50家LED照明相關及配套企業半年報一覽

作者 | 發布日期 2021 年 09 月 17 日 16:46 | 分類 產業

Benefiting from the gradual recovery of the LED industry, the market demand is picking up, and the lighting industry’s prosperity continues to improve, it is expected to usher in a new round of business cycle. So in the first half of this year, how did the companies perform? This article has compiled the financial reports of 50 domestic LED lighting-related and supporting listed companies, hoping to get a glimpse of the development trend of the lighting industry.

Overall revenue and net profit

In the general environment of the new crown epidemic, the lighting industry is picking up and recovering in the first half of 2021.

On the whole, 27 companies including Bull Group, Mulinsen, and Debang Lighting have achieved both revenue and net profit growth; Tailong Lighting and Mingjiahui have achieved revenue growth, and their net profits have also successfully turned losses into profits; Foshan Lighting, 12 companies including Maoshuo Power Supply and Guangpu Co., Ltd. increased their revenue but did not increase their profits; Horizons’ revenue declined, but their net profit successfully turned losses into profits; 8 companies including China Sports Technology, Haoyang Co., Ltd., and Jiawei Xinneng achieved revenue and net profit. Profits both fell.

In terms of operating income, Mulinsen won the revenue champion with 9.127 billion yuan, a revenue increase of 28.06%. Bull Group and Op Lighting ranked second and third with revenues of 5.82 billion yuan and 3.963 billion yuan respectively.

At the beginning of this year, Mulinsen announced that its main business has changed from LED packaging to lighting brand and lighting channel business. It currently owns two major brands, Landvance and Mulinsen. In the first half of the year, Landvance brand products achieved revenue of 4.817 billion yuan, with a gross profit margin of 41.21%; the Mulinsen brand achieved revenue of 581 million yuan, with a gross profit margin of 23.82%.

Bull Group realized revenue of 5.82 billion yuan in the first half of the year, a year-on-year increase of 41.65%. Among them, the smart electrical lighting business achieved revenue of 2.64 billion yuan, a year-on-year increase of 61%. Specifically, LED lighting business revenue increased by 37% year-on-year, and other electrical lighting products increased by 106% year-on-year.

OP Lighting benefited from the increase in sales and achieved revenue of 3.963 billion yuan in the first half of the year, an increase of 31.68% year-on-year. During the reporting period, Oppe not only continued to expand large-scale benchmarking projects, but also built its core competitiveness in the fields of commercial chain, industrial lighting, educational lighting and hardcover real estate.

It is worth mentioning that, thanks to the rapid recovery of business and the active expansion of other market segments, Tailong Lighting had the highest revenue growth in the first half of the year, up 2015.17% year-on-year to 2.736 billion yuan. Among them, the lighting sector achieved a total operating income of 208 million yuan, a year-on-year increase of 61%.

The performance decline of Haoyang, Jiawei Xinneng, and Shiyida was mainly affected by the overseas epidemic.

浩洋股份上半年實現營收1.89億元,同比下降26.38%;凈利潤3411萬元,同比減少47.66%。其在半年報中提及,新冠肺炎疫情對演藝燈光設備市場造成了較大的沖擊,但相信隨著疫情得到進一步控制與相關政策的進一步放寬,演藝活動與演藝燈光設備市場將進一步恢復。

珈偉新能上半年營收3.31億元,同比下降16.85%;凈利潤虧損1009萬元。匯率變動及關稅政策是影響珈偉新能境外經營業績的重要因素,其境外主要為光伏照明產品,報告期內實現營收2.21億元。

智能/文旅景觀/植物/車用照明等提供成長新動能

近年來,智能照明、文旅景觀照明、植物照明、車用照明等細分應用領域不斷發展,給照明行業帶來新的增長動能。報告期內,照明相關及配套企業在上述領域取得一系列新進展。

智能照明

上半年,全球新冠肺炎疫情仍未得到完全控制,經濟下行壓力不斷加大,但在“碳達峰、碳中和”、新基建、新型城鎮化、重大工程建設等國家政策的引導下,智能照明市場迎來新的發展機遇。

