Export warming positive LED industry chain 80% profit growth of listed companies

With the semi annual report has been released, LED as a result of the electronics industry in 2014 the most certainty of the plate was confirmed. Data show that 21 LED listed companies in the growth of revenue at the same time there are 17, of which there are more than four revenue growth of more than 50%, more than the company's profit growth of more than 60%.

Since this year, with the launch of the downstream market, 2009 officially emerged LED industry finally to the flowering time, three optical Yankon, Riyadh, Elec-Tech, etc. has become a leader in the field of all, not only in the country, all over the world have a full right to speak, China has become the world manufacturing center LED.

In terms of market value, the total market value of Sanan optoelectronics has reached 34 billion 300 million yuan, a plate of doing my boss, the company has become the LED chip industry, the size of the top five companies. Elec-Tech, Silan, Riyadh, KingSun followed. More than 5 billion of the market value of the plate has reached the company's nine, compared with the entire electronics industry, which is rare, which means that the LED industry in the capital market is full of weight.

The rise of LED technology has led to the development of the upstream and downstream of the industrial chain. In the LED sapphire technology before, all in the basic parts of watches and luxury goods in use, industry overcapacity, and the rise of LED, sapphire as a raw material for chip capacity has been a huge export, also with the intelligent mobile phone also took aim at the sapphire material, pre was industry cold sapphire has become the capital market meat and potatoes, since this year there have been a number of listed companies to raise heavily overweight sapphire.

LED lighting products is the biggest feature of energy saving. In the early development of the industry, due to the price, but the development speed is slow, price significantly since last year LED manufacturers plus "no white policy makes LED started replacing incandescent lighting.

At the same time, with the industry trend is becoming more and more determined, the flexibility in the valuation of the LED sector has lost its past glory. This year two Sanan optoelectronics market fell 13%, rose Elec-Tech is only 2%.

The two companies are upstream of the LED - chip field, as the front of the industry, LED chip is facing a more serious price war problem, which also led to the industry's profits are expected to be controversial. Two from the market point of view, LED downstream applications this year overall rise, the largest increase in plate stock is just listed shares Absen, this year rose to 170%, followed by Lyad, rose as high as 159%.

The two companies are LED lighting company, its main products are to replace the traditional projection and projection technology and market, because before the price issue, the industry of its products in the market acceptance and the two companies have doubts, brilliant performance to the market to eat reassurance. Data show that aibisen reported revenue and net profit growth of 59% and 57% respectively, Riyadh reported revenue and net profit growth of 51% and 73% respectively, in the forefront of the plate. What makes the market more exciting is that the field of gross profit, more than 30% of gross profit in other LED products can not imagine, in addition to a small number of market participants, the threshold is relatively high.

In recent years, along with the global economic downturn, many domestic industry encountered difficulties in terms of exports, but the LED out of the cycle through the performance of overseas emerging markets is to bring greater opportunities for China LED enterprises, including Russia, a dark horse jumped to the LED of China's second largest export market of lighting products. LED lighting products in China in the year 2013 the amount of Russia's exports of $227 million (about 394 million yuan), an increase of 260%, while in 2014 only half the amount of exports of about $327 million (about 2 billion 8 million yuan), an increase of up to 571%. Russia leapt to the second largest export market in China, the total amount of exports of LED lighting products in China accounted for about $9%, while in China's LED lighting products in the BRIC countries, its market share is as high as about 75%. In 2013 the year of China's LED lighting products export value of about $5 billion 500 million (about 33 billion 780 million yuan), of which exports the BRIC countries for $390 million (about 2 billion 390 million yuan), while the first half of 2014 China's LED lighting products export value of about $4 billion 350 million (about 26 billion 723 million yuan), of which exports to BRIC countries about $440 million (RMB about 2 billion 703 million yuan), an increase of up to 350%. Rapid growth in emerging markets overseas exports will be full of positive domestic LED industry chain.

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