Industry rebound LED listed companies seize virtual reality outlet

After the industry's "big shuffle" in 2015, the LED industry began to pick up signs in the first half of this year. Wind statistics show that about half of the listed companies in the LED industry announced the first half performance announcement, the profit grew year by year, at least 5 companies doubled their performance, and many listed companies distributed virtual reality, culture and sports and other emerging markets to diversify. The main business is good. From the first half of the performance notice, in addition to the dry photoelectricity, Hongli photoelectric and Riad expect the main business to be good, net profit will double, Ruifeng photoelectric and so on also forecast net profit growth of more than 20%. Zhang Xiaofei told the securities times Lianhua financial reporter that the LED industry had been reshuffled last year, the industry concentration has been raised, prices have stabilized, and the profit environment of listed companies has been improving. Hongli photoelectric July 1st notice estimated that the net profit of shareholders belonging to listed companies in the first half was 131 million yuan to 143 million yuan, up 130% to 150% over the same period last year. The company said that on the one hand, the market demand for LED lighting has improved, and the main business has maintained a steady growth. In addition, the company has transferred the 15.05% stake in Xin Quan photoelectric company, a subsidiary company. The announcement indicates that the share transfer is expected to increase by about 13 million 683 thousand and 500 yuan in the 2016 year net profit. Lyad said that due to the expansion of sales and orders, the expected profit in the first half is expected to reach 170 million to 187 million yuan, up 110% to 130% over the same period last year. At the same time, the company also expanded its business scale through acquisitions. In June 29th, Riad acquired 350 million stake in Shanghai Zhongtian Lighting Co., Ltd. in order to enhance the market share of the lighting engineering business in the East China region and realize the nationwide integration of lighting engineering business. The main business is good, alto electronics and sunlight lighting. Alto electronics said its net profit in the first half of the year is expected to reach 10 million 800 thousand yuan to 11 million 500 thousand yuan, up 598.31% to 643.57% over the first half of the year, thanks to the increase in sales revenue. Currently, the growth rate is the highest among the listed companies in the LED industry. Sun lighting also indicated that LED light source and lamps and lanterns business income continued to maintain steady growth. Net profit in the first half of 2016 increased by 10% to 40% compared to the first half of last year, and the net profit of the company was 178 million yuan in the first half of last year. Mergers and acquisitions also started thickening performance. Wan run technology is expected to achieve net profit of 55 million 983 thousand and 700 yuan to 66 million 351 thousand yuan, with an increase of over two times over the same period. In addition, since January, Ruifeng optoelectronics Shenzhen Lingtao Optoelectronics Technology Co., Ltd. and the company expects to earn 21 million 657 thousand and 800 yuan to 27 million yuan in the first half of the year, up 24.67% from the same period last year. Liu Shunfeng, an analyst at Pingfeng securities company, pointed out that in 2015, the penetration rate of global LED lighting reached 27% and maintained an upward trend. With the development of domestic LED manufacturers in emerging markets such as Southeast Asia and India, it will continue to benefit in the future. On the other hand, outdoor screen and vehicle market are expected to form new market opportunities. It is worth noting that the LED listed companies began to lay out in the emerging fields such as VR, and started the dual main business drive. As a LED small distance faucet, Riad takes "culture technology + finance" as a medium and long-term development strategy and adopts VR/AR technology to provide "audio-visual cultural experience operation" service. At present, the company's investment covers VR/AR hardware and display, cultural creativity, industry application, content production and other fields. In March this year, Riad signed a strategic cooperation agreement with Kawashio Zhisheng on "virtual reality technology innovation and application" to jointly study the integration of LED small spacing display technology and VR technology, and jointly invest in the construction and operation of platforms based on the combination of culture, art and science and technology. In June, the company invested $5 million to invest in Magic Leap, a well-known augmented reality company, to enhance the competitiveness of technology research and development, and plan to launch Magic Leap's follow-up products to China and other markets. Abison also set out the layout of the VR field. May announcement, the company intends to invest $4 million 500 thousand acquisition of Hongkong LED display Artixium 51% stake. The stadium screen developed by Artixium to provide virtual display has been tested by some European clubs to prepare for the future entry into "VR+ sports". According to the introduction, the new generation of stadium screen series can realize the multi scene display of virtual advertisements, so that people watching different channels can see different advertisements on the stadium screen, which will become the new development of VR technology in sports display. In the emerging market development, Lehman shares began to cross the border sports industry as early as 2011. The net profit in the first half of this year is expected to grow by 20% to 40% over the first half of this year, with a profit of up to 27 million 755 thousand and 500 yuan. The company said that through the implementation of the development strategy of high-tech LED and sports double main industry, the main business has maintained steady development; in addition, the wholly owned subsidiary, Shenzhen City Extension Technology Co., Ltd., and its performance growth; at the same time, continuously increased the development and marketing of sports resources, and the marketing revenue of sports resources increased significantly. In addition, Hongli optoelectronics began to create "LED industry + vehicle networking" double main business format. Last year, the company joined the vehicle networking company, Dina technology, and set up an industry fund. Zhang Xiaofei said that the "extension" and "leap over" of the listed companies in combination with the main business were better than those of some packaged companies in the cultural and educational fields.