Lost three quarterly LED companies how to counter attack?

2012 LED industry has always been hovering over the specter of doomsday prophecy, no one can easily optimistic...... October end, LED companies have announced the third quarter financial statements, the real data down so that people feel the loss of most people. In the face of the 2012 coming to the end of the year in the sprint stage, LED can be crazy again from the ashes?

[lost three quarterly]

In fact, there is no lack of good news: in 2012 the industry price rising, no driving ban incandescent lamp production policy, vigorous development period Chinese LED lighting market, the State Council for the 2 billion 200 million yuan of subsidies, the implementation schedule of incandescent lamp in October 1st...... However, the end of the three quarter, the industry how to hand over transcripts?

At the end of October, known as "the industry production line of the largest" daylight, July -9 months, the company operating income of 140 million yuan, an increase of 2.52%, but net profit fell to 30.2%, and 9 months before the company profit decline of 25.99%. The company responded that the domestic and international macroeconomic report period, the market competition, the company affected by the slowdown in revenue growth, a slight decline in gross profit margin.

Profit decline is not a photoelectric, changelight third quarter net profit fell 45.91%, operating income fell 13.14%. Dry according to the Department of photoelectric securities explained that from the beginning of the third quarter of last year, the LED industry inflection point, began to decline in the fourth quarter, until now, LED industry has not bottomed out.

Some people think this is a problem in the industry. Is not a company operating problems. The same as the LED chip manufacturer of China can photoelectric, face more ugly. October 22nd, Hua Bo photoelectric released 2012 quarterly report third. The third quarter of the company's total operating income of about $71 million 30 thousand, down 40.61%; net profit attributable to shareholders of listed companies of about $5 million, down 76.73%.

Hua photoelectric said in the report, the first half of the impact of performance in the three quarter of the negative factors still exist, the market maintained a competitive state, the company's operating data last year, there is still a significant decline. The company Securities Department sources, the poor performance of the company in the three quarter is basically not received government subsidies.

The company announced in 2012 three quarterly. 2012 1-9 months the company achieved operating income of 2 billion 353 million yuan, an increase of 101%. Among them, the company's 3 quarter single quarter revenue 982 million yuan, an increase of 118%, net profit of 201 million yuan, an increase of 59%; non deduction net profit of 102 million yuan, down 12%, the chain fell sharply in the 2 quarter of 44.2%, the solar business impact, the company's 3 quarter single quarter revenue highs, but net profit lower than expected.

Three quarter corporate profitability continued to decline. The first three quarters of the company's consolidated gross profit margin was 26.9%, compared with the same period last year, a sharp decline of 13.51 percentage points, we believe that the main product price decline and the solar energy business has just put into operation. From a single quarter, the company's 2 quarter gross margin was maintained at 31.2%, while the 3 quarter gross margin of only 18.79%, year-on-year decline of 26.89 percentage points, the 2 quarter declined 12.4 percentage points, profitability fell again. 1-9 months of the company during the cost rate of 9.2%, representing a decrease of 1.69 percentage points over the same period last year, compared with the same period last year, a slight decline in the cost of the company.

LED extension factory EPISTAR report, also involved in the investment losses, the first three quarters after tax net loss of 8 million 580 thousand yuan (NT, the same below), loss per share of 0.01 yuan, but because the crystal electric net below, foreign capital yesterday to buy 3227 tickets yesterday, accounted for 1/3 of turnover, crystal electric shares bucked the trend.

Sanan optoelectronics released in 2012 three quarterly: operating income of 2 billion 350 million yuan, an increase of 101%; realize operating profit 432 million yuan, an increase of 26%; attributable to shareholders of listed companies net profit of 667 million yuan, an increase of 14%, corresponding to EPS of 0.46 yuan.

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