佛山照明大力開拓智能照明市場,推出了座姿矯正、智能感應、超級快充系列產品、便攜移動及具有娛樂功能的新產品;“佛照智家”物聯網云平臺已成功上線,智能家居和智慧教育的照明系統解決方案相繼推出。

歐普照明積極拓展家居智能照明領域,上半年,其智能照明解決方案在海外多個國家實現了普及與推廣應用,行業覆蓋工業、辦公等。目前歐普照明已經實現從最初簡單的單燈開關控制,到場景化的智能燈光方案,再到全屋智能家居解決方案的升級。

陽光照明積極進行智能化布局,目前在智能家居照明領域,已經開發出將照明產品與各家居智能平臺的互聯互通的技術,并在線下實體店進行推廣應用,還與阿里、華為等互聯網公司開展智能全場景產品項目合作。

上半年,三雄極光持續加強智能照明產品的研發,研發投入3,265.48萬元,同比增長16.47%,共取得國家知識產權局授予的專利34項,其中實用新型專利18項、外觀設計專利16項。

文旅景觀照明

景觀照明市場前景廣闊,名家匯、豪爾賽、時空科技、愛克股份、勤上股份等LED企業爭相布局。從上半年業績來看,名家匯、豪爾賽、羅曼股份等3家企業實現營利雙增;愛克股份、時空科技凈利潤出現下滑。

在新基建大力推行、后疫情時代文旅復蘇的背景下,名家匯上半年加大智慧燈桿和文旅產業投入,實現營業收入3.86億元,同比增長197.2%;實現凈利潤0.06億,而上年同期虧損7040.2萬元,同比扭虧為盈。

受益于國內新型冠狀病毒肺炎疫情得到有效控制,豪爾賽經營業績逐步回升,報告期內實現營業收入4.68億元,同比增加84.55%;實現凈利潤4334萬元,同比增加65.84%。截至上半年,其承接高度在200米以上的超高層建筑的樓宇合計61幢。

隨著疫情減緩以及受益于國內景觀照明市場回暖,羅曼股份深耕景觀照明領域,上半年實現營收2.53億元,同比增長56.80%;凈利潤4585萬元,同比增長46.56%。此外,羅曼股份還基于成都成渝雙城經濟圈核心城市的地位,在成都設立全資子公司,全面推進文旅夜游等業務板塊的推廣。

愛克股份上半年實現營收5.75億元,同比增加42.73%,其中控制系統產品、點光源產品、洗墻燈產品、線條燈產品和投光燈產品分別實現營收分別同比增長113.14%、12.38%、38.23%、24.90%和108.53%。盡管愛克股份上半年營收實現增長,但凈利潤卻呈下滑趨勢,原因是報告期內計提各項資產減值準備共計1522.61萬元。

時空科技上半年實現營業收入4.15億元,同比微增0.36%;凈利潤3,184.23萬元,同比下降56.64%。其在半年度業績報告中強調,由于景觀照明項目屬于定制化業務,不同項目的毛利率差異較大,致使報告期內施工項目平均毛利率低于上年同期,加上大宗商品價格加速上升導致施工原材料采購成本增加,使得整體利潤較去年同期下降。

圖片來源:拍信網正版圖庫

植物照明

根據TrendForce集邦咨詢旗下光電研究處LEDinside分析,受惠于各國政策推動以及北美醫療和娛樂大麻種植市場批量導入LED植物照明設備,激勵2020年全球植物照明LED市場呈現爆發性成長,產值達3.01億美元,年增57%。

