LED enterprise semi-annual mixed

With the popularization of LED lighting, the demand for the entire industrial chain is undoubtedly rising. As of the morning of July 14, some LED enterprises have also released semi-annual performance forecasts for 2014. Among them, some companies such as Sanan Optoelectronics and Hongli optoelectronics have achieved growth expectations, as well as the expected decline in performance of luxiao technology and Nanda Optoelectronics. Demand growth and fierce competition are intertwined in the entire LED industry, which can be described as happy and worried. Upstream: San'an crystal net profit growth, luxiao Nanda net profit decline, mainland extension chip San'an Optoelectronics did not disappoint the capital market. Sanan Optoelectronics expects to achieve a net profit attributable to the owner of the parent company in the first half of 2014. 4. 8 billion yuan, an increase of more than 40 over the same period of last year, corresponding to EPS of 0. 27 yuan to achieve earnings per share 0. 32 yuan. Sanan Optoelectronics said that with the penetration of LED lighting, LED demand is strong. During the reporting period, the company's production capacity further increased and its profitability continued to increase. The upstream industry chain is also pre-added with crystal Optoelectronics. Crystal Optoelectronics is expected 2014 1-Net profit in June increased by 30 to 60 year-on-year. Crystal Optoelectronics said that the reason for the performance change is: in the first half of the year, the company's mobile phone-related products, especially the blue glass assembly products for smart phones, are in strong demand, and this kind of products have been improved by the previous technology and process; On the basis of the continuous growth of LED market, sapphire substrate is gradually increasing in quantity. There is joy, and there is no worry. Since the concept of Sapphire has performed very well in the secondary market, but because the semi-annual report is expected to be bleak, luxiao technology is hard to laugh. Luxiao Technology expects a semi-annual profit of 4. 8 million yuan in 2014-6. 8 million yuan, down 84 from the same period last year. 70-78. 33. In the first half of 2013, luxiao technology made a profit of 3137. RMB 380 thousand. In this regard, luxiao technology said that during the reporting period, due to the impact of the economic environment, market competition was fierce; The production capacity of the company's fundraising projects has not yet been fully released, and the labor costs, management costs and financial expenses have been rising, resulting in a decline in gross profit margin. The decline in the performance of Nanda Optoelectronics, a major factory in MO yuan, seems to be a common occurrence. As evidenced by data, the net profit in 2012 was 9019. 280 thousand yuan, down year on year. 2013 net profit 6058. 610 thousand yuan, down 32. 83. The performance forecast for the first half of 2014 is not optimistic either: it is estimated that the net profit attributable to shareholders of listed companies will reach 19 million yuan in the first half of this year-23 million yuan, a year-on-year decrease of 32. 81-44. 49. In this regard, Nanda Optoelectronics said that during the reporting period, due to the fierce competition in the LED industry chain, the sales price of the company's main products decreased year-on-year, and the sales price was relatively stable; Sales volume increased by about 50 year-on-year. Comprehensive impact, the company's overall performance in the first half of 2014 fell year-on-year.