Seven LED packaging manufacturers, such as deep dug and so on, increase and decrease the performance

In May, the first quarter report of the LED industry has been basically disclosed. LEDinside editor has made statistics on the performance of several major middle range packaging manufacturers in China, including mahlin, Guo Xing photoelectric, Ruifeng optoelectronic, Hongli Zhi Hui, poly fly optoelectronic, Wan run technology and the Chang Fang Group. The main impact factors are in addition to the main factors. In addition to the contents mentioned in the financial reports, it can be further traced to the recent developments in various fields.

Since 2017, the demand for the LED lighting market has increased steadily, the concentration of the industry has been further improved, and the actions of the major packaging manufacturers have continued to expand production, acquisition and acquisition, and the layout of emerging markets, which not only boosted the growth of the business, but also made the industry see the potential and prospects of the middle reaches of the market.

Among the seven listed companies, Mu Linsen, Wan run technology, Hongli Zhihui, Guixing optoelectronic and poly fly optoelectronic have achieved positive growth, while the Ruifeng optoelectronic and the Chang Fang Group declined on the same year. In addition to the net profit, the other six manufacturers have achieved different levels of growth.

Ma Lin Sen

Among them, domestic package leading manufacturer Mlinson, the net profit was the highest in seven. The first quarter achieved 2 billion 23 million yuan, up 31.70% from the same year. The net profit belonging to the shareholders of the listed company was 166 million yuan, up 24.94%. For the reasons for the growth of revenue, he said that it was mainly the result of expanding the production and opening up the market.

In fact, early this year, he announced that in January, the company received the State Development and Reform Commission's approval of the issuance of green bonds issued by the national development and Reform Commission of the national development and Reform Commission (NDRC) on the issuance of green bonds by the Limited by Share Ltd. It agreed that the company's public issuance of green bonds was not more than 1 billion 500 million yuan, and 1 billion yuan raised for the annual output of 100 billion. Photodiode (LED) extension project.

Earlier, the latest report from the LED Research Center (LEDinside) pointed out that the 2017 global LED packaging revenue ranking rose from seventh in 2016 to fourth in the world, and also benefited from the expansion of capacity.

In addition, in April, it was reported that marinson marched into the field of automobile LED lighting, which will begin to be expanded from Taiwan, China. It is understood that Taiwan marinson will cooperate with the station lamp factory in the initial stage to cut back the rear and direction lights.

Star optoelectronic

From the 2017 global LED packaging revenue rankings, it was found that national starlight was rising to tenth by expanding its production capacity. Because of the expansion of sales revenue, and the continuous optimization of the product structure and the proportion of high value-added products, the first quarter of China Star optoelectronic also made a good report card, achieved 821 million yuan in operating income, and increased by 25.79% over the same period, and achieved a net profit of 80 million 390 thousand yuan belonging to the shareholders of listed companies. The increase was 55.32% year-on-year.

In addition, in last week's investor interactive question and answer, Guo Xing photoelectric executive said that the company continued to carry on chip technology innovation, enhance chip core manufacturing technology, play the strategic support role of chip field to packaging development, and have achieved good results at present. As for the new display technology, the company Mini LED shows that the product is in the stage of trial production and will further develop the Micro LED chip and related technology.

Hongli Zhi Hui

The third revenue of Hong Li Zhi Hui, 1Q18 realized operating income of 874 million yuan, a year-on-year increase of 26.24%; the net profit attributable to the owner of the parent company 92 million 580 thousand yuan, a year-on-year increase of 16.07%, the overall growth is more stable.

Hong Li Zhi Hui said that the LED market demand is steadily increasing, the company's business scale continues to develop, and the main business has maintained steady growth. At the same time, the company has increased its input in the field of LED packaging, Mini LED, VCSEL and other professional applications, affecting the higher net profit growth in the first quarter of 2018.

In addition, according to the financial report, Hongli will expand the LED car lighting business in the future. It is not difficult to find that, in addition to LED's main business, it has laid down the LED car lighting market in recent years, and has frequently signed a number of cooperation agreements around LED lights and other projects.

Ruifeng photoelectricity

Although the revenue of Ruifeng optoelectronic Q1 was reduced by 5.83%, the net profit was more than 40%. In this case, the company paid more attention to R & D innovation and optimize the product structure. The first quarter product Maori level was further improved.

For this and future layout, reifeng optoelectronic announced plans to expand production and invest in new display technology in April. According to the announcement, the total amount of funds raised by the company is not more than 467 million 974 thousand yuan (467 million 974 thousand yuan), and it is put into SMD LED package, Mini LED package production, Micro LED technology research and development center and replenish mobile funds.

In this regard, the expansion of SMD LED packaging capacity, can solve the existing production line of the company's capacity bottleneck, to further meet the market demand, at the same time to improve the scale effect, reduce the production cost of the company, improve profitability, and Mini LED, Micro LED has a broad market prospects, the company seize timely The development of the industry is conducive to the first advantage.

Wan run science and technology

In a quarterly report of seven packaging manufacturers, only the first quarter revenue and net profit growth of Wan run technology is more than doubling, operating income of about 968 million yuan, ranking second. For the reasons for the growth of revenue, Wan run technology said that the reporting period was mainly due to the increase in the scope of the merger and the increase in the revenue of the advertising media.

It is worth noting that Wan run science and technology announced in March this year that the company intends to buy part of the two pairs of companies, which are both excellent domestic lighting engineering design and construction companies.

It is reported that as the profit space of general lighting continues to be compressed, the segmentation market of high Maori is becoming more and more popular with enterprises. Among them, the landscape lighting industry of nearly trillions of markets has set off an upsurge of layout in the industry, which is driven by large events, night travel economy and urbanization.

As it said, this acquisition will further enhance the company's market competitiveness in LED lighting, especially in urban and road lighting, to improve the company's position in the field of lighting market segmentation, and to promote the synergy between the LED business and the downstream.

Poly fly optoelectronic

The total revenue of the 1Q18 was 569 million yuan, up 54.72% from the same period, and the net profit belonging to the shareholders of the listed company was 36 million 820 thousand yuan, which was down 2.66% from the same year. Although the net profit slightly decreased, but poly fly optoelectronic indicated that during the first quarter, the company had a good overall operation and a stable growth of the main business.

In addition, the important research and development projects of poly fly optoelectronic also include Mini LED and car lighting LED and other high Maori products.

The long Party group

The first quarter revenue of the group fell 17.03% in the first quarter, but net profit gained more than 50%. LEDinside editor noted that among the factors listed by the long Party group, one of them was the continued deepening of the development, production and sales of LED applications in the field of general lighting and mobile lighting as the company continued to promote the development of the LED field in the first quarter.

It is worth mentioning that, as the bystander thought that the Chang Fang Group would continue to transform and attack the education industry, the company announced last month that it agreed to terminate the cooperation framework agreement signed with the International Education Consultancy Limited by Share Ltd of the Beijing universal Art League. It can be seen that the long Party group has given up the education industry, and as the financial report shows, the long side group will continue to focus on the LED business in the future, integrate the internal resources and improve the utilization of resources.

Through the direct reflection of the performance data and the indirect description of the dynamics of the manufacturers, it is found that the overall development trend of these large middle reaches is better, the manufacturer will continue to expand the capacity, advance the LED business in depth, and further attack the emerging niche market.

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