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LED industry Q1 quarterly report analysis: Q1 has warmed up, optimistic about th

From: Data:15/08/2016

LED plate performance proves that the industry inflection point fade. Q4 2012 Q1 2012 net profit for the owners of the 251.75% to about Listed Companies in Q1 2013 period, led plate (selected mainly led 24) main business revenue 63.75 million, an increase of 26.37%, annulus comparing drops 20.71%, operating income in 2012 quarter by quarter, operating profit of about 6 billion yuan, an increase of 24.71%, annulus comparing grows, ownership of listed companies net profit of about 6.68 billion, fell 4.33%, growth of 68.81%; Q1 industry average gross margin 23.58%, two consecutive quarterly rise, compared with 2012 Q1 fell 4.4 percent, compared to 2014 Q4 rose nearly 2 percentage points; industry operating rate was 9.42%, up slightly down 0.12 percentage points, annulus comparing rose by 7.3 percentage points. Q2

is expected to continue to improve. Due to the current LED application structure (mainly backlight, lighting, display), the backlight is still the main industry as a whole still has the characteristics of household appliances, it is expected that the Q2 chain Q1 will perform better. In addition with backlighting demand accelerated penetration (by 70 percent in 2012 to 2013 90% above), the rapid penetration of the LED lighting applications in the domestic and foreign markets, LED display market concentration to enhance the recovery, rapid increase in demand, prices decline is relatively stable, so the Q2 compared to Q1 profit greatly improved as the probability of the event.

2013 is the year of the conversion of backlight and lighting, will change the status of income does not increase profits. Emerged as the LED industry application of the maximum contribution with implementation of the ban on incandescent lamps of Europe and the United States, LED lighting products penetration was significantly accelerated, LED lighting with will significantly enhance; domestic with implementation of country planning led lighting, penetration accounted for ratio will be increased dramatically. However, LED backlight applications at the end of 2013 reached more than 90% of the permeability marginal contribution to the industry will decline, then led lighting or super on the backlight. 2013 LED backlight to maintain relatively stable growth, LED lighting will be a year of rapid growth, with the gradual stabilization of the gross profit margin, in 2013 the industry will gradually change the status of income does not increase profits.