"Do not increase profits" is still a few degrees in the LED warming
This is by far the largest single-item LED public lighting renovation project in China, and the market has more expectations for the accelerated promotion of LED lighting.
In fact, since the beginning of the year, LED companies have experienced the phenomenon of overtime work. "This year's LED market is the best year. I believe there will be a very good blowout situation. At present, our order quantity is scheduled to be two months later." G20-LED Summit member company Qinshang Optoelectronics (002638.SZ) Zhu Bingzhong always told the "High-tech LED" reporter that this opportunity has not been encountered in the LED industry.
The release of downstream market demand has also been transmitted to the upper and middle reaches of the LED industry chain, and there has been a rare price increase in recent years. Since the beginning of this year, the price of 2-inch sapphire crystal sticks has been rising steadily, from 2.8 US dollars in the trough to 3.2 US dollars. The July quotation began to rise again to 4 US dollars (including tax), excluding tax price 3.6-3.7 US dollars.
According to statistics from the Ministry of Industry and Information Technology, LED production in the first five months of 2013 increased significantly by 46.7% compared with the same period of last year. In addition, various market data show that after the downturn, the LED market is returning to growth.
However, the semi-annual performance forecast of LED listed companies that have been intensively released recently shows that LED companies have not yet emerged from the strange circle of “increasing revenues without increasing profitsâ€.
The 12 listed companies that have announced the semi-annual performance forecast in advance, only the long-party lighting (300301.SZ) in downstream lighting applications and the Ruifeng Optoelectronics (300241.SZ) and Jufei Optoelectronics (300303.SZ) net profit Compared with the year-on-year growth, the net profit of the remaining 8 LED listed companies showed a year-on-year decline.
Part of LED listed companies in the first half of 2013 performance forecast Unit: 10,000 yuan
| the company | Income for the first half of 2013 | Year-on-year increase or decrease | Net profit for the first half of 2013 | Year-on-year increase or decrease | Industry chain |
| Huacan Optoelectronics | Â | Â | 1200-2000 | -46.1%~-67.6% | chip |
| Nanda Optoelectronics | Â | Â | 3000-3800 | -30.57~-45.18% | MO source |
| Dry photo photoelectric | 21263.52-23196.56 | 10%-20% | 4782.72-5420.42 | -15%~-25% | chip |
| Lehman Photoelectric | Â | Â | 1408.06-1609.20 | -20%~-30% | Package, display |
| Lianjian Optoelectronics | Â | Â | 829.20-1055.30 | -30%~-45% | Package, display |
| Hongli Optoelectronics | 30868.61-33440.99 | 20%-30% | 2033.19-2345.99 | -25%~-35% | Packaging, application |
| Ruifeng Optoelectronics | Â | Â | 2387-2785 | 20%~40% | Package, application |
| Jufei Optoelectronics | Â | Â | 5706.18~7075.66 | 25% to 55% | Backlight |
| Chau Ming Technology | Â | Â | 835-1200 | -26.57%~-48.9% | application |
| Rectangular lighting | Â | Â | 3200-4000 | 1.80%~27.25% | illumination |
| Moso Power | 26447.89-27650.07 | 10%-15% | 2072.63-2664.81 | -10%~-30% | Matching |
| Remote photoelectric | Â | Â | 3706-4266 | 0%~15% | Testing Equipment |
“The company's overall operating income has grown rapidly, but due to the decline in product prices and the increase in operating expenses of the new park, the net profit in the first half of the year has declined year-on-year.†G20-LED Summit member company - Hongli Optoelectronics Deputy General Manager and Secretary-General Deng Shoutie Telling the reporter of "High-tech LED", the price of white light device, the main product of Hongli in the first half of the year, was nearly 30% lower than that of the same period of last year.
The price drop is too fast is one of the main reasons for these LED listed companies to reduce the net profit.
The staff of Huacan Optoelectronics Co., Ltd. said that the LED chip market has experienced a gradual price decline compared with the same period last year. Although the number of chip sales exceeded the same period last year, the gross profit still declined.
“Major interest rate has dropped too much, and most of the listed companies are not LED lighting companies. The market demand is mainly from indoor lighting, but this area is not the strength of existing LED listed companies, and the contribution is small.†Zhang Hongbiao, research director of the Industrial LED Industry Research Institute (GLII), believes that the large downstream demand does not mean that the gross profit margin will rise.
Another reason for the decline in profits is that since last year, various LED listed companies have expanded their production or relocated new campuses, and further increased the channel construction, resulting in a substantial increase in various fixed operating expenses and marketing expenses. .
Hongli Optoelectronics moved to the new industrial park office last year, and the Lehman Optoelectronics production base also moved to Huizhou.
Channel construction is also an aspect of LED companies investing more in the first half of the year. “At present, we have 150-180 distribution outlets, and we will add another 250 core distributors this year.†Liu Wei, director of Zhou Ming Technology and general manager of the lighting division, said that optimizing channel distributors is the current key task.
It is still reasonable for enterprises to expand their business scale, resulting in a decline in net profit. However, if the market does not really recover, it will cause greater difficulties for enterprises that frequently expand production.
Dr. Zhang Xiaofei, CEO of Gaogong LED, believes that the overall surplus of the entire LED industry in mainland China has not been fundamentally changed. From the extension, chip, package, downstream, there is a surplus of production capacity. Whether the market situation is really improving or not depends on the market trend in the third and fourth quarters of this year.
Especially in the first half of this year, LED lighting products have been actively promoted in the market, and most of them still belong to the stage of channel distribution. At present, it is impossible to judge the feedback of terminal owners and consumers on product quality. "When market circulation remains stable and quality is guaranteed, market demand can be considered to enter a stage of sustained growth." Dr. Zhang Xiaofei said frankly.
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