In the first half of this year, the domestic LED industry leader Sanan Optoelectronics (600703) realized operating income of 1.67 billion yuan, up 22.13% year-on-year; realized net profit attributable to shareholders of listed companies was 463 million yuan, basically the same as last year; earnings per share was 0.32 yuan . Although the net profit data has hardly changed year-on-year, but after the recurring profit and loss, Sanan Optoelectronics' performance has also reached 33.47%.
Sanan Optoelectronics said that during the reporting period, the company's LED chip main business demand is strong, at present, the company's wholly-owned subsidiary MOCVD equipment has exceeded 130 units in full production. At the same time, give full play to its technological advantages, strive to improve the effective operation efficiency of equipment, improve product structure, further reduce production costs, and enhance the market share of the company's products.
Ruifeng Optoelectronics (300241), which focuses on LED packaging, achieved operating income of 290 million yuan in the first half of this year, up 67.01% year-on-year; net profit attributable to shareholders of listed companies was 26.182 million yuan, up 31.61% year-on-year; earnings per share 0.12 yuan.
The driving force behind the significant growth of Ruifeng Optoelectronics is mainly from the medium and large size backlight market. In the first half of this year, thanks to the popularity of LED LCD TVs and the increasing proportion of large-size TVs, the average number of LED backlights used has also increased. According to the semi-annual report, Ruifeng Optoelectronics' sales of large-size backlight LED products in the first half of the year was 135 million yuan, a year-on-year increase of 112.55%. At the same time, Ruifeng Optoelectronics sales of lighting LED products in the first half of this year was 137 million yuan, an increase of 49.23%.
At the same time, Sunshine Lighting (600261) semi-annual report shows that the company achieved operating income of 1.464 billion yuan in the first half of the year, an increase of 23%; net profit attributable to shareholders of listed companies was 99.837 million yuan, an increase of 13%; earnings per share of 0.15 yuan . Sunlight Lighting said that since the beginning of the year, the LED lighting industry has shown a gradual trend, and the market demand for products continues to be strong.
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