In April, LED listed companies have released the first quarter of 2017 financial report, who will increase revenue and increase profits? Who will increase income without increasing profits? Who will increase profits without increasing income? Who will not increase income or increase profits? Yes, which listed company is "the most defeated"? I believe these are the most concerned about everyone.
In this regard, Gaogong LED selected 18 LED listed companies for the upper, middle and lower reaches of the analysis, and found that the market seems to be really warming up this year. The data shows that whether it is a chip company, a packaging company, or a lighting company, each is a double-profit growth.
The LED industry is one of the strategic emerging industries that the country is focusing on. It is driven by the national industrial policy and the huge demand for LED products. The existing LED enterprises have expanded their production, and new industry participants have entered. Competition is still intensifying.
Since 2010, the price of LED chips has been declining, and even if it does not fall, it will not increase the price. Under this background, whether the company can make profits mainly depends on whether its technological progress and scale advantage can be reflected to reduce the cost more than the price decline. Amplitude.
In the second half of 2016, a number of chip companies raised the price of some LED chips, and the market demand showed a strong trend.
Since the beginning of this year, the LED industry has continued to grow due to market demand and the elimination of backward production capacity. The supply and demand relationship in the chip market has improved. Domestic LED chip companies have expanded their production, and their production and sales have increased significantly, further consolidating the company's dominant position in the market.
According to the above-mentioned six LED chip listed companies in the first quarter of 2017 financial data, it is obvious that each family is profit-making!
In 2016, after years of industry competition and reshuffle, some small and medium-sized enterprises and production capacity cleared, and the terminal application market showed a recovery and growth, driving the scale expansion and price increase of upstream and midstream enterprises. LED small-pitch display applications continued to break out. The popularity of LED products continues to rise.
China's LED industry has gradually entered a new round of development period in which product prices have stabilized and even increased, product technology upgrades, market penetration has increased, integration competition has continued, industrial layout has improved, and industry structure has been adjusted.
In recent years, with the continuous increase of LED penetration rate, global packaging capacity is also accelerating the transfer to China. China's LED packaging manufacturers have achieved a stable market position in the backlight, lighting and display markets. It is expected that the packaging capacity in the mainland will continue to grow in 2017.
The LED packaging industry has gone through the high-margin era and is currently maintaining normal gross margin. In the domestic LED packaging market, a number of packaging leading enterprises have continuously strengthened their competitiveness and their scale has been continuously expanded.
In 2017, the LED lighting industry entered a stage of rapid development and integration. Judging from the annual reports disclosed by LED lighting companies, the industry is undergoing unprecedented changes.
At the same time, we should also clearly understand that although the LED lighting industry has entered a period of rapid development and integration, it is also in a “chaotic†stage, and the performance of individual companies accounts for a very low proportion in the entire industry. For example, the sales of LED companies with the highest sales performance in 2016 was about 7 billion yuan, which is only the tip of the iceberg in the trillion-dollar LED lighting market.
Under the huge LED lighting market scale, at present, all the princes have come up with killers, such as various types of mergers and acquisitions, various platforms have emerged. But in order to win the final fruit and become the ultimate winner, the lighting company must have the ability to integrate resources and have the ability to control resources.
The large scale of the market, the low concentration of the industry, and the large number of enterprises make the LED lighting industry have unlimited opportunities. Under the market scale of one trillion yuan, the performance of LED lighting companies this year is also very gratifying. The profitability of various LED listed companies in the first quarter of this year has shown a substantial growth trend. It is undeniable that this is also a "good start" for this year.
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