[Text / high-tech LED Yue Mengdi] This year, LED packaging companies are spitting water, gross profit is too low, shipments have increased a lot compared to last year, profits have not increased.
How to break through the homogenization and low-cost competition, and to find new profit growth points or achieve transformation and upgrading is an important challenge for the LED manufacturing industry in the current 3-5 years. 2015 is the first year of transformation and upgrading. Where will you be in the next three years depends largely on whether you can “break out†and adopt the method of “breakthroughâ€.
According to data from the Research Institute of LED Research (GLII), the demand for LED packaging devices in China is expected to reach 65.7 billion yuan in 2015, an increase of 15.7% year-on-year. The output value of China's LED packaging (excluding imports) is estimated to be 47.2 billion yuan. It increased by 21.7% year-on-year. From the data point of view, the growth rate of domestic LED package output value is higher than the growth rate of package demand.
Or continue to expand the scale, or find the right position to specialize in the market segment, is the industry's common view of LED packaging. Those who have expanded their scale, such as Hongli Optoelectronics (300219.SZ) and Mulinsen (002745.SZ); precise positioning, such as Xuyu Optoelectronics, Zhonghao Optoelectronics, etc.
As one of the few members of the LED package in China, Hongli Optoelectronics has been expanding its production in the main business of LED packaging. In recent years, it has been constantly moving in the capital market: investing in Liangyou Hardware, Zhongyinggongyuan, Smect, reinforce LED related business; acquire NetLibao, and get involved in Internet finance; acquire Foda Lighting, participate in Dina Technology and Zhuhang School Bus, and cut into the car networking industry.
The ecological platform of Hongli Optoelectronics "LED main business + Internet finance + car networking" has emerged.
Sun Yiping (600261.SH) China General Manager Chen Yiping said that for lighting companies such as Sunshine Lighting, it is important for the packaging factory to provide long-term matching solutions and services, so the size of the packaging plant is very important.
From this point of view, the situation of the big Evergrande will continue. However, this does not mean that the large-scale LED packaging factory will have no worries. How will the listed companies such as Mulinsen, Hongli Optoelectronics and Guoxing Optoelectronics (002449.SZ) take the next step, what guidance and influence will the LED packaging industry have? How will we lead the domestic LED packaging factory to break through the current homogenization and low price competition situation? Please pay attention to the 2015 High-tech LED Annual Meeting. At that time, Hongli Optoelectronics will discuss with the industry insiders.
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