Domestic small screen enterprises behind the "scenery" of the Olympic Games or the fate of elimination

China made LED display screen in international sports events again. Public information shows that the site of the opening ceremony of the Rio Olympic Games, known as the Brazil National Stadium of the Brazil stadium, has been installed with a total of 100 outdoor fixer screens with a total area of 400 units with a total area of 400. In fact, the four sets of display screens have been used in the 2014 Brazil World Cup, and co - construction optoelectronics said in the 2014 annual report that the LED display was successfully installed at the Brazil World Cup opening and closing home stadium. Behind the Olympic scenery, it is the integration of the LED screen and the growing cross boundary tide. More and more listed companies have extended their business to the advertising media, sports culture and other fields. Some small and medium-sized enterprises are struggling to live and die on the line of life and death. As an example, the ratio of LED application products to revenue has declined year after year. From 2013 to 2015, the sales proportion of LED application products accounted for 96.99%, 64.60% and 51.30%, respectively. And from another point of view, the sales of optoelectronic LED applications have been growing. From 2013 to 2015, the revenue of LED applications was 580 million yuan, 627 million yuan and 781 million yuan respectively. In the early days of the A - share, the co - construction optoelectronics obviously wanted to do something in the LED screen. In the prospectus, the co optoelectronic target is to gain the top three status in the LED full color display application industry in the next three years and gain a market lead in the segment market of LED lighting applications. One fact that can not be ignored is that the extension of M & A brings significant benefits to the optoelectronic construction. At the end of April 2014, co - construction optoelectronic completed the acquisition of time - sharing media, and the main business was transformed into "manufacturing + advertising media industry". Under the influence of consolidated statements, the revenue of the co - construction optoelectronic year was 970 million yuan, up 65.53% from the previous year - this is the fastest year in 2009 to 2015. "Now a single screen profit is very thin, many screen companies in the good golden section of some good advertising places, to make their own screen to achieve advertising revenue, which is also an increase in economic revenue channels." Guo Xiu, the Secretary General of the Guangdong Lighting Association, said in an interview with a reporter. Co construction optoelectronic 2015 annual report shows that the company's outdoor advertising media business has achieved 438 million yuan in revenue, accounting for 28.77%. In addition, the new PR service business in 2015 has contributed 299 million yuan to revenue, accounting for 19.65%. "It's hard to live on a screen simply" in the LED screen enterprise, the transformation has already become a normal. According to the Oriental Wealth CHOICE client combing, the A shares have about 15 enterprises to produce LED screen. In addition to the co construction optoelectronics, Lehman shares are extended to the sports industry chain, and they are eager to form "LED+ education" through the merger and acquisition of Longwen education, and some of the listed companies are related to the acquisition of cultural media. Enterprises. The listed companies still have the scale effect, which can obtain new profit points by investing M & A and extending the industrial chain. One of the characteristics of the LED industry is that the number of small and medium-sized enterprises is too large and the concentration of the industry is not enough. In recent years, the merger, integration and bankruptcy in the industry are becoming more and more frequent. "There are too many enterprises to make screen now, and the competition is too fierce. It is hard for enterprises to live simply by making screens," Guo Xiu said. This is because, if the enterprise is simply assembled to make a screen, all the materials should be bought out, and the pricing power of the material is lost, it is completely without competitive advantage. Guo Xiu revealed that the whole LED display industry chain has about 1300 enterprises, and there are probably less than 500 companies that really assemble and produce LED screens. These enterprises are not equal in size, and only about 10% of the truly scale enterprises are in the future. "There is a space for integration and consolidation in the future, and there will be no more than 100 companies retained after 3 to 5 years." "."