LED packaging factory "have a meal", the report of listed companies by 60%

In the first half of this year, the LED industry has become a reality. At present, 25 key LED has 23 listed companies to disclose semi annual report or interim results notice, 60% pre growth companies, comparable to the total net profit rose 5% to 26%. Among them, the packaging manufacturers in hand orders are still relatively full.

Packaging company orders full

At present, the existing Silan, Sanan optoelectronics, Yankon REFOND and other 7 companies released semi annual report, in addition to LIAN, FSL also photoelectric, other 16 LED listed companies have issued notice of interim results, 60% pre growth companies. Comparable data show that the 23 LED companies in the first half net profit totaled between $1 billion 600 million to $1 billion 900 million, an increase of 5% to 26%.

REFOND dongmi Zhuang Jili early April told reporters that "whether the entire industry to pick up, to see the market situation in 4 and May. He was judged that the first quarter of this year, the industry is mainly due to the rapid warming of domestic lighting manufacturers in the inventory phase. If the situation is likely to continue until the second quarter of the order, the industry can really rebound.

REFOND industry in the middle, and Jufei, honglitronic and several large listed firms to carve up the domestic LED chip package in most of the major markets, these companies operating rate is observed throughout the domestic LED industry boom of the vane, the supply and demand situation is relatively sensitive.

Ruifeng recently released semi annual report shows that in the first half net profit of 26 million 182 thousand yuan, an increase of 31.61%. Benefit from the popularity of LED LCD TV and the increasing proportion of large size TVs, Ruifeng Optoelectronics in the first half of large-size backlight LED product sales of 135 million yuan, an increase of 112.55%. Meanwhile, in the first half of this year, the first half of this year, sales of lighting products LED 137 million yuan, an increase of 49.23%, lighting LED products have accounted for half of the company's main business.

From the two quarter of the situation, the packaging manufacturers hand orders are still relatively full. A honglitronic executives told reporters, although the machine full production, the company orders still to be routed to September. So it seems that the packaging manufacturers in the third quarter, at least, can guarantee that there is food to eat".

Lighting market hot

However, for this hot market can continue for a long time, some industry insiders expressed doubt. In an industry forum in June, there are entrepreneurs, said: LED lighting market broke out earlier than expected a year, really hot! But we should pay attention to technology, quality, patents, standards, not on the heat. "

As the market is hot, the phenomenon of blind investment comeback, some listed companies and refinancing machines to expand production capacity. Part of the non listed companies also follow the trend of expansion, but the industry chain debt situation has not changed, some small companies prone to strand breaks, the collapse of the tide and once again hit the industry. For example, in July of this year, Shenzhen billion light, Zhongshan world Hao Lei, such as LED manufacturers have occurred boss foot event.

From the perspective of the performance of listed companies, the hot and cold uneven situation on the LED industry chain is still not much improvement. This year, the rapid development of the lighting market, the rapid volume benefit LED indoor lighting and outdoor street market demand, KingSun, Yankon and rectangular lighting performance year-on-year growth, continue to maintain a steady growth momentum.

Although affected by the industry, the rapid growth of chip package, demand, but because of further price decline and other factors, many enterprises are still unable to get rid of the growth rate does not increase profits dilemma, HC semitek, changelight, Lehman photoelectric company have notice of interim decline. In addition, the industry policy subsidies plummeted, some companies net profit will decline.