MDD071B-N-030-N2T-095PB0隨著下游有效需求的不斷增長,LED行業(yè)景氣度回暖的態(tài)勢得以延續(xù)。據(jù)已披露2014年業(yè)績預告的15家LED產(chǎn)業(yè)鏈上市公司情況發(fā)現(xiàn),其去年全部實現(xiàn)盈利,其中12家公司業(yè)績增長,報喜比例高達八成,而業(yè)績下滑的僅有3家。
MDD071B-N-030-N2T-095PB0具體來看,這15家上市公司中,多數(shù)公司業(yè)績增速在30%至70%之間,如鴻利光電 、聚飛光電等,同時亦有部分公司業(yè)績呈現(xiàn)高速增長,如扭虧為盈的德豪潤達、聯(lián)建光電等。另外,瑞豐光電等三家公司可能出現(xiàn)業(yè)績下滑。
在報喜公司中,受益于“內(nèi)生+外延”戰(zhàn)略的穩(wěn)步推進,居于產(chǎn)業(yè)鏈下游的聯(lián)建光電實現(xiàn)超預期增長。公司預計2014年凈利潤增長760.64%至840.56%,盈利1.4億至1.53億元。其中,所并購的分時傳媒去年5月并表后業(yè)績貢獻出色。同期,公司LED顯示屏經(jīng)營向好,業(yè)務規(guī)模大幅增長。此外,德豪潤達順利實現(xiàn)扭虧則直接受益于LED芯片及封裝產(chǎn)品出貨量大幅增長。德豪潤達預計,公司2014年度凈利潤為6000萬至9000萬元。與此類似,洲明科技也預計2014年度凈利潤為6000萬至6600萬元,增長81.97%至100.17%。其利潤高增長最大的推手當屬UTV小間距系列產(chǎn)品訂單及收入取得了快速增長??梢?,與此前依托補貼“賺錢”不同,產(chǎn)品訂單大增成為LED企業(yè)去年業(yè)績增長的普遍性原因。
MDD071B-N-030-N2T-095PB0 幾家歡樂幾家愁,去年也有瑞豐光電等公司業(yè)績預減。以瑞豐光電為例,其預告業(yè)績降幅47%至65%,盈利約2000萬至3000萬元。瑞豐光電表示,2013年第四季度終端照明市場因政策導向突然爆發(fā),大多企業(yè)認為2014年LED照明市場樂觀,迅速擴產(chǎn),產(chǎn)能于2014年下半年集體釋放,導致行業(yè)競爭激烈,產(chǎn)品價格下降幅度較大。受此影響,公司銷售收入雖然取得了較大增長,但營業(yè)利潤卻出現(xiàn)大幅下降。
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3HAB0009-72 Product Manual IRB 4400
3HAB1022-1 Wrench for Wrist
3HAB1067-6 ROTATION TOOL
3HAB1200-1 PRESS TOOL FOR BEARING
3HAB1201-1 Tool
3HAB1205-1 Measuring Tool
3HAB1214-6 SPRING TIGHTENER
3HAB1232-1 Calibration Tool
3HAB1259-1 Remover
3HAB1295-1 measuring tool
3HAB1296-1 measuring tool
3HAB1378-1 Calibration Tool
3HAB1408-1 Measuring Tool
3HAB1409-1 Measuring Tool
3HAB1412-1 Lifting Tool for P-Arm
3HAB1463-1 Measuring Tool
3HAB1517-1 Lifting Device, Wrist
3HAB1521-1 Punch
3HAB1522-1 Punch
3HAB1523-1 Punch
3HAB1524-1 Punch
3HAB1525-1 Sync.adapter
3HAB1526-1 Tool calibr ax1
3HAB1529-1 Press Tool for P-Arm
3HAB1552-1 Transber 6400 NA
3HAB1561-1 Socket for Grease Nipple
3HAB1598-1 Press Tool
3HAB1611-6 MEASURING OF PLAY AXES
3HAB1634-13 Mounting rail
3HAB1634-14 Mounting rail
3HAB1634-3 Mounting rail
3HAB1634-7 Mounting rail
3HAB1642-1 Straps outdoor
3HAB2003-1 Cable harness dig ext
3HAB2004-1 Cable harness anal ext
3HAB2005-1 Cable harness combi ext
3HAB2006-1 Terminal block
3HAB2007-1 Component plug
3HAB2015-1 Spacer
3HAB2016-1 Earth fault breaker
3HAB2017-1 Miniature breaker
3HAB2017-4 Safety breaker
3HAB2024-1 Header straight
3HAB2027-1 Membrane switch keyboard
3HAB2038-1 Battery with cables
3HAB2054-1 Panel plate
3HAB2067-1 Connection unit 120V AC
3HAB2071-1 3,5" Diskette
3HAB2074-1 Ribbon cable
3HAB2078-1 Component Plug
3HAB2079-1 3,5" Diskette protection
3HAB2084-1 SURFACE SOCKETS
3HAB2104-1 Connection cable 10 m
3HAB2105-1 3-b switch
3HAB2125-1 Cable harness analogue
3HAB2128-1 Cable harness I/O
3HAB2131-1 Cable print out
3HAB2181-1 Signal cable, roof conn.
3HAB2195-1 Cable conn. ext. panel 15
3HAB2205-1 Elimination board
3HAB2206-1 Interbus-s board DSQC 260
3HAB2207-1 Servo drive unit
3HAB2208-1 Back plane DSQC 257