The current LED lighting market showed a recovery trend

Recently, a number of Companies in the LED lighting industry chain in an interview that the international market since the beginning of improvement, the current situation is optimistic about the order.

"January is the spring dawn, February is the lotus just buds. Insiders describe the beginning of the LED lighting market recovery trend.

In fact, LED industry has been recognized in the middle and lower reaches of the capital market recovery. This year, A shares LED plate gainers. The logic behind the rise in share prices is to stabilize the performance of listed companies rebounded.

According to statistics, the Shanghai and Shenzhen two city 25 LED key listed companies, 2012 total operating income was 48 billion 409 million yuan, an increase of 9%, total net profit of 3 billion 933 million yuan, down 18% year-on-year; the first quarter of this year, the 25 companies total revenue of 9 billion 888 million yuan, an increase of 12%, total net profit of 719 million yuan, down 3%. The industry continues to grow, the decline in earnings slowed down.

Specifically, the middle reaches of the packaging and downstream applications, the performance of the company's net profit is better than the upstream chip companies, mainly due to the serious excess capacity in the upstream chip, low operating power factor.

China Merchants Securities, a research report shows that the chip and packaging plants are loaded into the state, order visibility of 1~3 months, significantly better than the normal level, and some companies even take the initiative to give up orders.

Prior to the industry is expected to market broke out in 2015, and now I feel partial conservative, to advance to 2013. "Director of Limited by Share Ltd Linsen Lighting Department of East China Zhang Chao expressed optimism about the development of LED lighting market.

In this regard, experts also agree. From the beginning of February this year, LED lighting market has been very obvious signs of the outbreak is expected in the two or three quarter of this year will be possible outbreak.

In the middle reaches of the industry this year PHILPS Lumileds orders are Everfount, company Asia Marketing Director Zhou Xuejun said, second factories in Malaysia production base in Penang last year has started, but now on the orders are still busy.