Orders stabilized LED factory Q1 revenue is not light

The LED factory announced the December 2010 revenue. In the TV backlight market and lighting orders stabilized, Ronda (3698), Huaxing (6164) and Guangding (6226) revenues all grew compared with November, while Yiguang ( 2393) Single-month revenue was also flat with November, but Dongbei (2499), which has a heavier TV backlight, still fell nearly 9% in November from November.

Thanks to the growth in tablet PC demand, some LED manufacturers can eat the tablet backlight market in advance in the first quarter of 2011, such as Yiguang, Yuyuan, Jingdian, etc., and TV backlights began to take off at the end of March. The impact of the off-season impact revenue is expected to end in February, and March revenue is expected to resume the growth momentum of the peak season.

Ronda's December revenue was 660 million yuan, benefiting from the rebound in TV backlight demand. The monthly revenue increased by 16.6% compared with November, the annual growth rate was as high as 85.8%, and the annual consolidated revenue was 8.06 billion yuan. The growth rate is as high as 297%.

The revenue of Everlight in December was 1.298 billion yuan, which was nearly 1.3 billion yuan in November, with an annual growth rate of 23.27%; the fourth quarter revenue was 3.86 billion yuan, and the quarterly reduction was 18%; cumulative 2010 camp It received 16.67 billion yuan, an increase of 48.7%.

In the December, due to the impact of the annual settlement period, the consolidated revenue for the month was 403 million yuan, down to 3.64% for the month; the consolidated revenue for the year was 6.025 billion yuan, an increase of 35.56%.

It is worth noting that Guangding benefited from the crediting project of China's lighting project, and the consolidated revenue in December was 143 million yuan, becoming the manufacturer of the LED factory with a new monthly high in the off-season. The monthly growth rate is 15%. 60.83%; consolidated revenue for the year was 1.321 billion yuan, an increase of 46%.

Guangding continues to lay out the Chinese lighting market. Ma Dingpeng, chairman of Guangding, said that in 2010, Guangding Lighting's revenue accounted for 20%. It is estimated that it will grow in multiples in 2010, and it is expected to grow by 2-3 times. The new plant in Lianyungang, which focuses on lighting products, will also be put into production in the first quarter.

Ma Jingpeng said that Guangding has been planning the lighting business opportunities of China's Ministry of Railways for more than one year. It is expected to laugh at the harvest in 2011. At present, Anhui Station in China is conducting a pilot project for outdoor lighting. According to one station, hundreds of LED lights will be used to see the future station. The demand for LED lighting is quite large, and Guangding Lighting products have the opportunity to start shipping to the Ministry of Railways in the second quarter.

For China's layout, Ma Jingpeng also said that after 10 cities and millions of LED street lighting plans, China will accelerate the layout of LED lighting, and Guangding will be strategically aligned with China's background and powerful companies.

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