Ye Yinfu, chairman of the light billion recently said that billion light March revenue is also good, up to 2 billion 503 million yuan (NT, the same below, equivalent to about RMB 499 million yuan), an increase of 12.04%. First quarter operating better than last year. Billion light last year, net profit per share to return to more than 5 yuan this year, profit will be better than last year.
LED industry recently was bad, including PHILPS's Lumileds, sold to Jinsha River group, the market worried about the growth of the mainland's patent strength, and crystal electric chairman Li Bingjie released "backlight demand by one month.". Ye Yinfu believes that PHILPS's sale of its Lumileds LED plant will not have an impact on the back, as the backlight needs deferred, and not so serious. "
Recent LED ethnic groups were playing, crystal electricity price fell below the net value of 53.5 yuan (equivalent to about RMB 10.67 yuan), dropping to lows in November 2013. Ye Yinfu "LED Godfather" reputation, billion light are in the downstream industries, closer to the terminal market, the legal thought, yeyin Fu talk, is expected to boost the morale of the factory LED.
When it comes to PHILPS's Lumileds, sold to Jinsha River group, Ye Yinfu believes that this represents LED past master in five big situation will end, LED factory more competitive is highlighted; trend of the economy, he stressed that climate adjustment will always be, you don't need to overreact, at present billion light orders status yes, of course "this year will be better than last year. "
Billion light for March revenue performance, Ye Yinfu said is not bad, he expressed confidence in the performance of billions of light last season, said: billion light first quarter performance will be better than last year. "
Ye Yinfu said, LED plant profit structure has been greatly improved last year, for example, 100 million yuan per share net profit of 5 yuan, the highest since 2010. The crystal electric business profits from 2013 of 441 million yuan (about 87 million 940 thousand yuan), increased to 2 billion 380 million yuan in 2014 (about 475 million yuan), the best is the imbalance between supply and demand since 2011, expected Everlight, profit this year is worth looking forward to.
Nearly ten business days, the top three companies cut more than 65 thousand crystal electricity, Ye Yinfu said: these people do not understand the crystal electricity. "His analysis, EPISTAR and Lumileds already cross licensing, if future manufacturers in mainland and Jiangxi crystal authorization, is to pay a premium, so it has no effect on the Taiwan area, but is a very good opportunity, because LED was in possession of the coffee hand situation. Because LED lighting prices fell quickly adapted, the traditional lighting manufacturers have made but LED component manufacturers.
Meanwhile, crystal electricity announced in March consolidated revenues of 2 billion 365 million yuan (equivalent to about RMB 472 million yuan), an increase of 26.8%, unchanged from the same period last year, mainly due to a slight delay in the backlight orders, starting in April will gradually warming.
Crystal electricity accumulated first quarter consolidated revenue of $6 billion 645 million (equivalent to about RMB 1 billion 325 million yuan), compared to the same period last year, $6 billion 240 million (equivalent to about RMB 1 billion 244 million yuan), an increase of 6.49%. Said Li Bingjie, former chairman of crystal electric, because Korean factory TV adjustment strategy, the demand forecast of LED backlight backlight deferred demand gradually picked up since April.
As for the LED lighting, Li Bingjie optimistic about this year, prices continued to decline driven by demand growth, he estimated this year LED 800 lumens bulb terminal market price of $5 will appear quite standard, and will promote energy-saving light bulbs, lighting penetration continued to pull high demand, can hope to have multiple growth.
In addition, over the government launched a subsidy program, including India, Egypt and other governments have resorted to such subsidies, also led to the rapid growth of the demand of energy lighting.
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