Upstream: Sanan “reverse†Huacan Lili’s dry photos show “desolationâ€
Let's take a look at the upstream situation. "Big Brother" Sanan finally "rehabilitated"! All along, the government subsidies enjoyed by Sanan Optoelectronics have been criticized and even shackled by the government to subsidize the performance of whitewashing. This time, Sanan Optoelectronics spoke with “dataâ€. In the first half of 2014, Sanan Optoelectronics achieved sales revenue of 2.177 billion yuan, up 30.03% year-on-year; net profit attributable to shareholders of listed companies was 666 million yuan, up 43.87% year-on-year; The net profit of non-recurring gains and losses of shareholders of listed companies was 503 million yuan, a year-on-year increase of 44.06%.
It is necessary to emphasize that the net profit after deduction is 503 million yuan. There is no government subsidy that is included in the current profit and loss. Sanan Optoelectronics' net profit growth is still pretty.
Huacan Optoelectronics has also produced a beautiful "transcript" in recent days, and successfully turned a profit. Its revenue in the first half of the year was 304 million yuan, a year-on-year increase of 172.19%; net profit was 44.145 million yuan, an increase of 239.25%. Among them, the company's main products LED Blu-ray chip realized operating income of 189 million yuan, an increase of 208.44%, gross margin of 27.74%; LED green light chip operating income of 113 million yuan, an increase of 126.37%, gross margin of 22.08%.
Sanan is “rehabilitatedâ€, and Huacan Optoelectronics has also seen a sharp increase in net profit. The “transcripts†submitted by Gan Zhao Optoelectronics, the largest supplier of red and yellow chips in mainland China, in the first half of 2014 did not seem so satisfactory. Its revenue in the first half of the year was 199 million yuan, a year-on-year decrease of 10.49%, and the net profit was 47.121 million yuan, a year-on-year decrease of 6.49%. It can be said that both "revenue" and "net profit" both fell.
For the reason for the double decline in net profit of revenue, Ganzhao Optoelectronics did not explain too much in the semi-annual financial report. According to Wang Fei, senior analyst of LEDinside, “The production capacity of red and yellow light of Ganzhao Optoelectronics does not expand, and the price of red and yellow light is declining, especially in the face of increasingly fierce market competition. Therefore, the decline in net profit of revenue is normal. Things."
Let's take a look at the performance of Aoyang Shunchang and Silan Micro. Aoyang Shunchang's revenue for the first half of this year was 714 million yuan, a year-on-year increase of 5.78%; net profit was 68,843,600 yuan, a year-on-year increase of 52%. Among them, the LED business performed well, and the sales revenue and profit contribution increased significantly. With the gradual in-position and mass production of MOCVD, Aoyang Shunchang LED chips achieved a single quarter LED business income of 2,345.13 million yuan and 50,651,100 yuan in the first quarter and second quarter respectively. The growth rate in the second quarter of this year was nearly 116%. .
Silan's operating income in the first half of the year was 871 million yuan, a year-on-year increase of 16.64%; net profit was 61.574 million yuan, an increase of 65.8%. Among them, LED chip revenue was 121.3728 million yuan, a year-on-year increase of 68.03%, gross profit margin 18.29%, an increase of 29.83%; LED device revenue of 59.325 million yuan, an increase of 145.56%, gross margin of 30.88%, an increase of 15.31%.
It is worth mentioning that Silan Microelectronics Shilan Mingxin and Meikale have achieved a turnaround. In the first half of 2014, with the release of production capacity, the competitive advantage of the company in the high-end color screen pixel device market was consolidated and the brand image was further enhanced.
Tianlong Optoelectronics' transcripts in the first half of this year can be less than ideal. The revenue is 6268.04 million yuan, down 63.04% year-on-year, and the net profit loss is 53.8846 million yuan, down 742.80%. Tianlong Optoelectronics suffered losses for two consecutive years in 2012 and 2013, and the loss for the first half of 2014 was 53.8846 million yuan. The company expects a loss of 37 million to 42 million yuan in the first three quarters of 2014. If the loss continues in 2014, its shares may be suspended from the listing after the 2014 annual report is disclosed.
