LED penetration in home lighting is very low, and the price is about 2-3 times that of ordinary lamps. With the decline in prices and the arrival of subsidy policies, the penetration rate of LEDs will become higher and higher, and the market will become more and more recognized. It is now time for the outbreak. The capital market has never lacked a story, and NVC lighting has been revived, but it is difficult to shake the whole industry's economic recovery. Wind data shows that since August, Shenwan Electronics has risen 8.20, ranking first in all sectors, while in all secondary industries of Shenwan Electronics, LED is leading the gains of 11.35. Many industry insiders said that the release of brilliant performance in the LED industry and the growth in the future are important reasons for the rebound in the sector. The continuous improvement of the penetration rate of LED lighting has enabled the industry to develop faster. At the same time, a number of listed companies have begun to deploy, involving LED in the middle and lower reaches of various fields, whether the capital can create a feast, still waiting for the market to be announced. Stocks led the rise, and there was no loss in the industry. In early August, NVC lighting broke out again, and the entire market was in vain. However, this LED industry's farce has not affected the market's attitude towards the entire sector. In contrast, Shenwan Electronics has stepped out of the gorgeous market line and ranked first among all Shenwan industries. The LED industry's secondary industry LED is one of the important leaders. Wind data shows that since August, Shenwan Electronics has risen 8.20, significantly ahead of the second public sector of 5.83, while in the secondary industry of Shenwan Electronics, LEDs are among the top gainers, up to 11.35, only behind In the semiconductor material sector. The time span was relaxed to the beginning of the year. The Shenwan Electronics sector rose 32.50, ranking fourth in all Shenwan industries, while the LED sector rose 39.15. In fact, LEDs have had seasonal fluctuations in the past because the previous LED demand was mainly TV backlighting, TV sales are seasonal, and the holidays and the Spring Festival are selling well, so the industry is also fluctuating during these times. But now, from the downstream point of view, the proportion of lighting has exceeded the backlight. In the off-season of TV sales, LED companies can also release their results. A new wealth analyst in the electronics industry in China. Since August, a number of LED industry listed companies, under the leadership of the national chip leader, have surrendered brilliant half-year results. On July 31, Sanan Optoelectronics released the semi-annual report for 2014. In the first half of the year, the company realized an operating income of 2.177 billion yuan, a year-on-year increase of 30.03. The net profit attributable to shareholders of listed companies was 666 million yuan, a year-on-year increase of 43.87. The basic earnings per share for the year was 0.42 yuan, compared with 0.32 yuan in the same period of last year, an increase of 31.25. Last year, 7 LED companies including Lehman Optoelectronics, Alto Electronics, Guoxing Optoelectronics and Hongli Optoelectronics announced the 2014 semi-annual report. Including Sanan Optoelectronics, all 8 companies' operating income and net profit increased significantly compared to the same period last year. Among them, Huacan Optoelectronics' operating income and net profit led the year-on-year growth rate, reaching 172.19 and 239.24 respectively. In addition, from the first half of 2014 performance forecast released by the previous LED industry company, in the first half of this year, none of the 21 LED companies Losses, except for the net profit of the five companies may decline, the net profit of the remaining 16 companies is expected to grow. Among them, Huacan Optoelectronics, Zhouming Technology, Lianjian Optoelectronics, Weiwei and other companies' net profit attributable to shareholders of listed companies in the first half of the year doubled year-on-year, up 239.24, 111.16., 247.61 (estimated lower limit) and 148.65 (estimated lower limit) respectively. ). At the same time, this year's LED listed companies changed the performance cycle of increasing revenues without increasing profits. According to the data, in the same period of 2013, Sanan Optoelectronics' operating income increased by 22%, while net profit decreased by 0.7; Hongli Optoelectronics' operating income increased by nearly 24, net profit has fallen by 30. Sanan Optoelectronics semi-annual report said that during the reporting period, the company's LED chip products in short supply, the business layer to expand capacity as a matter of urgency. On the one hand, it improves the effective operation efficiency of equipment, and at the same time adds equipment, and is also actively seeking other ways to increase production capacity. The industry insiders close to Sanan Optoelectronics said that the continuous growth of LED lighting has made Sanan