Gold Infrared no technology also dare to enter the lake raw materials rely on imports into soft rib

Despite the imminent landing of the A-share market, but the mood of the top 002414 executives may not be festive.　　After a series of storms that have just gone through the "IPO moratorium", many questions have been raised about its "lack of core invention patents, the heavy reliance on imports of core components, and the fact that professional technology is not leading". Raw materials rely on imports into a soft rib "high-infrared as a High-tech listed companies, but there is a big weakness, that is, the most important raw material is not produced, but from imports," a Shenzhen private equity researcher said to reporters, "such a production structure has serious hidden danger, that is, the status of the industry's alternative, If a company obtains the exclusive right to import the key raw materials, then the market position of the High German IR will not be guaranteed. "In fact, the gold-IR prospectus also made a detailed disclosure:" The company's product production costs about 90% of the material cost. At present, the production of the required infrared optical system to adjust the main, circuit board, structural parts to entrust the domestic collaboration manufacturers outside the main processing, and about 70% of the production cost ratio of raw materials infrared focal plane detector is now basically to the French Sofradir Company and its subsidiary Ulis company Procurement Imports, The company's important raw material supply exists the risk of import procurement dependence. "In addition, the prospectus also said:" The company produces the required infrared focal plane detectors rely on imports, the 2007-2009 purchase amount is 6,151.150,000 yuan, 12,301 690,000 yuan and 6,921 170,000 yuan, respectively accounted for in the year of the total purchase of the company's 71.32%, 63.42% and 48.97%. There is an important raw material for issuers--the risk of IR focal plane detectors having higher dependence on overseas suppliers. If the supplier can not timely, full, durability of the provision of raw materials, or its deteriorating operating conditions, or changes in business relations with the company, may affect the stability of the company's production and operation. "The private equity people continue to tell reporters:" At present, there are enterprises with a small number of infrared detectors production capacity, but its performance and foreign gap is very large, so such as the high IR infrared instrument manufacturers, most rely on imports of this part, but if this technical bottleneck can be breakthrough, Then the cost of production will be reduced by 50% to 60%, which is also the direction of domestic enterprises to research and development, and in the domestic listed companies, the Big state Technology (002214) is clearly its main competitor. Although the German Infrared 2006-2008 Thermal Imager product revenue composite growth rate of 45.84%, higher than the 39.41% growth rate of the same period. However, from the current situation, the first in the high-German infrared listing of the big state technology, in this technical research and development capabilities, to be significantly ahead of some. "According to the public information, the development of the technology infrared detectors began in 2003, by 2006, has begun to carry out infrared detectors trial production." As of the beginning of this year, after four years of painstaking research and development, Tai Li technology in the more than 10 batches of small batch trial production, some detectors have reached the same type of import detectors, the company plans to carry out in 2011, thousands of alternative mass production, is expected to become a small number of independent production of detectors one of the manufacturers. Do not have a strong research and development ability to worry about "the most worrying is that the face of the technology in the infrared detectors have been achieved, the high-tech IR project, does not include infrared focal plane detector research and development," said the private-equity people in the words of a bit worried, " The project is used to enlarge the production capacity of the IR thermal imaging equipment in the project, and the Infrared Optical Processing Center project is used to produce infrared optical lenses of infrared thermal imager products, and the research and Development and Experiment Center project is used to establish the intelligence room and some laboratories. If the research and development capabilities do not go up, the 45.84% annual composite growth rate will not be protected, and its market position will be challenged, and for our institutional investors, a business if they do not have a strong research and development capabilities, but only rely on external to provide their competitive core products, So the prospect of such a business is certainly not too good. Originally we are still very interested in the enterprise, but through this understanding, I intend to go back to write a report, advising the company not to purchase. "Not only that, it is also worth noting that the 17 domestic and international patents disclosed in the prospectus of the high-red IR are both design patents and utility model patents, the only invention patents obtained are the Japanese Invention patent application rights."　　According to the introduction, the invention patent, the design patent is only to protect the product appearance, and does not involve its most crucial core technology, and the utility model patent also only protects its product certain shape or the structure the new product, is not like the invention patent to all applies this technology the product to be bound. And the anti-gold infrared competitor of the big state Science and technology, now it has obtained the invention of detectors patents, so, at present only master Design patents and utility model patents, and the lack of core invention patent Gao Dehong, its technical advantages are not outstanding. Newspaper reporter Li Go