1 73 74
75 97 2018 12 28
7
2018 11 12
24
2018 12 11
..................................................................... ii
................................................................ 1
........................................................ 74
.............................................................. 75
...................................................... 98
...................................................... 102
.......................................................... 111
–i–
BOM (bill of materials)
(A) (B) (C) (D)
(E) (F) (G)
(H)
61.3835% 25.1293%
– ii –
H
2018 12 28
– iii –
– iv –
2018 12 6
–v–
23.05%
– vi –
571
SMT SMT SMT (Surface Mounted
Technology)
SMT
T-CON (timing controller board)
%
– vii –
05
1 2
7
210033
I.
2018 11 7
(i)
(ii) (iii)
(iv)
–1–
II.
1.
2015 11 12 2015 12 10
2015 12 28 2018 12 27
2016 1 1 2018 12 31
2018 12 27 2018 12 31
2018 11 7 2018 11 7
6.93%
–2–
2.
2016 1 1 2019 1 1
2018 12 31 2021 12 31
(A) 222,000 160,000
(B) 2,333,000 2,100,000
2015 12 28
2018 12 27
(C)
500,000 500,000
600,000 600,000
–3–
2016 1 1 2019 1 1
2018 12 31 2021 12 31
(D) 7,000 13,000
(E) 103,000 80,000
(F) 3,000 3,000
(G) 2,000 2,000
(H) 3,000 3,000
3.
(A)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
–4–
5.
SMT
6. 222,000,000
7.
8.
–5–
2014 5 12
(GB50500-2013)
14%
2014 6 18 [
2014(299) ]
2014 35
4-3
–6–
500
SMT
120
SMT
http://cn.made-in-china.com/catalog/smttpjg.html
(Made-in-China.com)
SMT
–7–
(1)
http://www.lihua.com/
http://www.njcskc.net/
(2)
–8–
9.
2018 6 2017 12 2016 12
30 31 31
( 55,760 168,670 151,040
222,000 222,000 222,000
(
(%) 25.12 75.98 68.04
10. 222,000,000
160,000,000
(1)
(2)
301 301
(3)
–9–
6,200
(1)301
301
1,800
8,200 (2)
6,200
(3)
1,800 6,900
– 10 –
(B)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
5.
T-CON
6. 2,333,000,000
– 11 –
7.
2009 8
6 TFT LCD
138
9 2012
11 8.5 TFT
LCD
291.5 2015 12
G8.6
280
12
– 12 –
8.
– 13 –
(1)
13% 17%
2017 2018
– 14 –
(2)
T-CON
BOM
SMT T-CON
SMT
SMT
SMT
SMT
http://cn.made-in-china.com/catalog/smttpjg.html
(Made-in-China.com)
– 15 –
(3)
BOM
– 16 –
SMT T-CON
SMT
9.
2018 6 2017 12 2016 12
30 31 31
605,410 1,219,930 910,760
2,333,000 2,333,000 2,333,000
(%) 25.95 52.29 39.04
– 17 –
10. 2,333,000,000
2,100,000,000
(1)
(2) G8.6
(3) G8.6
2018 1
2017 12
T-CON
SMT
(4)
8.5 TFT LCD
6 TFT LCD
– 18 –
(5)
2013
A
SMT
2,333,000,000 2,100,000,000
233,000,000
(1)
550,000,000 (2)
G8.6
T-CON
SMT
300,000,000
– 19 –
14
16
2025
2020
3
5
2019-2021
38.18% 21/55
31.34% 21/67 31.34% 21/67
2019 55
2018 2017
45
G8.6 8.625
14 2019
4-5
– 20 –
2020 67 2019
22% (1)2020
2019 2020
20,000
Future Market Insights(FMI)
2015-2020
15.4%
2020 2.98
(2)
+
3-5 (3)
8-10
– 21 –
2021 67
2020
– 22 –
1.
T-CON
000727
2017
2016
– 23 –
2.
2018 6
30
75% 71% 70%
AFC\ACC
– 24 –
3.
2018
14
ACC
20
1 AFC
– 25 –
4.
2016-
2020 2025
– 26 –
21
9 12
2015 1,121
2016 910 2017
1,220
9
T-CON
G8.6
G8.6
280 87
12
– 27 –
G8.6
G8.6
T-CON SMT
860
1,150 T-CON
75 90
86,250
– 28 –
(C)
1.
2. 2018 11 7
3.
