In the first quarter of this year, the high brightness of the entire LED industry continues. According to the data of the quarterly report, the performance of listed companies related to the A-share LED concept is generally preferred. Nearly 90% of the listed companies have achieved a year-on-year positive growth in net profit attributable to shareholders of the parent company, and the net profit of more than 30% of the enterprises has doubled.
A few days ago, 11 of the 29 listed companies related to the A-share LED concept announced the semi-annual report performance forecast. After the interface statistics, it was found that the 11 listed companies except Dehao Runda (002005.SZ) The company's net profit for the first half of this year has all achieved year-on-year growth.
From the upper limit of the net profit growth forecast, there are 4 companies with a year-on-year growth rate exceeding 100%, of which the upstream chip has dry photo optoelectronics (300102.SZ), and the middle package end has Mulinsen (002745.SZ), downstream application end. It includes Alto Electronics (002587.SZ) and Liard (300296.SZ).
Huacan Optoelectronics is currently the second in the domestic LED chip industry. According to the results of the 2017 quarterly report, the company's first quarter 2017 operating income was 507 million yuan, up 110.71% year-on-year; net profit was 80.78 million yuan, up 681.13% year-on-year. The profit was 44.29 million yuan, an increase of 88.4 million yuan compared with the same period last year.
The company previously released a semi-annual report that the company's expected gross profit margin will continue to rise steadily on the basis of continued stable gross profit margin in the second quarter. Therefore, the net profit is expected to increase significantly compared with the same period last year.
On the investor interaction platform on June 8, Huacan Optoelectronics also told investors that the company's equipment is currently operating at full capacity, and it is expected that some new capacity will be put into production in the third quarter to ease the pressure on orders. From this point of view, the company is not only guaranteed in the first half of the year, but also in the third quarter.
Mulinsen is currently the absolute leader of domestic LED packaging. The company's first quarter 2017 operating income was 1.536 billion yuan, an increase of 87.36%; net profit was 133 million yuan, an increase of 162.70%. The company previously released a semi-annual report that the net profit for the first half of 2017 was about 260 million yuan to 330 million yuan, a year-on-year increase of 70.36%-116.23%.
At present, the company's annual production capacity of 350 billion SMD/Lamp will reach 490 billion after the expansion of production, and it will fully lead the competition. In addition, Mulinsen has created a mid-stream and downstream industrial chain ecosystem through the successful acquisition of Osram's general lighting business. As of the end of 2016, the company's overseas business accounted for only 9.73% of revenue, and it is expected to expand its overseas business share through OSRAM in the future.
Liard is mainly engaged in R&D, design, production, sales and service of LED application products. The company's products mainly include LED full color display products, system display products, creative display products, LED TVs, LED lighting products and LED backlight identification systems. Big class.
In the first quarter of 2017, the company's operating income was 1.128 billion yuan, a year-on-year increase of 39.69%; net profit was 172 million yuan, an increase of 110.59%. The company previously released a semi-annual report forecast that the net profit for the first half of 2017 was approximately 349 million yuan - 36 million yuan, a year-on-year increase of 90% -110%.
In addition, Liard's LED business segment related to the night travel economy has added 1 billion new orders and completed orders this year, an increase of more than 300% over the same period of the previous year.
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