[Source: "High-tech LED - Research and Review" July issue GLII]
The overall situation of the performance of the interim report
This paper has a total of 59 LED related listed companies' interim results (as of July 13), including 24 key LED listed companies (LED-based business, or LED business revenues above a certain size) And 39 LED concept companies (involving LED business), see Table 1 and Table 2 for details.
Among the LED-related listed companies, 35 companies chose to announce their results in late August. Among the companies that have announced the performance forecast, 6 companies have pre-increased their performance, 12 have achieved pre-reduction or loss, and they have chosen to announce their results in July. Of the 8 companies, 5 have announced a pre-increased performance and 1 announced a pre-reduction. A company with good performance has a good position to announce its results, and its performance is expected to be worse. Among them, *ST Ganhua has announced the results of the interim report on July 13. The company's net profit attributable to shareholders of listed companies in the first six months of 2012 was 65.269 million yuan, an increase of 447.48%. The main reason for the change in performance was the company's main business. And the profitability of the main business has changed, and its LED epitaxial chip project is still in the process of investment and construction.
Table 1 Performance Forecast of Key LED Listed Companies (Data Sorting: High-tech LED, data as of July 13, 2012, the same below)
Analysis of the expected performance of the interim report
Overall situation analysis
The overall performance of listed companies in the LED industry is shown in Figure 1 and Figure 2. Among all the companies with announced performance forecasts, there are 15 pre-increased performances, accounting for 25.42%. The results are flat, pre-decrease and loss respectively. 1 household, 13 households and 3 households, each accounting for 1.69%, 22.03% and 5.08%. There are still 45.76% of the company's unannounced performance expectations, slower than the overall market progress, especially worthy of attention. The proportion of LED listed companies that lost money was 27.11%, which was higher than the 25.13% of the overall A-share market.
*ST Guangzhou Steel July 28
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