Taiwan LED enterprises, said the market is still in the supply, although some have a shortage of products, but the capacity expansion may lead to another crisis in the industry.
The past Chinese companies LED lighting technology significantly lagged behind the Taiwan counterparts. However, China’s enterprises in the 2013 guangzhou international lighting exhibition of technologies and products, with Taiwan counterparts have improved a lot, and rendered strong competitiveness.
LED market full recovery industry earnings rebound is dawn
From Shanghai and shenzhen two city 25 LED key listed companies released earnings in the first quarter of this year as you can see, the 25 companies in total operating income is 9.888 billion yuan, up 12% from a year earlier, the total net profit of 719 million yuan, down 3% year-on-year. Industry continues to grow, the profit decline in slowing down.
Since January 2013, with the international market, the trend of economic recovery has admitted that the capital markets in the middle and lower reaches of the LED industry gradually recovery. Especially at the beginning of this year, member of the A shares up front LED plate, it is domestic LED the listed company performance recovery, LED the market began to get better is best.
In may, the capital market, the LED plate is a procession. This month, according to the latest report, the LED industry index to rise as high as 39%, far stronger than the market performance of the csi 300 index 6%, excess returns of more than 30%. Individual stocks is strong, the average rise as high as 30%, including sunlight, lighting, Switzerland abundant photoelectric, three Ann photovoltaic, hon, bdo, rose by more than 40%.
Although not completely out of the “income not ZengLi” cycle, terminal market demand growth, but the LED lighting industry trend of decline in overall performance are improved obviously.