Recently, a number of LED listed companies or listed companies that are also engaged in the LED business announced the first-half performance forecast, and the companies with pre-increased performance accounted for the majority. Among them, Huacan Optoelectronics, Zhouming Technology, Lianjian Optoelectronics, and Weiwei Co., Ltd. have net profit growth of 185-215, 82.97-112.65, 247.61-270.78, and 148.65-year, respectively. 175.77. From the specific situation of each company, the downstream application demand of the LED industry in the first half of 2014 continued to be strong since last year, and this demand has been transmitted to all parts of the entire industry chain, including the packaged components and glue in the middle reaches. , packaging equipment, upstream epitaxial chips, sapphire, MOCVD equipment. The sales of various companies are steadily increasing, but due to the combined effects of various factors such as price war, cost and channel development, the final profits are different. But sales growth is certain. This is also a consensus in the LED industry. At the recent G20-LED lighting summit, the CEOs of the participating companies all said that since 2014, driven by the rapid growth of downstream lighting application demand, the entire LED industry application field has been presented. Rapid growth and even explosive growth trends have also driven the production and sales of the midstream in the industrial chain. But at the same time, it is also considered that the current LED industry, especially the LED lighting industry is booming, is an excellent opportunity, but not all companies can share the glory. The profit growth brought about by the expansion of the M&A expansion has been evident in the first half of this year. Liad, Lianjian Optoelectronics and other companies have benefited a lot. Liard’s semi-annual performance forecast indicates that during the reporting period, the performance range increased by Beijing Liade Video Technology Co., Ltd. (the Beijing Interconnected Yida Technology Co., Ltd. acquired by the company in November 2013). June results, Shenzhen Jinda Lighting Co., Ltd. (has been completed in May 2014) May-June performance. For Lianjian Optoelectronics, 70% of the growth in performance was mainly due to the acquisition of Sichuan Timeshare Advertising Media Co., Ltd., which began to be included in the consolidated statement in May, resulting in a net profit increase of 20 million to 21 million yuan. The total profit is only 3,000-32 million yuan. The continued fierceness of the export market has also added a lot to the performance of listed companies in the first half of the year. The relevant person in charge of Zhouming Technology said that in the first half of the year, the company increased its expansion and investment in the foreign trade market. The export orders increased significantly compared with the same period of last year, and the export income also increased accordingly. In the first half of the year, LED lighting business revenue growth is expected to be close to 95, and the overall situation has remained stable. Zhang Haozhong, deputy general manager of Sunlight Lighting, a member of the G20-LED Lighting Summit, revealed that the company has increased its revenue by continuously strengthening its overseas markets in Europe, Oceania and the United States. However, it is worth noting that in the first half of the year, there were still many companies' non-recurring gains and losses and government subsidies accounting for a large proportion of the company's net profit. This also shows that during the period of rapid growth in LED demand, competition is more intense, and some enterprises are profitable. The ability has not improved significantly.
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