On the evening of December 19, Qinshang Optoelectronics (002638) disclosed that the company had confirmed that it was the winning bidder of the “Shandong Semiconductor Lighting Cooperation Project – Guangzhou Metro Demonstration Project†procurement project (Bid 2). The winning bid price was RMB 5,683,300. . In the first three quarters of this year, its net profit increased by 20.84% ​​year-on-year, making it one of the few growth players in the industry.
First involvement in Guangzhou Metro LED procurement
The project includes the procurement and related services of the work lighting LED lamps, including the 8 station stations, the public areas, the passages, the entrances and exits of the second station of the Guangzhou Metro Line 2 (excluding Xiaogang Station and Chigang Station). . It is expected to be supplied from the end of this year to the first quarter of 2013. The winning bid price is 5,683,300 yuan. In this successful bidding project, Qinxu Optoelectronics Co., Ltd. is a Taiwanese company responsible for providing the company with LED light sources involved in the project. The LED lamps involved in the project are provided by the company. The winning bid amount is 5,683,300 yuan for Qinshang Optoelectronics. .
According to public information, a total of five consortiums were approved for the pre-qualification of the target paragraph 2 of the procurement project. Among them, Qinshang Optoelectronics, Lehman Optoelectronics and Hongli Optoelectronics were all shortlisted, but Qinshangguang laughed to the end. According to industry insiders, although the scale of funds involved in this project is not large, the first intervention in the Guangzhou Metro LED procurement has an industry demonstration significance for Qinshang Optoelectronics.
Year-on-year performance against industry growth
In fact, despite the overall weakness of the LED industry during the year, the overall performance of Qinshang Optoelectronics showed a trend of reversed industry growth.
From the performance point of view, in the first three quarters of this year, Qinshang Optoelectronics realized a net profit of 922.207 million yuan, an increase of 20.84%. The listed companies in the A-share 20 LED industry saw an average year-on-year decline in net profit of 20.87%, and only 7 of them achieved year-on-year growth. Among them, among the top five listed companies with net profit scale, Qinshang Optoelectronics had the highest year-on-year growth.
It should be noted that in the first three quarters, the company's non-recurring gains and losses only accounted for 11% of net profit, far less than the “subsidy big households†such as Shilanwei, Dehao Runda and Sanan Optoelectronics.
In the fourth quarter, Qinshang Optoelectronics has disclosed a number of successful bidding announcements, including the 160 million LED project of the joint winning bidder Guangbai Group and the foreign development project of the National Development and Reform Commission of 19.315 million yuan. The 66 models of the company's products are still selected in the Guangdong LED benchmarking system. . CIC believes that the LED lighting of the Great Hall of the People in the Great Hall of the People has passed the acceptance test and has been highly evaluated by relevant units and leaders. The project has great exemplary significance. As the most beneficial company of Guangdong LED policy, the company is expected to gain more market share in the 20 billion Guangdong public LED lighting market in the next two years.
First involvement in Guangzhou Metro LED procurement
The project includes the procurement and related services of the work lighting LED lamps, including the 8 station stations, the public areas, the passages, the entrances and exits of the second station of the Guangzhou Metro Line 2 (excluding Xiaogang Station and Chigang Station). . It is expected to be supplied from the end of this year to the first quarter of 2013. The winning bid price is 5,683,300 yuan. In this successful bidding project, Qinxu Optoelectronics Co., Ltd. is a Taiwanese company responsible for providing the company with LED light sources involved in the project. The LED lamps involved in the project are provided by the company. The winning bid amount is 5,683,300 yuan for Qinshang Optoelectronics. .
According to public information, a total of five consortiums were approved for the pre-qualification of the target paragraph 2 of the procurement project. Among them, Qinshang Optoelectronics, Lehman Optoelectronics and Hongli Optoelectronics were all shortlisted, but Qinshangguang laughed to the end. According to industry insiders, although the scale of funds involved in this project is not large, the first intervention in the Guangzhou Metro LED procurement has an industry demonstration significance for Qinshang Optoelectronics.
Year-on-year performance against industry growth
In fact, despite the overall weakness of the LED industry during the year, the overall performance of Qinshang Optoelectronics showed a trend of reversed industry growth.
From the performance point of view, in the first three quarters of this year, Qinshang Optoelectronics realized a net profit of 922.207 million yuan, an increase of 20.84%. The listed companies in the A-share 20 LED industry saw an average year-on-year decline in net profit of 20.87%, and only 7 of them achieved year-on-year growth. Among them, among the top five listed companies with net profit scale, Qinshang Optoelectronics had the highest year-on-year growth.
It should be noted that in the first three quarters, the company's non-recurring gains and losses only accounted for 11% of net profit, far less than the “subsidy big households†such as Shilanwei, Dehao Runda and Sanan Optoelectronics.
In the fourth quarter, Qinshang Optoelectronics has disclosed a number of successful bidding announcements, including the 160 million LED project of the joint winning bidder Guangbai Group and the foreign development project of the National Development and Reform Commission of 19.315 million yuan. The 66 models of the company's products are still selected in the Guangdong LED benchmarking system. . CIC believes that the LED lighting of the Great Hall of the People in the Great Hall of the People has passed the acceptance test and has been highly evaluated by relevant units and leaders. The project has great exemplary significance. As the most beneficial company of Guangdong LED policy, the company is expected to gain more market share in the 20 billion Guangdong public LED lighting market in the next two years.
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