Cross-border enterprises are too "fancy": actually driving the lighting industry chain

Intelligent, plant, automotive lighting LED lighting companies love to taste fresh sunshine lighting, Foshan lighting, Feile audio, Qinshang Optoelectronics, Weiwei shares, Snow Wright, Ocean King seven lighting enterprises, in addition to the increase in revenue, the ocean does not increase profits, the ocean Wang did not increase income or increase profits, and other companies increased their income and increased profits. (Note: As of June 1, NVC Lighting has not released the first quarter report of 2015) Status: Listed companies love cross-border increase in the first quarter of 2015, no increase in profits, Wei Wei shares said in the LED main business field, full investment, segmentation The continuous expansion of business areas and product lines, as well as the development of new businesses, resulted in a significant increase in costs, resulting in a decrease in net profit compared to the same period last year. The author found that LED listed companies are often not so good, like cross-border. Whether it is LED downstream application companies or upstream and midstream enterprises, cross-border has become a trend. Among them, LED display enterprises are very prominent, through the LED display media to enter the cultural media, advertising, sports industry, such as Lianjian Optoelectronics, Lehman Optoelectronics, and some companies are completely involved in financial electronics, such as Alto Electronics. There are similar companies in the field of LED lighting: try the financial company, Wei Wei, and Qin Shang Optoelectronics, and try the supply chain business of Fufu Electronics. In addition, e-commerce has become a good idea for LED lighting companies. According to statistics, in 2014, the e-commerce of LED products developed rapidly. In the first eight months of 2014, the turnover of Taobao LED lighting reached 3.2 billion yuan, of which LED light source was about 230 million yuan, an increase of 126. It is expected that the sales of LED lighting products in the e-commerce channel will continue to grow rapidly in 2015. Listed companies such as Sunshine Lighting and NVC Lighting are actively using the Internet channel to open up the market. Trend: LED lighting explores new directions CSAResearch data shows that in 2014 the global lighting industry has entered a new era of LED lighting, China's general lighting output value of about 117.1 billion yuan, a growth rate of about 68, accounting for the proportion of the application market also by 2013 34, increased to 41 in 2014. The domestic market share of LED lighting products (the domestic sales volume of LED lighting products/the total domestic sales volume of lighting products) reached 16.4, which was about 7 higher than the 8.9 in 2013. Among them, commercial lighting spurt growth, public lighting grew rapidly, and home lighting began to start. UBS forecasts that the global lighting market will grow at an overall rate of 38 in 2015, with demand for residential LED lighting increasing by 62. In 2015, the penetration rate of LED lighting will reach 50, reaching 80 in 2020, and the market size will reach 100 billion US dollars. At present, the LED lighting industry presents four trends: First, technological progress and industrial scale growth have led to further decline in costs. LED lighting products have further improved the cost performance of traditional lighting products such as energy-saving lamps. Second, LED production capacity has gradually increased from the United States, Japan, The EU's transfer from Asia to China is a good opportunity for mainland manufacturers. Third, industrial integration has gradually increased industrial concentration, and industry leaders with core technology advantages, channel advantages and scale advantages have grown rapidly. New directions such as lighting, plant lighting, and automotive lighting will be replaced by LED lighting to replace the growing space of the era. At present, both listed companies and small and medium-sized enterprises have already started the exploration and storage of intelligent lighting technology and market. LED lighting with supporting industries in the LED industry chain, in addition to LED chips, LED packaging, LED display, LED lighting companies, as well as LED driving power, equipment and other businesses, LED lighting power business listed companies Shuo Power, listed companies engaged in equipment business, including Dazu Laser, Jingsheng Electromechanical, Tianlong Optoelectronics, Yuanfang Optoelectronics, etc. In the first quarter of 2015, Moso Power did not increase revenue or increase profits, but also suffered a serious loss of 18.35 million yuan. Tianlong Optoelectronics also did not increase revenue or increase profits, and the revenue from remote optoelectronics did not increase.

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