Recently, a number of Companies in the LED lighting industry chain in an interview that the international market since the beginning of the year, the current order situation is more optimistic.
"January is the spring dawn, February is the lotus just buds. Insiders describe the early recovery of the LED lighting market situation.
In fact, LED in the downstream industry recovery has long been recognized by the capital market, this year, LED shares rose before the A sector, while the stock rose behind the logic is the performance of listed companies stabilized rebound.
According to statistics, the Shanghai and Shenzhen two city 25 LED key listed companies, 2012 total operating income was 48 billion 409 million yuan, an increase of 9%, total net profit of 3 billion 933 million yuan, down 18% year-on-year; the first quarter of this year, the 25 companies total revenue of 9 billion 888 million yuan, an increase of 12%, total net profit of 719 million yuan, down 3%. industry continues to slow growth, profit decline.
Specifically, the middle reaches of the package as well as the downstream application of the company's net profit performance is better than the upstream chip companies, mainly due to the upstream chip production capacity is a serious surplus, low power companies due to low power.
China Merchants Securities, a research report shows that the chip and packaging plants are entering a state of full load, order visibility 1~3 months, significantly better than the normal level, and some companies even take the initiative to give up the situation.
Prior to the outbreak of the industry expected market in 2015, and now I feel more conservative, to advance to 2013,, director of the Department of East China lighting division, Zhang Chao, director of the development of the LED lighting market.
In this regard, the experts also expressed recognition from February this year, the LED lighting market has been very obvious signs of the outbreak is expected in the two or three quarter of this year there will be a full outbreak.
In the middle reaches of the industry this year PHILPS Lumileds orders are Everfount, company Asia Marketing Director Zhou Xuejun said, second factories in Malaysia production base in Penang last year has started, but now on the orders are still busy.