Abstract: the years, and to the listed company should hand in half a year's time to "report card". Ushered in the spring of 2012, China's LED industry policy spring breeze, from the state council to the local governments have issued policies promoting leds, however, affected by the weak global economy, China's LED enterprise development is not all plain sailing, lack of product innovation, serious homogeneity, low price competition, and even business failures boss run.

　　To years, and to the listed company half a year, this time to "report card". Ushered in the spring of 2012, China's LED industry policy spring breeze, from the state council to the local governments have issued policies promoting leds, however, affected by the weak global economy, China's LED enterprise development is not all plain sailing, lack of product innovation, serious homogeneity, low price competition, and even business failures boss run. Here is the LED industry domestic each big half annual report of listed companies.

　　Increase as high sends turn rectangular lighting performance

　　In the listed companies have been reported for disclosure of plan of share out bonus, rectangular lighting became the most generous dividends sends turn stocks and medium distribution plan for every 10 shares turn add 15 stocks sent 2 yuan.

　　On July 9, rectangular lighting announcement, said the company expects to June 2012 in net profit year-on-year growth of 1.61% - 11.44%, profits of 31 million yuan - 34 million yuan (30.51 million yuan year-on-year rate of profit). Lead to growth performance of the first half of the main reason is that the products of the company continued strong demand market, the company's products have strong competitiveness, production sales, product sales the production of lamps and lanterns, in particular, rapid ascension.

　　Photoelectric far away in the first half net profit increased 9.83% to 10 10 sent 3 yuan

　　Distant photoelectric released late July 30, 2012 semi-annual report. During the reporting period, the company business revenue of 92.5918 million yuan, a year-on-year growth of 1.43% over the same; Net profit attributable to shareholders of listed companies of 37.0859 million yuan, a year-on-year growth of 9.83% over the same; Basic earnings per share 0.71 yuan. In addition, the company intends to by 30 June 2012, the company's total equity base for every 10 shares to the shareholders distributing cash dividend 3 yuan (including tax); Every 10 turn add 10 shares at the same time.

　　The distance, said photoelectric LED industry accounted for 79.10% of main business income, advocate business wu income industry structure was further tilt to the LED industry, LED industry to realize the main business income is 71.3419 million yuan, up 13.71% from a year earlier. Distant photoelectric watch the nature of the LED industry chaoyang industry, believe that will continue to provide power for the main business of the company development.

　　Investment highlights

　　1, the company is LED and lighting photoelectric detection equipment manufacturer and solution provider, products are mainly used in laboratory tests, the company in 2008-2010 in LED lighting photoelectric detection equipment and industry market share ranking the first. The company's main products include spectrometer and its corollary equipment, electrical measuring instrument, such equipment specific have spectrometer, integrating sphere, distribution photometer, digital power meter, EMC testing instruments, etc.

　　2, the downstream LED industry change become a motivation: the company's rapid development now lighting industry is facing the mass popularity of LED lights change, due to the principle of fluorescent lamp and LED lamp, LED photoelectric detection needs a new thermal test, static EMC test, light distribution test equipment, such as these to test equipment industry has brought great opportunities; In the next few years, LED the standards will be more and more perfect, the LED manufacturers will gradually increase to the requirement of testing equipment, testing equipment upgrading also lead to the development of the testing equipment industry.

　　3, business line extends to other areas: the company's products mainly for LED and lighting industry, there are more downstream applications has yet to develop. For example in areas such as chemical, pharmaceutical, color measuring spectrometer has certain requirements. Companies are interested color test, an object component measurement in the areas of development, and has set up a corresponding technical reserves, the future is expected to explore new profit growth point.

　　Silan micro release center daily news

　　Between January and June 2012, the company a profit of 10.2103 million yuan, fell 88.02% year on year, earnings per share 0.01 yuan.

　　Between January and June, the company implemented the business income is 622 million yuan, down 18.46% year-on-year, main is a discrete device during the reporting period and 　　light-emitting diode chip business revenue to reduce.

　　Company said that in the first half of this year, operating income decreased, because of increased production input and r&d spending more at the same time, the new capacity failed to release, lead to the decline of the company's net profit.

　　Company is expected, the second half of this year, as the device on the finished product, power module, circuit product further, silan micro operating income will gradually increase, profitability will be improved.

