LED enterprises have joys and sorrows in the half year

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, there are companies such as Sanan Optoelectronics and Hongli optoelectronics that have achieved growth expectations, as well as luxiao technology and Nanda Optoelectronics. The growth of demand and fierce competition are intertwined in the entire LED industry, which can be described as happiness and sorrow. Upstream: Sanan crystal net profit growth luxiao Nanda net profit decline, mainland extension chip Sanan Optoelectronics did not disappoint the capital market. Sanan Optoelectronics expects the net profit attributable to the owner of the parent company to be 6. In the first half of 2014. 4. 8 billion yuan, an increase of more than over the same period 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 was strong. During the reporting period, the company's production capacity was further improved and its profitability continued to improve. The upstream industry chain is also pre-increased by Crystal Optoelectronics. Crystal Optoelectronics is expected in 2014-Net profit in June increased by 30 to 60 year on year. Crystal Optoelectronics said that the reason for the change in performance was that the company had a strong demand for mobile phone-related products in the first half of the year, especially blue glass assembly products for smart phones, and such products had been improved in the early stage of technology and technology; 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. Because the concept of Sapphire once performed very well in the secondary market, but because the semi-annual report is expected to be bleak, it is difficult to laugh at the technology. 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 response, luxiao technology said that during the reporting period, due to the impact of the economic environment, the market competition was fierce; The production capacity of the company's investment 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, with a net profit of 9019 in 2012. 280 thousand yuan, down 49 year on year; 2013 net profit 6058. 610 thousand yuan, down year on year. 83. The performance forecast for the first half of 2014 is also not optimistic: 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 response, Nanda Optoelectronics said that during the reporting period, due to 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 month on month; Sales increased by about year on year. Overall, the company's overall performance in the first half of 2014 decreased compared with last year.