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Recently, investment institutions concentrated on LED concept stocks such as Lianjian Optoelectronics, Qinshang Optoelectronics, and AVIC Optoelectronics, focusing on the development of its LED business. The data shows that Qinshang Optoelectronics rose more than 15 in May, Lianjian Optoelectronics rose more than 6, and China Aviation Optoelectronics rose nearly 4. The industry believes that institutional intensive visits to LED companies, coupled with the overall recovery of China's semiconductor lighting industry, LED functional lighting market Quick start, ushered in the sweet period of LED lighting development.
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The data shows that in the first quarter of 2014, many LED companies developed their channels, the orders were full, the capacity utilization rate increased, and the performance of listed companies was generally optimistic, with an average profit increase of 27 or more. In the first quarter, the overall profitability of LED listed companies was good and the performance increased significantly. As of April 18, 2014, there have been 24 listed companies in the LED sector for the first quarter results forecast, only three reported a loss, while five companies forecast a possible decline in the first quarter results.
According to preliminary estimates, the 24 companies that have already announced the expected average profit growth rate in the first quarter are -2.92 to 14.02, which is a significant increase from the average profit growth rate of -23.3 in the same period last year. At the same time, from the perspective of companies that forecast losses, the deficient factor is not the LED business. Unless the LED factor is affected, the overall average growth of the LED sector's profit in the first quarter is 27.16 to 42.91, which is higher than the A-share and electronic sectors. The LED industry is not in the off-season.
It is understood that on May 28, Qinshang Optoelectronics accepted the investigations of CITIC Securities, Guolianan Fund, Bank of Communications Schroder Fund, Yintai Securities and other institutions. Lianjian Optoelectronics was also concerned by Morgan Stanley Huaxin, Minsheng Securities, Bohai Securities and other institutions. AVIC Optoelectronics was investigated by GF Securities, GF Asset Management, CITIC Construction Investment, Huaan Fund and other institutions.
Qinshang Optoelectronics said that outdoor lighting products and technologies represented by street lamps have always been a diligent advantage. At present, the company has further increased investment in indoor lighting, extending to commercial lighting and home lighting, and the pace of channel construction is proceeding smoothly. The market and channel promotion mode of the product is synchronized with outdoor products to a certain extent. Qinshang Optoelectronics said that for the expansion of the commercial lighting market, the company is preparing to fully promote the lighting replacement and wealth creation plan. In the third- and fourth-tier cities that attract provincial capital cities, second-tier cities and even developed regions, people from all walks of life who have entrepreneurial enthusiasm, capital and resources have joined the team to compete with the LED lighting engineering replacement market.
The organization also paid attention to the progress of Qinshang Optoelectronics Tmall flagship store. The company said that in the fourth quarter of 2013, the company launched third-party B2B and B2C e-commerce platforms, increased network promotion efforts and sales efforts, and seized LED lighting. Network sales share. At the same time, it will consider introducing a professional third-party e-commerce platform management organization to promote online and offline linkage development.
For investment institutions, the focus is on the development of LED enterprise e-commerce. Lin Yifeng, the chairman of Zhouming Technology Co., Ltd., once said that e-commerce is robbing users and rushing for the future. E-commerce and mobile Internet will bring e-commerce The rapid changes. Now is the era of consumption after the 80s and 90s. They are used to using the Internet and are accustomed to relying on the Internet. China's e-commerce will reach a market of RMB 20.5 billion by 2015, with an online shopping growth rate of 16.9, which we believe will be faster. The growth rate of e-commerce in the home sector has reached 795 in 2015. The growth rate is very fast and the scale is relatively large.
Lianjian Optoelectronics also said that the company is currently implementing the national urban landmark outdoor LED advertising network plan as a long-term goal, improving the national media resource network construction, forming a multi-point layout of core cities, second, third and fourth-line key urban resources. Covering the layout of media resources to achieve sinking of terminals in major cities across the country, forming a new media operator with national influence and industry leading edge.
Lianjian Optoelectronics also said that the choice of future M&A targets will be related to certain business advantages, core competitiveness and synergies with the company's existing business. The scope includes LED application industry and advertising media industry mergers and acquisitions. The key is to be able to Achieving good synergies with the company does not rule out the possibility of involving Internet advertising companies.
The industry believes that with the rapid growth of China's semiconductor lighting industry and the support of relevant policies in 2013, some LED superior enterprises with certain financial strength, technology research and development capabilities, channel advantages, and brand awareness have begun to seek partners and look forward to learning from each other's strengths. Join forces to build a leading company in the semiconductor lighting industry in China and the world, and occupy a place in the global semiconductor lighting market. In the past year, industrial integration has involved the upper, middle and lower reaches, the three sides of the strait, and the superior resources have gathered in the industry giants. Through acquisitions, strategic alliances, and mutual shareholdings, the technology and patent barriers have been quickly broken, and industrial breakthroughs have been achieved.
In 2014, the price of LED lighting products continued to decline, and the price difference between finished LED lamps and traditional products further narrowed. The price of LED lamps is close to the sweet spot acceptable to the mass market. At the same time, the second important time point for the ban on incandescent lamps in 2014 will bring a new wave of LED lighting market growth. In the three to five years from 2014, the LED lighting industry will usher in explosive growth and enter the gold for three years.
At the same time, with the high prosperity and high growth rate of the LED industry, it will inevitably lead to a new round of industrial investment. From the overall development of the semiconductor lighting industry, whether the dominant enterprises can timely integrate capital, technology and channel advantages, seize market opportunities, and rapidly expand the market layout and become bigger and stronger, is the key factor for whether to stand out and participate in global competition in the next three years. Otherwise, it will be eliminated by the market.
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