Ruifeng photoelectric LED backlight business broke out


Ruifeng Optoelectronics announced the 2012 annual report and the 2013 first quarter report: in 2012, the company realized a revenue of 500 million yuan and a net profit of 46.86 million yuan, a year-on-year increase of 71.63 and 41.38 respectively, corresponding to an EPS of 0.44 yuan; in 2013, a Q1 income of 121 million yuan. The growth was 62.62, and the net profit was 8.56 million yuan, an increase of 71.85.

Medium and large size backlights are the main driving force for revenue growth: in 2012 and 2013, Q1 large-size backlight LEDs were the company's first major business, with revenues increasing by 169.31 and 123.37 respectively. The company has become the largest supplier of LED TV backlights in China.

The second largest business LED lighting revenue increased by 15.87 and 34.64 respectively. The price increase of the product decreased, and the gross profit margin decreased greatly: in 2012, the company's LED package component sales increased by 88.81, but due to the maturity of LED product technology and the large capacity production The price of LED components continued to drop sharply. In 2012, the company's gross profit margin was 22.10, down 5 last year. In 2013, Q1 further dropped to 21.80.

In 2013, LED backlighting and lighting business will have high growth of two-wheel drive company: With the further increase of LED TV penetration rate and large-scale TV acceleration, LED backlight demand will continue to maintain high growth, the company will further consolidate its leading position in the domestic industry; The increasingly popular price will be fully rolled out in the commercial market and gradually penetrated into the household sector. The company will strengthen cooperation with international manufacturers and will share the accelerated growth of the LED lighting market.

The EPS for 2013-15 is 0.65/0.83/1.05 yuan. It is estimated that the company will achieve a net profit of 0.71/0.91/115 million yuan in 2013-15, a compound growth of 35 in three years.

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