LED industry as a whole is actively expanding to leading enterprises

Data show that as of July 14, 18 LED companies have released their first-half performance forecasts. Among them, 16 pre-happy, the industry as a whole is good. In the first half of the year, LED packaging leader mulinsen successfully acquired overseas LED leader landvance. Chip leader Sanan Optoelectronics established wholly-owned subsidiaries and wholly-owned companies in Hong Kong and Japan. The leading enterprises actively expanded. Data show that as of July 14, 18 LED companies have released their first-half performance forecasts. Among them, 16 pre-happy, the industry as a whole is good. In the first half of the year, LED packaging leader mulinsen successfully acquired overseas LED leader landvance. Chip leader Sanan Optoelectronics established wholly-owned subsidiaries and wholly-owned companies in Hong Kong and Japan. The leading enterprises actively expanded. A number of enterprises expect Nanda optoelectronics to achieve a net profit of 18 million yuan in the first half of the Year-19 million yuan, up 396 year-on-year. 24-423. 81. The company said that the LED industry continued to pick up, the demand for MO Source gradually increased, and the sales volume, sales revenue and sales gross profit of MO source showed year-on-year growth; At the same time, the output increases, the inventory decreases, and the scale production effect promotes the cost reduction. Qianzhao Optoelectronics is expected to turn losses into profits and achieve a net profit of 97. 5 million yuan-RMB 102. 5 million. The company said that benefiting from the continuous recovery of the LED industry market, the company's LED chip business revenue has increased significantly. Huacan Optoelectronics expects a net profit of 2 in the first half of the year. 1. 3 billion yuan-2. 2. 8 billion yuan, a year-on-year increase of 301-329. The company is a leading enterprise in LED small-pitch chips. Orient Securities expects that the compound annual growth rate of small-pitch LED will reach 60 in the next two years, and the potential market size may reach 17. 2 billion yuan. As the leader of small-pitch LED chips, the company will fully benefit and is expected to achieve a production scale of 1. 4 million LED chips per month by the end of 2017. Jiawei shares expect that this year 1-Net profit in June was 215 million yuan-250 million yuan, an increase of 75. 82-104. 44. The company said that the shared bicycle business is rapidly emerging. The company uses the experience and advantages of small photovoltaic energy storage systems accumulated in the LED lighting business to provide mobile energy services for shared bicycles and bring new profit growth points. Listed companies are actively expanding the supply-side contraction of the LED chip industry, which has triggered this round of industry prosperity. The production capacity has undergone structural optimization. In the case of low-end production capacity elimination, the supply and demand gap still exists. Bohai Securities pointed out that the LED application market has an average annual growth of more than 10, and the penetration rate of small spacing and automobile lighting has accelerated, driving the demand for LED epitaxial wafers and chips to grow. Lu Yitong announced a few days ago that he plans to purchase 2 billion of Guangdong Huihui Electronics Holding Co. , Ltd. by issuing shares and paying cash for a total of 100 yuan. Huihui electronics is engaged in the research, development, production and sales of complete electrical equipment, LED and other products, with a revenue of 9. In 2016. 1. 3 billion yuan, the total performance commitment for the next three years is not less than 6. RMB 5. 5 billion. Through this transaction, Lu Yitong will add LED lighting and smart home business to achieve diversified development. LED packaging leader Jason Wood is the acquisition of the second largest lighting company Osram LED lighting plate LEDVANCE. Guosen Securities said that through this acquisition, Jason will make full use of landvance's overseas marketing channels and brand influence to export Jason's products. In 2017, the company's sales of LED filament lamps are expected to exceed 1. 7 billion yuan, up 232 year on year. The chip leader Sanan Optoelectronics Co. , Ltd. Xiamen Sanan integrated circuit also established a subsidiary overseas, mainly engaged in the research and development of compound semiconductors. Pacific Securities pointed out that the LED industry will maintain a high economy driven by downstream demand.