The cold dew has passed, and winter is coming!
At the turn of the autumn and winter when the cold is getting stronger, a series of exciting news has come from China's laser industry: a number of laser companies have won large orders before the cold winter comes——
On the evening of October 7, Deer Laser announced that it had won a large order of 1.229 billion yuan for photovoltaic equipment, Hymson has made new breakthroughs in its global strategy, and has recently won many "super orders", with the largest amount reaching 1.25 billion yuan, YH Technology has won large orders from Korea leading customers, Li Yuanheng has successfully won large orders from United States customers, and Focuslight Technology has successfully obtained an official fixed-point letter from a European customer, with a demand of about 150,000 sets......
The signing of these large orders has resisted the cold wind of the market to a certain extent and brought a warm feeling to the future development of the laser industry. This not only shows the wide application and market demand of laser technology in the world, but also reflects the outstanding strength of Chinese laser companies in technological innovation, market expansion and global layout.
1
Deer Laser won a large order of 1.229 billion yuan for photovoltaic equipment
On the evening of October 7, Deer Laser (300776) announced that the company and its subsidiaries signed the "Procurement Contract" with leading photovoltaic enterprises and their entities under the same control, with a total contract amount of about 1.229 billion yuan (excluding tax), accounting for 76.36% of the company's audited main business income in 2023. The signing of this order is undoubtedly a further consolidation of Deere Laser's leading position in the field of photovoltaic laser equipment.
As a leader in the field of photovoltaic laser equipment, Deere Laser has always focused on the design of precision laser processing solutions and the R&D, production and sales of supporting equipment. The subject of this order is "laser equipment and transformation", which involves the upgrading and transformation of laser equipment and related technologies, which will help improve the production efficiency and product quality of photovoltaic enterprises.
It is worth mentioning that DEERE Laser has always maintained a leading position in technological innovation. In the first half of this year, the company's R&D investment increased again, and the proportion of R&D expenses in revenue reached 15.41%, a year-on-year increase of 44.56%. At the same time, the company also invested in the construction of the third phase of the R&D and production base project in Wuhan East Lake High-tech Zone to expand the production line of complete sets of laser packaging equipment for photovoltaic modules and add a new semiconductor laser equipment production plant. These measures have won the favor of leading enterprises in the industry, and also laid a solid foundation for the company's future development.
The market generally believes that the signing of this order is closely related to the technological iteration and upgrading of the photovoltaic industry. With the intensification of competition in the photovoltaic industry and the continuous innovation of technical routes, Deere Laser has successfully won the trust and support of leading enterprises in the industry by virtue of its profound accumulation in laser technology.
2
Hymson Global Strategic Breakthrough Repeatedly Won "Super Orders"
As a leading manufacturer of laser and automation equipment in China, Hymson has recently obtained "super orders" from a number of leading enterprises, including the signing of strategic cooperation with leading customers in the field of energy storage in North America and the signing of equipment procurement framework contracts with Jiangsu Xinjie Energy.
On September 2, Hymson officially held a strategic cooperation signing ceremony with leading customers in the field of energy storage in North America.
On the evening of August 12, Hymson announced that Jiangsu Xinjie plans to purchase 2GWh battery automatic production line equipment from the company, with an estimated purchase amount of about 400 million yuan.
On August 8, Hymson announced that it had won the bid for the procurement project of power battery laser and automation-related equipment for overseas leading car customers, with a bid amount of up to 1.25 billion yuan.
The signing of these orders not only reflects the high recognition of Hymson Technology's R&D strength and product quality by international customers, but also lays a solid foundation for the two parties to work together to enter the global high-end market of new energy.
It is worth mentioning that Hymson has made remarkable achievements in overseas markets. As early as 2019, the company became a supplier of United States car giants, and gradually established 8 overseas subsidiaries in North America, Europe, Japan and South Korea. The establishment of this global service system enables Hymson to respond to the needs of overseas customers more quickly and accurately and provide customized solutions.
3
YH Technology won a large order from a leading customer in Korea
Recently, YINGHE Intelligence, a subsidiary of YINGHE Technology, which has been deeply involved in the lithium battery intelligent equipment industry for many years, successfully developed a new generation of 21700 laser winding all-in-one machine with a leading customer in Korea, and won the customer's mass production order for this model. Previously, YH Technology has become the sole supplier of 21700 winding equipment for the customer's Malaysia factory.
