Lehman Optoelectronics relocated Huizhou to attract labor disputes

[High- tech LED reporter report] On the evening of October 17, an insider broke the news that Lehman Optoelectronics (300162.SZ) had a physical conflict between an internal employee and an external porter hired by the company at the company headquarters in Shenzhen, resulting in three The company's employees were injured, and 23-year-old Ms. Liu is still lying in hospital for treatment.

       However, the incident did not stop. On the morning of October 18, dozens of Lehman employees gathered in front of the company's factory to protest and asked the company to give reasonable explanations and related compensation to the three injured employees. As of press time, Lehman Optoelectronics internal staff revealed that the company's management had reached an agreement with the relevant employees on the compensation plan on the evening of the 18th.

       Although the above dispute has come to an end, the fuse of the whole incident is the labor conflict caused by Lehman Optoelectronics' previous plan to relocate part of the production line of the packaged device division to the Huizhou base. This issue has not been completely resolved due to the interests and emotions of employees. For Lehman Optoelectronics, 0.625 times the economic compensation for the relocated employees. According to industry insiders, according to the law, the compensation should be N+1 times.

        “Relocation of Huizhou not only faces a new city, but the salary there is not guaranteed.” An old employee said that since the beginning of this year, the salary of his department has been suppressed by the company. Nearly 200 employees in the company's packaged device division are reluctant to relocate, including dozens of senior employees with more than five years of service.

       According to the reporter, Huizhou Lehman Optoelectronics LED Industrial Park covers an area of ​​33,233 square meters and a total construction area of ​​52,000 m2. At present, the base has not been officially put into production, and in order to complete the relocation work as soon as possible, the company hired the mover to “relocate” overnight, and the result was the physical conflict between the employees described at the beginning of the article. For the attitude of the company executives sitting idly by, the above-mentioned employees said that they must discuss a statement and claim compensation for the injured.

       According to an employee of the packaging department, the labor disputes and compensation involved were only over one million yuan. Reasonable compensation of more than 1 million yuan is not a big figure for Lehman Optoelectronics, but the company's top management did not immediately take any measures to appease employees.

       When the reporter called the high-level related to Lehman Optoelectronics, the other party said that it is not convenient to disclose any information at present. The chairman of the company, Li Mantie, has been in a state of no answer.

       In fact, the sluggish LED market this year has caused Lehman Optoelectronics to bear tremendous operational pressure.

       According to the report of the High-tech LED Industry Research Institute (GLII), the price of domestic white LED lamp beads has dropped by 20% in the first half of this year. The rapid decline in the price of packaged devices means re-integration and cost reduction for medium and large package companies; for small businesses, it means meager profit and life.

       "Since last year, the profit of packaging devices for display screens has fallen to the bottom." Xiao Wenyu, general manager of Amp Optoelectronics, is deeply impressed by the current state of the industry chain. Display companies cannot reduce costs from packaging, and packaging companies cannot Cost savings in common raw materials, processes, and management.

       Lehman Optoelectronics entered the GEM as early as 2011, and was one of the earliest listed LED companies. However, the company's performance in the past two years is not outstanding. Although the operating income in 2011 reached 240 million yuan, an increase of 27.97%, the net profit attributable to shareholders of listed companies decreased by 15.03% year-on-year, and the gross profit margin was only 17.39%. In the first half of 2012, Lehman Optoelectronics' operating income was 148 million yuan, a year-on-year increase of 21.50%, but the gross profit margin was only 13.67%, down 3.7% from the same period last year.

       “For a company with LED packaging and display as its main business, 17.39% of the gross profit margin is far lower than that of its peers.” A brokerage analyst who has long been concerned about LED listed companies said that the scale of revenue is In the case of Guoxing Optoelectronics (002449.SZ), its operating income in the first half of 2012 was three times that of Lehman Optoelectronics.

       In order to rapidly expand the scale of the company, in 2011 Lehman Optoelectronics raised 605 million yuan to establish LED Industrial Park, of which 143 million yuan was invested in high-brightness LED package device expansion project, high-end LED display and LED lighting energy-saving product expansion project.

       The above Huizhou base is one of the fundraising projects. At this point, the Lehman Optoelectronics LED industry chain has expanded from LED display packaging to LED lighting applications.

       However, market progress has not been smooth.

       “In 2008 and 2009, Lehman Optoelectronics' packaging technology has certain competitiveness in the market. Even if the price is high, there is still a market.” Industry insiders said that with the increase and scale of domestic LED packaging companies in the past two years The effect is highlighted, the price war has been inevitable, and in terms of product technology, the technical level of Lehman Optoelectronics' white light-level packaging has been opened by the first few major packaging companies in China.

       As of press time, a netizen named langtaoshi posted a post about the Lehman Optoelectronics relocation event. The content is as follows:

Lehman Optoelectronics Factory will move to Huizhou, and employees who do not go to Huizhou will be allocated to the Lighting Division. There are almost no orders for this production line. The number of people who did not move to Huizhou this time was about 160. How to arrange?

Lehman did this in order not to pay N+1 financial compensation in accordance with the law. The factory employees stayed on the factory yesterday, and they collectively sat down to protest! However, the factory and the last night, swearing in the dark, have caused several people to be injured! The employees were very angry and said that they were fully prepared tonight and confronted the hitters! That could be a bigger bloody conflict!

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