LED enterprise development meets life and death test

A few days ago, investment institutions focused on the research of LED concept stocks such as Lianjian Optoelectronics, qinshang optoelectronics and AVIC Optoelectronics, focusing on the development of their LED business. Data show that qinshang Optronics rose by more than 15 in May, Lianjian Optronics rose by more than 6, and AVIC Optronics rose by nearly 4. Industry insiders believe that the intensive visits by institutions to LED enterprises and the overall recovery of China's semiconductor lighting industry have LED to the rapid start of the LED functional lighting market, which has ushered in a sweet period of LED lighting development. [Img] /Uploads/allimg/140605/14-140605152R92L. Jpg [/Img] The data shows that in the quarter of 2014, many LED companies developed their channels, the orders were full, the capacity utilization rate was improved, the performance of listed companies was generally optimistic, and the average profit growth rate was more than 27. In the first quarter, the overall profitability of LED listed companies was good and their performance increased significantly. As of April 18, 2014, 24 listed companies in the LED sector have made first-quarter performance forecasts, with only 3 reporting losses, while 5 companies forecast a major decline in first-quarter performance. According to preliminary estimates, the average growth rate of profits in the first quarter is expected to be-2. 92 to 14. 02, compared with the same period last year-23. The average profit growth rate of 3 has increased significantly. At the same time, from the perspective of enterprises that forecast losses, the loss-causing factor is not LED business. Unless LED factors affect, the overall average growth rate of LED plate profit in the first quarter is 27. 16 to 42. 91, higher than the-share overall and electronic sector, LED industry is not weak in the off-season. It is understood that on May 28, qinshang Optoelectronics received research from CITIC Securities, Guolian Fund, Bank of Communications Schroeder fund, Yintai Securities and other institutions. Lianjian Optoelectronics has also been concerned by Morgan Stanley Huaxin, Minsheng Securities, Bohai Securities and other institutions, while AVIC Optoelectronics has been investigated by Guangfa Securities, Guangfa Asset Management, CITIC Construction Investment, Hua 'an Fund and other institutions. Qinshang Optronics said that outdoor lighting products and technologies represented by street lamps have always been qinshang's advantages. At present, the company has further increased its investment in indoor lighting and extended its expansion to commercial lighting and home lighting, the pace of channel construction is going smoothly, and the market and channel promotion mode of indoor products are synchronized with outdoor products to a certain extent. Qinshang Optoelectronics said that for the expansion of the commercial lighting market, the company is preparing to fully promote the lighting replacement plan. Attracting people from all walks of life with entrepreneurial passion, capital and resources from provincial capitals, second-tier cities and even third-and fourth-tier cities in developed regions to join in, together with qinshang, we have taken over the LED lighting engineering replacement market. The agency also paid attention to the progress of qinshang optoelectronic Tmall flagship store. The company said that in fourth quarter of 2013, the company launched a third-party B2B and B2C E-commerce platform to increase network promotion and sales, seize the network sales share of LED lighting. At the same time, we will consider introducing professional third-party e-commerce platform management agencies to promote online and offline linkage development. In view of the focus of investment institutions on the development of e-commerce in LED enterprises, lin mingfeng, chairman of zhouming Technology Co. , Ltd. , also said that e-commerce is robbing users and robbing the future, e-commerce and mobile Internet will bring rapid changes to e-commerce. Now is the consumption era of the post-80s and post-90s. They are used to using the Internet and relying on the Internet. China's e-commerce will reach a market of 205 billion yuan by 2015, with an online shopping growth rate of 16. 9, we think it will be faster. The growth rate of e-commerce in the household sector reached an average of 795 in 2015, with a very fast growth and a relatively large scale. Lianjian Optoelectronics also said to the survey that at present, the company takes the implementation of the national urban landmark outdoor LED advertising network plan as its long-term goal, improves the construction of the national media Resource Network, and forms a multi-point layout of the core city, the layout of media resources covered by the resources of key cities in the second, third and fourth lines will realize the terminal sinking of major cities in the country and form new media operators with national influence and industry advantages. Lianjian Optoelectronics also said that the choice of future merger targets will be related targets with certain business advantages, core competitiveness and synergy with the company's existing businesses, the scope includes mergers and acquisitions in LED application industry and advertising media industry. The key is to achieve good synergy with the company, and the possibility of involving Internet advertising companies is not excluded. Insiders believe that with the rapid growth of China's semiconductor lighting industry in 2013 and the strong support of relevant policies, some LED enterprises with certain financial strength, technological research and development capabilities, channel advantages and brand awareness have begun to seek partners, looking forward to building a leading enterprise in China and even the semiconductor lighting industry by learning from each other's strong points and joining forces to occupy a place in the semiconductor lighting market. In the past year, industrial integration involves the upper, middle and lower reaches, and the two sides of the Taiwan Strait. The superior resources are concentrated in the industry giants. Through acquisitions, strategic alliances, and mutual shareholding, the technology and patent barriers are quickly broken down to achieve industrialization breakthroughs. Entering 2014, the price of LED lighting products continues to decline, and the price difference between finished LED lamps and traditional products is further narrowed. The price of LED lamps is close to the sweet spot acceptable to the mass market. At the same time, 2014, as the second important time point for banning incandescent lamps, will bring a new wave of LED lighting market growth peak. In the three to five years starting from 2014, the LED lighting industry will see explosive growth and enter the Golden three years. At the same time, with the high prosperity and high growth rate of LED industry, it is bound to drive a new round of industrial investment. From the perspective of the overall development of the semiconductor lighting industry, whether the advantageous enterprises can timely integrate the advantages of capital, technology and channels, seize market opportunities, quickly distribute the market and become bigger and stronger, it is the key factor to stand out and participate in the competition in the next three years, otherwise it will be eliminated by the market.