This week, the LED industry, the New Third Board has once again become a hot topic for everyone. Why do you ask? The new three-board company, which is only two months old, has a "God" help and announced that it has won nearly 8.7 billion yuan in a big single. I made a lot of eyeballs, and there was a thunder in the flat.
The author consulted the information, Occis achieved a total operating income of 440 million yuan in 2015, a net profit of about 50 million yuan, according to the results, can be included in the ranks of "superior students."
In fact, after the adjustment of the tiered plan of the New Third Board, the income and profit scale became hard indicators, and there were not many business incomes such as Occi, which could be included in the “100 million householdsâ€.
According to the data disclosed in the 2015 annual report, in the end, the new three-board LED enterprises with revenues exceeding 100 million yuan are locked in 31, accounting for about 1/3 of the total number of enterprises, including Kang Mingsheng, Aoqisi, Chuangyijia, Jiuzhou Optoelectronics, Jingke Electronics, Guangyu Electronics and other companies with more prominent revenues.
According to statistics, in 2015, there was one new three-board LED enterprise with a revenue of more than 500 million yuan for the new three-board LED enterprise, which is Kang Mingsheng, with revenue of about 910 million yuan; two operating incomes of 400-500 million yuan, respectively For the creation of a good, Occi, there are three operating income of 3-4 billion yuan, respectively, Jiuzhou Optoelectronics, Yuanheng Optoelectronics, Jingke Electronics.
It can be seen that “100 million households†is the top of the pyramid of the new three-board LED enterprise, and its performance can really be compared with the mainstream brands.
At the same time, from the analysis of “profit rate increase and decreaseâ€, the companies that achieved new year-on-year growth in net profit of the new three-board LED companies accounted for 67%. Among them, the top four growth rates are Huaxia Guangcai (2436%), Stellar Gaohong (2298%), Darren (1434%), and Ruiteng Technology (1035%).
In the statistics of the new three-board LED enterprise “100 million householdsâ€, 71% of the companies achieved net profit growth in the past year, and the first leader was “Huaxia Guangcaiâ€.
For the time being, let's not say whether O'Neill's 8.7 billion big singles are controversial or not. Maybe people really have two brushes. Let's talk about the innovation layer! On Thursday, Yachengwei released the message and successfully became the first to enter the innovation layer. Enterprises, everyone went to kill this "battlefield", indicating that the innovation layer is still infinite.
According to expert analysis, with the landing of the tiered system, the majority of LED companies must know three things: 1, the innovation layer tickets are not permanent effective; 2, no free lunch, the innovation layer is a double-edged sword; The meaning of the layer is to pave the way for subsequent innovation, and has nothing to do with liquidity.
1, expansion! Increase price! Listed the new three board! LED packaging market is so lively?
Since 2016, the field of LED packaging has been a good news. First, the market has clearly recovered, and once news of supply shortages and product price increases, the LED packaging companies have been successfully listed on the new board. These news undoubtedly give the LED industry a shot of stimulant.
On the morning of June 9th, at the 2016 (14th) High-tech LED Industry Summit Forum hosted by Gaogong LED, the new three-board packaging companies Yantong Electronics (834867) and Jingke Electronics (836789) were respectively awarded 2015-- In 2016, the company named the most investment-worthy company; and another filament packaging company, stellar Gaohong, won the title of the most growth enterprise in 2015-2016.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), as of May 2016, the total number of listed companies in the New Third Board market reached 7,008, and the number of listed LED companies in the New Third Board market reached 113. By the end of this year, the total number of listed companies in the New Third Board market is expected to be More than 10,000 homes.
Overall, the current LED packaging industry is in a period of rapid development. With the continuous introduction of national support policies, the scale of production capacity of the industry is expanding rapidly, the number of enterprises in the industry is increasing, and the market competition in the LED packaging industry is increasingly fierce. Relatively speaking, the New Third Board is relatively low in threshold and strong in financing ability. It is indeed a good choice for companies preparing to go public.
2, Yao Yi lighting bidding was forced by violence to trigger the "black forces"
Recently, Shenzhen Yaohao Lighting Zhanjiang Lianjiang City project tender encounters black forces obstruction, causing concern.
"The local people's practice of this kind of law has a great impact on the smooth implementation of the entire project. We call on the local government, political and legal organs, and people from all walks of life to act and give the lighting industry and the society as a whole fair and safe. Environment.†Yan Xingjian, deputy general manager of Yaohao Lighting, said.
Yao Yi Lighting has been involved in the LED lighting industry for 10 years in 2006. At present, the products are positioned in the field of outdoor lighting with certain technical content. Yaosuo's foreign trade increased by 40% in 2015, and the foreign market revenue reached 100 million yuan in the US market. The sales performance of a single product is only 10 million yuan.
For the unfair treatment of Yaohao Lighting, the lighting engineering industry in recent years is also the first time. Gaogong LED also represents the industry colleagues, calling on the local government to pay attention to this matter, and also lighting enterprises to be fair, just and open. Bidding environment.
3, you are about to miss the Nuggets "50 billion" landscape lighting market outlet!
You are about to miss the turmoil of the Nuggets "50 billion" landscape lighting market!
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the output value of China's LED landscape lighting market reached 47.8 billion yuan in 2015. In 2016, the output value of landscape lighting is expected to reach 50 billion yuan.
The 50 billion market is to be tapped, which is indeed a big temptation for LED companies. In fact, since 2016, there have been a number of lighting companies that have begun to focus on the landscape lighting market in order to obtain the “one flaw†that can be obtained from it.
Indeed, LED lighting products have a strong competitive advantage in urban landscape lighting. As the demand for urban lighting projects increases, it is expected that the industry will continue to maintain high growth rates in the future.
“2016 High-tech LED National Tour Survey Activity--Special Seminar on Outdoor Road Landscape Lightingâ€, this conference will be held on the afternoon of July 8th in Shenzhen Qingqing World 101 Conference Room (1st Floor, Main Building), by Gaogong LED Industry Research institutes and incentive tests are jointly held.
At the meeting, everyone will discuss the new trend of 2016 outdoor road landscape lighting development, you should not miss it.
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