According to data released by the Ministry of Industry and Information Technology, from January to June 2012, the accumulated sales value of China's lighting industry continued to increase by 16.25 year-on-year. The cumulative output of electric light source increased by 7% year-on-year. The cumulative production of lamps and lighting fixtures increased by 4.8 year-on-year. The growth rate was 6.47, and the growth rate was on the rise. Behind the smooth operation data, the cumulative production and sales rate of the lighting industry has dropped by 1.36 year-on-year, and the performance of several listed companies in the industry has declined slightly.
After several months of the NVC civil strife, with the return of Wu Changjiang finally came to an end, but affected by this incident, NVC lighting in the first half of the year is not ideal. According to the 2012 interim results report released by NVC Lighting, in the first half of 2012, the company's sales revenue was 256 million US dollars (about 1.626 billion yuan), down 4.1, a net profit of 6.68 million US dollars, down 83.7. The indicator has dropped significantly compared with the same period of last year. The main factors are the increase in product cost, consumer demand and sales.
According to Lehman Optoelectronics, the company’s display product revenue increased significantly by 110.55 year-on-year, and foreign sales increased by 110.55 year-on-year. The main reason is that the company has increased its efforts in product research and development and overseas market development. Some strategic customers and large customers have increased their orders. Affected by the slowdown in the domestic market, domestic income declined compared with the same period last year. Financial expenses - 73.321 million yuan, down 128.03 compared with the same period of last year, mainly due to the increase in interest income due to the increase in time deposit certificates. The government subsidy included in the current profit and loss was 2,681,900 yuan.
Hongli Optoelectronics announced that the 2012 semi-annual report also showed that the company's performance growth slowed down. It is reported that Hongli Radio and Television's revenue in the first half of the year was 257 million yuan, down 5.69 year-on-year; operating profit was 38.15 million, down 19.89 year-on-year. The net profit attributable to listed companies was 31.28 million yuan, down 15.87 year-on-year. The second quarter revenue was 147 million yuan. The year-on-year decline was 3.83. Hongli Broadcasting and Television said that the company's semi-annual report performance was in line with the previous performance forecast net profit fell by 0~25 year-on-year, in line with expectations.
According to industry analysis, the slowdown in the growth rate of some listed companies is mainly due to factors such as slowing overseas demand, product structure adjustment, product price decline, and channel cost increase. However, in the second half of the year, with the arrival of the peak season, the second half of the year will grow. Have recovered. The sale of 100 watts and above incandescent lamps will be banned on October 1, and will also bring development opportunities to the LED lighting market.
The mechanical and electrical online Xiaobian learned that although the LED industry is considered by many people to be overcapacity in the country, the industry competition is fierce. However, in the case of a significant decline in orders in Europe and the United States, Qinshang Optoelectronics’ exports in the first half of this year still reached 215 million yuan, an increase of 24 over last year. Li Xuliang, chairman of Qinshang Optoelectronics, said that transformation and upgrading and technological innovation brought to enterprises Great core competitiveness.
From September to December, NVC lighting sales target is expected to be 1.25 billion yuan, the company will guarantee performance expectations on energy-saving lighting, Wu Changjiang said that due to the rapid growth of LED market demand, the expansion of LED lighting market will become NVC in the second half the key of. NVC's interim report also confirmed that NVC LEDs continued to grow in the company's chaos in the first half of the year, and it is expected that the demand for LED products in many countries is the driving force for NVC.
In addition, Dongshan precision LED packaged devices have recently reached full-load production status, and the production capacity is in a fast-release phase. It can be seen that the entire LED industry is also picking up. Relevant companies said that because the industry has almost no new capacity to enter, and its lighting cost performance continues to increase rapidly, market demand has spontaneously generated, and the capacity utilization rate of multiple LED companies has increased month by month. There has even been a phenomenon of full production.
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