The already set goal of 500 billion yuan is indicative of the counterattack dreams of LED industry companies. On July 12th, the year-to-date LED modules that fell more than 20% were reddened collectively. The 20 major industry companies that were included in the statistical category by this reporter gained a 2.5% gain. Among them, Ruifeng Optoelectronics (300241.SZ) was closed at its daily limit, Qinshang Optoelectronics (002638.SZ) gained 5.26%, Hongli Optoelectronics (300219.SZ) rose 5.06%, and Sanan Optoelectronics (600703.SH) gained 3.84%. On the same day, the Shanghai index rose slightly by 0.46%.
The afternoon of the previous day, the Ministry of Science and Technology website published the “12th Five-Year Plan†for the development of semiconductor lighting technology.
“Although the relevant draft of the consultation has come out in May, the market has been expected to come out of the plan, but after the official announcement, it will still play a boosting role in the market. The semiconductor lighting sector is optimistic about the long-term, but the current fundamentals are still difficult, the industry is in a low boom. It is hard to see opportunities in the short term.†On July 12, Hua Bao Securities analyst Wu Binghua told reporters.
Corresponding to the fundamentals, the sector has been in a long-term downturn. According to the statistics of this reporter, from the beginning of 2012 to July 11th, the aforementioned A-shares of 20 related industry companies have fallen by as much as 25.47%, and the broader market has fallen by 5.56% over the same period.
Under the background of the national energy-saving and emission-reduction of the 500 billion cakes, the semiconductor lighting industry is highly supported by policies.
On May 28th, as the location of most LED companies in China, Guangdong Province launched an LED lighting application program. All public lighting areas in the province that are financed by government finance or state-owned capital will use LED lighting products. Their support is much greater than that of previous countries. Subsidy policy for energy-efficient lighting products.
“In the economic downturn, governments at all levels clearly support this industry and companies have the confidence to go forward boldly. But at present, the market is not good, and it is difficult for companies to do business at once.†reporter.
In fact, for the semiconductor lighting industry, "the scale of domestic industries in 2015 reached 500 billion yuan" is a quite leap-forward goal.
For comparison, according to the data provided by the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA), the scale of China's semiconductor lighting industry in 2011 was only 156 billion yuan. This means that in the next three years or so, the size of the industry needs to be three times more than last year's figure.
"The target of 500 billion yuan in size is not necessarily achieved, but at least shows that the country attaches great importance to this industry, which is important in itself." On the afternoon of July 12, an industry analyst told reporters.
Ruifeng Photoelectric Dongji Wang Yuchun told reporters, "This plan is quite powerful, as the industry's companies can not fail, I just told our chairman today, the company must have to strive to become the 20-30 master of the core technology One of the companies."
In Wang Yuchun's opinion, the explicit expression of the plan is that the "12th Five-Year" white light LED industrialization light efficiency will reach (150-2001m/W), the cost will be reduced to 1/5, and the localization rate of the chip will reach 80% - each point The realization of the company is quite difficult, and the pressure on enterprises is not small. For example, the efficiency of white LED industrialization in Japan can only reach 1501m/W, and the data of Ruifeng Optoelectronics is currently 120-1301m/W.
The unspeakable transition LED industry was once referred to as the "second photovoltaic industry." Since the second half of 2011, the industry's economy has continued to slump.
“At present, this market is still not good, the industry is overheated, and the competition is fierce. The fatal problem of this industry is that it is quick and immediate. Many companies do not have the intention to do a good job. However, this is a phased issue. The total market is still very large. , I believe that the industry's long-term trend will still be better.†Li Haitao, deputy general manager of Shenzhen Absen Optoelectronics Co., Ltd., told reporters on July 12.
Wang Yuchun believes that the prosperity of the industry in the first half of the year is not bad. Most companies' sales revenue has improved. The reason for the low profit is because the overall price of the product has fallen. "RuiFeng Optoelectronics had a poor performance in the first quarter but it came back in the second quarter."
In fact, another reason for the daily limit of Ruifeng Optoelectronics on July 12 was the semi-annual performance notice released on the evening of the previous day. The net profit attributable to shareholders of listed companies in the first half of 2012 was 18 million yuan to 205.1 million yuan. Compared with 20.5132 million yuan in the same period of last year, it dropped by 12% to -0.
"In the second quarter, LED sales of medium and large size LCD backlights have increased significantly. The decline in the company's semi-annual forecast is already very small among listed companies in the industry," said Wang Yuchun.
Of the listed companies that belong to the same package and application business as Ruifeng Optoelectronics, Zhouming Technology (300232.SZ) announced the semi-annual performance forecast on July 12 for the net profit attributable to the listed company is expected to decrease by 10.16% to 31.76%. , Hongli photoelectric same data for the same reduction of 0-25%, Wanrun Technology (002654.SZ) with the reduction of 0-10%, only rectangular lighting (300301. SZ) is expected to increase by 1.61% -11.44%.