此波成長動能也將延續至2021年,預估今年產值將達3.99億美元,年增33%。

基于LED植物照明市場的廣闊前景,上半年,崧盛股份、英飛特、茂碩電源、朗科智能等LED驅動電源廠商大力開發用于植物照明的LED電源。

崧盛股份首份半年報顯示,上半年營收同比增長106.07%,凈利潤同比增長79.09%;其中,LED植物照明產品成為其業務發展的重要增長點,植物照明LED驅動電源產品收入2.24億元,占主營業務收入比重從2020年的12.30%提升至2021年上半年的40.41%。

值得關注的是,為了推動植物照明LED驅動電源業務快速發展,崧盛股份于今年8月宣布與中科三安展開合作,共同拓展植物照明市場。

英飛特近兩年快速發展的植物照明領域已成為公司產品主要應用領域之一,植物照明相關LED驅動電源產品營業收入較上年同期增長381%,其中,北美、歐洲、中東、南美等市場的業績均取得較大增長。

此外,針對植物照明LED驅動電源領域,英飛特提前進行技術、專利、智能接口等方面布局,特別是在系統性的專利、產品研發方面都是走在全球的前列,2013年就已經有客戶采購公司產品應用于植物照明。

在植物照明領域,茂碩電源推出了新一代專用植物生長燈驅動解決方案-P1/P1H系列,能夠滿足LED植物生長燈產品多樣化的需求。

朗科智能同樣將目光聚焦于植物照明市場,并自主研發電源管理系統和中央控制系統,為下游客戶提供植物照明一體化解決方案。2021年上半年,其植物照明實現收入1.07億元,同比增長243%。

車用照明

車用照明市場前景十分樂觀。根據TrendForce集邦咨詢旗下光電研究處LEDinside分析,在頭燈與車用面板需求帶動之下,預估2021年車用LED產值將有機會達到 29.26億美元,年增13.7%。而新車種持續導入LED照明,將持續拉動車用LED滲透率的上升。

受益于公司主要客戶新車產量的增長,星宇股份上半年實現營收39.51億元,同比增長37.27%;凈利潤5.70億元,同比增長45.63%。據了解,星宇股份產品主要包括汽車前照燈、后組合燈、霧燈、日間行車燈、室內燈、氛圍燈等。

佛山照明目前形成了照明、電工、汽車照明三大板塊業務。在汽車照明領域,報告期內佛山照明通過并購南寧燎旺,進一步實現從光源向車燈燈具配套轉型,完善并深化其在汽車照明領域的布局,此外還拓展了一批車燈模組項目。

得益于車載等業務增長,得邦照明上半年實現營收24.62億元,同比增長18.13%。報告期內,子公司得邦車用照明、上海良勤和武漢良信鵬分別實現營業收入5998.07、1996.95和1263.14萬元。

得邦照明聚焦于車載控制器和車用照明產品,上半年內完成了對上海良勤和武漢良信鵬的收購,加強了公司在車載業務的產品線布局。同時,汽車前大燈控制器LDM業務繼續保持高速增長,電池管理系統BMS控制器項目開拓也取得重要突破。此外,得邦照明正在著手建立上海車載業務研發中心。

廣日股份同樣聚焦車用照明領域,目前已具備LED車燈從設計到制造的完整配套能力和服務主機廠的經驗,已建成運行的一期產線具有年產20萬套LED前組合大燈的產能。

小結

從照明相關及配套企業公布的半年財報來看,多數企業已經開始擺脫疫情的陰霾,業績逐步恢復和增長;還有部分企業仍受疫情的影響,目前仍處在復蘇階段。

但無論結果如何,行業整體復蘇和成長的趨勢已經較為明朗。企業當前最重要的是不斷提升自身綜合創新能力和技術實力,才能在激烈的市場競爭中站穩腳跟、發展壯大、做強做優。

Looking forward to the second half of the year, driven by the continuous increase in national policies to promote consumption and expansion of domestic demand, market demand for night economy, cultural and tourism landscape lighting will continue to be released; and markets such as smart lighting, plant lighting, and automotive lighting are also expected to continue to maintain good growth. The situation will provide more opportunities for the development of lighting-related and supporting enterprises. (Text: LEDinside Mia)

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