The LED industry, which has been oversupplied for a long time, is expected to reverse this year. Under the rising raw materials and the gradual increase in demand, the mainland Sanan Optoelectronics announced the price increase of 8% of some products at the beginning of the year, so that the LED industry can Looking into the cost increase and pushing up the price cycle, Jingdian said that this year's industrial situation will be better than last year. Under the buying power, the LED industry, which has been oversold for a long time, is expected to appear in this year. Inversion, in the upstream raw material surge, and the gradual increase in demand, the mainland Sanan Optoelectronics first announced the price increase of some products by 8% at the beginning of the year, so that the LED industry is expected to enter the cost increase and push up the price increase cycle, Jingdian said. This year's industrial situation will be better than last year. Under the buying power, Jingdian's share price hit the first stop today. The LED packaging factory - Yiguang also rose to the 50 yuan level, and Edison also hit the daily limit. Bei, Yuhong, Rongchuang, Ronda and Hongqi all increased by 5%. Following the four-round price hike in the LED industry in 2016, after the election of US President Trump, the market expects that the United States will launch a large number of infrastructure projects, which will drive the global base materials to rise, including copper, gold wire and aluminum. The prices of raw materials such as wood and PCB have risen several times, and the sharp depreciation of RMB has indirectly pushed up costs. After years of price competition, LED factories have sought out their own products, avoiding low-margin and high-competition markets and let LED products supply. Too much to understand, the mainland Sanan Optoelectronics took the lead in announcing the price increase of some products at the beginning of the year. The LED industry is expected to see a price increase cycle driven by rising costs this year. Although the domestic LED factory has not yet appeared to follow up the price of the product, but Ye Guangfu, the chairman of Yiguang, believes that the price increase of the wafer represents a recovery in the economy, and the second is to continue to kill it. It is not good for itself, in IR, vehicle, and small spacing. With the display and the growth of the Sensor, this year's operation is expected to be better than last year, and the growth rate has the opportunity to see double digits. Yiguang's consolidated revenue in January was 2.039 billion yuan, down 15.35% year-on-year. Last year, due to the decline in the price of blue LEDs, the proportion of Yiguang's non-lighting and backlight operations reached 55% for the first time, a significant increase from 40% in 2015. The expansion of the non-blue LED layout has become the driving force for pushing up the performance of Everlight this year. Affected by the Lunar New Year holiday, Jingdian's consolidated revenue in January was 1.682 billion yuan, down 22.87%; Hongqi's consolidated revenue in January was 216 million yuan, down 17.53%; but both companies are predicting this year's performance. Will be better than last year.
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