Sunlight: LED lighting capacity is expected to increase by 2 times next year
"G20-LED Summit member company" Sunshine Lighting (600261.SH) Dong Fang Zhao Fanghua told reporters that the total shipment of LED light sources and lamps this year is about 30 million, and the total shipment of LED light sources and lamps is expected to reach next year. 90 million, that is to say, LED lighting products will increase by 2 times next year.
For the next year's LED lighting product capacity planning, Zhao Fanghua further said that the annual production capacity of lighting will be 10 million sets next year, and the annual production capacity of light source will be 80 million. Among them, Xiamen's light source is expected to reach an annual production capacity of 60 million, and the annual production capacity of Shangyu's headquarters will reach 2000. Ten thousand.
Zhao Fanghua believes that with the cost reduction and scale increase, LED prices will fall by 30% next year. The company will continue to increase the proportion of LED lamps, from less than 20% this year, to 40% next year.
A brokerage researcher believes that the company's main business is gradually transforming from the energy-saving lamp business to the LED business. With the release of LED production capacity in Xiamen and Shangyu, the company's growth is clear and clear; at the same time, with the increase in the proportion of brands, the valuation is expected to increase. .
The company announced in the third quarter that its revenue in the first three quarters was 2.383 billion yuan, an increase of 26.11% compared with the same period of the previous year. The net profit attributable to shareholders of listed companies was 181 million yuan, an increase of 0.69% compared with the same period of the previous year.
For the next year's LED lighting product capacity planning, Zhao Fanghua further said that the annual production capacity of lighting will be 10 million sets next year, and the annual production capacity of light source will be 80 million. Among them, Xiamen's light source is expected to reach an annual production capacity of 60 million, and the annual production capacity of Shangyu's headquarters will reach 2000. Ten thousand.
Zhao Fanghua believes that with the cost reduction and scale increase, LED prices will fall by 30% next year. The company will continue to increase the proportion of LED lamps, from less than 20% this year, to 40% next year.
A brokerage researcher believes that the company's main business is gradually transforming from the energy-saving lamp business to the LED business. With the release of LED production capacity in Xiamen and Shangyu, the company's growth is clear and clear; at the same time, with the increase in the proportion of brands, the valuation is expected to increase. .
The company announced in the third quarter that its revenue in the first three quarters was 2.383 billion yuan, an increase of 26.11% compared with the same period of the previous year. The net profit attributable to shareholders of listed companies was 181 million yuan, an increase of 0.69% compared with the same period of the previous year.
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