4. (1)
(2)
5. (1)
(2)
(a)
(i)
500,000,000
– 29 –
(ii)
(b)
(i)
600,000,000
600,000,000
– 30 –
(ii)
(iii)
– 31 –
(c)
– 32 –
(3)
(4)
(a)
(b)
– 33 –
(5)
(6)
(7)
50%
17.50943
55
– 34 –
(8)
(9) (1)
(2)
6. 500,000,000
600,000,000
7.
– 35 –
2018 ZG29362
2018 6 30
8.
(1)
(2)
– 36 –
(3)
– 37 –
9.
2018 2017 2016
6 30 12 31 12 31
314,300 497,720 497,860
500,000 500,000 500,000
(%) 62.86 99.54 99.57
50,000 22,490 0
600,000 600,000 600,000
(%) 8.33 3.75 0
2015 1 1 2014 1 1 2013 1 1
2018 6 2017 12 2016 12
30 31 31
494,448 497,720 497,863
500,000 500,000 500,000
(%) 98.89 99.54 99.57
– 38 –
2016 2017 2018 1 6
10. (1)
500,000,000 (a)
(b)
(2)
600,000,000
(a)
(b)
– 39 –
(D)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
5.
6. 7,000,000
7.
– 40 –
8.
2-3
– 41 –
http://www.jsqczl.com/
http://www.njtmzl.com/news_cont.asp?id=31
215
http://www.ikang.com/nj/
http://nj.ciming.com/
– 42 –
60
http://www.jsmi.com.cn/khfw/sfbzcx.aspx
9.
2018 6 2017 12 2016 12
30 31 31
3,210 6,480 3,870
– 43 –
10. 7,000,000
13,000,000
(1)
(2)
(3)
600
(1)
200
600 (2)
150
300 (3)
150 250
– 44 –
(E)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
5.
6. 103,000,000
7.
– 45 –
8.
(1)
(2)
– 46 –
(1)
(2)
1%
– 47 –
9.
2018 6 2017 12 2016 12
30 31 31
36,950 43,740 47,090
10. 103,000,000
80,000,000
(1)
(2)
– 48 –
(F)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
5.
6. 3,000,000
7.
– 49 –
8.
– 50 –
(1)
http://www.jsqczl.com/
http://www.njtmzl.com/news_cont.asp?id=31
http://www.njzuche.net/
– 51 –
(2)
(a)
(b)
(c)
7
– 52 –
9.
2018 2017 2016
6 30 12 31 12 31
940 1,900 1,770
10. 3,000,000
(G)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
5.
301
6. 2,000,000
– 53 –
7. 7
301
8.
– 54 –
(i)
(ii)
7
– 55 –
9.
2018 2017 2016
6 30 12 31 12 31
0 180 360
10.
2,000,000
(H)
1.
2. 2018 11 7
3. 2019 1 1 2021 12 31
4. (1)
(2)
– 56 –
5.
6. 3,000,000
7.
8.
3
2019 2020
2021
– 57 –
(1)
(2)
(3)
2
9.
2018 2017 2016
6 30 12 31 12 31
0 480 480
10.
3,000,000
(1)
(2)
– 58 –
4.
(1)
(i)
(A) SMT
(B)
(C)
(D)
(E)
(F)
– 59 –
(G)
(H)
(ii)
(B)
(iii)
2014 5 12
(GB50500-2013)
14%
(D)
– 60 –
(2)
(3)
(1)
(2)
(3)
– 61 –
(4)
(5)
(6)
1.
2.
3.
4.
– 62 –
5.
6.
1.
2.
3.
4.
5.
6.
7.
8.
– 63 –
(1) 31
32 33
(2) 34
(3)
50%
(4)
50%
(5)
(6) 50%
(7)
50%
(8) 1
(9) 30% 3
10%
(10)
– 64 –
(11)
(12)
5.
1996
2012
– 65 –
2018 11 7
– 66 –
6.
6.93%
25%
14
5% 10,000,000
14A
14A.90
– 67 –
5%
10,000,000
25% 14A
25%
14
5%
14A
A
– 68 –
7.
2019 12 31 2020 12 31
2021 12 31
8.
– 69 –
2017
1988 3 15
4 21
2000 11 6
2001
L0014H211000001
17.50943 61.3835%
– 70 –
2017 12 31 172.64
13.14 2017 3.44 3.57
2.85 2018 6 30
56.74 12.39 2018 1-6
1.85 2.18 1.58
III.
