In 2015, it was quite helpless for China's LED listed companies. According to the annual report data, only 6 companies with 24 LED listed companies have a net interest rate of more than 10%, and only 13 companies have 'camp' and 'profit'.
Last year's market almost reversed in the first half of this year. "The industry is picking up" has become the focus of everyone's discussion.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), LED listed companies achieved operating profit of approximately 6.141 billion yuan in the first half of the year, an increase of 33.07% over the same period of the previous year.
On the one hand, it shows that the profitability of LED enterprises is in a recovery cycle; on the other hand, industry M&A and enterprise cost control and product structure optimization and adjustment have certain effects.
Especially after the consolidated financial statements of some listed companies, the performance in the first half of this year has increased significantly.
"The competition in the LED upstream market is still going on, and there will be more capital influx in the follow-up. The industry will gradually move toward the development route of 'technology-capital-management-branding'." Bian Difei, vice president of Huacan Optoelectronics, said The company will seek more opportunities in the fields of UV, IR, smart lighting, and LIFI.
The industry chain is revolving around new changes in technology, processes, equipment, and markets, and thus entering a new cycle.
After the LED industry was shuffled last year, the industry concentration increased, prices stabilized, and the profitability of listed companies tends to improve.
In fact, after experiencing the “big reshuffle†of the industry in 2015, the LED industry began to show signs of recovery in the first half of this year, which is also the unanimous voice of the LED industry.
Note: The operating profit list is only ranked by the top 20 companies. The revenue and operating profit data are the data of the first half of the listed company's LED business, and all non-enterprise business data.
Note: The net profit list is only arranged for companies with LED business revenues accounting for 50% of the total revenue of listed companies in the first half of the year. The revenue data is the revenue of the listed company's LED business in the first half of the year, not the total revenue. Net profit is the entire business data of the company, including non-LED business contributions.
The range of companies selected for this ranking:
1. Listed companies refer to A-shares and Hong Kong-listed listed companies, and do not include new Sanban listed companies and listed companies.
2. The above data refers to the semi-annual report of the listed company and the data released in the previous years, and the LED business revenue data is subject to change.
3. Part of the data Because the listed company does not explicitly announce the LED business revenue, it will calculate according to the financial report.
4. Some listed companies may not appear on the above list because they have not published the semi-annual report or LED revenue data.
5. Some enterprises have not announced the LED revenue of the 2015 semi-annual report, and some of the data are empty.
Data source: The semi-annual report and the annual financial report of the listed company are statistically calculated according to the calculation model of the High-tech Research Institute LED Research Institute (GGII).
Shenzhen Enershare Technology Co.,Ltd , https://www.enersharepower.com