LED observation|Spring seeds have reached the autumn harvest

This week, several major exhibitions in the LED lighting industry came to the fore. The high-end big manufacturers “local tyrants” flew to Frankfurt, Germany to see exotic customs; and more small and medium-sized lighting companies chose the Zhongshan Lantern Expo. At the Frankfurt exhibition, many international companies and domestic companies have launched their own smart lighting products, and there is a great spark of fire. The Light Fair of Guzhen is a vast world of small and medium-sized lighting companies, and there are quite a few small and fine things worth seeing. Spring harvest autumn, LED lighting people have sowed the seeds of hope, only to receive autumn harvest.

Of course, in addition to the exhibition, this week's LED industry has also had many major events, and you are looking at the officials and savoring.

1. LED listed company's first-quarter performance is growing steadily, the market is expected to pick up (click for details)

Since the middle of March, at least five LED companies have released the 2016 first quarter results forecast. Hongli Optoelectronics, Lianjian Optoelectronics, Lehman shares and Changfang Group achieved remarkable results in the first quarter, showing a substantial growth trend. Among them, Baiguang Packaging Dachang Hongli Optoelectronics expects the net profit attributable to shareholders of listed companies to be 57.267 million yuan – 65.44 million yuan, an increase of 110%-140% over the same period of the previous year.

As a LED listed company, Hongli Optoelectronics can be regarded as the “standard” of the packaging industry. Each development plan also represents the development direction of the whole industry. Its product development and market layout are highly concerned by the industry. It is understood that Hongli Optoelectronics continues to expand production in Nanchang Optical Valley, mainly based on SMD patches, is expected to be put into operation in the middle of the year, with a monthly production capacity of 1000 KK.

In addition to Hongli Optoelectronics, Mulinsen, Ruifeng Optoelectronics, and Changfang Group are actively expanding their production. Ruifeng Optoelectronics has even gone straight to Yiwu and made a neighbor with Huacan Optoelectronics.

GGII expects that the international economy will continue to show a downturn in 2016, LED demand is still insufficient, and the LED industry's future growth is still slowing down. However, the oversupply situation in the LED market will improve with the reduction of investment in expansion, and the price of the product will also be attributed to rationality.

2. The first famous Huihui project of the landscape lighting project is on the GEM (click for details)

It may be that many people in the LED industry are not familiar with it, but it is necessary to mention the gross profit margin of more than 50% and the net interest rate of more than 20% in the past three years, which is enough to make the group struggling in the LED industry chain. Forced people to envy and hate.

In 2012-2014, the gross profit margin of Mingjiahui was 51.29%, 48.55%, and 49.51%, respectively, and its net profit rate exceeded 20% annually. The net profit margins in 2013 and 2014 were 22.3% and 20.3%, respectively. . The main business of Mingjiahui is the landscape lighting project. The revenue from lighting projects in 2012-2014 was 96.55%, 89.16% and 89.47% respectively. Seeing these figures, do you all have the urge to do landscape lighting?

The statistics of the High-tech Research Institute LED Research Institute (GGII) show that in 2015, the output value of China's LED landscape lighting market reached 47.8 billion yuan. In 2016, the output value of landscape lighting is expected to reach 50 billion yuan. The landscape lighting market has great prospects, as the market where the current industry has not yet become a hedge, or will play a booster for the industry. (click for details)

3. Big manufacturers push smart lighting 2016 or speed up landing (click for details)

This year's Frankfurt exhibition is home to a large number of domestic and foreign big-name companies, which is particularly lively. It is understood that in addition to international giants such as Philips and Osram, more than 30 Chinese LEDs such as Op Lighting, Mulinsen, Guoxing Optoelectronics, Hongli Optoelectronics, Sanxiong Aurora, Foshan Lighting, Zhouming Technology, Feile Audio, Sansi Lighting, Wanrun Technology, etc. Enterprises have also brought new products to the exhibition. Smart lighting has become the most dazzling product at this year's Frankfurt show.

The use of intelligent lighting comes from the needs of smart cities and is a brand new market. The intelligent lighting products are mainly designed around the functions of dimming and color grading, so as to better realize the color and light effect of the lighting fixtures. With the improvement of living standards and the increasing demand for lighting applications, the use of intelligent lighting has become more widespread.

At the International Lighting Show in Frankfurt, Philips demonstrated its world-leading smart interconnect LED lighting technology, smart lighting products and solutions. ActiveSite is a cloud-based smart connected lighting system that allows administrators to monitor, maintain and manage the entire building's lighting from anywhere in the world with Internet access.

A few days ago, the high-tech LED industry WeChat group also discussed the topic of intelligent lighting. Everyone thinks that dimming and coloring are just things about semiconductor lighting. It is not smart. Although the views on smart lighting are different, everyone is still confident in the future of smart lighting, but the transition is slow. Those who have not kept up with the situation are expected to be eliminated by the tide of intelligent lighting.

In the first three months of 2016, many people in the LED lighting industry are still ambiguous about the trend and market development of the industry this year. Some people are rejoicing, some people are secretly hurt, expansion or transformation? Looking for mergers or acquisitions? If you are also confused, Gaogong LED Spring will definitely give you the best answer. At 2 o'clock this afternoon, Gaogong Feige will make a wonderful interpretation of the development trend and related issues of the LED industry in 2016 at the Spring Festival. Friends who can't come to the site can also participate in the live broadcast. (click for details)

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