From the perspective of profit classification, thanks to the strong demand in the lighting market in the second half of last year, downstream lighting, application and other related companies have basically made full profits. For example, Unilumin Technology predicts that its net profit will increase by 79.85% year-on-year in 2013, and the net profits of Jufei Optoelectronics, Leyard, Hongli Optoelectronics, Yuanfang Optoelectronics, and Ruifeng Optoelectronics will all increase by more than 20%.
From the perspective of the industry chain, the strong downstream demand for LED has begun to be transmitted to midstream packaging and upstream chip, material and other manufacturers, and promote the profits of related companies. For example, Fang Guoxin's net profit increased by 93%. In addition, China Microelectronics and Zhongfa Technology both achieved profits last year.
Some companies attribute their performance growth mainly to the rebound in industry prosperity. Hongli Optoelectronics believes that the LED lighting market demand in 2013 was good, which effectively released the company's production capacity, and the company maintained stable growth in its main business. Jufei Optoelectronics also believes that the company has seized the opportunity of the rebound in the LED industry last year. In addition, last year, the continuous support policies in the domestic LED field, the falling prices of LED lighting products and further restrictions on the use of incandescent lamps also contributed, Ruifeng Optoelectronics believes so.
Despite this, there are still some companies with dismal performance. Among them, the one with the most serious profit decline was Shiyida, which was as high as 687.48%, followed closely by Dehao Runda, Nanda Optoelectronics, and Huacan Optoelectronics, whose net profits fell by 94.22%, 89.95%, and 79.3% respectively.
Further analysis found that the vast majority of loss-making companies were not due to declining LED business performance, but for other reasons. Shiyida said that the main reason was the sharp deterioration of the company's EMS business operating conditions, which led to heavy losses; Maoshuo Power, whose net profit fell by 40%, was due to the company relocating its office and the increase in Shenzhen's minimum company standards, which caused labor costs to rise. Huacan Optoelectronics and Nanda Optoelectronics suffered too much loss in the first half of the year, and it will be difficult to make up for their losses in the second half of the year even if market demand accelerates.
It is worth noting that the recovery of the LED industry has received close attention from institutions. Statistics from Shanghai Stock Exchange reporters found that in the past month, hundreds of institutions have conducted nearly 30 surveys on 16 companies in the industry, including Foshan Lighting, Alto Electronics, Nationstar Optoelectronics, Han's Laser, Leyard, Lianjian Optoelectronics, Hongli Optoelectronics, Huacan Optoelectronics, and Moso Power. Among them, Alto Electronics received a total of six institutional surveys from February 18 to March 6.
Against this background, listed companies are interested in increasing investment. Alto Electronics bluntly stated in an institutional survey that the market space for LED lighting business is huge, the company will increase investment, and this business will become a new performance growth point for the company. Wanrun Technology stated that the company will focus on expanding the LED lighting market and products this year, and accelerate the development of new LED packaging and lighting technologies and materials. Jufei Optoelectronics and Hongli Optoelectronics said they would expand production in 2014 based on market conditions.
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