On July 12, Ledman Optoelectronics released its semi-annual performance forecast. The company estimates that the net profit attributable to the parent company in the first half of the year will be 26 million yuan to 30 million yuan, an increase of 27.46% to 47.07% over the same period last year; the net profit after deducting non-attributed profits to the parent company is 19.6 million yuan to 23.6 million yuan, an increase of 22.49% to 51.24% over the same period last year.
In the first half of the year, international market demand was relatively strong. The company seized the opportunity to expand its existing overseas marketing network and achieved overseas business revenue of approximately 450 million yuan, a year-on-year growth rate of more than 40%; while domestic business revenue declined to a certain extent due to the epidemic. Overall, the company's total operating income achieved steady growth during the reporting period. Ledman Optoelectronics' export products are mainly settled in U.S. dollars. Affected by the appreciation of the U.S. dollar against the RMB exchange rate, exchange gains increased in this period.
Zhaochi Shares: Profit fell by 42.80%~57.10% year-on-year.
During the reporting period, Zhaochi Co., Ltd. is expected to achieve a net profit attributable to shareholders of listed companies of 450 to 600 million yuan, compared with a profit of 1.05 billion yuan in the same period last year, a year-on-year decrease of 42.80% to 57.10%.
Zhaochi Co., Ltd. said that in the first half of this year, the company actively responded to the impact of the new coronavirus epidemic, vigorously explored domestic and foreign markets, and increased its industrial layout. However, due to the downturn in the global consumer market, shipments of smart displays in the core business segment have declined. In addition, panel prices of major raw materials have continued to fall, resulting in a decline in product unit prices and a decrease in operating income.
In addition, as the company focuses on its main business, in November 2021 due to the capital increase by new shareholders, the original wholly-owned subsidiary Shenzhen Zhaochi Supply Chain Management Co., Ltd. will no longer be included in the company's consolidated statements. This will affect the company's operating performance in the first half of this year, which is expected to decline year-on-year.
Mulinsen: Net profit fell 68.27%~71.36% over the same period
In the first half of 2022, Mulinsen expects to achieve a net profit attributable to shareholders of listed companies of 185-205 million yuan, a decrease of 68.27%-71.36% from 646 million yuan in the same period last year.
Regarding the reasons for the change in performance, Mulinsen said in the announcement:
During the reporting period, on the one hand, due to the repeated impact of the epidemic in many places in the country, the sales revenue and gross profit margin of the domestic business declined; on the other hand, after the "Russian-Ukrainian conflict" incident, uncontrollable factors in the production and operation of Russian factories increased. The above factors led to a significant decrease in the company's net profit during the reporting period.
Fuman Micro: Net profit fell 77.23% ~ 78.81% year-on-year
In the first half of 2022, Fuman Micro is expected to achieve a net profit attributable to shareholders of listed companies of 67-72 million yuan, a year-on-year decrease of 77.23% ~ 78.81%, and a profit of 3.16 yuan in the same period last year.
There are two main reasons for the change in Fuman Micro’s performance this time:
First, affected by many factors such as the epidemic, the depreciation of the RMB, the cooling of global consumer electronics terminal market demand for smartphones and PCs, and the weakening of macro market consumption, the net profit attributable to shareholders of listed companies during the reporting period fell year-on-year.
Second, during the reporting period, the impact of non-recurring gains and losses on net profit is expected to be approximately 19.5 million yuan, and the impact of non-recurring gains and losses on net profit in the same period last year is approximately 12.2428 million yuan.
Hisense Video: Net profit increased by 50.20%~60.30% year-on-year
Hisense Video (600060) released an advance announcement for the first half of the year on July 12. It is expected to achieve a net profit of 584 million yuan to 623 million yuan, and net profit increased by 50.20%~60.30% year-on-year.
Reasons for changes in performance During the reporting period, the company continued to promote in-depth changes in "advanced manufacturing" and "efficient operations", and the various sectors in the "1+(4+N)" industrial structure collaborated with each other, resulting in steady overall development and further enhancement of comprehensive competitiveness. During the reporting period, the sales volume and gross profit margin of smart display terminals increased, the product structure further improved, and the market share further increased.
