱大量文獻(xiàn)報(bào)道,產(chǎn)業(yè)知名研究機(jī)構(gòu)調(diào)研報(bào)告,并親自與三安中層、高層人員訪談,獲得大量第一手資料。由外至內(nèi)由宏觀到微觀的分析了目前我國LED市場(chǎng)所處的外部環(huán)境以及三安光電的競(jìng)爭(zhēng)態(tài)勢(shì)。創(chuàng)新的采用安迪六力模型分析了三安光電的競(jìng)爭(zhēng)環(huán)境,其中特別分析了政府補(bǔ)貼對(duì)企業(yè)自主創(chuàng)新的影響,以及未來政府補(bǔ)貼以及政府采購的變化趨勢(shì)。最后基于SWOT系統(tǒng)分析法分析了三安光電的發(fā)展策略。給出建議:三安光電應(yīng)該堅(jiān)持總成本領(lǐng)先戰(zhàn)略,在業(yè)務(wù)層面的策略實(shí)施上要意識(shí)到未來的風(fēng)險(xiǎn),強(qiáng)化縱向一體化,著力建設(shè)產(chǎn)品以及渠道的核心競(jìng)爭(zhēng)力,并提出三安應(yīng)尋求單純制造到服務(wù)型制造的過渡的創(chuàng)新觀點(diǎn)。
[Abstract]:As an important direction of national energy saving and emission reduction, LED is a strategic emerging industry focused on and supported by our country. As a solution to green lighting in the future, LED is expected to be a great deal. Especially in the field of upstream epitaxial chip manufacturing of LED, the capital and technology requirements are very high. In order to support its development, the state has formulated a lot of subsidy policies. Spurred by massive state and local subsidies, upstream has seen explosive growth from 2009 to 2010, announcing a combined investment of tens of billions of yuan in two years, an increase of more than 70 percent, with the intention of launching more than two dozen projects. Demand did not open as expected by 2011 and 2012, with a surge in chip inventories and significant overcapacity. Investment fell back quickly, forming a roller coaster-style industry development curve. Sanan Optoelectronic Co., Ltd. was established in 2001 and entered the LED upstream extension chip industry in 2003. In 2008, it was listed on the backdoor. In a few years, it has developed rapidly, and the market value has reached more than RMB 30 billion at present. However, the development model of Sanan optoelectronics chasing the government dividend and operating through capital is questioned, and the profit model is too dependent on government subsidies, and there are great risks in the future development. To a certain extent, Sanan Optoelectronics has become an example of how to support the new strategic industry in China, and its development may become a benchmark for the success or failure of the industry. This is one of the purposes of this study. Through consulting a large number of literature reports, research reports of well-known industry research institutions, and personal interviews with middle and senior officials in San'an, a large number of first-hand data were obtained. From outside to inside, the paper analyzes the external environment of LED market and the competition situation of three A Optoelectronic. This paper analyzes the competitive environment of Sanan Optoelectronics by using the Andy six Force Model, especially analyzes the influence of government subsidies on independent innovation of enterprises, and the trend of government subsidies and government procurement in the future. Finally, based on the SWOT system analysis, the development strategy of three A photoelectric is analyzed. It is suggested that Sanan Optronics should adhere to the overall cost leading strategy, realize the future risks in the implementation of the strategy at the business level, strengthen vertical integration, and focus on building the core competitiveness of the products and channels. It also puts forward the innovative viewpoint that San'an should seek the transition from pure manufacturing to service manufacturing.
【學(xué)位授予單位】：上海交通大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2014
【分類號(hào)】：F426.6

【相似文獻(xiàn)】

相關(guān)期刊論文 前10條

1 陳平;;三安光電 綠色照明龍頭[J];證券導(dǎo)刊;2009年06期

2 周思立;;三安光電 擴(kuò)產(chǎn)走上光明大道[J];證券導(dǎo)刊;2011年05期

3 楊陽;;三安光電:獲機(jī)構(gòu)大舉買入[J];股市動(dòng)態(tài)分析;2012年39期

4 ;三安光電:行業(yè)洗牌加速公司成長(zhǎng)[J];股市動(dòng)態(tài)分析;2012年08期

5 趙團(tuán)結(jié);;見微知著:透視企業(yè)財(cái)務(wù)報(bào)表的利器——基于三安光電三年一期財(cái)報(bào)的利潤(rùn)分析[J];新會(huì)計(jì);2012年10期

6 ;三安光電擬募資不超過33億元建蕪湖光電二期項(xiàng)目[J];建材發(fā)展導(dǎo)向;2013年03期

7 ;LED龍頭三安光電3個(gè)月獲6.7億政府補(bǔ)貼[J];廣告大觀(標(biāo)識(shí)版);2011年04期

8 ;三安光電:LED業(yè)務(wù)前景光明[J];股市動(dòng)態(tài)分析;2014年15期

9 黃楷書;;融資春風(fēng)暖企業(yè)[J];人民政壇;2009年10期

10 ;心中有數(shù)[J];領(lǐng)導(dǎo)決策信息;2011年48期

相關(guān)重要報(bào)紙文章 前10條

1 本報(bào)見習(xí)記者 彭飛　本報(bào)記者 陳捷;三安光電：光與電的躍動(dòng)和迷蒙[N];上海證券報(bào);2009年

2 本報(bào)記者 胡瀟瀅;三安光電凈利潤(rùn)增長(zhǎng)逾兩倍 120億巨額投資審批手續(xù)尚在辦理中[N];證券日?qǐng)?bào);2010年

3 證券時(shí)報(bào)記者 張珈;三安光電組建合資公司發(fā)力光伏產(chǎn)業(yè)[N];證券時(shí)報(bào);2010年

4 記者 阮曉琴　編輯 李小兵;三安光電未簽訂11.8億美元大單[N];上海證券報(bào);2010年

5 記者 梁紅兵;安徽三安光電蕪湖產(chǎn)業(yè)化基地一期投產(chǎn)二期開工[N];中國電子報(bào);2011年

6 本報(bào)記者 賈麗;兩年掀起三輪融資旋風(fēng) 三安光電募投項(xiàng)目備受質(zhì)疑[N];證券日?qǐng)?bào);2011年

7 記者 孫燕飚;庫存隱憂 三安光電高層換血[N];第一財(cái)經(jīng)日?qǐng)?bào);2011年

8 記者 溫婷　陳捷 編輯 王曉華;三安光電 規(guī)模化不可妄為 人才至關(guān)重要[N];上海證券報(bào);2010年

9 記者 徐銳;10轉(zhuǎn)12派2 三安光電再推高送轉(zhuǎn)[N];上海證券報(bào);2011年

10 記者 孫燕飚;三安光電去年獲18.29億元補(bǔ)貼[N];第一財(cái)經(jīng)日?qǐng)?bào);2012年

相關(guān)碩士學(xué)位論文 前2條

1 李山;三安光電LED業(yè)務(wù)發(fā)展策略研究[D];上海交通大學(xué);2014年

2 趙奕清;基于哈佛分析框架下三安光電財(cái)務(wù)報(bào)表分析[D];廈門大學(xué);2014年

，

本文編號(hào)：2328913