Midstream: Breaking the "magic" and welcoming "increasing income and increasing profits"
After talking about the upstream, I should talk about the middle reaches. In the field of packaging, “increasing income does not increase profits†has repeatedly been criticized. However, from the situation in the first half of this year, the situation seems to have changed somewhat. Not much nonsense, the data is evidence.
Hongli Optoelectronics' operating income was 426 million yuan, a year-on-year increase of 33.72%; net profit was 31.529 million yuan, an increase of 44.59%. Guoxing Optoelectronics said that the demand for LED lighting in the first half of the year was good, the company's production capacity was released, and sales revenue increased.
The steady growth of the capital market of Jufei Lighting is in the eye. In the first half of this year, Jufei Optoelectronics achieved revenue of 481 million yuan, an increase of 50.71% over the same period of the previous year of 319 million yuan; net profit of 83.651 million yuan, an increase of 36.56% over the same period of the previous year of 61.256 million yuan. Among them, the backlight LED revenue was 414 million yuan, the lighting LED revenue was 58.798 million yuan, and the other LED revenue was 70.632 million yuan.
Jufei Optoelectronics said that in the first half of 2014, the LED industry has a high degree of prosperity. The company makes full use of the smart phone market share to increase, tablet PC sales growth, LCD TV manufacturers module procurement localization ratio continues to improve, LED lighting market is good The business opportunities that come from the company continued to innovate and strengthen lean management, continuously improve production efficiency, and achieved rapid growth in revenue and net profit.
In the first half of this year, Guoxing Optoelectronics achieved operating income of 727 million yuan, a year-on-year increase of 32.45%; net profit of 64.449 million yuan, an increase of 29.30%. During the reporting period, the gross profit margin of Guoxing Optoelectronics was 25.01%, down 1.13 percentage points year-on-year. In addition, the sales expenses and management expenses increased to a certain extent, making the increase in net profit and business income not synchronized.
In the first half of the year, Zhaochi achieved operating income of 3.366 billion yuan, a year-on-year increase of 29.78%. The net profit attributable to shareholders of listed companies was 283 million yuan, a year-on-year increase of 17.70%. Among them, in the situation that the proportion of LED TV backlight purchases is increasing and the demand for LED lighting is strong, the LED business of Zhaochi has achieved sales revenue of 313 million yuan in the first half of the year, up 85.83% year-on-year. Zhaochi Optoelectronics said that the company's LED business continues to grow at a high speed, and the LED business is the focus of the company's future development.
The small days of the remote equipment photoelectricity of the testing equipment factory also performed well. According to the semi-annual report of Yuanfang Optoelectronics in 2014, during the reporting period, the company realized operating income of RMB 92.71 million, an increase of 16.43% over the same period of last year, and realized net profit attributable to shareholders of RMB 44.11 million, an increase of 11.52% over the same period of last year. At the end of the reporting period, the total assets were 1,055.23 million yuan, an increase of 1.72% over the beginning of the year.
Downstream: happy and happy overall
The downstream is the industry's most concerned and wide-ranging field. After all, how the performance of the upper and middle reaches depends on the downstream market demand.
In recent years, Liard has earned a "pot full of pots" with the advantage of a small-pitch LED display. In the first half of the year, it achieved a total operating income of 412 million yuan, a year-on-year increase of 50.81%. The net profit attributable to shareholders of listed companies reached 53.99 million yuan, a year-on-year increase of 76.02%; the comprehensive gross profit margin remained at a high level of 37.83%.
