July event: "uncertainty and determination"

July filariasis, lighting market in July also aspect lot, seems to be a turning point. The first is OSRAM declared "solo"; then in Shanxi province is the administrative village of two billion main street lighting project to nine hundred enterprises worry, "Consortium" once became the hot words online; a good operating conditions of expansion and Ruifeng announcement also teamed up with TCL; LED is saying NVC revenue will be over 1 billion this year; see Linsen a low side do the gunman in the home, there also holds "light family" in Taiwan selling various; integrate acquisitions and investments are still constantly, Chau Ming acquisition, beauty comeback, ground into the Han, Seoul of Yangzhou, each of you come to me, very lively, like the 2013 July is set to miss lonely. From TCL, OSRAM first to Ruifeng three solo, "our wholly owned subsidiary of OSRAM officially bid farewell to the SIEMENS family, from 1919 to 1978 with shares, a full-scale takeover, we have traveled together for nearly a century and OSRAM. But to each other more concise and more attention to tomorrow, we decided to let it go." SIEMENS's official micro-blog wrote. We can see that OSRAM is listed separately, will receive more adequate funding and more flexible organizational structure, but also indicates that OSRAM will increase the Chinese market development efforts, without SIEMENS trees rely on, but also from SIEMENS's "bureaucracy", Osram, sky. Look at the TCL group, REFOND optoelectronics and Taiwan canyuan photoelectric together, July 17th, REFOND announced that three companies will jointly invest 200 million yuan, in Guangdong city of Huizhou Province set up a joint venture company LED. In my opinion, the establishment of the joint venture company may be led to TCL (TCL monetary funds invested 102 million yuan, accounting for 51%): Overall, the first half of the backlight situation is good (TCL less than SKYWORTH and Hisense's gross margin higher, after the two TV backlight module supply a higher proportion, and will become the future of lighting) one of the main TCL strategy, so overwhelmed cooperation from a certain angle can be treated as TCL started to integrate their supply chain initiatives. Look at the three, July, and three related news is followed by local government subsidies to 50 million, one is the 500 million largest to Siu Chi flowers Saman, there is media reports: "Chinese, LED chip leader Sanan optoelectronics, a total of 149 sets of MOCVD, currently has production machine has reached more than 9, the use of the rate is more than 8. By the mainland local government subsidies shrink, three gradually stable leading position in the mainland in 2013, three began to get rid of the market price busters role, price stabilization ", and" mainland second tier factory such as same as Elec-Tech resorted to bargain to grab a single strategy, although the overall capacity utilization rate is still low, and to get higher order grain orders. But in the low-end products still have threatened the price." Three, from the original "poaching" "price busters" and "government subsidy" to support industrial development in question on the "big company" metamorphosis, plus a alliance with downstream lighting manufacturers (joint, Jiawei shares with a total investment of over 1 billion yuan), and the United States lumens in the bag (for patent), while another two period of expansion, a series of actions can be seen to pull at the attitude and confidence, there is also a recent international manufacturers claim "went to Xiamen", and said the domestic chip enterprises in high power does not pass, but in low power has been good the performance of. Three, I wish all the way. And in July, to participate in the Shanxi provincial administrative village street lighting engineering (equipment and installation) nine hundred enterprises procurement project, it is like a beauty like exciting uneasy, the result is a total of 47 packets, 47 companies won the bid, the winning bidder, the list can get tens of millions of Touzhaoyue, the second half of the year don't worry. Look at the history of Ford, LIAN, Ya Ming, etc. among them, but could not see the local enterprises such as Guangyu shadow, and "union" the word frequency of a lot, perhaps the only bidder is more familiar with the background, how to "unite" together, outsiders are not know. There are executives in their micro-blog simply to "Bo Ming: we have no government relations, nor operate" relationship "in the market competition depends on its own strength," Let's wait and see". Revenue and profit contest "2013, revenue growth, profitability remains to be tested, EPISTAR chairman Li Bingjie comments on the 2013 LED industry (and said EPISTAR is expected to turn a profit in July this year), with a performance report issued, this view is more evidence. One of the more eye-catching or REFOND Ruifeng, released in 2013 half year performance forecast, is expected in the first half of 2013 profit 23 million 870 thousand yuan - 27 million 850 thousand yuan, net profit attributable to shareholders of listed companies compared with the same period last year growth of 20% - 40%. "The first half of 2013, compared to the same period in the popularization of large-size backlight market due to the rapid growth of LED LCD TV, but also with the commercial lighting lighting market burst and indoor lighting start out, the report said.". Meanwhile, Ruifeng photoelectric July 5th announcement that the company intends to invest its own funds with 183 million yuan in SMD LED expansion project. While the increase of enterprises obviously accounted for the mainstream, honglitronic first half operating income grew 20% to 30%, net profit fell 25% to 35%. Dry photovoltaic first half revenue increased by 10% to $20%, net profit fell by 15% to 25%. Relative to the upstream and downstream enterprises profit decline, the downstream enterprises are more abundant