Huacan Optoelectronics invested 10.8 billion in semiconductor devices, and the integration of the chip industry will start? GE sells some overseas lighting business, and the generation of lighting giants has completely fallen? The Changfang Group turned losses into profit in 2017, and where does the education industry go? The performance of 23 LED listed companies has hit, and with the integration of the industry, the performance of the giants has become more and more eye-catching. ... we will explain for you one by one!
Huacan's 108 billion investment semiconductor device project
In February and February, Huacan Optoelectronics announced that the company signed the “Huacan Optoelectronics Advanced Semiconductor and Device Project Investment Framework Agreement†in the investment and construction of advanced semiconductor and device projects in Yiwu Information Optoelectronics High-tech Industrial Park. The project plans a total investment of RMB 10.8 billion.
Comments: This is another billion investment in the field of LED after Sanan Optoelectronics invested 33.3 billion yuan to build compound semiconductors, integrated circuits and related industries. It must be said that the investment in the field of LED chips is growing.
Today, the chip industry has become an active stage for capital. From Sanan Optoelectronics, to Huacan Optoelectronics, to Ganzhao Optoelectronics, several major domestic LED chip giants have made "blood" in the chip field in recent years. GGII expects that Chinese chip companies will continue to expand production in the next two years.
However, with the release of new capacity from major chip companies, the future supply-demand relationship will return to a pattern of oversupply, and a new round of price wars will follow, and the integration of the chip industry will begin.
GE sells some overseas lighting business
Recently, GE announced a deal to agree to sell GE Lighting's operations in Europe, the Middle East, Africa and Turkey, as well as the global automotive lighting business, which was previously operated by a branch company based in Budapest, Hungary.
Comments: Since the sale of the consumer lighting business during the Guangya exhibition last year, the GE lighting sales incident has not deviated from the public's vision, but has never found a favorite buyer.
Today, GE is finally taking a big step in selling its lighting business. This also shows that GE, a well-known brand that has been brilliant for a hundred years, has completely degraded in the field of lighting.
However, as one of the former lighting giants, there is still a certain share of the market, especially in North America. GE has exited the lighting field and has given China LED lighting companies many opportunities to “go and cherishâ€!
Changfang Group turned losses into profit in 2017
The Changfang Group released its 2017 annual report on the evening of February 28. The company's operating income in 2017 was 1.75 billion yuan, a year-on-year increase of 9.22%; the net profit was 36.238 million yuan, a year-on-year loss.
Comments: In 2016, due to the impact of the LED industry environment, the Changfang Group lost more than 60 million. In 2017, the Changfang Group can be said to return to the LED industry with a strong return, and through the purchase of Kang Mingsheng to force off-grid lighting business, and last year also successfully turned losses into profit.
However, it is worth mentioning that the education industry that the Changfang Group is optimistic about does not have a good improvement. In 2017, the long-term education lost 4.48 million, which became the “tired†of the company's profit.
I have to say that the prospects of the education industry are good, but they are not so good to "play." For LED companies, cross-border to unfamiliar areas, if there is no good resources and the integration and management capabilities of the dual main business operations, is bound to end in failure.
23 LED listed companies performance report
In the evening of February 27 to the morning of February 28, 23 LED listed companies rushed to release the 2017 performance report. Among them, the net profit of five companies, such as Jufei Optoelectronics, Meida Digital, Lehman, Ai Biesen and Overclocking, showed a different decline, and Netac Intelligence experienced a slight decline. The remaining 17 LED listed companies are showing growth.
Comments: GGII data shows that the overall scale of China's LED industry in 2017 was 636.8 billion yuan, a year-on-year increase of 21%. The upstream chip grew rapidly, the midstream package developed steadily, and the downstream application maintained a rapid growth trend. GGII expects that the compound growth rate of China's LED industry output value will reach 18% in 2018-2020. In 2020, China's LED output value will exceed 1 trillion.
The specific performance of the company's performance is that the performance of most listed companies has shown a substantial increase. However, it is worth noting that the LED industry is still in the stage of deep integration, and resources will be further concentrated to high-quality enterprises. Therefore, the performance of leading enterprises will become more and more eye-catching in the future.
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