Liard's performance also confirms the previous industry's verification that the small-pitch LED market will enter an outbreak period. Liard said that as of August 20, the small-diameter TV had a new signing of 413 million yuan, of which 300 million yuan was signed in January-June 2014. During the reporting period, the revenue was confirmed to be 192 million yuan, an increase of 235.49% compared with the same period of last year; the proportion of small-pitch TV operating revenue reached a new high, reaching 46.56%. Among the small-distance TV confirmed revenues, 20.33% is overseas revenue. Up to now, 115 small-span standard TVs have been sold, exceeding market expectations.
In the first half of 2014, Lehman Optoelectronics achieved operating income of 201 million yuan, a year-on-year increase of 26.76%; net profit was 18.83225 million yuan, up 27.65% year-on-year. Lehman Optoelectronics said that in the first half of the year, the company's international market developed smoothly and the project completed the acceptance and confirmed revenue, thus achieving a year-on-year increase in total operating income. Among them, the international sales revenue of display screen increased by 22.1 million yuan, the revenue of engineering projects increased by 19.35 million yuan, the sales revenue of lighting products increased by 11.25 million yuan, and the sales revenue of packaged device products decreased by 10.4 million yuan.
The net profit of Zhouming Technology, which is also a display company, has doubled. In the first half of the year, it achieved operating income of 446 million yuan, a year-on-year increase of 35.05%; net profit attributable to ordinary shareholders of listed companies was 2,383.15 million yuan, an increase of 111.16%.
Zhou Ming Technology said that in the first half of the year, the company's LED small-distance order volume reached 91.85 million yuan. The small-pitch products and the international leasing market are the core axes of the company's development in the display field. The company is striving to develop LED applications with the ultimate fearless spirit with a high degree of concentration. The business is expected to increase sales targets for small-pitch products by more than 70% this year.
Linyang Electronics achieved operating income of 844 million yuan, a year-on-year increase of 10.83%, and net profit attributable to owners of the parent company of 135 million yuan, an increase of 15.47%. The revenue of LED and photovoltaic panels increased by 15003% and 726.87%, respectively, and the two sectors soared.
According to its financial report, the revenue of “electronic energy meter†in Linyang’s electronic products is 563.4 million yuan, still ranking first, but down 8.4% year-on-year; “electricity information management system and terminal†earned 1.0078. 100 million yuan, a year-on-year decrease of 4.97%, LED series products revenue of 74.327 million yuan, an increase of 15003%, photovoltaic products revenue of 81.082 million yuan, an increase of 726.87%.
The lighting industry's sunshine lighting performance is quite "sunshine". The company's operating income in the first half of the year was 1.524 billion yuan, a year-on-year increase of 4.07%. The net profit attributable to shareholders of listed companies was 135 million yuan, a year-on-year increase of 35.05%. Among them, the operating income of integrated electronic energy-saving lamps was 632 million yuan, down 17.66% year-on-year, gross margin was 20.5%, up 4% year-on-year; LED lighting products revenue was 648 million yuan, up 60.23% year-on-year, gross margin was 25.04%, up 2.29% year-on-year; T5 high-power fluorescent lamps and supporting lamps revenue was 137 million yuan, down 24.77% year-on-year, gross margin was 23.35%, up 5.71% year-on-year; special lamps revenue was 691.9899 million yuan, The decline was 20.94%, and the gross profit margin was 24.29%, a year-on-year increase of 0.49%.
As the only listed company in the LED driver power industry, the “transcripts†of Maoshuo Power supply make people feel “a bitter tearâ€. In the first half of the year, Moso Power's operating income was approximately 326 million yuan, a year-on-year increase of 21.56%. The net profit attributable to shareholders of listed companies was approximately 1.37 million yuan, a year-on-year decrease of 94.15%.
Maoshuo Power said that the company's market orders were in good condition during the reporting period, but due to fierce competition in the industry market, rising labor costs and increased factory rents, the company's gross profit margin declined. The current company's gross profit margin was approximately 18.88%, down year-on-year. At the same time, the performance of the newly invested subsidiaries was lower than expected, and the operating losses occurred, resulting in a significant decline in the company's half-year net profit.
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