Compared with the industry's overall loss of 30% in 2012, the LED industry is now enjoying a rebound. According to information on the Shanghai Statistics, as of March 13th, A shares of 53 LED companies, 39 companies announced the 2013 annual report or annual results letters, of which 23 realized profits, nearly 60%.
From the profit point of classification, the benefit of the lighting market demand in the second half of last year strong, downstream lighting, applications and other related enterprises have basically overall profit, such as the state of science and technology is expected in 2013 net profit rose 79.85%, Jufei, Riyadh, honglitronic, Rui Feng electric light, photoelectric distance net average growth of more than 20%.
From the industrial chain, LED downstream demand has begun to transmit to the middle reaches of the packaging and upstream chips, materials and other manufacturers, and to promote the profitability of related enterprises. As the country's core profit growth of 93%, in addition, microelectronics, China Science and technology last year to achieve profitability.
Some companies attributed their performance growth to industry boom. Honglitronic believes that the 2013 annual LED lighting market demand is good, effective release of the company's production capacity, the company maintained a steady growth in the main business. Poly fly photoelectric also believes that the company is seized last year, LED industry boom opportunities. In addition, last year, the domestic LED field support policies continue, LED lighting products prices and further restrictions on the use of incandescent lamp, and so on.
Nevertheless, there are still some enterprises dismal performance. One of the most serious decline in profit than beneficial up, up to 687.48%, followed by Elec-Tech, South photoelectric, HC semitek, net profit fell 94.22%, 89.95%, 79.3%.
Further analysis found that most of the loss business is not due to decline in LED business performance, but another reason. Seastar said, the main operating conditions of EMS business deterioration led to substantial losses; net profit fell Moso 40% is due to the company's relocation office, Shenzhen minimum standard induced up regulation of rising labor costs. And Hua Guang photoelectric, south big light electricity is mainly in the first half of the loss is too large, even in the second half, even if the market demand to accelerate growth, it is difficult to make up for its losses.
It is noteworthy that the LED industry has been closely watched by the institutions. Zhengbao reporter statistics found that last month, hundreds of institutions in the industry, FSL Alto electronics, nationstar, Han's laser, Riyadh, photoelectric, honglitronic, HC semitek, Moso and other 16 companies were nearly 30 field survey from February 18th to March, the Alto electronic 6 JCP received six field research institutions.
In this context, listed companies are interested in increasing investment. Alto electronics research institutions receiving respect, LED lighting business market space, the company will increase investment, the business will become a new growth point. The company will focus on expanding the LED lighting market and products this year, and accelerate the development of new technologies and new materials for LED packaging and lighting, the company said. Jufei, honglitronic said that 2014 will be combination of market expansion.
