A deep dive into what the LED industry looks like after removing makeup

There are a lot of beauties on the street, online, and on TV, but many of these beauties have been transformed after putting on makeup. Whether it's breathtakingly beautiful or painfully ugly, just one layer of makeup can make you see things through the fog, "seeing people through pink" and making it impossible to see clearly.

The rapid development of LED has laid a heavy foundation for LED companies. Are the companies unable to hold on and are eliminated in the knockout rounds? Or are there ways to make money and good management? Don’t worry, the editor will give you a piece of the truth about the LED industry.

Wealth: Money depends on the RMB, and strength depends on performance?

After all, money cannot escape the "vicious circle" of willfulness. It's time for major companies to publish their report cards. Who are the real rich in the LED industry? In addition to the "national" standard of year-end bonus, we can also get a glimpse of how much they pay.

Recently, the list of the top 100 taxpayers in Shanghai was announced. Opple Lighting contributed 240 million yuan. The LED industry is still a land of crouching tigers, hidden dragons. Does this mean to encourage tax payment?

Since it is a land of crouching tigers, hidden dragons, in addition to wealthy companies, there are certainly quite a few powerful companies.

With the continuous growth of effective downstream demand, the LED industry's rebound in prosperity continues. It can be seen from the 15 listed companies in the LED industry chain that have disclosed their 2014 performance forecasts that all achieved profits in 2014, and 12 companies achieved growth beyond expectations. In addition, the net profit of Silan Micro (markets, consultation) increased by 30%-50% year-on-year, and the net profit of Aoyang Shunchang (markets, consultation) increased by 83.32%, reaching 170 million yuan. LED contributed 82 million, accounting for nearly half of the total.

In contrast, if the report card is not so eye-catching, poor performance cannot be used to deny one's own strength. A word of positive energy can encourage everyone. A shadow behind you means there is sunshine ahead.

The net profit of Jiawei Shares (Quotes, Consultation) in 2014 is expected to drop by 45.54%-60.39%, the net profit of Ocean King (Quotes, Consultation) may drop by -5% to 5%, and the net profit of Luxiao Technology (Quotes, Consultation) in 2014 is forecast to drop by 184%-200%.

Since lighting products are in the off-season, LED bulbs need to be destocked, and the prices of lighting products have shown a large decline. Sunshine Lighting's third-quarter net profit was lower than expected, and Philips' fourth-quarter profit was lower than its target. The stock price suffered a heavy hit in early trading on the 27th, which can be regarded as being affected by this.

Strategy: Development depends on your vision, speculation will never work

Oreide Baqi predicts that revenue in 2015 will be 1.4 billion yuan, a year-on-year increase of more than 3 times. This growth rate is quite scary; on the 29th, Everlight decided to gradually withdraw from the self-made lamp tube and bulb brand market in Taiwan, focusing on outdoor and commercial lighting; Sherlite (Quotes, Consultation) In order to further develop sales channels, it plans to establish "Zhejiang Sherlite Optoelectronics Technology Co., Ltd." Whether it is a successful backdoor listing or a change of space to make a lot of money, the editor just wants to ask, which company has the best development strategy?

Ored, Sherrett, and Everlight!

Looking at the ambitions of major companies to seek development, it seems that they want to do it for the sea. Lunzhe (Quotes, Consultation) waved the flag and shouted, Mr. LED home page, wait for me! On the evening of the 27th, Lunzhe planned to increase capital by 34.8 million yuan to its wholly-owned subsidiary Shenzhen Juneng Weiye Technology Co., Ltd. with its own funds. Juneng Weiye has a listed company as its backer, at least it is not too worried about credit when borrowing from banks.

On the 28th, Meizu held a new product launch conference at the National Convention Center in Beijing. In addition to new mobile phone products, it also officially launched smart light bulbs. Wait, this situation is similar to Xiaomi.

Seeing that giants are joining the LED industry across industries, are you going to follow the trend, or are you hoping that LED will seek new profit growth points out of the strategic consideration of "not putting all your eggs in the same basket"?

The rapid growth of LED lighting applications has driven the development of medium-power LEDs, and the LED independent supply chain has gradually taken shape. All major companies are expected to increase their output value in 2015.

In addition to the decline in lighting product prices, 2014 was also a year in which several LED listed companies frequently reduced their holdings. Especially in the bull market, company executives chose to focus on reducing their holdings and cashing out, "taking it easy." Ruifeng, Ledman, Nationstar, and Unilumin secured the top four spots with 600 million, 313 million, 163 million, and 151 million respectively.

At this point, the LED industry is showing a promising trend. Here, the editor will pour a basin of cold water on the viewers. Not all milk is called Deluxe (there is also a kind called Trent), and not all development is smooth sailing. Looking up at the sky, you have to look down at the road. The truth of the LED industry is not all its advantages, but also its slightly unsightly side. Of course, the flaws cannot be concealed.

The infighting at NVC that has been tangled for half a year will be put aside for the time being and will not be described in detail, but how did two retail investors of Dehao Runda (Quotes, Consultation) be fined for insider trading?

Have never opened an account. Retail investors Zhang Yan and Zhu Jihua used a large amount of funds to buy Dehao Runda shares in December 2012, and their profits were as high as 88,494 yuan and 197,148 yuan respectively. Their "precise stepping into" Dehao Runda constituted insider trading.

The means are different, but the purpose is the same - to make money. A certain lighting company in Shenzhen entrusted its 940,000 LED display installation business to no one, and 940,000 people disappeared. In a word, it is a bad person.

Presumably this person must be very hated by others. It is okay to "make money", but he must not use illegal means, opportunistic tricks, and deceive others and himself. Recently, suspected street lamp corruption cases have been exposed in many places, with the suspected amount amounting to millions.

The replacement trend of LED lights has given some people in charge a chance to make money, and it has also given some unscrupulous businessmen an opportunity to take advantage. Can environmentally friendly light bulbs be faked? This method must be quite clever. According to an investigation by the environmental organization Coolproducts, EU stores are now suspected of falsely promoting light bulbs. Some light bulbs marked "Eco" consume ten times more energy than the latest LED lamps. If you buy this kind of light bulb and leave it unused, it will be an eyesore and take up space.

However, no matter how sophisticated you are, you still cannot escape the level of "inspection". As the so-called waves wash away the sand, evil will outweigh good and crime will be punished...