最近关于OSRAM 佛山工厂罢工的消息刷爆了照明行业的朋友圈。在此期间OSRAM于11月10日通过公司官网发布了最新的财务报表，并同时通报了未来的投资计划。
大手笔投资30亿欧元
预计截至到2020年，累计投资30亿欧元用于技术研发以巩固OSRAM的技术领先地位。其中有10亿欧元用于在马来西亚投资一座新的LED芯片工厂。其中一期投入约有3.7亿欧元。
英文原文如下：
Munich, November 10, 2015
Against the background of the ongoing change in the lighting market, Osram intends to invest a total of around EUR3 billion until and including fiscal 2020 as part of an innovation and growth initiative. Thereof, a total of around EUR2 billion is to be spent on research and development in order to further strengthen Osram's claim for technological leadership and to expand into new markets. Approximately EUR 1 billion should be invested into a new LED chip plant in Malaysia, additionally. This was resolved by the managing board on November 4, 2015. The supervisory board approved this proposal at its meeting on November 10, 2015.
另外在本通知中特别涉及到关于出售佛山照明股权部分内容。
报告原文如下：
Sharp rise expected in net income and the return on capital employed (ROCE) due to the gain on the sale of the equity investment in Foshan Electrical and Lighting Co., Ltd. (FELCO). Preliminary prior year levels were EUR171 million and 8.2%.
OSRAM出售了佛照照明的股份这带来了丰厚的资本回报率。下一步继续出售在中国的部分销售渠道和Lamp工厂，集中精力投入上游研发。一方面在中国出售传统照明市场，另一方面在马来西亚投资新的LED芯片工厂。卖掉不具备技术优势和不贡献丰厚利润的部分向来是国际大厂的惯例。正是OSRAM要出售的部分反而被国内大部分的企业争相抢购，国内企业在国际并购中很少可以购买到真正具有核心价值和具备长期成长潜力的业务部分。
