LED packaging plant in the first half, ice breaking dabble in multi domain mad volume profit

LED packaging companies have successfully cracked the difficult to increase the income of the curse. In the first half of this year, 6 listed companies in the main business package, in addition to Ruifeng optoelectronics, the other 5 companies have realized the increase in revenue and increase the benefits of gorgeous transcripts.

And take a look at the first half of this year released the report card"

The country star power revenue 727 million yuan, an increase of 32.45%, net profit of 64 million 449 thousand and 500 yuan, an increase of 29.30%; honglitronic revenue 426 million yuan, an increase of 33.72%, net profit of 31 million 529 thousand and 700 yuan, an increase of 44.59%; Jufei revenue 481 million yuan, an increase of 50.71%; net profit of 83 million 651 thousand and 200 yuan, an increase of 36.56%; rectangular lighting revenue 456 million yuan, an increase of 25.45%; net profit of 32 million 571 thousand and 900 yuan, an increase of 1.61%; allring technology revenue 255 million yuan, an increase of 26.19%; net profit of 25 million 165 thousand and 800 yuan, an increase of 11.79%; REFOND revenue 410 million yuan, an increase of 39.42%, net profit of 20 million 951 thousand and 300 yuan, down 19.98%.

The lighting device is a "rush" market

The most violent fire lighting devices should be honglitronic.

Honglitronic has always been a white light device boss itself, the first half of this year, the white light device revenue of 274 million yuan, an increase of 42.74%, accounting for 65.33% of revenue; REFOND catch up from behind is full of vigour, the first half of this year REFOND lighting LED operating income was 263 million yuan, an increase of 47.86%, revenue accounted for 64.08%; poly fly LED lighting sales revenue 58 million 398 thousand and 600 yuan, an increase of 33.02%, accounting for 12.13% of the total revenue income;

However, the fact that the lighting device is not optimistic about the fact that the gross profit margin can not be ignored, poly fly photoelectric lighting LED gross margin was 16.14%, down by 4.02%; Ruifeng lighting LED gross margin was 13.37%, down by 3.53%. For lighting devices accounted for up to 64.08% of the Ruifeng photoelectric, perhaps this has become one of the reasons for its net profit fell by 19.98%.

Compared with the rising trend of lighting LED, LAMP LED is gradually moving towards the decline of the road. Honglitronic LAMP LED first half revenue 11 million 675 thousand and 900 yuan, down 26.39%; rectangular lighting in-line LED revenue of 27 million 565 thousand and 600 yuan, down 50.47%.

Backlight LED duel

The back light LED on the battlefield especially in large size LED backlight, REFOND and Jufei "has long pitched, originally in large size LED backlight is the main battlefield of REFOND, but gradually Jufei to occupy a part of stronghold. In the first half of this year, the size of the backlight LED revenue, Ruifeng photoelectric 130 million 159 thousand and 400 yuan, down by 3.42%; poly fly photoelectric was $129 million 603 thousand, an increase of 135.38%.

In addition to the large size, small size backlight LED is still one of the main products poly fly optoelectronics, poly fly optoelectronic small size backlight products to achieve sales revenue of 284 million 355 thousand and 800 yuan, an increase of 34.29%. But in this segment, the results are not so optimistic Ruifeng photoelectric, in the first half of this year, the small size of Ruifeng photoelectric backlight operating income was 6 million 179 thousand and 800 yuan, down by 72.59%.

Cross reached LED backlight areas of the company and can not be ignored, Dongshan precision in the first half of this year will be the original production of LED backlight module to expand the production of metal backboard set LED backlight module, the LED module and device of 313 million yuan, down 34.91%.

In the context of the increasing proportion of LED TV backlight procurement in the background, shares of the LED business is also gradually rising, in the first half of this year, its LED business revenue 313 million yuan, an increase of.

LED automotive lighting applications worth a fight

In the domestic listed companies in the LED, read in automotive lighting, honglitronic a unique martial arts taste.

Ruifeng photoelectric automotive applications LED operating income is only a mere 1 million 827 thousand and 700 yuan, sadly, also fell by 67.69%. In contrast, honglitronic acquired Guangzhou Forda signal absolutely be wise, Guangzhou Buddha develop automotive lighting international market effect, LED automotive lighting products revenue 46 million 790 thousand and 400 yuan, 29 million 699 thousand and 600 yuan more than the same period last year increased by 57.55%.

Xing Yu shares in the first half of 2014 the lamp products revenue 810 million yuan, but the specific proportion of LED lights is how much, Xing Yu shares did not mention, just use the sentence thought to take over -- along with the rising proportion of LED lights, the company continued to improve profitability". Moreover, with an annual output of 500 thousand sets of LED lights project successfully put into production, Xingyu shares in the field of automotive lighting applications competition should not be overlooked.

Not everyone in the field of lighting

Reach out to the downstream packaging factory lighting applications already not what happens, the main game player nationstar, honglitronic, Mason technologies, rectangular lighting etc..

In the first half of 2014, the National Star lighting applications and other products revenues of 100 million 153 thousand and 700 yuan, down by 11.51%.

Drop lighting applications revenue and more than a nationstar, rectangular lighting is the first to start lighting applications downstream packaging factory, but may be subject to channel strategy ineffective, rectangular lighting in the first half of this year the lighting performance can be described as "cut down the middle", the application of product revenue of 35 million 146 thousand and 600 yuan, down 63.11%; while the number in the first half of 2013 was 95 million 282 thousand and 900 yuan, an increase of 29.05%.

Not only is the revenue decline, the application of rectangular lighting in the first half of this year accounted for only 7.86% of the product, and this figure in the same period last year, is 27.42%. This is far from worrying