　　Three Ann photoelectric half year net profit of 466 million gross margin decline to two factors

　　Released on August 9th evening three Ann photoelectric semi-annual report in 2012, during the reporting period, the company business revenue of 1.37 billion yuan. Net profit attributable to shareholders of listed companies of 466 million yuan, up 1.55% from a year earlier. Basic earnings per share 0.32 yuan.

　　Announcement, the main business gross profit margin change reasons: during the reporting period, the company chip sales gross margin decline reason mainly has two aspects, on the one hand, influenced by the economic environment, have a narrow part of the chip prices fall. Company scale effect, on the other hand, reduce the production cost is not fully reflected, anhui three Ann photoelectric co., LTD., production capacity has been gradually put into production, but the capacity of fully release needs a process, scale effect is not evident; Company research and development, the design of a part of the "new product" yield has yet to reach expected effect, further ascension.

　　Honest technology: net profit fell 6.78% during the first half of 2012

　　Honest technology today released 2012 semi-annual report (8.10). During the reporting period, honest science and technology to realize the business revenue of about 196.18 million yuan (RMB, same below), up 3.15% from a year earlier. Total profit of 29.65 million yuan, fell 7.77% year on year; Implement belonging to shareholders of listed companies net profit of 　25.68 million yuan, down 6.78% year-on-year.

　　Honest technology said influenced by macroeconomic, perform poorly in the first half of 2012 LED industry as a whole, although the country developed energy-saving lighting aspects of policy support, but the domestic lighting market demand of mass release, it will take time for these unfavorable factors in the first half of 2012 has not been improved significantly.

　　For the reporting period the company net profit decline, honest thought of science and technology:

　　First, honest science and technology in June this year 1 - order did not meet expectations, the company leading product light source device sales rose 18%, but due to the unit price for sale has decreased, advocate business wu income only rose 3.89% during the reporting period; And industry competition makes a slight drop in gross margin during the reporting period, so as to advocate business wu income year-on-year growth of 3.38% gross margin declined.

　　Second, to expand market share, the company during the reporting period in the sales team and advertising spending increased, make up 26.64% sales expenses during the reporting period; Human costs make the management cost of worker pay cost, management expenses during the reporting period year-on-year growth of 15.56%.

　　Switzerland abundant photoelectric interim results fell 12% to 12%

　　Switzerland abundant photoelectric released late on July 10, 2012 semi-annual performance forecast, on January 1, 2012 to June 30, 2012, the company expects net profit attributable to shareholders of listed companies profit of 18 million yuan - 18 million yuan, more than a year ago by 12% - 0%.

　　Announcement, performance changes reasons: in the first half of 2012, the company sales revenue has a certain growth, but because of the fierce competition in the industry, product sales gross margin decline, leading to slightly down compared to the performance of the first half.

　　In the second quarter, the company's market position in the field of LED - TV further consolidated, and benefit from the LED TV penetration rate increases, the large size LCD back light LED a larger sales growth, in the second quarter of the company overall sales revenue and net profit year-on-year growth of around 40%, basic make up for the first quarter of falling market downturn brought about by the results.

　　HuaCan photoelectric release in mid - 2012 report

　　HuaCan photoelectric released on July 31, the evening semi-annual report in 2012. During the reporting period, the company business revenue of 187 million yuan, fell by 17.97% over the previous year; Net profit attributable to shareholders of listed companies of 37.0904 million yuan, fell by 39.40% over the previous year; Basic earnings per share 0.23 yuan.

　　For the main reason for decline in profits, HuaCan thought influenced by market competition intensifies, chip sales price fell more than expected, while the company expanded production capacity and release, has not yet fully formed in the first half of although chip sales more than production inventory quantity, also higher than the same period last year, but still fall in the sales revenue and gross margin, net profit level was significantly lower than the same period last year.

　　LED new nantah photoelectric: generous dividends contentious

　　On the shenzhen stock exchange listed on the gem has just turned 5 day, on August 14, ntu photoelectric two shareholders are submitted to the shareholders for every 10 shares sent 10 yuan cash dividend of share out bonus plan, from market.

