Annual report of the hottest led listed enterprise

2022-07-23
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The collective flameout industry of the annual reports of LED listed enterprises is facing a major reshuffle. The LED lighting industry, whose output value is expected to reach 450billion yuan in three years, is facing the performance pain brought by the rush of investment. The LED lighting industry, whose output value is expected to reach 450billion yuan in three years, is facing the performance pain brought by the rush of investment

on March 13, distant optoelectronics, an LED equipment testing enterprise, announced a performance correction announcement for the first quarter of 2013, which changed the previously predicted net profit from a year-on-year decrease of 5%-35% to a decrease of 30%-60%. Yuanfang optoelectronics had also handed over an annual report with both revenue and net profit declining. In fiscal year 2012, it achieved revenue of 182million yuan, a year-on-year decrease of 11.45%; The net profit was 72.48 million yuan, a year-on-year decrease of 25.07%

in the LED lighting industry, the experience of distant optoelectronics is not an individual case. The 2012 annual report or performance express of LED listed companies focused on the recent disclosure shows that the overall profitability of the industry decreased by about 30% last year

the whole industry is still growing rapidly, but the growth of the market can not catch up with the growth of investment, so we have to fight a price war. Xieyongjun, general manager of Jiuzhou optoelectronics, said in an interview that last year, the product cost of LED lighting industry fell by about 20%, but the terminal price fell by a larger margin, up to 40%-50%, and the profit shrinkage is inevitable

the collective performance dropped significantly

there are about 50 listed companies in the whole A-share LED related concept sector, of which more than 20 are led business revenue. LED chip and epitaxial chip enterprises at the upstream of the industrial chain can stop curve comparison, amplification and other analysis functions. For example, the net profits of Huacan optoelectronics, Shilan micro, Qianzhao optoelectronics and Dehao Runda decreased by 30.38%, 88.07%, 39.33% and 57.14% respectively in 2012

net profit of Fujing technology, a provider of LED crystal materials, decreased by 34.12%; The net profit of maoshuo power, an LED power supply enterprise, fell by 9.76%; Keheng, an enterprise of LED luminous materials, declined by 80.62%; The net profits of LED packaging enterprises rectangular lighting, Lehman optoelectronics, Hongli optoelectronics and Guoxing optoelectronics decreased by 27.45%, 27.36%, 34.49% and 66.45% respectively

when explaining the change in performance, these enterprises invariably attributed to the macroeconomic downturn in 2012 and the intensified competition in the LED industry. According to far optoelectronics, 2012 is the year with the lowest development speed of LED lighting in China in recent years; Rectangular lighting said that in order to consolidate its market share last year, the company took the initiative to reduce prices

Xie Yongjun said that led has been used as a sample of the national energy conservation and environmental protection industry in the past few years, attracting a large amount of capital to intervene. Especially from 2009 to 2010, there was a rush of investment in the LED industry in China, resulting in the market supply exceeding the market growth

led (light emitting diode) is a solid-state semiconductor device. Because it can directly convert electricity into light, it is considered to be the fourth lighting mode revolution after fire, incandescent lamp and fluorescent lamp. LED light source has the advantages of long service life and low power consumption. As early as 2009, the Ministry of science and technology of the people's Republic of China began to launch support policies such as ten thousand LED lights in ten cities to strive to stimulate the development of domestic LED industry

with the aura of emerging industries, the LED industry has been favored by various capitals. There are three main sources of funds for LED industry: first, traditional lighting enterprises. In the words of huzhongshun, general manager of Guangzhou Guangya Frankfurt Exhibition Co., Ltd., the organizer of Guangzhou lighting exhibition, the world's largest lighting exhibition, it's embarrassing to say that you are a lighting enterprise if you don't make LEDs. Even if you are an OEM, you have to put a few LED products. The second category of enterprises comes from the electronics industry. As LEDs use electronic components such as semiconductors, many electronic enterprises also extend into the industry. In fact, xieyongjun's Jiuzhou Electronics Co., Ltd. makes it more reasonable. Zhouguang software is still not robust. Its parent company is Jiuzhou Electronics Co., Ltd., which ranks among the top 100 electronic information enterprises in China. The third category is social capital

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