LED production capacity is tightening in the first quarter
The fog is difficult to cover up the sun, and the rainbow is more beautiful after the rain. After experiencing a slowdown in the overall growth rate of the industry in 2015 and the price competition, the LEDs also ushered in the bright sunshine of the first quarter in the spring.
"At present, the overall production capacity is tight, and the supply is not enough." A well-known LED chip manufacturer told Gaogong LED that it seems that the market demand is good in the first quarter, and the chip price is relatively stable.
Recently, the industry's frequent transmission of packaging devices, supporting materials prices have rebounded at a lower level, most people in the industry have said that the price increase is a normal market law, the price increase also indicates that the market will return to the right track, should support the price increase.
Even if there is no price increase, the company said that although the price has not been adjusted, it will not seek to reduce the price.
As Lin Liliang, executive general manager of Mulinsen, said, “very optimistic about the development of LED in 2016.†Since 2016, many chips and packaging companies have accelerated the pace of expansion and mergers and acquisitions, and they have continuously entered new segments. In the field, compete for the commanding heights of profits.
Judging from the first-quarter performance forecast disclosed by major LED listed companies in recent days, growth has also become the mainstream of LED.
Baiguang Packaging Leading Hongli Optoelectronics (300219.SZ) announced on the evening of March 10 that it expects net profit of RMB 572.67 million to RMB 65.44 million in the first quarter, an increase of 110% to 140%. Hongli Optoelectronics said that the LED lighting market demand in the first quarter of 2016 was good, the company's business scale continued to develop, and its main business maintained steady growth.
The Changfang Group also expects net profit attributable to shareholders of listed companies from January to March 2016 to be between RMB 13 million and RMB 15 million, an increase of 77.69% to 105.03% compared with the same period of the previous year.
After experiencing the change of coach and the controlling shareholder, Foshan Lighting gradually stepped out of the shadow of investor claims, and its performance in the first quarter also increased significantly. Foshan Lighting (000541.SZ) released the first quarter performance report on the evening of April 6. After unaudited data, the company achieved revenue of 904 million yuan, up 17.85% year-on-year; operating profit was 128 million yuan, up 6.91% year-on-year; The profit is 108 million yuan.
As Wang Xing, general manager of Guoxing Optoelectronics, said in an interview with the media, the LED industry as a whole still has a certain growth, but the growth of different market segments is different. Compared with other industries, the overall development of LED is still in the fast lane, “growthâ€. Still the industry's norm.
The display field has ushered in a sharp recovery in the first quarter. The performance of several major display manufacturers has grown objectively. Lianjian Optoelectronics expects net profit attributable to shareholders of listed companies from January to March 2016 to be between RMB 53 million and RMB 60 million, an increase of 92.86%-118.33% over the same period of the previous year; Lehman shares are expected to belong to January-March 2016 The net profit of the shareholders of the listed company was 8.0833 million yuan -101.919 million yuan, an increase of 15%-45% over the same period of the previous year; Liard expects the net profit attributable to shareholders of the listed company from January to March 2016 to be 74,899,700 yuan -8511.32 Ten thousand yuan, an increase of 120%-150% over the same period of the previous year.
Liard said in the first quarter results forecast that the main reason for the increase in net profit for the period was the expansion of sales and the increase in orders.
According to the feedback from Gaogong LED from the market, in the first quarter, due to the fact that many enterprises' production capacity has not been fully opened, and some enterprises have withdrawn from the market in 2015, the production capacity of some sub-sectors has tightened, and the supply is currently tight. However, with the gradual release of production capacity of major enterprises in the future, the tight supply situation in the second quarter is expected to be resolved.
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