Industry recovery LED listed companies seize virtual reality vents
Source: Date:2018-08-07

After the "big shuffle" of the industry in 2015, the LED industry began to show signs of warming in the first half of this year. Wind data statistics show that about half of the listed companies in the LED industry announced the first half of the year's performance forecasts, earning a year-on-year increase in profit, at least 5 companies doubled their performance, and many listed companies layout virtual reality, cultural sports and other emerging markets, to a diversified transformation. The main business from the first half of the performance forecast, in addition to the dry photo optoelectronic, Hongli photoelectric and Yad expected the main business to better, net profit will double, Ruifeng photoelectricity is also expected to increase net profit by more than 20%. Zhang Xiaofei told the securities times Lianhua financial reporter that the LED industry was shuffling last year, the industry concentration increased, the price stabilised, and the profit environment of the listed companies tended to improve. Hongli photoelectric July 1st forecast, it is expected that the first half of the first half of the shareholders of listed companies net profit of 131 million to 143 million yuan, 130% to 150% year-on-year growth. The company said that, on the one hand, the LED lighting market demand is good, the main business has maintained a stable growth, in addition, the transfer of the Shen Stock Company Xin annotation optoelectronic 15.05% shares. The announcement shows that this part of the equity transfer is expected to increase the company's net profit of about 13 million 683 thousand and 500 yuan in 2016. Lyad said that due to the expansion of sales and increasing orders, the first half of the year is expected to reach 170 million to 187 million yuan, an increase of 110% to 130% over the same period. At the same time, the company also expanded its business by buying. In June 29th, Yad bought all the shares of Shanghai Zhongtian Lighting Co., Ltd. with 350 million yuan in cash to improve the market share of the lighting engineering business of the listed companies in East China, and realize the national integration of the lighting engineering business. The main industry also has the Otto electronics and the sunlight. It is expected to gain 10 million 800 thousand to 11 million 500 thousand yuan in the first half of the year, with a growth of 598.31% to 643.57% year on year, which is now the first in the LED industry. Sunshine also indicated that the operating income of LED light source and lamps and lanterns continued to maintain steady growth. Net profit in the first half of 2016 was expected to grow 10% to 40% year on year, and the company's net profit was 178 million yuan in the first half of last year. The bid and the list are also starting to increase the performance. Wan run technology is expected to be incorporated into the consolidated statements with hundreds of millions of wireless and heyday Hin, and the net profit is expected to be 55 million 983 thousand and 700 yuan to 66 million 351 thousand yuan, up to two times higher than the same period. In addition, January began, Ruifeng photoelectronics Co., Ltd. Shenzhen Ling Tao Photoelectric Technology Co., Ltd. and the list, the company is expected to profit from 21 million 657 thousand and 800 yuan to 27 million yuan in the first half of the year, up to 24.67%. Liu Shunfeng, an analyst at Pingan security securities, pointed out that the 2015 global LED lighting penetration reached 27%, maintaining an upward trend, with the development of domestic LED manufacturers in Southeast Asia, India and other emerging markets, and the future will continue to benefit. On the other hand, outdoor screen and car market are expected to form new market opportunities. It is worth noting that the LED listed companies are starting to lay out in the emerging fields such as VR and start to drive the dual main industry. As the LED small spacing leader, Yad takes "culture technology + finance" as the medium - and long - term development strategy and uses VR/AR technology to provide "audio-visual culture experience operation" service. At present, the company's investment covers the fields of VR/AR hardware and display, cultural creativity, industry application, content production and so on. In March this year, Yad and Kawashio Zhisheng signed the "virtual reality technology innovation and application" strategic cooperation agreement, to jointly study the integration of LED small space display technology and VR technology, and joint investment and construction and operation based on the integration of cultural art and science and technology as the nuclear core platform. In June, the company invested 5 million US dollars in the well-known augmented reality company Magic Leap through its subsidiaries to improve the competitiveness of technology research and development, and planned to launch the Magic Leap for follow-up products to China and other markets. Abison also embarked on the layout of the VR field. In May, the company will invest 4 million 500 thousand US dollars for the acquisition of Artixium 51% in Hongkong's LED display panel. Artixium's virtual display has been tested by a number of European clubs to prepare for "VR+ sports" in the future. According to the introduction, the new generation of court screen series can realize the virtual advertisement multi scene display, let the people watching different channels see different advertisements on the court screen, which will become the new development of VR technology in sports display. In the development of emerging markets, Lehman shares began to cross border sports industry in 2011, and net profit is expected to grow 20% to 40% in the first half of this year, and the highest profit can reach 27 million 755 thousand and 500 yuan. The company said that the main business has maintained stable development through the implementation of high tech LED and sports dual main business development strategy. In addition, the whole capital subsidiary company, Shenzhen Tuo enjoy science and technology limited company and the performance growth; meanwhile, continued to increase the development and marketing of sports resources, the marketing revenue of sports resources has increased significantly. In addition, Hongli photoelectric began to create "LED industry + car networking" dual business industry. Last year, the company took part in the car networking company Dina technology to set up an industry fund. Zhang Xiaofei said that the "extension" and "Spanning" of the listed companies, compared with some packaging companies to do cultural and educational fields, are more risky for industrial enterprises.

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