“Optoelectronics companies get together seriously, the industry is still in the reshuffle stage, and the turning point of the fundamentals still can not see. I am not optimistic about the current investment in this sector.†Wu Binghua said.
The afternoon of the previous day, the Ministry of Science and Technology website published the “12th Five-Year Plan†for the development of semiconductor lighting technology.
“Although the relevant draft of the consultation has come out in May, the market has been expected to come out of the plan, but after the official announcement, it will still play a boosting role in the market. The semiconductor lighting sector is optimistic about the long-term, but the current fundamentals are still difficult, the industry is in a low boom. It is hard to see opportunities in the short term.†On July 12, Hua Bao Securities analyst Wu Binghua told reporters.
Corresponding to the fundamentals, the sector has been in a long-term downturn. According to the statistics of this reporter, from the beginning of 2012 to July 11th, the aforementioned A-shares of 20 related industry companies have fallen by as much as 25.47%, and the broader market has fallen by 5.56% over the same period.
Under the background of the national energy-saving and emission-reduction of the 500 billion cakes, the semiconductor lighting industry is highly supported by policies.
On May 28th, as the location of most LED companies in China, Guangdong Province launched an LED lighting application program. All public lighting areas in the province that are financed by government finance or state-owned capital will use LED lighting products. Their support is much greater than that of previous countries. Subsidy policy for energy-efficient lighting products.
“In the economic downturn, governments at all levels clearly support this industry and companies have the confidence to go forward boldly. But at present, the market is not good, and it is difficult for companies to do business at once.†reporter.
In fact, for the semiconductor lighting industry, "the scale of domestic industries in 2015 reached 500 billion yuan" is a quite leap-forward goal.
For comparison, according to the data provided by the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA), the scale of China's semiconductor lighting industry in 2011 was only 156 billion yuan. This means that in the next three years or so, the size of the industry needs to be three times more than last year's figure.
"The target of 500 billion yuan in size is not necessarily achieved, but at least shows that the country attaches great importance to this industry, which is important in itself." On the afternoon of July 12, an industry analyst told reporters.
Ruifeng Photoelectric Dongji Wang Yuchun told reporters, "This plan is quite powerful, as the industry's companies can not fail, I just told our chairman today, the company must have to strive to become the 20-30 master of the core technology One of the companies."
In Wang Yuchun's opinion, the explicit expression of the plan is that the "12th Five-Year" white light LED industrialization light efficiency will reach (150-2001m/W), the cost will be reduced to 1/5, and the localization rate of the chip will reach 80% - each point The realization of the company is quite difficult, and the pressure on enterprises is not small. For example, the efficiency of white LED industrialization in Japan can only reach 1501m/W, and the data of Ruifeng Optoelectronics is currently 120-1301m/W.
The unspeakable transition LED industry was once referred to as the "second photovoltaic industry." Since the second half of 2011, the industry's economy has continued to slump.
“At present, this market is still not good, the industry is overheated, and the competition is fierce. The fatal problem of this industry is that it is quick and immediate. Many companies do not have the intention to do a good job. However, this is a phased issue. The total market is still very large. , I believe that the industry's long-term trend will still be better.†Li Haitao, deputy general manager of Shenzhen Absen Optoelectronics Co., Ltd., told reporters on July 12.
Wang Yuchun believes that the prosperity of the industry in the first half of the year is not bad. Most companies' sales revenue has improved. The reason for the low profit is because the overall price of the product has fallen. "RuiFeng Optoelectronics had a poor performance in the first quarter but it came back in the second quarter."
In fact, another reason for the daily limit of Ruifeng Optoelectronics on July 12 was the semi-annual performance notice released on the evening of the previous day. The net profit attributable to shareholders of listed companies in the first half of 2012 was 18 million yuan to 205.1 million yuan. Compared with 20.5132 million yuan in the same period of last year, it dropped by 12% to -0.
"In the second quarter, LED sales of medium and large size LCD backlights have increased significantly. The decline in the company's semi-annual forecast is already very small among listed companies in the industry," said Wang Yuchun.
Of the listed companies that belong to the same package and application business as Ruifeng Optoelectronics, Zhouming Technology (300232.SZ) announced the semi-annual performance forecast on July 12 for the net profit attributable to the listed company is expected to decrease by 10.16% to 31.76%. , Hongli photoelectric same data for the same reduction of 0-25%, Wanrun Technology (002654.SZ) with the reduction of 0-10%, only rectangular lighting (300301. SZ) is expected to increase by 1.61% -11.44%.
“Optoelectronics companies get together seriously, the industry is still in the reshuffle stage, and the turning point of the fundamentals still can not see. I am not optimistic about the current investment in this sector.†Wu Binghua said.
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