　　On August 14, ntu photoelectric in the disclosure statement, said on August 13, received the shareholders of a company of nanjing university assets management co., LTD., submitted on company 2012 semiannual interest dispatch plan proposal, known as the company normal operation needs and promote the virtuous cycle, proposed company half-yearly rights dispatch plan for 2012: after issuance, the company's total equity 50.27 million as base, every 10 shares sent to all the shareholders in cash dividend of 10 yuan (including tax). "Circle money, money, a little impatient, ntu assets company was short of money?" Investors said. "For big shareholder, this is real cash dividend, because large shareholders can't sell shares, dividends can withdraw some cash." A researcher at the brokerage said.

　　Ntu photoelectric August 7 landed on the shenzhen stock exchange, the gem and the shenzhen stock exchange since this year to 66 yuan price to become gem stocks with the best price. However, in the disclosure of public announcements, according to the ntu photoelectric achieve 112 million yuan of business revenue in the first half of the year, fell 15.48%. Achieve 54.73 million yuan net profit fell 27.71%. Prospectus, according to the ntu photoelectric holding more than 5% of the major shareholders, respectively, in Shanghai with China venture capital co., LTD. (holding 10.03 million shares, stake is 26.6%; Nanjing university assets management co., LTD., holding 7.54 million shares, holdings ratio is 20%; Natural person xing-guo zhang holding company 6.615 million shares, 17.5% stake and grace hold 4.855 million shares, stake of 12.9%. The plan of share out bonus is the second largest shareholder of nanjing university assets management co., LTD., the proposed, will share dividend is about 7.57 million yuan.

　　Ntu photoelectric board members believe that nanjing university assets management co., LTD., submitted 2012 semiannual interest dispatch plan in line with the company actual situation, will not cause the company liquidity shortages or other adverse effects, and written commitment on the board, when reviewing a proposal in the rights and interests of the dispatched related to vote. Rights and interests of the 2012 semi-annual dispatch plan still need to by the board of directors for review and submitted to the shareholders meeting for approval. On August 14, ntu photoelectric closed at 68.16 yuan per share, down 1.53%.

　　Together fly photoelectric medium-term net income increased 5% to 25%

　　Together fly photoelectric reported late on July 6, 2012 semi-annual performance forecast. Company expects to January 1, 2012 to June 30, 2012, net profit attributable to shareholders of listed companies is 43.2151 million yuan - 51.4465 million yuan, 5% to 25% year-on-year growth.

　　Announcement, during the reporting period, the company actively develop new customers, develop new markets, to strengthen and improve the original backlight product competitive advantage, increase lighting LED device product sales, to achieve the sales income increased, and net profit growth.

　　Trillion chi shares 2012 NianZhongBao performance reviews

　　Performance profile and events

　　Trillion chi co reported for disclosure: 1 h12 achieve business income is 2.45 billion yuan, up 56.3% from a year earlier. Net profit of 228 million yuan, up 51.2% from a year earlier. 　　　Company is expected in September 1, 2012 net profit range is + 30% to + 30%.

　　Company at the same time disclose the restricted stock incentive plan: the draft plan for senior management staff and the core technical personnel a total of 195 people in restricted stock incentive. Stock source for the company to issue 4.17 million shares, incentive object orientation accounted for 0.59% of the total equity, awarded to the price of 5.97 yuan/share.

　　Business analysis

　　In the first half of the straight down type LED TV production to drive revenue growth is accelerated, the second half of the contribution is greater.

　　2 q12 earnings growth of 58%, faster than 53% of the 1 q12, the main reason is that in the first half of the 32, 39, 42 inch straight down type LED TV shipments in the first half of 200000, accounting for the TV 15% of their income (average is about 1440 yuan/set, 32 inch higher edge-lit LED an average of about 60%). In December last year lease plant construction of light factory currently has a total of eight module manufacturing, machine assembly as one of the 32 to 55 inch LED TV production line, the straight down type songgang factory 8 edge-lit LED production line can be changed to straight down type LED production line, has four. So the straight down type LED the highest monthly production capacity of 25-280000. 37 as the third quarter, 46, 55 inch straight down type LED TV to enter mass production, the year 32 inch and above the large size of the LED TV (including the side light and straight down) to reach about 50% of the total of the TV business revenues.

