Friends who are concerned about Xiaodi's WeChat circle of friends should find out that the news that Xiaodi forwarded in the past two weeks has become more and more, with some other content.
Well, Xiao Di is leaving the high-tech LED.
I wanted to go quietly, without taking a cloud, but I couldn’t give up the big LED industry. "Xiao Di sees the news" has to be confessed. Therefore, this weekend specifically to everyone (and probably not many people will care).
1, Ou Pu IPO success will count its "hard" course (click for details)
Suddenly, the road to IPO lighting for several years has finally seen the other side. There is another LED lighting general in the camp of domestic LED listed companies, which is gratifying.
After the evening of March 9th, the message of the friend circle was successfully screened by Op, and there was envy and sincere congratulations. Everyone knows that the road to listing in Europe is really hard. On the 20th anniversary of the establishment of Op Lighting, it will soon be a strong landing on the main board, and has taken a big step towards the goal of building a global independent brand lighting company.
Opus focuses on home lighting, while not forgetting to enter commercial lighting. "Combination of family and business" is the most prominent feature of Op. Xiaodi learned that Oupu began to distribute channels as early as 2000. By 2014, the channels had spread all over the country, forming a well-known brand. Data show that in 2014, Op Lighting's home lighting sales exceeded 1.4 billion yuan, accounting for 38.72% of total revenue. In terms of commercial lighting, Opp is also deeply involved in the field of office lighting, hotel lighting, and store chain, and gradually overcomes the commercial market.
In terms of e-commerce, Xiaodi once wrote the Opp's e-commerce in the “Double Eleven†in 2015. At that time, it recorded a turnover of 122 million yuan, ranking the top in the lighting home improvement industry for three consecutive years. When I couldn't figure out the e-commerce doorway, Opp had already played well.
The third impact of the IPO has finally succeeded in Op Lighting, which is also very ambitious in the global lighting market. It is understood that in recent years, Opt has begun to set up overseas markets, set up subsidiaries in Dubai, South Africa, the Netherlands, Brazil, India and other places to form a local team to promote the company's own brand.
While global lighting giants such as Philips, Osram, and GE are busy divesting the LED lighting business, Opt has raised 1.2 billion to strengthen the lighting industry ( click on the details ), which also explains to some extent that LED lighting is not “playingâ€. It depends on how you play.
2. The truth behind the performance of “Juli†(click for details)
Hongli Optoelectronics also announced the first quarter 2016 results forecast, net profit realized 5,272,700 yuan – 65,448,000 yuan, an increase of 110%-140% over the same period last year. The profit growth is gratifying. In addition to the growth of LED's main business, it has transferred a 15.05% stake in Xinquan Optoelectronics, a shareholding subsidiary, and contributed a lot to its profit.
In 2015, there were quite a lot of enterprises with double revenues and profits, but there were not a few companies with “camp†and “profitâ€.
Judging from the enterprises that have published the annual report, the enterprises that “double†the “camp†and “profit†are mostly due to the consolidated financial statements of the income subsidiaries, although there are also enterprises that achieve double incomes due to the integration of their own resources, the release of production capacity, and the control of costs. But after all, not in the majority.
In fact, this should be regarded as a performance of the industry's further maturity? Or LED listed companies are eager to change the status quo of the main industry's profitability reduction? The benevolent sees benevolence.
In 2015, although the demand for LED lighting continues to grow, the overcapacity and oversupply in the industrial chain and the middle reaches are also intensifying. With the decline in material prices and the improvement of technical level, the prices of LED products have been falling again and again, and the gross profit margin has also fallen sharply. The input-output ratio is not proportional to the beginning.
Under this circumstance, LED listed companies must be responsible for investors and responsible for investors, and must come up with new profit points. From this point of view, whether it is mergers and acquisitions, subsidies, "camp" and "profit" double income is king.
3, the growth rate of mining lamps is astonishing 12 billion US dollars market to be excavated (click for details)
I talked about home lighting and commercial lighting, and then look at industrial lighting. This year, industrial lighting was unanimously optimistic. Xiaodi also talked a little about LED explosion-proof lights last week ( click for details ). The mining lights are considered to reach four times the size of the LED streetlight market in 2017. So, the outlook should not be underestimated.
Industrial lighting emphasizes the functional characteristics of LED luminaires. In industrial lighting applications, LED lighting fixtures need to pay attention to their functionality, complex environment and diverse lighting options. In the application of workshop lighting, factory lighting and warehouse lighting, industrial lighting should ensure the comfort and safety of workers and achieve anti-glare treatment when certain illumination is achieved.
The mining lamp is more about stability and safety.
Different from LED light source lighting or indoor lighting, customers of LED high bay light are not mainly retail investors. Their customer groups are mainly engineering companies and some powerful dealers. The demand is not as big as commercial photos and home lighting, and the price is not There will be too much floating.
It is already the biggest appeal of LED manufacturers to keep prices from floating. However, LED high bay light is not a product that everyone can do. If you are optimistic about this market and have the strength to do it, you can enjoy its dividend.
Ok, just sauce. Can't say goodbye next week. Maybe I saw something else next week.
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