Leishi lighting, sunlight, lighting, foshan lighting, opple, three Ann photoelectric, HuaCan shares and hong god send LED lighting on the middle and lower reaches of leading enterprises, the performance of the first half of 2016 are red. In the current LED lighting further popularization, under the background of accelerating the industry reshuffle, it shows the strong constant strong development momentum.
As one of the leading the middle reaches of LED packaging, wooden Tomlinson also announced on August 26, according to plans to spend 5.5 billion yuan investment in zhejiang yiwu industrial park LED lighting project, is expected to build reaches producing 2022 years ago, when the project will have a annual revenue of 10 billion yuan. So the competition between the strong "blunt billions" the upgrade.
LED to excessive competition in improving
Leishi lighting earnings forecast, according to the first half of 2016, the net profit year-on-year growth of about 3.7 times of leishi lighting, mainly because of strict cost control, improve profit margins sharply higher; And promote sales promotion cost reduction. But due to the LED lighting transformation and some events related to the company's former CEO chang-jiang wu, leishi lighting will likely make large amount in 2016 results.
Sun lighting half annual report, in the first half of 2016, sun lighting business income of 2.126 billion yuan, up 11.92%; Net profit of 218 million yuan, up 22% from a year earlier. Among them, the LED product revenue was 1.74 billion yuan, up 39.7% from a year earlier, income accounted for 82.78%. Benefit from increased investment in innovation and market performance ascension, after set up the company in the United States, Australia, the sunlight illumination and investment company set up Germany, France, and open up new markets in Africa, Oceania. In the second half of this year, the sun lighting will continue to strengthen manufacturing automation and intelligence, grope for the lighting industry "Internet +" mode.
According to the half annals of foshan lighting, in the first half of this year, foshan lighting business income is 1.756 billion yuan, up 15.17% from a year earlier. Net profit of 200 million yuan, up 106.4% from a year earlier. Which LED lighting sales income is 1.06 billion yuan, up 42.3%; Foreign sales income is 580 million yuan, up 26% from a year earlier. Mainly because of increased product line (set up the new electrician division), sales channels (developing specialty stores, engineering, electricity and other new channels) to expand and strengthen the research and development at the same time, implementing automation transformation and control costs, improve the efficiency.
Another opple lighting leading enterprises has just landed in Shanghai stock exchange, its first-half results show that in the first half of 2016, opple operating revenues of about 2.234 billion yuan, up 22.65% from a year earlier. Net profit of 183 million yuan, up 33.58% from a year earlier. This is mainly because the product sales continue to grow, at the same time, continue to launch new products, product cost optimization and large-scale production fell, prompt rise in gross margin.
Look from the upstream LED chip LED lighting leading enterprises, in the first half of this year, their performance in ascension.
Three Ann photoelectric in the first half of 2016 operating income of 2.778 billion yuan, up 21.25% from a year earlier. Net profit of 966 million yuan, up 6.89% from a year earlier. At present, three Ann photoelectric has 276 sets of MOCVD equipment, has 256 sets of production. LED application field of further penetration, chip demand increase, three photoelectric constantly optimize the product structure, improve profitability. Its wholly owned subsidiary of auto lamp of electricity is engaged in the business is growing rapidly. Three Ann photoelectric will pay at the same time, with the national IC industry investment fund and other partners, jointly set up core industrial investment fund, in fujian province to speed up the expansion through mergers and acquisitions, etc.
Another leading enterprises HuaCan LED chip photoelectric, operating income of 613 million yuan in the first half of this year, up 41.16%; Net profit of 53.17 million yuan, up 323% from a year earlier. In the first half of the LED chip market demand continues to grow, HuaCan photoelectric LED chip sales grew by 98.24% year on year, at the same time because of mergers and acquisitions blue SPAR technology increasing substrate piece of sales income, therefore achieved a big increase in revenue. HuaCan photoelectric said, began in the second quarter of the LED chip prices bottomed out, customer debt collection enthusiasm has increased significantly, showed that improved the situation of excessive competition.
Blunt billions of race began
LED lighting in the middle of the LED encapsulation leading listed companies also have a good performance in the first half of this year.
Hong god send in the first half of this year operating income of 990 million yuan, up 43.34%; Net profit of 138 million yuan, up 141.6% from a year earlier. Main reason is that, in the first half of 2016, as the LED lighting market demand continues to improve, the company's LED automotive lighting, LED, LED packaging business scale continuous development, at the same time in the first half of the hon, transfer the equity subsidiary xin interpretation of photoelectric 15.05% stake, and received government subsidies, increase profits.
Switzerland abundant photoelectric in the first half performance is good, is expected to net profit year-on-year growth of 0% to 24.67%, up to 21.6578 million yuan - 27 million yuan. Because in the first half of 2016, Switzerland abundant photoelectric last year a wholly owned subsidiary of exquisite photoelectric included in the consolidated statements, and make ruifeng photoelectric from large size LED packaging products expanded to small and medium size LED packaging products.
Tomlinson another LED encapsulation leading enterprises wood, in the first half of 2016 operating income of 2.087 billion yuan, up 4.31% from a year earlier. Net profit of 153 million yuan, down 34.13% year-on-year. Wood Tomlinson, said in 2015 LED industry chain price generally decline trend, in the first half of this year the price of LED products is slowly and steady, but there are still differences year-over-year. At the same time, industry consolidation was repeated, wooden Tomlinson also speed up the related acquisitions, is promote the acquisition of osram light business.
On August 25, wooden Tomlinson's board of directors approved the agreement LED lighting project investment with zhejiang yiwu industrial park of bill ", plans to invest 5.5 billion yuan, about 600 acres of LED lighting in yiwu industrial park construction projects, is expected to achieve annual revenue after the production of more than 10 billion yuan, tax 600 million yuan of above, plan two years were completed and put into operation, reaches producing before the end of December 2022, so as to speed up the downstream expansion in the field of LED lighting.
Coincidentally, leishi lighting this year and its largest shareholder bdo, also put forward the target, hope this year big leishi, leishi lighting and related assets, business income will impact the goal of billions. Obviously, the impact between the leading enterprises in the LED lighting has kicked off billions of competition, a new king will struggle stage.
From the performance of the first half of 2016 compared with 2015, last year the above LED lighting leading enterprise in terminal areas such as lighting, middle encapsulation, the upstream chip performance differentiation, some happy some sad; In the first half of this year, most of these LED faucet has achieved sales revenue and net profit growth. At that, in the process of the integration and popularization of LED lighting industry, the situation of excessive competition, LED chip prices bottomed out in the second quarter of this year is a side, prompting leading enterprises in the strong stronger situation further revealed.