As of July 25, among the 25 pure LED listed companies, only Lianchuang Optoelectronics did not disclose the 2014 semi-annual results forecast. 70% of the listed companies have achieved different growth rates. After three years of cold winter, the LED industry has recovered in 2014. Foreign UBS Securities pointed out that in 2014, global LED lighting demand will increase by 60%, among which home lighting will grow the most, and will increase by 90% next year. It is estimated that LED chip demand will grow next year. 25. Huacan Optoelectronics Vice President Difei said that the current downstream market demand is relatively strong, the upstream chip is basically full load. Lin Weifeng, chairman of Zhouming Technology, said at the Guangzhou Lighting Forum that after the preparations for the products and channels of the previous two years, this year finally ushered in a year of LED lighting. Most of the 25 performance-preferred companies attributed their growth to their main business growth. The net profit for the first half of the year is pre-increased by 100~118.09, 50-80, 35-60, 20-50, 25-50, and 10-35 of the beneficial, Liard, Hongli Optoelectronics, Alto Electronics, Jufei Optoelectronics, Wan Run Technology, without exception, expounded the growth of the first half of the year with similar words such as the rapid growth of the LED market, the gradual release of the company's production capacity, and the growth of sales revenues. According to the specific results of the 70% Anniversary, among the 38 LED companies that announced the semi-annual performance forecast in the LED sector, the net profit of 12 companies increased by more than 50%, including Lianjian Optoelectronics, Huacan Optoelectronics, Co., Ltd., Shiyida, Zhouming The net profit of technology has doubled, with an increase of 270, 215, 176, 118 and 113 respectively. The rapid growth of lighting demand is the main line of the boom in the LED industry. LED's main lighting-based companies such as Hongli Optoelectronics and Wanrun Technology have achieved significant growth in their interim results. Due to the rise of market demand for LED bulbs, lamps and commercial lighting, the market demand for medium power LEDs has increased significantly, especially the package forms such as 5630, 3030 and 2835 have become the mainstream of the market. On July 2, Hongli Optoelectronics released the 2014 semi-annual performance forecast. It is estimated that the company's net profit will be 2943.81~348.86 million yuan, up 35-60 over the same period of the previous year. In the first half of this year, the overall performance of LED upstream chip companies performed well. Since the second half of last year, the demand for LED chips has maintained a growth momentum. Since the fourth quarter of last year, the price of chips has fallen by three quarters, and the profitability of related companies has rebounded remarkably. Huacan Optoelectronics, which has doubled its performance, said that the main reason for the sharp increase in the first half of this year was that the growth of demand for LED chips in the market continued to maintain and the profitability rebounded significantly. At the same time, with the commissioning of the third-phase expansion project of the parent company and the construction of the first phase of the Suzhou subsidiary, most of the production capacity and sales scale of the company increased exponentially during the period. After the LED display screen was shuffled in the previous two years, the profitability of the company has improved significantly. With the maturity of technologies such as small pitch and high density, technology-leading display companies have swept away their performance last year. In particular, the demand for high-end LED displays in the World Cup in Brazil, as well as the replacement demand for LED displays on highways in the United States, have become the direct driving force for the LED performance in 2014. Alto Electronics expects its interim net profit to increase by 20-50% year-on-year. Zhouming Technology's interim net profit is expected to increase by 82.97~112.65 year-on-year. Liard is also the advantage of small-pitch display, earning a full pot in the past two years, and expecting a medium-term net profit. The year-on-year growth of 50-80. M&A impact performance In the first half of this year, M&A is the hottest topic in the LED industry. The progress of M&A funds and M&A targets directly affects the performance of listed companies. However, on the whole, M&A does not affect the main theme of market recovery. In the case of mergers and acquisitions, the main business has basically not declined. In May 2014, Dehao Runda increased its stake in NVC Lighting 6.86, and ultimately held a total of 27.10 equity in NVC. Since then, Changfang Lighting has announced that it will acquire the equity of Kang Mingsheng 60 for 528 million yuan. Looking at the performance, it is not difficult to see that the flow of funds has also affected the growth of performance to a certain extent. The growth rate of Changfang Lighting has slowed down, and the highest growth rate is only 6.07. The worst is Dehao Runda. The performance in the first half of the year has dropped by as much as 40. Ruifeng Optoelectronics, which once had an eye-catching performance, is also the largest shareholder of Konka. The Group has withdrawn from the field of LED display and its performance has been hit hard. In the first half of this year, Ruifeng Optoelectronics' net profit is expected to be 1963.66~235.369 million yuan, and the decline is expected to be as high as 25. However, companies with unsatisfactory performance growth also mentioned the recovery of the LED market. Ruifeng Optoelectronics, Dehao Runda and other enterprises pointed out that the company's sales receipts compared with the same period last year, the main business income maintained steady growth. And some mergers and acquisitions cases can be said to the bottom of the company's performance growth. Weiwei Co., Ltd. announced that it will acquire a 100-share stake in Shangli Lighting for RMB 123 million. The net profit growth of Weiwei Co., Ltd. in the first half of this year was as high as 175.77. On June 10, Hongli Optoelectronics paid for RMB 79.778 million in cash and public fundraising. Simai has 100 shares. Smect is also an LED packaging company, which is closely related to Hongli Optoelectronics' main business. In the first half of this year, Hongli Optoelectronics' performance increased by 35-60. LED supporting enterprises did not increase profits. MO source manufacturer Nanda Optoelectronics, the first half of this year's performance fell by 44.49. Its secretary-general said in an interview with CSA, due to the LED industry The chain competition was fierce. The sales price of the company's main products decreased compared with last year. The sales price was relatively stable from the previous month. The sales volume increased by about 50. The comprehensive impact, the company's semi-annual increment in 2014 did not increase profits, and the overall performance decreased last year. The same is true for Maoshuo Power. In the first half of this year, Maoshuo's power supply performance also appeared the biggest crisis in history. The company expects to achieve operating income of approximately 327 million yuan in the first half of 2014, an increase of 21.56 year-on-year; operating profit loss of 2,944,200 yuan, down 109.95 year-on-year; net profit of 1.29 million Yuan, a sharp drop of 94.50 year-on-year. For the main reason for the sharp decline in net profit compared with the same period of last year, Mao Shuo Power Dongjun Fang Jibin said that during the reporting period, market competition intensified and the gross profit margin of products decreased compared with the same period of last year. The performance of the newly invested subsidiaries of the company was lower than expected, and operating losses occurred, which also affected the profit of the consolidated statements to a certain extent. In the material field, there was a sapphire substrate. In the first half of 2014, Dongjing Electronics suffered a large loss for the first time. It was mainly affected by the fierce competition in the quartz crystal component market, the price of the product decreased and the LED sapphire substrate project has not yet formed a scale capacity. The fixed cost is higher.
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