In the just-concluded March, a number of LED manufacturers have thrown out brilliant first-quarter performance forecasts, which indicates that the LED industry will play a beautiful turnaround this year?
“The first-quarter performance forecast is growing steadilyâ€, “supply-side reforms will start the knockoutâ€, and “the number of lighting companies will be reduced by halfâ€. CCTV2 “Transaction Time†LED industry survey is in progress, yes, the LED industry has recently appeared in CCTV. The big stage.
After experiencing the entire price war in 2015 and the industry reshuffle, just after the end of March 2016, a number of LED manufacturers have thrown out the beautiful 1Q performance forecast, comparing the dilemma of the LED lighting market last year, it seems that between the LED industry The spring has arrived.
“Our overall profit in the first quarter remained 100%-140% growth,†said Li Cuilan, Marketing Manager of Hongli Optoelectronics.
“The whole quarter of 2016 feels much better than 2015.†Chen Tao, general manager of Keheng’s LED business unit, mentioned.
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Up to now, at least 10 LED listed companies have released 2016 performance forecasts. Hongli Optoelectronics, Lianjian Optoelectronics, Lehman shares, and Changfang Group have achieved more than expected performance in the first quarter, showing significant growth. situation,
However, industry insiders also believe that from the current development trend of the LED industry, it seems that it is still early from the first quarter of this year's performance forecast that the whole industry is warming up.
"Only from the first quarter of this year, it is still relatively difficult to see the status, and it still needs continuous observation in the subsequent stage." Sun Shaofeng, director of the stock market of Mulinsen, mentioned.
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The insiders pointed out that the current LED industry is polarized. On the one hand, there is a serious overcapacity. On the other hand, there is still a lot of room for growth in some emerging fields. It is recommended that qualified enterprises can turn to intelligent lighting, automotive lighting, plant lighting and Markets that have not yet been fully developed, such as UV LEDs, have shifted capacity.
"I personally are very optimistic about LED lighting. Although the price has dropped very quickly, everyone's gross profit has been generally low, but I think this is a short-term process. In the long run, as the industry gradually concentrates on some large manufacturers, The gross profit of this piece should be good." Wang Lekang, chairman of Ming Microelectronics, mentioned.
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“In 2015, affected by the fluctuation of exchange rate in the international market, the growth rate of China's LED lighting exports began to slow down, mainly reflected in the fact that many enterprises did not increase their income, and revenues increased. However, the decline in prices led to a decline in profits. In 2015, it became a very difficult year for most LED companies.†Dr. Zhang Xiaofei, Dean of the Shenzhen Institute of Advanced Industrial Research and Development, said.
"With the implementation of the national supply-side reform in 2016, the industry will start the knockout round, and the number of lighting enterprises will continue to decrease. With the increase in demand for LED lighting, there will be a new round of process of de-capacity. The market concentration will gradually increase and the price will be relatively stable. The industry will gradually resume growth," Dr. Zhang Xiaofei mentioned.
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Industry experts also pointed out that the LED lighting industry still faces three major challenges: 1. The industry's innovation capability is not strong 2. The structural overcapacity is 3. The industrial development environment needs to be improved.
Gaogong LED believes that CCTV has already talked about the spring of the LED industry, but in fact, from the perspective of our industry observers, it is now in the fall of the LED industry, autumn is coming, then where is the fruit? Do you know the answer? ......
Attachment: CCTV2 trading time interview video
[Transaction time] LED industry survey first quarter performance forecast steady growth Experts suggest focusing on smart lighting
[Trading time] LED industry survey supply side reforms will start to eliminate the number of lighting companies will be reduced by half
[Transaction time] LED industry survey LED industry severely shuffled more than 4,000 companies exited the market last year
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