A few days ago, the reporter learned from the strategic think tank of emerging industries in Guangdong Province that the 2014 semi-annual report of 50 listed LED companies has been released one after another. From the comprehensive capability indicators of 22 listed companies with LED as their main business, LED listed companies The overall performance is better than the same period in 2013. The reporter learned that from the perspective of industry development, the LED industry has been fiercely competitive in the past year, and industry reshuffle has intensified. Shenzhen LED enterprises have expanded their investment and integrated mergers and acquisitions more normal. At present, enterprises are more interested in new fields such as visible light communication and plant lighting, and their willingness to seize the market is strong. At the same time, in the context of the slow recovery of the global economy, LED overseas markets are booming, and companies are actively deploying emerging markets such as Russia. The market value of 9 companies exceeds 5 billion. From the overall performance of listed LED companies, the first half of 2014 still maintained a good growth trend in the same period last year. Wu Jiao, an analyst at the strategic research department of the strategic strategy for emerging industries in Guangdong Province, said. From the perspective of net profit margin, average growth rate of operating income and market value, the net profit margin of 12 companies is positive change; the average growth rate of 22 operating income is 32.1. From the market value, 9 out of 22 companies exceed 50. Billion market value. Judging from the information disclosed in the interim financial reports of these 22 listed companies, in 2014, more and more fierce competition is being carried out in the LED industry, industry reshuffle is intensifying, and investment expansion and integration mergers and acquisitions within the industry are more normal. The reporter learned that in 2014, listed companies involved in mergers and acquisitions include Maoshuo Power, Lehman Optoelectronics, Chau Ming Technology, Lian Jian Optoelectronics, Jufei Optoelectronics, Wanrun Technology, Liard, Changfang Lighting, Hongli Optoelectronics, III An Optoelectronics, Dehao Runda, Lianchuang Optoelectronics, and Weiwei have 13 shares, accounting for nearly 60% of the total number of listed companies. At the same time, the listing of LED companies is also emerging. At present, among the listed LED companies, Shenzhen enterprises occupy half of the country, including representatives of Maoshuo Electronics, Lehman Optoelectronics, Chau Ming Technology, Alto Electronics, Ruifeng Optoelectronics, Lianjian Optoelectronics, Jufei Optoelectronics, Wanrun Technology, etc. enterprise. This year, another Shenzhen LED company Ai Biessen successfully landed in the capital market. As of September 30, the LED companies that are still trying to prepare for the market mainly include Ocean King, Yuanhui Optoelectronics, Op Lighting, Regent Optoelectronics and Mulinsen. Among them, Yuanhui Optoelectronics, Ocean King and Regent Optoelectronics are Shenzhen enterprises. Why are LED companies keen to go public? According to Yan Shirong, director of the Guangdong Semiconductor Lighting Industry Joint Innovation Center and president of the Shenzhen LED Industry Association, the industry is characterized by capital intensiveness, and successful IPO companies have greater competitive advantages, thus accelerating industry consolidation. After the listed company has taken a step, there are many ways for LED to develop the industry. One is to increase the order and develop the self-production of the new factory, and the other is through listing and mergers and acquisitions. With the capital platform, the enterprise can be numerous. SMEs choose related companies to conduct mergers and acquisitions, bringing more possibilities for their own development. In the eyes of the industry, some of the companies that are currently waiting to be listed have high-income and high gross margins, which will have a certain impact on the LED market in the future. Taking Ocean King as an example, its prospectus shows that Ocean King’s main business income has remained above 1 billion yuan in the past three years, and the gross profit margin of its main business for three consecutive years has reached 70 or more. Wu Jiao said. In the future, listed companies may pay more attention to a certain market segment and occupy a leading position in it. For companies that want to go public, it may also be a singles champion with very good conditions and abilities to get a listing opportunity. Yu Shirong said. The general focus on new areas and new markets, visible light communication and plant factories are currently the two most notable keywords in the field of LED applications. Among the 22 LED listed companies, 9 listed companies such as Maoshuo Power, Lehman Optoelectronics, Chau Ming Technology, Ruifeng Optoelectronics, Qinshang Optoelectronics, Dehao Runda, Guoxing Optoelectronics, Nanda Optoelectronics and Weiwei Co., Ltd. expressed special concern. Accounted for 40% of the total number of households, nearly half of LED listed companies pay close attention to the application of LED in optical communication, which means that more and more enterprises are optimistic about the application of LED in visible light communication, while enterprises seize the market. The will is getting stronger and stronger, and the competition is more intense. Among the 22 listed companies, 4 paid special attention to plant lighting, namely Wanrun Technology, Hongli Optoelectronics, Sanan Optoelectronics, and Guoxing Optoelectronics, accounting for 18.2, less than 20%. At present, LED listed companies are not as concerned about plant lighting as their visible light communication. On the other hand, they also suggest that companies that want to seize the plant lighting market have more room to play. Wu Jiao analysis. According to Qi Shirong, Guangdong Province has proposed three innovative directions for the future development of LED. One is visible light communication. In August, China has established a strategic alliance for technology innovation in the visible light communication industry. The second is ultraviolet LED, which has sterilization function. It can be widely used in printing related industries, medical fields and other fields. Then there is plant lighting and agricultural lighting, which can not only change the traditional agricultural production methods, but also promote the upgrading of the agricultural industry. It can also bring new market opportunities to the original LED industry, which may be a trillion-level market. Qi Shirong told reporters that the domestic plant lighting market is still in its infancy, and the industrial layout has begun in Guangdong Province. It is ready to set up two bases in Jiangmen and Huizhou for demonstration, and will gradually be promoted in Guangdong Province in the future. The reporter learned that the LED plant lighting factory was developed in recent years. Since the LED is a cold light source, and because its red and blue light and other spectral light are very suitable for the photosynthesis required for plant growth, LED optical light distribution and intelligent lighting control, if combined with biotechnology, will create unlimited Development prospects. At present, the United States, the Netherlands, Denmark, Germany, Japan, South Korea, Taiwan, the mainland, etc. are doing research and experiments. Among them, Japan has developed most rapidly and has formed a market-oriented operation. Major companies such as Sony, Panasonic, Fujitsu, Mitsubishi, and Rosen have all entered the LED plant factory. In addition, from the perspective of LED international market demand, in the context of the slow recovery of the global economy, LED overseas markets are booming in the face of difficulties in many domestic industrial exports. Among them, Russia jumped to China's second largest LED product export market, occupying 9% of China's total LED product export share, up 260 year-on-year, accounting for 75% of export BRICS countries, a year-on-year increase of 350. The rapid growth of overseas emerging market exports will be comprehensive Conducive to the sound development of the domestic LED industry chain. At the moment when the Russian lighting market is booming, 15 of the 22 listed companies have entered the Russian market, accounting for nearly 70% of all listed companies. According to the current situation in which Sino-Russian trade is becoming more frequent and Sino-Russian relations are closer, this proportion will be further increased. Wu Jiao analysis.
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