2018 12 28
7
2018 11 12
2018 11 29 2018 12 28 H
H
2018 11 28
183 46
14A
23.05%
100%
6.93%
72.19%
– 71 –
0.00028%
IV.
V.
13.39(4)
www.hkexnews.hk
www.panda.cn
VI.
74
75 97
– 72 –
VII.
2018 12 11
– 73 –
14A.40
75 97
2018 12 11
– 74 –
88
173
12 1209
2018 12 11
2015 11 12 2015 12 10
2015 12 28 2018 12 27
2016 1 1 2018 12 31
– 75 –
2018 12 27 2018 12 31
(i)
(ii)
(iii)
2017 10 13
– 76 –
13.80
– 77 –
1.
2018 6 30 2017 12 31
2018 6 30 2018
2017 12 31 2017
2018 2017 2016
6 30 12 31 12 31 2016
2017
%
1,993,629,769.74 4,191,928,908.95 3,702,763,356.54 13.21
87,871,639.08 175,817,816.44 137,128,477.20 28.21
76,043,048.44 156,171,264.33 169,009,661.65 (7.60)
– 78 –
2018 2017 2016 2016
6 30 12 31 12 31 2017
%
1,236,030,059.02 1,328,745,296.50 1,301,802,896.46 2.07
6,086,728,066.45 5,665,503,486.59 5,239,976,417.98 8.12
2017 12 31 2017
41.9 175.82 2016 12 31
13.21% 28.21%
2018 6 30 12.4
60.9
– 79 –
1996
2012
– 80 –
2.
(A)
2018 11 7
2019 1 1 2021 12 31
(i)
(ii)
SMT
2021 12 31 160
– 81 –
2015 11 12
(B)
2018 11 7
2019 1 1 2021 12 31
(i)
(ii)
T-CON
2021 12 31 2,100
2015 11 12
– 82 –
(C)
2018 11 7
(i)
(ii)
500,000,000
2015 11 12
– 83 –
8.
14A.56
2016 2017
(i) (ii) (iii)
(i) SMT
(ii)
Made-in-China.com
Made-in-China.com Made-in-China.com
2017 12 31 Made-in-China.com 2017 12
31 17,000
– 84 –
13% 17%
(i) 2017 12 31
2016 12 31 14.2% 14.4% (ii)
2014 5 12
GB50500-2013 14%
– 85 –
(i) (ii)
(iii)
– 86 –
– 87 –
3.
3.1
(i) 2017 12 31 2018 6 30
(ii)
2021 12 31
2016 2017 2018
12 31 12 31 12 31
151,040 168,670 55,760
222,000 222,000 222,000
(%) 68.04 75.98
2019 2020 2021
12 31 12 31 12 31
160,000 160,000 160,000
2018 6 30
2021 12 31
(A)
10.
2016 12 31 2017 12 31
68.04% 75.98% 2021 12
31 2018 12 31
27.9%
– 88 –
2018 12 31
301 301
301
2021 12 31
(i)
52% (ii)
44%
3.1.1
301 80%
301
301
301
301
– 89 –
301
20 301
(i)
(ii)
(i) (ii) 301
301 (iii)301
301
3.1.2
2019 12 31
90%
2017 12 31 2019
12 31 2017
91% 2019
12 31
2019 12 31
2021
12 31 2019 12 31
– 90 –
3.2
(i) 2017 12 31 2018 6 30
(ii)
2021 12 31
2016 2017 2018
12 31 12 31 12 31
910,760 1,219,930 605,410
2,333,000 2,333,000 2,333,000
(%) 39.04 52.29
2019 2020 2021
12 31 12 31 12 31
2,100,000 2,100,000 2,100,000
2018 6 30
2021 12 31
(B)
10.
