LED lighting price bottoming demand upward

The price has been relatively low. Last year's third quarterly report showed that the sales Gross profit margin of LED-related companies including qinshang Optoelectronics has almost decreased compared with 2012. For example, the gross profit margin of the third quarter of 2013, such as Qianzhao optoelectronics and Lehman Optoelectronics, fell by 5- About 7 percentage points, qinshang Optoelectronics also fell by 4 percentage points. Shi Shang Guang Dong mi Duan Zhu admitted to the reporter that the current LED lighting enterprises do have the problem that the net profit growth is lower than the revenue growth rate, which is mainly caused by the price drop. For example, the upstream chip price drop is very severe, at present, it has dropped by 70 compared with previous years-80. However, Duan Zhu introduced that the current price decline of LED lighting products has entered a stable period, mainly because the technology has matured to a certain extent, the price has been relatively low, and some have also increased. It is expected that the net profit growth rate will go up this year, but there is no sales revenue growth. The reporter saw at the IKEA Nanjing mall last weekend that the LED ball lamp price is 39 yuan, which is close to the price of some spiral energy-saving lamps. Duan Zhu said that the price drop is not only caused by the large number of industry enterprises, market competition, but also by technological progress. This requires two sides to see, which may affect profits, lower the promotion threshold and speed up the application. Duan Zhu, who determined the growth of the application market, revealed that the current industry and research institutions agreed that the trend of LED as the third generation light source has been completely determined, and many research institutions have admitted that there was a misjudgment that LED growth would not be so high in the early stage. Our main business income has increased by 30% to 40% since the first quarter of last year. It is worth noting that the organization LED intensive research on related companies at the beginning of the year of the horse. Guoxing Optoelectronics [0. 00 Capital Research report], Qianzhao Optoelectronics, Xingyu shares [0. 00 Capital Research report] After being intensively investigated by institutions in February, star private placement Zexi also appeared in the research ranks. The production capacity and new projects of these companies in 2014 have received attention. Zhou Xiaofeng, a researcher at Zheshang Securities electronic components, also said yesterday that the organization is generally optimistic about the growth of the LED lighting industry and believes that the penetration rate in 2014 has entered a stage of sharp rise. In 2014, the demand for LED ball bulbs and lamps increased by more than 80%, and high growth was determined. LED lighting applications are being promoted by the public lighting market, to the commercial industrial application demand, and even the home market is also warming up. From Xingyu shares, you can see the growth of the commercial market. Huang FA, secretary of the board of directors of Xingyu shares, expects that by 2016-2017 70-80 of the car lights will use LED lights. And in the current order, the car taillights are basically LED lights. Huang HEFA said that in order to cope with the trend of LED Automotive lights, the company's annual output of 500 thousand sets of LED lights will be completed and put into operation in June this year. In the future downstream market, retail terminals will be a huge market with stronger stamina than commercial and other application markets. Because users such as households have a huge replacement market, there may be trillions of scales. Duan Zhu revealed that at the Double Eleven last year, we learned that the sales volume of some LED lighting e-commerce companies facing home retail increased very much, reaching hundreds. In 2014, the demand for LED ball bulbs and lamps increased by more than 80%, and high growth was determined. LED lighting applications are being promoted by the public lighting market, to the commercial industrial application demand, and even the home market is also warming up. From Xingyu shares, you can see the growth of the commercial market. Huang FA, secretary of the board of directors of Xingyu shares, expects that by 2016-2017 70-80 of the car lights will use LED lights. And in the current order, the car taillights are basically LED lights. Huang HEFA said that in order to cope with the trend of LED Automotive lights, the company's annual output of 500 thousand sets of LED lights will be completed and put into operation in June this year. In the future downstream market, retail terminals will be a huge market with stronger stamina than commercial and other application markets. Because users such as households have a huge replacement market, there may be trillions of scales. Duan Zhu revealed that at the Double Eleven last year, we learned that the sales volume of some LED lighting e-commerce companies facing home retail increased very much, reaching hundreds.