　　Hon optoelec is expected in the first half net profit fell 0% to 25%

　　Hon optoelec released late on July 9, 2012 semi-annual performance forecast, on January 1, 2012 to June 30, 2012, the company expects net profit attributable to shareholders of listed companies profit of 27.89 million yuan - 27.89 million yuan, reduced by 0% - 25% than the same period last year.

　　Announcement, 2012 between January and June, the LED industry due to the impact of the international financial crisis is still poor overall performance, while the country developed energy-saving lighting aspects of policy support, but the domestic lighting market demand of mass release, it will take time for such unfavorable factors in the first half of 2012 has not been improved significantly, while the 2012 annual June 1 - the company through continuous adjustment of competition strategy, enhance the core competitiveness and brand influence, overcome many difficulties, constantly expanding the company's market share, to further stabilize the company in the leading position in the industry, but in the first half of 2012 compared to the same period last year net profit is still must be reduced.

　　Alum to realize power released six letters in 2012

　　Alum to realize power released on July 30, 2012 semi-annual performance letters. In the first half of 2012, MAO to realize power business revenue of 240.4354 million yuan (hereinafter referred to as "RMB"), fell by 16.95% over the previous year; Total profit of 35.227 million yuan, a year-on-year growth of 6.48% over the same; A 29.609 million - yuan net profit attributable to shareholders of listed companies, year-on-year increase of 7.11%.

　　For operating revenues fell 16.95%, the company said the main reason for the international financial crisis and European debt crisis influence, the overall decline in the international market demand, so in this period the company business income year-on-year decline in consumer power. But the good news is that the current LED drive power income keep the expected growth.

　　Shigeru and its net profit growth of 7.11%, the power to recognize that the main reason is: one is the changing structure of the main business product sales, the overall business gross margin year-on-year rise; The second is used after successfully listed company to raise capital to repay the bank loan, reduce the current interest expense and bank deposit interest income increase; 3 it is to receive the government listed rewards and deferred income to increase.

　　Lianjian photoelectric released 2012 semi-annual performance letters

　　On July 31, lianjian photoelectric released 2012 semi-annual performance letters. During the reporting period, the company's operating revenue of about 216.31 million yuan, up 4.14% from a year earlier. Operating profit of about 15.95 million yuan, down 24.56% year on year; Profit total about $18 million, down 17.58% year on year %; Net profit attributable to shareholders of listed companies about 15.03 million yuan, down 23.49% year on year. Basic earnings per share 0.2 yuan, 0.36 yuan to reduce 44.44% on the previous year.

　　Lianjian photoelectric think June 1-2012 LED industry competition intensifies, companies as a result, the sales revenue growth and gross margin declined slightly; At the same time the company in order to further improve the core competitiveness, increase investment in r&d and sales network construction, during the cost has increased, so the net profit year-on-year declines.

　　For basic earnings per share fell 44.44% from a year earlier during the reporting period, lianjian photoelectric think the main reason is that equity during the reporting period year-on-year increase of 18.4 million shares, while net profit fell 23.49% from a year earlier.

　　Leah's 2012 net profit increased 7% year-on-year in the first half of the year

　　On August 11, 2012 semi-annual report released leah DE. During the reporting period, leah DE business revenue of about $253 million, up 12.62% from a year earlier. Total profit of 30.09 million yuan, an increase of 2.57% than; Implement belonging to shareholders of listed companies net profit of 27.34 million yuan, up 7.01% from a year earlier.

　　Leah said during the reporting period compared with the same period last year, LED system display product sales growth of 10.49%, gross margins were little changed. LED backlight identification system sales increased dramatically, gross margin than the same period last year rose 2.71%. Company research and development of LED TV products, small spacing in the first half of the sales income 7.2628 million yuan, the gross margin of 45.98%, far higher than other LED products, for leah DE main products at present.

　　After a year of operation of LED lighting products, sales income 5.85 million yuan, the gross profit margin for early development is slightly lower than other LED products. And during the reporting period, creative LED display product gross margin fell by 13.39%, larger drop, mainly because the company product design ideas and the increase in construction costs.

