Specifically, among the 38 LED companies that announced half-year performance forecasts, a total of 12 companies' net profits increased by more than 50% year-on-year. Among them, Lianjian Optoelectronics, Huacan Optoelectronics, Jiawei Technology, Shiyida, and Unilumin Technology all doubled their net profits, with year-on-year increases of 270%, 215%, 176%, 118%, and 113% respectively. Dongjing Electronics suffered its first loss, with its net profit falling 13 times year-on-year. The net profits of Maoshuo Power, Keheng Electronics, Nanda Optoelectronics, Ruifeng Optoelectronics and Qianzhao Optoelectronics fell by 94.5%, 57.48%-75.70%, 32.81%-44.49%, 10%-25% and 5%-25% respectively year-on-year.
Regarding performance growth, Lianjian Optoelectronics, which is transforming from an LED manufacturer to an outdoor advertising operator, said that the main reason is that the Sichuan Time-sharing Advertising Media Co., Ltd. acquired by the company began to be included in the consolidated statements in May, resulting in the company's net profit increasing by 20 million to 21 million yuan, and the sales of its wholly-owned subsidiary Liandong Culture (Beijing) Co., Ltd. increased significantly. In the first half of this year, it achieved operating income of 9.77 million yuan, compared with only 1.35 million yuan in the same period last year.
Jiawei Shares’ performance surge was mainly due to the increase in non-recurring profits and losses. However, Huacan Optoelectronics, which also grew more than twice, said that the main reason for the sharp increase in performance in the first half of this year was that the growth momentum of LED chip market demand continued during the period, and profitability rebounded significantly. At the same time, as the parent company's third phase expansion project was put into operation and most of the Suzhou subsidiary's first phase construction project was put into operation, the company's production capacity and sales scale doubled during the period.
Unilumin Technology stated that the main reason for the improvement in the company's operating performance in the first half of the year was that the company's market strategy formulated in the early stage was fully implemented. The company increased its expansion and investment in the foreign trade market. Export orders increased significantly compared with the same period last year, and export revenue also increased accordingly.
The reporter found that among the 31 companies with promising performance, the vast majority attributed their performance growth to the growth of their main business. For example, Shiyida, Leyard, Hongli Optoelectronics, Alto Electronics, Jufei Optoelectronics, and Wanrun Technology all, without exception, explained the reasons for their performance growth in the first half of the year with similar terms such as the rapid growth of the LED market, the gradual release of the company's production capacity, and the increase in sales revenue, thereby driving net profit growth.
Even companies with performance losses also mentioned the recovery of the LED market. Maoshuo Power pointed out that comparing the company's sales orders with the same period last year, the main business income has maintained steady growth. Ruifeng Optoelectronics, Nanda Optoelectronics, Dehao Runda, etc. also made similar statements.
Of course, there are exceptions among loss-making companies. Dongjing Electronics suffered a substantial loss for the first time in the first half of the year, mainly due to fierce competition in the quartz crystal component market, declining product prices, and the fact that the LED sapphire substrate project has not yet formed large-scale production capacity, resulting in high fixed costs.
A securities researcher in Shenzhen who has been tracking the LED industry for a long time told reporters that from the overall situation, the LED industry as a whole continues to have a good trend. From the perspective of the industry chain, the good trend has been passed from the LED lighting market that began to pick up in the second half of last year to the mid-to-upstream packaging and chip fields. For example, Huacan Optoelectronics, which has more than doubled this time, is mainly engaged in LED epitaxial wafers and chips.
It is worth noting that the Shenzhen Stock Exchange’s interactive platform shows that since July, institutions have conducted surveys on LED-related companies, including Meiya Optoelectronics, Yuanfang Optoelectronics, AVIC Optoelectronics, Lianjian Optoelectronics, Unilumin Technology, Nationstar Optoelectronics, etc.
Some LED companies' performance forecast for the first half of the year
Company abbreviation Net profit growth
Lianjian Optoelectronics 270%
Huacan Optoelectronics 215%
Jiawei Shares 176%
Shiyida 118%
Unilumin Technology 113%
Leyard 50% to 80%
Hongli Optoelectronics 30% to 60%
Alto Electronics 20% to 50%
Jufei Optoelectronics 25% to 50%
Wanrun Technology 10% to 35%
Dongjing Electronics first loss
Maoshuo Power Supply -94.5%
Keheng Shares -75.70% to -57.48%
Nanda Optoelectronics -44.49% to -32.81%
Ruifeng Optoelectronics -25% to -10%
Dry Photonics -25% to -5%
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