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LED companies get together and add small yards to cross-border development and blessing
The overall development of the LED industry this year will be stable overall, and the LED display application industry will maintain a relatively stable development trend in the context of slowing macroeconomic growth. According to the analysis of authoritative organizations, the overall development of the LED industry this year will be stable overall, and the LED display application industry will maintain a relatively stable development trend in the context of slowing macroeconomic growth. In addition, the LED display application market demand scale continues to increase. October quietly passed away, the autumn wind is bleak, but it is a good harvest. Judging from the third-quarter performance forecast of listed companies with LED displays, it is also the same as the growth of the six A-share companies, and the net profit of most companies has also shown considerable growth. Throughout the planning and layout of these enterprises, we can clearly see the two lines, focusing on the development of high-end market products, especially small-segment market segments; second, cross-disciplinary development based on the operation of the original business. Among the most popular areas of lighting and sports. Under the overall development trend of the LED industry, the LED display field has also shown a more prosperous scene. The listed companies with capital and brand knowledge are stepping up their pace, grasping the development of the industry and flying by the wind. As the leader of the industry, the performance of LED display listed companies may allow us to glimpse the prospects of the industry development, and the reference to the development of the industry's outstanding people as a reference, but also as an inspiration and spur to ourselves. The third-quarter performance forecast was released: the performance of pre-increased net profit increased or decreased from the middle of October, the third-quarter performance forecast was released one after another, each performance was mixed, but overall revenue was a year-on-year growth trend, the highest growth reached 134.20% The lowest is also higher than 10%. It can be seen that the LED display industry has once again appeared brilliant in 2017, and the market prospects are not bad. In the first three quarters of the company's revenue growth and decrease in the first three quarters of the year-on-year increase or decrease, Liard has been outstanding this year, the first three quarters of profit growth of more than 100%, from the company's announcement, in addition to sales orders, inspection projects increased The mergers and acquisitions of Lan Shuo Technology, Vanke Times, Purui Lighting, Zhongtian Lighting, Junze Lighting, NP Company and many other companies are also very helpful; Zhou Ming’s performance is also quite eye-catching. In the previous issue, we analyzed it. In the first half of the year, the total export volume was the first in China, and its announcement also pointed out that the increase in sales of small-spacing products and sales of small-pitch products played a significant role; Lianjian Optoelectronics was the core of digital display devices, digital marketing services, digital outdoor media networks, etc. The sales volume of the business segment expanded and orders continued to increase, and its profitability continued to increase; Alto Electronics' net profit growth was mainly due to revenue growth. The only two companies have a decline in net profit. In terms of Lehman Optoelectronics, sales revenue and gross profit continued to increase, but the exchange loss caused by the decrease in the US dollar against the RMB exchange rate had a certain impact on net profit, and because the company no longer renewed the Super League. In the league contract, the company's sports revenue and profit decreased during the reporting period compared with the same period of last year; Aibison orders increased by 68%, but the exchange rate losses caused by exchange rate fluctuations, the cost and expenses brought by the Super League project, and the company's introduction of high-end talents As a result, the cost increased, some of the benefits did not occur, and the net profit fell. Get together and add a small distance to the high-end market Qifa force Although the situation of the six companies is different, but we can easily see some of the similarities, such as the layout of this year's very strong small spacing, especially the security monitoring screen. Judging from the highest net profit of Liard, the support of small-pitch TV sets is not small, and Zhou Ming and Lian Jian Optoelectronics have also made great achievements in the field of small pitch. Under the rise of security screening, resource and energy visualization monitoring, urban emergency command center and other monitoring large screens, the demand for indoor high-definition large screens has risen, and the low-pitch products have higher profit margins, and they are both listed in strength and technology. Screen companies are also increasing their development in this high-end field. For example, in the recent AMB meeting, Liad and Chau Ming have specially set up pavilions to gain more security market. It can be seen that the large enterprises in the industry attach importance to this cake. Moreover, the current low-end market in LED display is fiercely competitive, and the profit margin is generally not high. In order to increase profits, listed companies have gathered together in the middle and high-end markets with higher returns. In addition, China's LED industry's small-pitch technology and products are in the leading position in the world. Under the enthusiasm of intelligent, digital and information construction, many overseas large-scale enterprises have video conference displays, TV station studio upgrades, and large-scale shopping malls. The demand for growth, the demand for small-pitch LED screens in the European and American markets is also considerable, so the domestic small-pitch exports are also rising. In addition, the demand for LED transparent screens, LED shaped screens, LED floor tiles and other sub-segments has become increasingly prominent. In particular, the added value of customized and personalized products is relatively high, and it has also attracted a number of LED screen companies to join. Cross-border development and blessing of large-scale lighting sports as a listed company, public companies, maintaining profitability and reducing business risks are one of the unavoidable tasks and goals. Accordingly, a diversified business approach is also necessary. From the perspective of the six listed companies in the LED display industry, Liard, Chau Ming, Lehman Optoelectronics, Alto Electronics are all in the field of lighting, while Ai Biesen, Lehman Optoelectronics, Alto Electronics are cross-border sports culture, Jianguang has long laid out the field of media advertising. Although the three major fields are completely different, they are closely related to the LED display. It can be seen that the current business development of the screen enterprises is centered on the display screen and spreads. At present, the lighting field may be the deepest source of the display, and the downstream application branch of the LED industry needs to use the upstream LED chip as the raw material and experience the packaging process. For the screen enterprise with a relatively complete LED industry chain. It is said that the field of cross-border lighting is perhaps the simplest and can achieve greater economies of scale as a whole. The difference with the LED display market is also one of the reasons why these companies choose the lighting industry. The LED lighting products are more open to the market. Street lamps and landscape lighting are the municipal projects required by many cities. Home lighting products are the consumer goods that thousands of households need to use, plus the LED premise that advocates green lighting. The development prospects of lighting can be described as bright. Sports and advertising media are downstream of the LED display. LED displays are often used in sports venues and advertising media, and there is no doubt that sports and media as a cultural industry have much higher returns than simply selling displays. Moreover, the development in these two fields also contributes to shaping corporate culture and branding. As a result, Lehman Optoelectronics and Abisen successively acquired the team to acquire the rights of the game. Alto Electronics provided sports operation services, and Lianjian Optoelectronics acquired a number of advertising media companies to develop digital media. In the upgrade opportunity brought by the small spacing to the LED display industry, whether it can seize the new trend of the market has become an important part of determining the market share and industry status of LED screen enterprises in the next stage, so most LED screen enterprises Pay attention to the research and development of small-pitch products, and increase the propaganda in this market. In addition, LED shaped screens, LED transparent screens and other subdivisions have emerged one after another, which has attracted many companies to take root, but listed companies choose to buy more, while the rest of the companies conduct independent research and development. In addition to the deep ploughing of the main business, with the accumulation of technology, capital and other aspects of the listed screen enterprises over the years, a single business has been difficult to meet their development needs, and cross-border development has also become its own strength and greater. The only way to profit is, in the future, it will go further and further on the road of mergers and acquisitions. The original title LED listed screen company 2017 third quarter performance forecast released: small spacing, cross-border management assistance is not reduced (