A quarterly release, Shenzhen's LED companies are silent reading......

By the end of April, a quarterly LED enterprises have all been released, a quarterly this year, is a hi Pu Ben, most of the LED enterprises have continued since 2016 situation, made a beautiful performance. In the end who is better? Then let us see.

First look at the revenue, leading Sanan optoelectronics worthy of the name, topped the list, followed by OPPLE and sun Sen, the two leading lighting control is third fourth, Liyadeze ranked top 5 leading display. Single quarter operating income of 1 billion has become the threshold of the top five.

To compare the index of net income, the two camps are quite distinct from each other, the first camp Sanan optoelectronics, single quarter net profit has reached 691 million, the second camp (apart from other companies, Sanan Optoelectronics) and can add up to three optical well-matched in strength.

Next compare gross margin:

The first uomnilamp in lighting engineering as the main business, gross margin reached 55.93%, gross margin of South photoelectric main MO source also reached 45.9%, both because of the industrial chain of the characteristics of the decision must have high gross profit to support. The main three optical LED chip, high margin peers about 10%, reflecting strong pricing ability.

Finally, compare the total assets, an optoelectronic is still fully deserve the cellular phone, Linsen is second, but if our acquisition of LEDvance, the total assets is expected to overtake Sanan optoelectronics. The total assets of the Elec-Tech is third, mainly due to the higher debt ratio reached 57%. Is the Liyadeze hundred-percent m mad, through a series of mergers and acquisitions, the volume continued to expand.

At this point, we have compared the main operating indicators of LED companies, but found an embarrassing fact to make Shenzhen LED companies:

Although Shenzhen has been the LED industrial city, even Wang Feng said, not Shenzhen, LED industry will lose half of the country, but in the industry before the list of 10 little Shenzhen LED enterprise figure, barely into the list of the photoelectric and Jiawei shares, in fact, more than half of the business income and asset value is not from the LED industry.

Today's Shenzhen LED industry, how is this?

In fact, Shenzhen's overall operating costs have risen to LED enterprises bear the load level, the Shenzhen listed company's net assets yield has been obvious in the industry in the middle and lower reaches, the surge in the cost of swallowed profits, damage the interests of shareholders returns.

The famous enterprises in Shenzhen LED meeting house (6), the state of science and Technology (7), three (10) OC Jiawei shares (14), Jufei (15) REFOND (16) photoelectric (21) and Abison (23) Mason technologies (24) Alto electronic (25), Lehman shares (27), a group (29)

Although the effect of industrial clusters in Shenzhen, LED companies have a strong appeal, but once the cost difference over the critical point to promote the migration of enterprises, the relocation of LED companies will be imminent. While in Jiangxi, Fujian and other provinces and cities near the positive development of the LED industry policy, the stronger the enterprise LED in Shenzhen LED industrial cluster and attraction, the future may no longer be Shenzhen'.

Shenzhen LED enterprises have to face the reality that Shenzhen already from the fertile soil incubation of LED industry, degenerated into a saline, located in Shenzhen LED enterprises to absorb enough nutrients, will have to ponder: is removed, or decline? (LEDinside Wang Fei)

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