Foshan Lighting (000541) announced on April 14 that in the 2010 performance report, the company achieved a main business income of 1.918 billion yuan last year, total profit of 324 million yuan, an increase of 14.46% and 20.7%; net profit of 2.64 100 million yuan, an increase of 24.32%.
At the same time, the announcement of the first-quarter performance pre-announcement showed that the company's net profit in the first quarter was about 60 million yuan, a year-on-year increase of 80% to 150%.
Foshan Lighting said in its annual performance report that the main electric light source business in 2010 has maintained a good development, and sales and profits have increased compared with last year. No ink was given to the LED business. What is the proportion of LED business still needs to be announced.
Referring to the LED road map of Foshan Lighting, it can be described as a twist. Originally seeking to cooperate with Osram for the cooperation of LED technology, and finally did not wait for the mysterious LED technology, but ushered in its more aggressive competition.
Until August 2010, Foshan Lighting announced that it had reached a preliminary cooperation intention with Bridgelux Optoelectronics Co., Ltd. of the United States.
But this intention seems to end in "intention". The news of Foshan Lighting's further cooperation with the LED field and Puri Optoelectronics has not been reported.
Sunlight lighting big investment LED
Compared with Foshan Lighting, the rising star Zhejiang Sunshine (600261) can be described as a strong opponent. Zhejiang Sunshine achieved a main income of 2.17 billion yuan in 2010, an increase of 24.52% over the 1.743 billion yuan in 2009. As early as 2007, Zhejiang Sunshine Lighting's main business income reached 1.74 billion yuan, surpassing Foshan Lighting (2007 main business income of 1.49 billion yuan).
In the LED project, Sunshine Lighting is expected to invest about 1 billion yuan this year. This figure is definitely a "big deal" in traditional lighting manufacturers' investment in LEDs.
Recently, Sunshine Lighting took a 50% stake in Hangzhou Hanguang Lighting for a consideration of 13.5 million yuan, and held a 30.188% stake in Japan's LIREN Company at a price of 1,233,600 yuan.
The picture shows the corner of the LED exhibition hall of Zhejiang Sunshine Lighting
In the 2010 financial report, Sunshine Lighting emphasized that “the company must closely match the global wave of energy conservation and environmental protection, accelerate the adjustment of product structure, and vigorously develop LED lighting products and micro-mercury environmental protection energy-saving lamps to actively respond to market changes in the era of energy-saving lamps. In particular, it is necessary to strengthen the research and development capabilities of LED lighting sources and lighting technology, to develop a series of products that meet market demand, accelerate the introduction of advanced production equipment and production technology, and promote the company's industrial upgrading. LED lighting sources have also become the company's main investment direction for the next three years.
Undoubtedly, the LED industry is responsible for the upgrading of the solar lighting industry.
The following table shows the annual financial report of traditional lighting listed companies from 2007 to 2010:
"The global LED lighting market has reached the critical point of breakthrough, because the product price has been relatively reasonable, and the product technology and quality have matured." NVC Lighting (02222.HK) Chairman Wu Changjiang said that NVC lighting for LED lighting Adequate preparation for universal application.
Although NVC Lighting released six new LED series products in March this year, its investment in LED field is still much smaller than sunlight lighting. NVC's cautiousness in the LED field is still slowing its occupation in the LED lighting market.
Snowlight Optoelectronics (002076) is even more low-key. In an interview, his company executives said that Shellett has been focusing on LED lighting since 2009 and will focus on downstream indoor lighting and special lighting applications in the future. However, its action in the LED field is not very large.
In addition, Shellett Optoelectronics recently encountered the resignation of executives - Li He, the former vice president of Snowlight Optoelectronics, officially took over the post of general manager of TCL Lighting. Perhaps this is also a loss to Shellett Optoelectronics to some extent.
At the same time, the announcement of the first-quarter performance pre-announcement showed that the company's net profit in the first quarter was about 60 million yuan, a year-on-year increase of 80% to 150%.
