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1

2

3 2009 2

4 2009 Butterfield Fund Services (Cayman) Limited Butterfield House 68 Fort Street P.O. Box 705 George Town Grand Cayman Cayman Islands British West Indies Cricket Square Hutchins Drive P. O. Box 2681 Grand Cayman KY Cayman Islands 14 A

5 2009 LED LED80%90% 2007 LED 5LED 30 LED LED LED LED LED LED 716,500, % 554,300, % 42,300, % 34.6% 4

6 2009 LED LED LED LED14.6% 276,700,000LED 45.2%4.7%49.9% LED LEDLED LED LED LED LED LED 60% LED90% LED LED LED LED LED 5

7 % 131,100, % 208,900, LED 2007 LED LED Lowe s (GE) LED 35.1% 80,900, % 124,700,000 LEDLED HID LED 6

8 2009 LED 54.6%50,400,0009.1% 32,600,0004.5% LED LED LED1 2LED LED LED LED LED 100(lumen/watt)10-20% 100,000 2,000 7

9 2009 LED LED LEDLED LED 2009LED LED LEDLED LED 4.5 LED 4,000 2,000 4 LED10% 15% 8

10 LED LED 1, ,000LEDLED

11 ,300, ,500, % 394,100,000468,600, % 35.4% 247,900,000160,200, % 34.6% 28,900,00050,600,000 21,700, %37,800,000 1,200, ,100, ,000, % 2,500, ,

12 ,300, ,400, % 7.6% 14.6% 376,200,000458,900,000 13,500,00013,500, % 13.1% 3,141,700,000 3,124,600,00017,100, ,900, ,300,0003.3% 2,544,000,000 2,506,500,0001.5% 3,100, % 5.3% 11

13 2009 LED (i) (ii) 12

14 2009 LED LED LEDLED LED 2009LED LED LED LED LED300 LED5 MOCVD 3, LED LED 13

15 2009 LED LED 15% 10 LED 75% 95% 908,200, ,000, % 14

16

17 ,300 16

18 2009 XV 352 (1) (2) 600,000 42,862, ,000, ,462, % (2) 10,102, ,600,000 32,760, ,462, % (3) 849,000 32,760,000 33,609, % (4) 613,500 32,760,000 33,373, % 50,000 (5) 50, % 50,000 (5) 50, % 307, , % 17

19 2009 (1) (2) 600,000 10,102,000 Rightmass Agents LimitedRightmass 351,000,000 Charm Light International LimitedCharm Light 32,760,000394,462,000 (a) 351,000,000Rightmass 351,000,000 (b) 32,760,000Charm Light 35% 32,760,000 (c) 600,000 Rightmass 351,000,000 (d) 10,102,000 Charm Light 32,760,000 (3) 32,760,000Charm Light 35% 32,760,000 (4) 32,760,000Charm Light 10% 32,760,000 (5)

20 Rightmass (1) 351,000, % (1) Rightmass

21 % 76,000,000 1% 1.00 (i) (ii) (iii) 20

22 2009 (1) ,000 50, ,000 50, ,294, ,500 8,808, ,260, ,000 3,865, ,312,500 17,500 2,295,000 15,966, ,000 15,068,500 21

23 (i)20% (ii)20% (iii)20%(iv)20% (v)20% (1) (1)(2) 22

24

25

26 ,072,000 42,072,000 63,802,000 63,802,000 2,246,000 2,269,

27 , ,456 (394,063) (468,605) 160, ,851 28,928 50,593 (42,252) (64,431) (99,848) (123,540) (2,544) (105) 946 (114) 5 45, ,254 6 (3,102) (5,822) 42, ,432 42, ,432 42, , ,011 26,

28 , ,432 1,082 (3,733) (1,261) 37, , ,929 42, ,929 42, ,929 27

29 ,460 55, ,144,663 1,160,353 82,842 35,850 8,167 9,425 23,882 22,936 56, ,049 5,967 5,961 1,378,488 1,410, , , , , ,642 5,138 2,246 2, , ,878 1,763,186 1,713,666 28