CVTE: Net profit is expected to increase by 51%-62%
The company expects profits in the first half of 2022 to be RMB 648 million to RMB 698 million, an increase of 50.70% to 62.33% over the same period last year.
In the first half of the year, the company's overall revenue maintained steady growth, with revenue from overseas businesses such as interactive smart tablets and household electrical appliance components growing rapidly; revenue from LCD main control boards and related components continued to grow steadily.
TCL Technology: Profit of 650-750 million yuan, a year-on-year decrease of 89%-90%
TCL Technology expects to achieve operating income of 84-85.5 billion yuan in the first half of 2022, a year-on-year increase of 13%-15%; net profit attributable to the parent company is 650-750 million yuan, a year-on-year decrease of 89%-90%.
In response to the reasons for the change in performance, TCL Technology said that mainly due to the impact of international political conflicts and the new crown epidemic, the global economic recovery trend has slowed down, downstream consumer terminal demand has been weak, the semiconductor display industry has not yet come out of the bottom of the cycle, and the prices of major products have been significantly lower than the same period last year, resulting in a significant year-on-year decline in the company's semiconductor display business performance.
Xinruida: Net profit increased by 45%~55% year-on-year
In the first half of 2022, Xinruida expects to achieve a net profit attributable to shareholders of listed companies of 53.7399 to 57.4461 million yuan, a year-on-year increase of 45% to 55%.
Xinruida stated that there are three main reasons for the year-on-year increase in net profit during the reporting period:
First, the company accelerated the transformation of R&D technology, and the competitive advantages of side-entry optoelectronic system products were reflected, and year-on-year profitability increased; second, the company's commercial display business steadily advanced, with revenue and net profit increasing year-on-year; third, affected by exchange rate changes, the company's US dollar assets held increased exchange gains and losses during the period.
It is reported that Xinruida is mainly engaged in the research and development, design, production, sales and technical services of new display optoelectronic systems and intelligent healthy light source systems. Among them, new display optoelectronic system products include quantum dot display optoelectronic systems and Mini LED display optoelectronic systems. Currently, Xinruida Mini LED has accepted batch orders from customers and is organizing production and delivery as planned; Micro LED technology is in the R&D and sample delivery stage.
Skyworth Digital: Profit in the first half of the year may exceed 500 million yuan
Skyworth Digital (000810) recently released its 2022 semi-annual performance forecast, stating that it expects to achieve a net profit attributable to shareholders of listed companies of 430 million yuan to 550 million yuan from January 1 to June 30, an increase of 51.29%-93.51% over the same period last year; achieved Net profit after deducting non-recurring gains and losses was 382 million yuan - 503 million yuan, an increase of 152.68% - 232.72% over the same period last year; basic earnings per share was 0.4046 yuan - 0.5175 yuan, an increase of 51.37% - 93.60% over the same period last year.
Regarding the reasons for the changes in performance in the first half of the year, Skyworth Digital Analysis believes that the sales volume, operating income scale and gross profit margin of the company's smart terminals and broadband connection equipment in the first half of the year increased compared with the same period last year.
Woge Optoelectronics: Preliminary loss in the first half of the year is 4 million yuan to 6 million yuan, turning from profit to loss year-on-year
Wogel Optoelectronics announced on July 14 that according to calculations by the company's financial department, the company's net profit attributable to shareholders of listed companies in the first half of 2022 is expected to be -6 million to -4 million yuan, compared with a profit of 2.456 million yuan in the same period last year; the company's net profit attributable to shareholders of listed companies in the first half of 2022, excluding non-recurring gains and losses, is expected to be -9.4 million to -7.4 million yuan.
Up to now, the company's Mini LED backlight products have been supplied in small batches. At the same time, based on existing production capacity, the company is actively promoting the investment, construction and mass production of Mini/Micro LED glass substrates, backlight modules, glass-based chip packaging substrates and other projects.
ANNA