Foshan Lighting said in its annual performance report that the main electric light source business in 2010 has maintained a good development, and sales and profits have increased compared with last year. No ink was given to the LED business. What is the proportion of LED business still needs to be announced.
Referring to the LED road map of Foshan Lighting, it can be described as a twist. Originally seeking to cooperate with Osram for the cooperation of LED technology, and finally did not wait for the mysterious LED technology, but ushered in its more aggressive competition.
Until August 2010, Foshan Lighting announced that it had reached a preliminary cooperation intention with Bridgelux Optoelectronics Co., Ltd. of the United States.
But this intention seems to end in "intention". The news of Foshan Lighting's further cooperation with the LED field and Puri Optoelectronics has not been reported.
Sunlight lighting big investment LED
Compared with Foshan Lighting, the rising star Zhejiang Sunshine (600261) can be described as a strong opponent. Zhejiang Sunshine achieved a main income of 2.17 billion yuan in 2010, an increase of 24.52% over the 1.743 billion yuan in 2009. As early as 2007, Zhejiang Sunshine Lighting's main business income reached 1.74 billion yuan, surpassing Foshan Lighting (2007 main business income of 1.49 billion yuan).
In the LED project, Sunshine Lighting is expected to invest about 1 billion yuan this year. This figure is definitely a "big deal" in traditional lighting manufacturers' investment in LEDs.
Recently, Sunshine Lighting took a 50% stake in Hangzhou Hanguang Lighting for a consideration of 13.5 million yuan, and held a 30.188% stake in Japan's LIREN Company at a price of 1,233,600 yuan.
The picture shows the corner of the LED exhibition hall of Zhejiang Sunshine Lighting
In the 2010 financial report, Sunshine Lighting emphasized that “the company must closely match the global wave of energy conservation and environmental protection, accelerate the adjustment of product structure, and vigorously develop LED lighting products and micro-mercury environmental protection energy-saving lamps to actively respond to market changes in the era of energy-saving lamps. In particular, it is necessary to strengthen the research and development capabilities of LED lighting sources and lighting technology, to develop a series of products that meet market demand, accelerate the introduction of advanced production equipment and production technology, and promote the company's industrial upgrading. LED lighting sources have also become the company's main investment direction for the next three years.
Undoubtedly, the LED industry is responsible for the upgrading of the solar lighting industry.
The following table shows the annual financial report of traditional lighting listed companies from 2007 to 2010:
| the company | 2007 | Year 2008 | Year 2009 | year 2010 | LED as a percentage of total hand |
| Foshan Lighting | 1.49 billion yuan | 17.2 billion yuan | 1.71 billion yuan | 19.18 billion yuan | Not only listed LED business income |
| Sunlight | 1.74 billion yuan | 1.89 billion | 1.74 billion yuan | 2.17 billion yuan | Not only listed LED business income |
| NVC Lighting | 130,068 thousand US dollars | 256,415 thousand US dollars | 305,770 thousand US dollars | 471,725 ​​thousand US dollars (about RMB 3.1 billion) | 0.8% in 2009; 1.74% in 2010 |
| Snowlight lighting | 335 million yuan | 353 million yuan | 3.24 billion yuan | 354 million yuan | Not only listed LED business income |
"The global LED lighting market has reached the critical point of breakthrough, because the product price has been relatively reasonable, and the product technology and quality have matured." NVC Lighting (02222.HK) Chairman Wu Changjiang said that NVC lighting for LED lighting Adequate preparation for universal application.
Although NVC Lighting released six new LED series products in March this year, its investment in LED field is still much smaller than sunlight lighting. NVC's cautiousness in the LED field is still slowing its occupation in the LED lighting market.
Snowlight Optoelectronics (002076) is even more low-key. In an interview, his company executives said that Shellett has been focusing on LED lighting since 2009 and will focus on downstream indoor lighting and special lighting applications in the future. However, its action in the LED field is not very large.
In addition, Shellett Optoelectronics recently encountered the resignation of executives - Li He, the former vice president of Snowlight Optoelectronics, officially took over the post of general manager of TCL Lighting. Perhaps this is also a loss to Shellett Optoelectronics to some extent.
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