　　Yoga wei about-face shares listed two months performance

　　Shenzhen yoga wei photovoltaic lighting co., LTD. (the securities referred to as "yoga wei shares") recently released preliminary results, according to the company in the first half of this year net profit of 2.4 million yuan to 3.4 million yuan, this number is only equivalent to the same period last year net profit of 57.8 million yuan of one over twenty-four to one over seventeen, fell by 94.12% to 95.85%. As a just two months of the gem listed company, yoga wei shares listed performance before and after the "big suddenly turn hostile", investors appalled.

　　Shenzhen yoga wei photovoltaic lighting co., LTD., mainly engaged in solar photovoltaic lighting products and accessories, LED light source, solar energy consumer electronics research and development, production, wholesale, import and export and related business, product sales area mainly concentrated in the United States and Canada in North America, in the past three years, from North America accounted for the proportion of main business in more than 98%.

　　For a sharp drop in performance, yoga wei shares in its earnings forecast, explained one is in the first quarter of this year by the American market orders declined and the domestic market was still in the stage of cultivating pioneering, sales fell; Second, since the second half of last year continued expansion of research and development team, to build the domestic market sales team, increased spending on research and development and domestic sales.

　　Reporter from yoga wei shares previously disclosed in the prospectus, but it is difficult to find such a big sign of "performance suddenly turn hostile" : in 2009, 2010 yoga wei stake net profit year-on-year growth of 36.5% and 114.7% on the previous year, respectively, in 2011 in the first half net profit alone has more than 2010: yoga wei co said in its prospectus, the next three years to improve consistently profitable ability, realize the main business revenue and profits grew by an average of more than 30%.

　　Otto electronic medium increased twenty percent year-on-year net profit 26.72 million yuan

　　On August 6, otto electronic released Monday after half annals, the company in the first half net profit of 26.7184 million yuan, up 20.84% from a year earlier.

　　Between January and June, the company operating income of 148 million yuan, an increase of 16.05%.

　　Company expects, September 1 - the company net profit year-on-year growth of 0% to 30%.

　　The star light electric

　　2012 NianZhongBao booking disclosure: August 16, 2012

　　1 - June is expected in 2012 net profit attributable to shareholders of listed companies decline than the same period last year: 10.00% ~ 30.00%Bdo,

　　2012 NianZhongBao booking disclosure: August 29, 2012

　　1 - June is expected in 2012 net profit attributable to shareholders of listed companies in 122.77 million yuan - 153.47 million yuan between, year-on-year growth as follows: 20.00% ~ 50.00%

　　Snow Wright

　　2012 NianZhongBao booking disclosure: August 23, 2012

　　Expect jan 01, 2012 - June 30, 2012 net profit attributable to shareholders of listed companies, 5.2298 million yuan - 5.2298 million yuan, year-on-year decline: 10% 20%

　　Dry as photoelectric

　　2012 NianZhongBao booking disclosure: August 21, 2012

　　Is expected in January 1, 2012 - June 30, 2012 net profit attributable to shareholders of listed companies, 63.269 million yuan - 63.269 million yuan, year-on-year decline: 23% 28%

　　But the laser

　　2012 NianZhongBao booking disclosure: August 28, 2012

　　1 - June is expected in 2012 net profit attributable to shareholders of listed companies changes than the same period last year by: 30.00% ~ 10.00%

　　Dongshan precision

　　2012 NianZhongBao booking disclosure: August 25, 2012

　　1 - June is expected in 2012 net profit attributable to shareholders of listed companies decline than the same period last year: 20.00% ~ 50.00%

　　The general electronic

　　2012 NianZhongBao booking disclosure: August 29, 2012

　　1 - June is expected in 2012 net profit attributable to shareholders of listed companies changes than the same period last year by: - 10.00% ~ 20.00%, compared with a year earlier were little changed.

　　Frequently on the photoelectric

　　2012 NianZhongBao booking disclosure: August 29, 2012

　　Is expected in January 1, 2012 - June 30, 2012 net profit attributable to shareholders of listed companies increase than the same period last year as follows: 10.00% ~ 40.00%

　　Lehman photoelectric

　　2012 NianZhongBao booking disclosure: August 17, 2012

　　Is expected in January 1, 2012 to June 30, 2012 net profit attributable to shareholders of listed companies: 19.6 million yuan - 21.5 million yuan, more than a year ago: 0% 10%