High growth in the LED industry to confirm the development of the six major companies money no way

LED industry in the first half net profit growth of more than 50%. The analysis thinks, as for the third light source revolution after incandescent lamp, fluorescent lamp, LED lighting is the world's major countries and regions in support of the global LED industry has entered a period of rapid development, the benefit shares money king bright.

Report confirms the high growth of the LED industry

Just finished the disclosure report shows that benefit from the lighting demand pull, LED industry has entered a period of rapid development. According to statistics, 21 listed companies in the LED industry, the first half of 2014 to achieve total revenue and net profit grew by an average of 34.4% and last year, compared with the previous year, and 54.13%.

21 companies in the LED industry, only the company's total operating income recorded a negative growth, the other recorded varying degrees of growth. The largest increase in the total operating income of China can achieve a 172.19% increase compared with last year. In terms of net profit growth, 14 net profit grew by more than 20%, the company achieved net profit of more than doubled in.

Analysts said that since the second half of last year to pick up the LED industry, has maintained a favorable trend of the industry boom. Overview of the reasons for the growth of corporate performance, the vast majority of the market to pick up the main business growth, and LED listed companies generally become an important factor in the growth of institutional holdings.

With the LED lighting volume, LED lighting industry pull effect will become more apparent, we continue to be optimistic about the second half of the industry boom. Relevant professionals pointed out that the LED industry in the two quarter than in the chain are accelerating, indicating that with the increase in the proportion of LED lighting, the entire LED industry pull effect has gradually emerged, the future development of long-term bullish.

Relevant industry researcher told reporters that with the decline in the price of domestic LED lights, LED lighting civilian market opened, 2013 LED lighting penetration has increased rapidly from 3% in 2012 to less than 6%. 2014 LED lighting will accelerate the replacement of traditional lighting, the industry will have entered a period of rapid growth.

General electronic products full penetration period of about 10 years, in 2011 for the first year of LED lighting penetration, is expected to be at least around 2020 to achieve higher penetration. Insiders said, and from the past experience in the rapid penetration of consumer electronics and other industries, in the first 3/4 penetration period of investment has a very good return. With the decline in prices and a new round of global white tide to accelerate the promotion of LED lighting into the accelerated penetration period, LED industry has 3-5 investment value.

Focus on the relevant leading"

As the world's most watched new generation of light source, LED because of its high brightness, low heat, long life, non-toxic, recyclable and other advantages, is known as the most promising prospects for the development of green lighting in twenty-first Century. Data show that since the second quarter of 2013, the downstream LED lighting market demand is expected to exceed the size of the volume, directly driving the middle reaches of the device package and upstream chip, epitaxial film production capacity release and utilization of the upgrade.

LED lighting is the third light source revolution after incandescent lamp and fluorescent lamp. Due to energy conservation and environmental protection, wide application and many other advantages, the world's major countries and regions have strong support, the global LED industry has entered a period of rapid development, the global LED market size of $12 billion 400 million in 2013, 2020 will reach about $150 billion size, compound growth rate of 42.6%

As one of the main LED production and consumption countries in the world, with the gradual promotion of policies and the outbreak of demand, China's LED industry is facing a significant historical opportunity, will have a huge investment opportunities. Professionals pointed out that the LED industry is rich in gold investment in industrial development trends. First, the technological progress and industrial upgrading, LED products continue to expand the scope of application, the market is expanding. Second, the need to start and promote policies to drive the entire industry chain LED lighting into a high business cycle. Third, the speed of industrial integration is accelerating, industrial concentration gradually increased.

Aucksun

The company is currently LED epitaxial wafer and chip research and development and manufacturing industry. Semi annual report shows that Australia Shunchang first half of 2014 net profit growth of 52.24% over the previous year, in addition, the company also expects three quarter net profit rose 50%-80%. Performance is expected to grow due to high LED three quarter results continue to contribute.

According to the annual report, Australia Shunchang LED in the first half of the business to achieve revenue 74 million 100 thousand yuan, gross margin reached 39.23%, a net profit of 19 million 370 thousand yuan, with ownership of Listed Companies in the report and the proportion of 28.3%; one quarter and two quarter revenues were 23 million 450 thousand and 50 million 650 thousand, the two quarter revenue growth of 116% over the ring Q1.

Insiders pointed out that the company has 20 sets of MOCVD (69 machine) production, extension and chip per month to reach 100 thousand (2 inches), is expected in the three quarter and 10 sets of MOCVD arrival, by the end of the installation of 30 sets of MOCVD scale, a project will be completed; according to current profitability, revenue will be more than 250 million this year, net profit of more than 60 million. Two plans to invest 1 billion yuan, equivalent to 40 sets of equipment into 69 or 50 Taiwan machine 54 machine, blue chip production capacity of 2 million 400 thousand years after the completion of new. LED will grow into the company's core business.

Xinhaiyi

In recent years, foreign acquisitions by expanding the scope of business of the Xinhai, the first half of the LED production capacity gradually released, LED product revenue reached 36 million 240 thousand yuan, an increase of 248%. Is expected in the three quarter of 20 sets of MOCVD equipment will reach full production, the second half of the LED product revenue growth will continue to accelerate. The company expects 2014 1-9 net profit will grow by 70%-120%