LED enterprise development ushered in the test of life and death
LED enterprise development ushered in the test of life and death
A few days ago, investment institutions focused on investigating LED concept stocks such as Lianjian Optoelectronics, qinshang optoelectronics and AVIC Optoelectronics, focusing on the development of their LED business.
Data show that qinshang Optoelectronics rose by more than 15 in May, Lianjian Optoelectronics rose by more than 6, and AVIC Optoelectronics rose by nearly 4.
Industry insiders believe that the intensive visits by institutions to LED enterprises, coupled with the overall recovery of China's semiconductor lighting industry, the rapid start of the LED functional lighting market has ushered in a sweet period of LED lighting development. [img]
/uploads/allimg/140605/14-140605152R92L. jpg [/img]
Data show that in the quarter of 2014, many LED enterprises made efforts to open up channels, with full orders and improved capacity utilization rate. The performance of listed enterprises was generally optimistic, with an average profit increase of 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 forecast their first-quarter results, with only 3 reporting losses, while 5 companies forecast a large decline in their first-quarter results.
According to preliminary estimates, the 24 companies that have already announced the forecast are expected to have an average profit growth rate-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 factor is not LED business.
Unless the LED factor is affected, the overall average growth rate of the LED sector in the first quarter is 27. 16 to 42.
91, higher than the-share overall and electronic sector, the LED industry is not weak in the off-season.
It is understood that in May 28, qinshang Optoelectronics received research from CITIC Securities, Guolian Fund, Bank of Communications Schroeder fund, Yintai Securities and other institutions.
Lianjian Optoelectronics was also concerned by Morgan Stanley Huaxin, Minsheng Securities, Bohai Securities and other institutions. AVIC Optoelectronics was investigated by GF Securities, GF Asset Management, CITIC Construction Investment, HuaAn Fund and other institutions.
Qinshang Optoelectronics said that outdoor lighting products and technologies represented by street lamps have always been the advantages of qinshang. 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.
Attract people from all walks of life with entrepreneurial passion, capital and resources from provincial capital cities, second-tier cities and even third-and fourth-tier cities in developed regions to join in, together with Qin, they captured the LED lighting engineering replacement market.
The agency also paid attention to the progress of qinshang Optoelectronics 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 organizations to promote online and offline linkage development.
In view of the fact that investment institutions have focused on the development of e-commerce in LED enterprises, lin mingfeng, chairman of Zhou Ming Technology Co. , Ltd. , also said that e-commerce robbed users and robbed the future, e-commerce and mobile Internet will bring rapid changes to e-commerce.
Now is the consumption era of the 80 s and 90 s. They are used to using the network and are used to relying on the network.
China's e-commerce market will reach 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 a new media operator with national influence and industry advantages.
Lianjian Optoelectronics also said that the choice of future mergers and acquisitions will be related to certain business advantages, core competitiveness, and synergy with the company's existing business, the scope includes mergers and acquisitions of 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.
Industry 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 cooperative partners, looking forward to building a leading enterprise in China's semiconductor lighting industry and occupying a place in the semiconductor lighting market by learning from each other's strong points and joining forces.
In the past year, industrial integration has involved the upper, middle and lower reaches, and the two sides of the strait. The superior resources have gathered in the industry giants. Through acquisitions, strategic alliances, and mutual shareholding, the technology and patent barriers have been quickly broken down to achieve industrialization breakthroughs.
In the 2014 s, the price of LED lighting products continued to decline, and the price difference between finished LED lamps and traditional products further narrowed. The price of LED lamps and lanterns has approached 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 from 2014, the LED lighting industry will usher in explosive growth and enter the Golden three years.
At the same time, with the high prosperity and high growth rate of the LED industry, it will inevitably 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 the market opportunities, quickly distribute the market and become bigger and stronger, it is the key factor for the competition to stand out in the next three years, and vice versa.