Shenzhen LED enterprise mergers and acquisitions normalized 9 market capitalization of more than 5 billion

Recently, a reporter from the Guangdong provincial strategic emerging industry think tank was informed that the 50 relates to the LED listed company in 2014 semi annual report has been released from the 22 listed companies in LED as the main business of the comprehensive ability of indicators, the overall performance of the LED listed companies compared with the same period in 2013 for the better development.

Reporters learned that, from the point of view of the development of the industry, LED industry in the past year, intense competition, industry reshuffle intensified, Shenzhen LED enterprise investment expansion and integration of mergers and acquisitions more normalized. At present, enterprises are more interested in the new field of visible light communication, plant lighting and so on. At the same time, in the context of the global economy slow to pick up, the rise of LED overseas markets, companies actively layout emerging markets such as russia.

9 companies market capitalization of more than 5 billion

From the overall performance of listed companies LED point of view, the first half of 2014 is still the same period last year to maintain a good growth potential. Strategic analysis of Guangdong emerging industry strategy think tank analyst Wu Jiao said. From the net profit margin, the average growth rate of operating income and market value, the net profit margin of 12 companies is a positive change; the average annual growth rate of 22 operating income of $32.1%. From the market point of view, there are 22 companies in more than 5 billion of the market value of the 9.

In 2014 from the 22 listed companies in the interim financial report disclosure of information, and in the LED industry is more and more intense competition, the industry reshuffle is increasing, the industry investment expansion and integration is more normal.

The reporter learned that, in 2014, involved in mergers and acquisitions of listed companies have Moso, Lehman photoelectric, Chau Ming technology, photoelectric, Jufei, Mason technologies, Riyadh, rectangular lighting, honglitronic, Sanan optoelectronics, BDO Runda, LIAN opto, Jiawei shares 13, accounting for nearly 60% of total number of listed companies the.

At the same time, LED companies listed tide is emerging. At present, the LED companies listed in Shenzhen enterprises occupy the half of the country, including enterprise mosopower electronics, Lehman photoelectric, Chau Ming technology, alto electronics, optoelectronic, photoelectric, Jufei, allring technology representative. This year, there are a Shenzhen aibisen LED company successfully landed on the capital market.

As of September 30th, is still trying to prepare for the listing of LED enterprises are mainly marine Wang, Yuan Hui photoelectric, OPPLE lighting, Richland photoelectric and rawlinson. Among them, Yuan Hui photoelectric, ocean king, Regent photoelectric three for Shenzhen enterprises.

Why are LED companies keen to market? The director, joint innovation center of Guangdong semiconductor lighting industry in Shenzhen province LED Industry Association President Gui Shirong, the industry is capital intensive, IPO successful enterprises have a greater competitive advantage, thus speeding up the integration of the industry. "After the company listed on a higher level, there are many kinds of LED industrial development, one is through self - increasing orders and open up the new factory, another is through the listing and mergers and acquisitions, with the capital platform, enterprises can choose in many small and medium enterprises related to corporate mergers and acquisitions, to bring more possibilities to their own development. "

In the industry view, is currently waiting for the listing of some of the enterprises have high gross profit margin, after the listing in the future or will have a certain impact on the LED market. "Sea king, its prospectus shows the ocean king the last three years the main business income remained above $1 billion, for three consecutive years, the main business gross profit margin of up to 70%. Wu Jiao said.

The future of listed companies may pay more attention to a market segment, which occupy a leading position. For companies that want to go public, it may be that those who have very good condition and ability to 'singles champion' to get listed opportunities. The theory of.

New market focus

Visible light communication and plant plants are the two key words in the LED application field. 22 LED listed companies, Moso, Lehman photoelectric, Chau Ming technology, REFOND, KingSun, Elec-Tech, nationstar, South photoelectric, Jiawei shares of 9 listed companies expressed particular concern, the total number of 40%, half of the LED listed companies pay close attention to the application of LED in the light communication, which means that more and more enterprises in the application of LED in the visible light communication at the same time, enterprises to seize the market will become more and more strong, more intense competition.

22 listed companies, 4 companies have paid special attention to plant lighting, are allring technology, honglitronic, Sanan optoelectronics, nationstar, accounting for 18.2%, less than 20%. At present, LED listed companies are not as concerned about the lighting of the visible light communication, from the other side also hinted that the company hopes to seize the plant lighting market has greater room to play. Wu Jiao analysis.

According to Gui Shirong, at present Guangdong province put forward three innovative direction for the future development of LED, is a visible light communication, in August of this Chinese has set up a visible light communication industry technology innovation strategic alliance; the two is UV LED, this LED has the functions of sterilization and disinfection, can be printed in the related industry, medical and other fields to achieve a wide range of applications.

"There is plant lighting and lighting agriculture, not only can change the traditional mode of agricultural production, promote the upgrading of agricultural industry, can also bring new market opportunities for the LED industry, may be a trillion market. "Liu told reporters that the current domestic plant lighting market is still in its infancy, Guangdong province has begun the layout of the industry. "Ready