Optoelectronics' demand for chips strong, and there is no slowing trend. Lighting explosion, the upstream and downstream of the capital to prepare for the actual battle, LED can be roughly divided into three areas: upstream chip, midstream package, and downstream application. According to industry insiders, at present, there are three main applications: lighting, backlight and display. The display is now saturated, with an annual growth of about 10-30, TV backlight growth is not large, and LED lighting is exploding. At the beginning of last year, the National Development and Reform Commission, the Ministry of Science and Technology and other six ministries and commissions jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan", which clarified that the annual output growth of LED lighting energy-saving industry will increase by about 30, and in 2015 it will reach 450 billion yuan, of which 180 billion yuan will be used for LED lighting applications. . At the same time, the subsidy policy for energy-saving lamps released in 2008 is coming to an end this year. In the eyes of the industry, the follow-up subsidy plan is likely to be implemented on LEDs. Next, the country will cancel the subsidy for energy-saving lamps, which is certain, because LEDs are now more energy-efficient than energy-saving lamps, and then they must be supplemented with LEDs. The new wealth analysts mentioned above. Close to the Guangzhou Lighting Association, the reporter said that the subsidy for energy-saving lamps is indeed to be canceled, and then the LED will be subsidized, and it is directly subsidized to the manufacturers. In fact, LED lighting has entered the Chinese market for many years, but due to the high technical requirements and price factors, the market penetration of domestic LED lighting is still low, and it is still mainly used in landscape lights, street lights and public places lighting. The penetration rate of LED in home lighting is very low and low. At best, it is a few points, 10 is not, and the price is about 2-3 times that of ordinary lamps. With the decline in prices and the arrival of subsidy policies, the penetration rate of LEDs will become higher and higher, and the market will become more and more recognized. It is now time for the outbreak. The new wealth analyst said. It is said that unlike the so-called smart homes of the previous concept hype, Ruifeng Optoelectronics is committed to intelligent lighting and has better industrial support. Industry insiders close to Ruifeng Optoelectronics said that this year's revenue from Ruifeng LED lighting has been several times backlit, and this is not cyclical and should continue. The outbreak of the LED lighting market also led to the growth of the mid-stream packaging, upstream chips and even the entire industry, resulting in major changes in the market structure. Half of the LED listed companies began to capitalize, involving all aspects of the upper and lower parts, and responded to increasingly fierce competition. Since the beginning of this year, Sanan Optoelectronics has signed cooperation agreements with Hongli Optoelectronics, Jufei Optoelectronics and Guoxing Optoelectronics. The three companies will purchase LED chips from Sanan Optoelectronics in the next three years. The transaction amount in the first year will reach 280 million and 200 million respectively. And 250 million. Hongli Optoelectronics, Jufei Optoelectronics, and Guoxing Optoelectronics are LED packaging companies, and cooperate with Sanan to ensure the supply of raw materials. In the semi-annual report, Sanan Optoelectronics said that the company's LED chip products are in short supply, and the business layer has expanded its production capacity as a top priority. On the one hand, it improves the effective operation efficiency of equipment, and at the same time adds equipment, and is also actively seeking other ways to increase production capacity. On July 25th, Ganzhao Optoelectronics signed an Investment Agreement with the Xiamen Torch Hi-Tech Industrial Development Zone Management Committee. It is estimated that the total investment will reach 5 billion yuan, and the new scale will be 100 MOCVD, in order to expand the company's LED chip production capacity. Ruifeng Optoelectronics announced on August 4 that it plans to use its own funds to invest in lighting LEDs (including EMC products, LED filaments and small and medium power LEDs) and full-color LEDs, with a total investment of over 400 million yuan, and layout of downstream lighting. Wanrun Technology announced a fixed-income plan on August 14th. The proposed fund raising will not exceed 711 million yuan, which will be used to acquire the equity of Sunshine Optoelectronics 100 and supplement the working capital, thereby entering the LED advertising signage lighting market. In addition, in the LED industry, Weiwei, Lianjian Optoelectronics, Guoxing Optoelectronics, and Dehao Runda are still in suspension, and the latest announcements indicate that major issues are being planned.
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