2016 12 31 2017 12 31
39.04% 52.29%
2021 12 31
2018 12 31 10.0%
– 91 –
2021 12 31
2017 12 31 2021 12 31
58%
G8.6 2019
2021 12 31
(i)LED 79% (ii)
18%
LED (i) G8.6
(ii) (iii)
3.2.1 G8.6
2015 12 G8.6
G8.6 280 12
8.95
T-CON
2016 5 24
G8.6 20 G8.6
7.5 10
– 92 –
2018 2 6
G8.6 2019
2018 10 30
G8.6 2019
12
(i) 50 58
(ii) (iii)
T-CON 50 58
(iv)T-CON 75 90
T-CON
2018
T-CON
T-CON
G8.6 12
50 58
T-CON 75 90 G8.6
– 93 –
G8.6
3.2.2
903 2017 12 19
2018 1 1 2020 12 31
LCD 2020 12 31
756 1,358 1,877
2.02
3.2.3
2017 12 31 2019 12 31
5.33
2019 12 31 2017
97%
2019 12 31
2021
12 31 2019 12 31
– 94 –
2021 12 31
3.3
(i) 2017 12 31 2018 6 30
(ii) 2021 12 31
2016 2017 2018
12 31 12 31 12 31
497,860 497,720 314,300
500,000 500,000 500,000
(%) 99.57% 99.54%
2019 2020 2021
12 31 12 31 12 31
500,000 500,000 500,000
2018 6 30
(C)
10.
– 95 –
2016 12 31 2017 12 31
99.57% 99.54% 2021 12 31
2018 12 31
2018 2018 6 30 (i)
1,236 2017 12 31 1,329 (ii)
756 2017 12 31 1,515
1,992 2017 12 31 2,844 2019
12 31
2019 12 31
2021 12 31
2021 12 31
2021 12 31
2019 12 31
4.
14A.53 14A.59 (i)
(ii)
(iii)
(i) (ii)
(iii)
– 96 –
(iv)
(i)
(ii)
2018 12 11
6 20
– 97 –
2015 2016 2017 12 31
2016 4 25 2015 118 190 2017 4 27
2016 134 283 2018 4 27 2017 140 303
2018 6 30 2018 8 30
2018 37 147
(www.hkex.com.hk) (www.panda.cn)
2018 10 31
290,518,017 95,000,000
69,974,775 195,518,017
2018 10 31
73,222,342 73,222,342
2018 10 31
2018 10 31
– 98 –
411,622 808,456 607,597 813,891
869,550 1,872,204 1,776,969 1,719,086
697,642 1,427,377 1,234,648 1,011,801
11,576 20,374 19,378 29,177
– 99 –
2018 73,849
23.9%
3,000
300
– 100 –
2 2020
7,000
– 101 –
1.
2.
(A)
XV
XV 7 8
352
(%)
2,546 0.00028
– 102 –
(B)
XV 2 3 336
(i)
210,661,444 A 31.36% 23.05%
49,534,611 A 7.37% 5.42%
13,768,000 H 5.69% 1.51%
82,357,867 A 12.26% 9.01%
Lewis Joseph 20,260,000 H 8.37% 2.22%
Tuesday Thirteen Inc. 16,920,000 H 7.00% 1.85%
22,586,000 H 9.33% 2. 47%
– 103 –
– 104 –
(ii)
10%
43.34%
18%
25%
XV 2 3
10%
3.
4.
– 105 –
5.
6.
0.00028%
2017 12 31
7.
2017 12 31
– 106 –
8.
:
2017 9 21 2017 11 30
2017 10 13 2017 9 21 54
2017 11 30
2017
14A
301
A 1–4 1 14–17
( )
1. 301 146,833,106
A
101
2. 301 45,518,484
A
102
3. 301 48,751,648
A
201
– 107 –
( )
4. 301 64,533,887
A
301
5. 301 61,539,082
A
401
6. 301 82,813,132
A
1401
7. 301 82,629,918
A
1501
8. 301 82,630,120
A
1601
9. 301 76,448,920
A
1701
9.
– 108 –
2017
12 31
(C)
[2018] ZG29362
10.
301 18
23
(a)
(b)
(c)
(d)
(e)
(f)
(g)
– 109 –
(h)
(i)
(j)
[2018] ZG29362
(C)
(k)
(l)
(m)
(n)
(o)
11.
(a) 05 1–2
(b) 7
(c)
– 110 –
2018
2018 12 28
7 2018
1. 2018 11 7
2. 2018 11 7
3. 2018 11 7
4. 2018 11 7
– 111 –
5. 2018 11 7
6. 2018 11 7
7. 2018 11 7
8. 2018 11 7
2018 11 12
– 112 –
1. H 2018 11 28
H 183
46 2018 11 28 H
2. H 2018 11 29 2018 12 28
H H 2018 11 28
H
3.
4.
5.
6.
A H
183 46 H
7. 2018 12 8
8.
7
210033
(8625) 8480 1144
(8625) 8482 0729
– 113 –