Multiple benefits will accompany the recent stock market LED feast
“LED penetration rate in home lighting is very low, and the price is about 2-3 times that of ordinary lamps. As the price drops, the subsidy policy will come, the penetration rate of LED will become higher and higher, and the market will become more and more recognized. It’s time for the outbreak to come."
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 the first to increase by 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 leading the 5.83% increase in the second public sector, while in all secondary industries of Shenwan Electronics, LEDs are among the top gainers, up 11.35%. , only behind the semiconductor material sector.
Then the time span was relaxed to the beginning of the year, Shenwan Electronics sector rose 32.50%, ranking fourth in all Shenwan industry, while the LED sector rose 39.15% over the same period.
“In fact, LEDs have had seasonal fluctuations in the past, because the LED demand was mainly in TV backlights, TV sales were seasonal, and the holidays and the Spring Festival were selling well, so the industry also fluctuated 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 introduced.
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 (600703) released its 2014 semi-annual report. In the first half of the year, the company realized operating income of 2.177 billion yuan, up 30.03% year-on-year; net profit attributable to shareholders of listed companies was 666 million yuan, up 43.87% year-on-year. . Basic earnings per share for the first half of 2014 was 0.42 yuan, compared with 0.32 yuan for the same period last year, an increase of 31.25% over the same period.
Then, 7 LED companies including Lehman Optoelectronics (300162), Alto Electronics (002587), Guoxing Optoelectronics (002449) and Hongli Optoelectronics (300219) 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 (300323, stock bar) operating income and net profit growth year-on-year growth, reaching 172.19% and 239.24%.
In addition, judging from the first half of 2014 results released by the previous LED industry companies, in the first half of this year, 21 LED companies did not lose money, except for the net profit of five companies may decline, the net profit of the remaining 16 companies is expected to be Achieve growth.
Among them, Huacan Optoelectronics, Zhouming Technology (300232), Lianjian Optoelectronics (300269), Weiwei (300317) and other enterprises in the first half of the year, the net profit attributable to shareholders of listed companies doubled, up 239.24%, 111.16. 247.61% (estimated lower limit), 148.65% (estimated lower limit).
At the same time, this year's LED listed companies have changed the “performance circle†of increasing revenues. The data shows that in the same period of 2013, Sanan Optoelectronics' operating income increased by 22% year-on-year, while net profit decreased by 0.7%; Hongli Optoelectronics' operating income It increased by nearly 24% year-on-year, while net profit fell by 30%.
Sanan Optoelectronics semi-annual report said that during the reporting period, the company's LED chip products were in short supply, and the business layer's capacity expansion was 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.
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 outbreak, the middle and lower capital sequentially preparing <br> <br> fact, LED chips can be divided into the upstream, midstream package, three areas downstream applications. According to industry insiders, “At present, there are three applications of lighting, backlighting and display. The display is now saturated, about 10%-30% per year, TV backlight growth is not big, and LED lighting is explosive.â€
At the beginning of last year, the National Development and Reform Commission, the Ministry of Science and Technology and other six ministries jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan", which clarified that the LED lighting energy-saving industry's output value will increase by about 30% annually. In 2015, it will reach 450 billion yuan, including 180 billion LED lighting application products. yuan.
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.
"The next country will cancel the subsidy for energy-saving lamps. This is certain, because LEDs are now more energy-efficient than energy-saving lamps. After that, they must be supplemented with LEDs," said the new wealth analyst.
Close to the Guangzhou Lighting Association, the reporter said to the reporter, "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. As the price drops, the subsidy policy comes, LED penetration The rate will be higher and higher, the market will become more and more recognized, and it is now time for the outbreak," said the new wealth analyst.
It is said that unlike the so-called "smart home" of the previous concept hype, Ruifeng Optoelectronics (300241) is committed to "smart lighting" and has better industrial support.
Industry insiders close to Ruifeng Optoelectronics said, "This year, Ruifeng LED lighting revenue has been several times backlit, and this is not cyclical, it should continue." And the LED lighting market broke the middle of the package, upstream The growth of the chip and the entire industry has led to major changes in the market structure. Half of the LED listed companies have begun to capitalize, involving all aspects of the upper and lower parts, and responding to increasingly fierce competition.
Since the beginning of this year, Sanan Optoelectronics has signed a cooperation agreement with Hongli Optoelectronics, Jufei Optoelectronics (300303) 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 respectively. 200 million 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.
Ganzhao Optoelectronics Co., Ltd. signed an Investment Agreement with the Xiamen Torch Hi-Tech Industrial Development Zone Management Committee on July 25, with an estimated total investment of 5 billion yuan. The new scale is 100 MOCVD to expand the company's LED chip 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 (002654) announced a fixed-income plan on August 14th. The proposed fund raising will not exceed 711 million yuan, which will be used to acquire 100% equity of Rishang Optoelectronics and supplement liquidity, thereby entering the LED advertising signage lighting market.