30 , ,532 4,294 19,131 18,463 13,480 13, , ,759 1,489,586 1,418, , ,581 2,550,728 2,513,244 76,120 76,120 1,023,563 1,023, , ,225 1,218,556 1,184,600 2,543,992 2,506,508 6,736 6,736 2,550,728 2,513,244 29

31 ,120 1,023,563 53,856 48,100 15,800 24,762 1,131,740 2,373,941 7,788 2,381,729 73,677 73,677 73,677 76,120 1,023,563 53,856 48,100 15,800 98,439 1,131,740 2,447,618 7,788 2,455, , , ,432 76,120 1,023,563 53,856 48,100 15,800 98,439 1,236,172 2,552,050 7,788 2,559,838 4,209 4,209 4,209 (711) (711) (711) (63,179) (63,179) (63,179) 76,120 1,023,563 53,856 48,100 20,009 97,728 1,172,993 2,492,369 7,788 2,500,157 30

32 ,120 1,023,563 53,856 48,100 22,223 98,046 1,184,600 2,506,508 6,736 2,513,244 1,252 1,252 1,252 76,120 1,023,563 53,856 48,100 22,223 99,298 1,184,600 2,507,760 6,736 2,514,496 42,330 42,330 42,330 76,120 1,023,563 53,856 48,100 22,223 99,298 1,226,930 2,550,090 6,736 2,556,826 2,275 2,275 2,275 (8,373) (8,373) (8,373) 76,120 1,023,563 53,856 48,100 24,498 99,298 1,218,557 2,543,992 6,736 2,550,728 Neo-Neon Holdings (BVI) Limited 31

33

34 2009 (19,301) (192,737) (64,009) (116,398) 16,704 (153,996) (20,540) 22,962 (4,426) (20,262) (51,731) (288,234) ,184 (257) (4,210) (4,294) (10,396) (10,917) (105) (15,069) 51,473 (86,101) (429,498) 458, ,828 3,376 2, , ,805 33

35 Rightmass Agents Limited

36

37

38 , ,884 LED 276, ,005 LED 50,389 32,588 80, ,707 15,140 26, , ,456 25,587 57,154 LED 100, ,217 LED 18,853 15,186 14,318 28,030 1,165 2, , ,851 37

39 ,317 30,426 LED 36,514 77,305 LED 6,924 8,084 5,213 14, ,206 58, ,942 28,928 50,593 (40,290) (72,062) (2,544) (105) 946 (114) 45, ,254 (3,102) (5,822) 42, ,432 38

40 , , , ,133 52,730 54,533 20,128 31,614 78, ,106 1,680 2, , ,454 21,021 41,272 23,186 54,551 1,801 2,001 2,476 6,744 9,724 26, , ,942 28,928 50,593 (40,290) (72,062) (2,544) (105) 946 (114) 45, ,254 (3,102) (5,822) 42, ,432 39

41 ,853 58,756 (1,468) (878) 75,385 57,878 1,257 1,169 1,261 (37,775) ,894 2,931 5,072 1,082 (3,733) 40

42 (551) (214) (1,045) (214) (1,596) (1,806) (2,846) (1,730) (2,726) (1,158) (1,500) (1,158) (1,500) (3,102) (5,822) 16.5% 17.5% 41

43 ,928, , , ,197, ,610, ,705 96,731, ,928, ,613, ,731, ,000,000 42

44 ,800, ,000,000 35,400,000 2,400,000 6,100,000 15,900, ,000 6,200, ,000 2,700,000 5,500,000 81,600,000 6,400,00010,600,000 57,900, ,600, , , , ,431 75,492 (61,156) (59,147) 354, ,289 19,114 21,375 44,267 82, , ,173 43

45 , , ,491 29, ,616 45, ,523 23, ,107 22, , , , , , , ,147 30,857 22,877 22,011 16,858 3,419 2,262 6,489 3,380 29,826 27, , ,532 44

46 ,475 70, ,312 34, ,583 10, ,278 27, ,739 43, , , ,966,500 12,524,500 8,542,500 (898,000) (3,250,000) 15,068,500 17,817, ,850,000 45

47 ,485 84,679 22,480 89,922 98, , ,000 9,252, ,731, % 11.3% 3, ,000,000 46

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