YINGHE Technology's laser winding series equipment stands out in the market because of the advantages of high precision, high efficiency and high stability. The new generation of 21700 laser winding machine developed this time can not only ensure the accurate cutting of battery tabs, improve the consistency and safety of batteries, but also realize fully automated production, reduce labor costs and improve production efficiency. These advantages make YINGHE Technology stand out in the fierce market competition and win the favor of Korea's top customers.
YH Technology said that the signing of this order not only demonstrates the innovation ability and market competitiveness of YH Technology in the field of laser equipment, but also lays a solid foundation for its further expansion of overseas markets. In the future, YINGHE Technology will continue to increase R&D investment, improve product quality and service levels, and provide better laser solutions for global customers.
4
Li Yuanheng successfully won large orders from United States customers
Li Yuanheng also has good news in the near future - recently, Li Yuanheng successfully won the favor of United States customers and won the module line equipment project.
As a leading enterprise in the field of new energy equipment, Li Yuanheng has successively established subsidiaries, branches or offices in Germany, Poland, Switzerland, United Kingdom, United States, Canada, Korea, Japan, India, Indonesia and other countries, and expanded and established R&D centers, service centers and production bases. This global presence enables Lee to respond more quickly to customer needs and provide a full range of services.
The successful winning of the module line equipment project of the United States customer is another example of Li Yuanheng's outstanding performance in the field of battery manufacturing. Lee Yuen Hang will provide United States customers with a full range of services including product design, manufacturing consulting and equipment commissioning.
This project will further enhance the visibility and influence of Li Yuanheng in the global market through the close collaboration of Li Yuanheng's global team to complete the design and production of equipment in Canada and China.
5
Focuslight has received another large order from a European customer
On the evening of October 16, Focuslight announced that the company successfully obtained an official designation letter for the latest generation of LiDAR line spot emission module project from a well-known European automotive Tier1 customer (code: AG).
It is reported that the fixed-point letter clarified that AG selected Focuslight to develop and mass-manufacture the linear spot emission module products required for its LiDAR project, and agreed in detail on the supply price, predicted supply quantity, project investment amount and payment method. What's even more exciting is that the end car customers of this designated project are world-renowned European car companies, and the mass production time is expected to be 2027, and the demand for about 150,000 sets in the life cycle is as high as 150,000 units.
It is worth noting that this is the second mass production designated project won by Focuslight since it was designated for AG's first LiDAR line spot emitting module project in December last year. This not only proves that Focuslight's product technology and quality in the field of online spot emission modules have reached the international leading level, but also indicates that the company's competitiveness in the lidar market will be further enhanced.
Focuslight said that the success of the designated project will have a positive impact on the company's operating performance. At the same time, as a qualified supplier of AG, Focuslight is actively expanding more cooperation projects with AG, and is expected to obtain more potential project designations in the future, injecting new impetus into the company's sustainable growth.
The acquisition of this fixed-point project has undoubtedly injected strong confidence and impetus into the development of Focuslight, and also made us look forward to Focuslight's future performance in the field of lidar.
6
The challenges and dawn of the laser industry in the cold winter
In fact, in addition to the large orders disclosed by the above-mentioned companies, other Chinese laser companies have also recently received a lot of orders of different sizes. These orders cover photovoltaic, lithium battery, 3C and other fields, further demonstrating the wide application and strong strength of China's laser industry in technological innovation and market expansion.
However, in the context of the increasing uncertainty of the global economic environment and the increasingly serious involution phenomenon of the laser industry, China's laser industry is facing unprecedented challenges. Although a number of major laser manufacturers have recently successfully won large orders, even super orders, and overseas market expansion has also achieved certain results, these positive signals have not completely dispelled the haze in the industry.
According to the analysis, at present, the turbulence of the global economic environment has led to weak market demand, and the laser industry has generally seen a dilemma of reduced orders, reduced profits and lack of confidence. In the face of this situation, China's laser industry needs to keep a clear head, not only cherish the hard-won orders and market opportunities, but also actively respond to the involution phenomenon in the industry to avoid falling into vicious competition. In addition, enterprises need to continue to increase R&D investment, improve product performance and quality, and strengthen market expansion and brand building to enhance international competitiveness.
At the same time, government departments and all walks of life should also give more attention and support to the laser industry, through policy guidance, financial support, etc., to help enterprises tide over difficulties and promote the sustainable and healthy development of the industry. Only when all parties work together to meet the challenges can China's laser industry usher in a better spring in the cold winter.
Source: Laser Manufacturing Network Editor: Eleven Lang
Reprinted by Chen Changjun of the Yangtze River Delta G60 Laser Alliance