In addition, in the LED industry, Weiwei, Lianjian Optoelectronics, Guoxing Optoelectronics, and Dehao Runda (002005) are still in suspension, and the latest announcements indicate that major issues are being planned.
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 the first to increase by 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 leading the 5.83% increase in the second public sector, while in all secondary industries of Shenwan Electronics, LEDs are among the top gainers, up 11.35%. , only behind the semiconductor material sector.
Then the time span was relaxed to the beginning of the year, Shenwan Electronics sector rose 32.50%, ranking fourth in all Shenwan industry, while the LED sector rose 39.15% over the same period.
“In fact, LEDs have had seasonal fluctuations in the past, because the LED demand was mainly in TV backlights, TV sales were seasonal, and the holidays and the Spring Festival were selling well, so the industry also fluctuated 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 introduced.
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 (600703) released its 2014 semi-annual report. In the first half of the year, the company realized operating income of 2.177 billion yuan, up 30.03% year-on-year; net profit attributable to shareholders of listed companies was 666 million yuan, up 43.87% year-on-year. . Basic earnings per share for the first half of 2014 was 0.42 yuan, compared with 0.32 yuan for the same period last year, an increase of 31.25% over the same period.
Then, 7 LED companies including Lehman Optoelectronics (300162), Alto Electronics (002587), Guoxing Optoelectronics (002449) and Hongli Optoelectronics (300219) 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 (300323, stock bar) operating income and net profit growth year-on-year growth, reaching 172.19% and 239.24%.
In addition, judging from the first half of 2014 results released by the previous LED industry companies, in the first half of this year, 21 LED companies did not lose money, except for the net profit of five companies may decline, the net profit of the remaining 16 companies is expected to be Achieve growth.
Among them, Huacan Optoelectronics, Zhouming Technology (300232), Lianjian Optoelectronics (300269), Weiwei (300317) and other enterprises in the first half of the year, the net profit attributable to shareholders of listed companies doubled, up 239.24%, 111.16. 247.61% (estimated lower limit), 148.65% (estimated lower limit).
At the same time, this year's LED listed companies have changed the “performance circle†of increasing revenues. The data shows that in the same period of 2013, Sanan Optoelectronics' operating income increased by 22% year-on-year, while net profit decreased by 0.7%; Hongli Optoelectronics' operating income It increased by nearly 24% year-on-year, while net profit fell by 30%.
Sanan Optoelectronics semi-annual report said that during the reporting period, the company's LED chip products were in short supply, and the business layer's capacity expansion was 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.
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 outbreak, the middle and lower capital sequentially preparing <br> <br> fact, LED chips can be divided into the upstream, midstream package, three areas downstream applications. According to industry insiders, “At present, there are three applications of lighting, backlighting and display. The display is now saturated, about 10%-30% per year, TV backlight growth is not big, and LED lighting is explosive.â€
At the beginning of last year, the National Development and Reform Commission, the Ministry of Science and Technology and other six ministries jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan", which clarified that the LED lighting energy-saving industry's output value will increase by about 30% annually. In 2015, it will reach 450 billion yuan, including 180 billion LED lighting application products. yuan.
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.
"The next country will cancel the subsidy for energy-saving lamps. This is certain, because LEDs are now more energy-efficient than energy-saving lamps. After that, they must be supplemented with LEDs," said the new wealth analyst.
Close to the Guangzhou Lighting Association, the reporter said to the reporter, "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. As the price drops, the subsidy policy comes, LED penetration The rate will be higher and higher, the market will become more and more recognized, and it is now time for the outbreak," said the new wealth analyst.
It is said that unlike the so-called "smart home" of the previous concept hype, Ruifeng Optoelectronics (300241) is committed to "smart lighting" and has better industrial support.
Industry insiders close to Ruifeng Optoelectronics said, "This year, Ruifeng LED lighting revenue has been several times backlit, and this is not cyclical, it should continue." And the LED lighting market broke the middle of the package, upstream The growth of the chip and the entire industry has led to major changes in the market structure. Half of the LED listed companies have begun to capitalize, involving all aspects of the upper and lower parts, and responding to increasingly fierce competition.
Since the beginning of this year, Sanan Optoelectronics has signed a cooperation agreement with Hongli Optoelectronics, Jufei Optoelectronics (300303) 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 respectively. 200 million 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.
Ganzhao Optoelectronics Co., Ltd. signed an Investment Agreement with the Xiamen Torch Hi-Tech Industrial Development Zone Management Committee on July 25, with an estimated total investment of 5 billion yuan. The new scale is 100 MOCVD to expand the company's LED chip 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 (002654) announced a fixed-income plan on August 14th. The proposed fund raising will not exceed 711 million yuan, which will be used to acquire 100% equity of Rishang Optoelectronics and supplement liquidity, thereby entering the LED advertising signage lighting market.
In addition, in the LED industry, Weiwei, Lianjian Optoelectronics, Guoxing Optoelectronics, and Dehao Runda (002005) are still in suspension, and the latest announcements indicate that major issues are being planned.
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