Performance of the capital of the capital to prepare for the arrival of the LED industry feast?

The capital market has never been short of the story, NVC fight again, but his own power is difficult to shake the entire industry rebound.

Wind data show that since August, SWS electronics sector rose 8.20%, ranking first in all sectors, and in the SWS electronics sector all the industry in the, LED plate to the top gainers in the 11.35%.

Many industry insiders said that the release of the LED industry and the future growth of the beautiful performance of the plate is an important reason for the rebound in the economy. The increasing penetration of LED lighting to allow the industry to develop faster.

At the same time, there are a number of listed companies began to layout, involving LED in the middle and lower reaches of each field, capital can make a feast, yet the market.

Stocks led the industry without a loss of the company

At the beginning of August, NVC once again the outbreak of fighting, the market is in an uproar. However, this farce LED industry did not affect the attitude of the market for the entire sector, on the contrary, Shen electronics plate out of the gorgeous market line, ranking first in all SWS industry. The electronics sector LED industry is one of the two leading.

Wind data show that since August, the SWS electronics sector rose 8.20%, significantly ahead of the second public utilities sector rose 5.83%, while in the SWS electronics sector all two industries, LED sector gainers, up to 11.35%, just behind the semiconductor material plate.

Then the time span is relaxed to the beginning of the year, SWS electronics sector rose 32.50%, ranking the top in all SWS industry, while the LED sector rose by 39.15% over the same period.

In fact, LED has the seasonal fluctuations in the past, because the previous LED demand mainly in the TV backlight, TV sales are seasonal, holiday and the Spring Festival when they sell better, so the industry is also in these time fluctuations. But now, from the downstream point of view, the proportion of lighting has been more than backlight, TV sales off-season, LED companies can also release results. An introduction to an electronics industry analyst.

Since August, a number of Listed Companies in the LED industry, led by the country's leading chip, have to hand over the beautiful half year results.

In July 31st, three optical semi annual report released in 2014, in the first half the company achieved operating income of 2 billion 177 million yuan, an increase of 30.03%; net profit attributable to shareholders of listed companies was 666 million yuan, an increase of 43.87%. 2014 first half of the basic earnings per share of 0.42 yuan, compared to $0.32 last year, an increase of 31.25%.

Then, Lehman photoelectric, alto electronics, nationstar, honglitronic other 7 LED companies have announced the semi annual report released in 2014. Including Sanan optoelectronics, all 8 companies operating income and net profit compared to the same period last year to achieve substantial growth in all. Among them, the company's operating income and net profit growth rate of leading, respectively, 172.19% and 239.24%.

In addition, released from the pre LED companies in the first half of 2014 results notice, the first half of this year, 21 LED companies without a loss, in addition to 5 companies net profit may be some decline in net profit, the remaining 16 companies are expected to achieve growth.

Among them, HC semitek, Chau Ming technology, photoelectric, Jiawei shares and other enterprises in the first half attributable to shareholders of listed companies net profit doubled, an increase of 239.24% and 247.61% 111.16., respectively (expected lower limit) and 148.65% (expected lower limit).

At the same time, this year the LED listed company changed income does not increase profits "performance cycle, data show that in the same period in 2013, an optoelectronic operating income grew 22%, net profit fell 0.7%; honglitronic year-on-year revenue growth of nearly 24%, net profit fell 30%.

An optoelectronic annual report said that during the reporting period, the company LED chip products in short supply, the management capacity expansion as a pressing matter of the moment. On the one hand to improve the efficiency of equipment operation, while adding new equipment, but also actively seek new ways to increase production capacity.

But close to the three optical industry said, LED lighting increases three optical chip demand, but it also does not slow down the trend.

Lighting outbreak, the capital has been preparing for the middle and lower reaches

In fact, LED can be roughly divided into upstream chip, midstream packaging, downstream applications in three areas. Insiders, at present, there are three main lighting, backlight, display applications. Display is now saturated, the annual growth of about 10%-30%, TV backlight growth is not large, and LED lighting is explosive growth. "

At the beginning of last year, the national development and Reform Commission, Ministry of science and other 6 ministries jointly issued the "planning" semiconductor lighting energy industry, the average annual growth rate of output clearly promote energy-saving lighting industry LED about 30%, in 2015 reached 450 billion yuan, of which 180 billion yuan LED lighting applications.

Meanwhile, the 2008 release of energy-saving lamps subsidy policy in the end of this year, in the industry view, the follow-up subsidy plan is likely to be implemented on the LED.

Next, the country will cancel the subsidies for energy-saving lamps, which is certain, because LED is now more energy-efficient than the energy-saving lamps, and then to fill is certainly fill LED. Introduction of the new wealth analyst.

And close to the Guangzhou Lighting Association, told reporters, subsidies for energy-saving lamps is indeed to be canceled, the next will be LED subsidies, but also a direct subsidy to the manufacturers. "

In fact, LED lighting into the Chinese market for many years, but because of the high level of technical requirements to