This week LED circle: domestic and foreign enterprises involved in different areas, but there is a "happy" shock ""

Again a week news summary of the moment, this week, there are two LED companies before and after the termination of the previous acquisition plans, and all of the educational industry. Speaking in the education industry, KingSun shares will go a different way, to analyze the company before the disclosure of 2017 annual report, the company in the transition to the education industry on the road and a big step forward, and will continue to expand the education industry. See this phenomenon, online you think of a word: "specialize in"

This week Daka shows, dynamic REFOND is also quite aspect, Ruifeng not only made progress in Mini LED and Micro LED, also plans related to investment and construction projects. This news has attracted considerable attention in the industry.

In addition, other events this week is also wonderful, for example, notice to disclose the results of the first quarter of 2018, LED entered the peak period, while the LED enterprises have announced a first quarter performance, the specific details are worth a closer look

[event]

* Wright give overweight education industry, specializing in two main business

On April 9th, Wright announced that the company after careful consideration, decided to terminate the planning major events. According to the announcement, the plan to buy assets belonging to the education industry.

Snow Wright said, the future will continue to seek extensive development opportunities, to operate the "light technology application" + "key auto parts" new energy driven development of two major business segments, enhance the company's future competitiveness and profitability.

The termination of the acquisition of assets. A group of Education

In April 10th, a group announced the company agreed to terminate the cooperation framework agreement previously signed with the Beijing World Art Union International Education Consulting Limited by Share Ltd ".

It is reported that a group had proposed price of 50 million yuan to increase the Global Art League, after the completion of the capital the company holds 10% stake in global art group; after the completion of the capital, the company to 50 million yuan transferee when Zhang Jun holds a 10% stake in the global art group. After the completion of the equity transfer and capital increase, and ultimately the company directly holds 20% stake in global art group.

* REFOND intends to raise about 470 million investment to build Mini/Micro LED project

In April 10th, REFOND announced that the company intends to issue convertible bonds to raise funds for a total of not more than 467 million 974 thousand yuan (including 467 million 974 thousand yuan), to raise funds to be invested SMD LED package expansion project, Mini project, Micro LED LED packaging production technology R & D Center Projects and supplement working capital.

According to the 2017 annual report of the disclosure of the same day, the company Mini products to expand the range of applications, in PAD, laptops, TV display applications of parallel spreading, and maintain docking with the domestic well-known enterprise terminal. As for Micro LED, Micro LED company focused on the development of this product core technology of massive transfers, and in cooperation with internationally renowned institutions, breakthrough progress, has been carried out sample testing process, process development is expected to be completed during the year.

It intends to purchase three OC jiongda energy 49% stake, overweight LED business

In April 12th, overclocking three announcement, the company is planning a major reorganization of assets, intends to issue shares by way of acquisition of Zhejiang jiongda Energy Technology Co., Ltd. 49% stake.

It is reported that overclocking three was released in September 12, 2017 announcement that the company agreed to raise capital of 127500000 yuan, the acquisition of Huang Haiyan Chen Shujie, Hangzhou seawinner investment management partnership (limited partnership) holds a 51% stake in jiongda energy. Thus, after the completion of the equity transfer, will hold a total of three OC jiongda energy 100% stake.

[LED] plant lighting

* Taiwan plant factory intends to cast 160 million farms in the UK built wisdom

The source of fresh agricultural biotechnology in Taiwan area is expected within 2 years will invest 18 million pounds (about 160 million yuan) in the UK, vegetables, farm building wisdom. The British Ministry of international trade and investment minister Graham Stuart in April 10th went to the farm endorsement, and announced that Taiwan Handian food will invest 3 million 500 thousand pounds (about 31 million 180 thousand yuan), in the British Open Chain restaurant.

PHILPS lighting North America Tim two generals, LED lighting power of Agriculture

The day before, PHILPS lighting company is located in the north of Agriculture announced, LED lighting solutions division added two employees were Ries Neuteboom and Jan Chechalk, they will become a member of the North American support team, research fruits and vegetables to focus on the high yield and high efficiency. Among them, Neuteboom served as the main customer manager, and Chechalk as plant experts, research of tomato and cucumber and pepper.

[results] show

* REFOND revenue last year over 1 billion 500 million, Mini/Micro in LED were

In April 10th, REFOND disclosed in 2017 annual report, last year the company achieved total revenue of 1 billion 583 million yuan, an increase of 34.28%; attributable to shareholders of listed companies net profit of 134 million yuan, an increase of 168.35%.

* performance trouble oolong, audio is expected in 2017 net profit down more than 80%

In April 12th, audio announcement that the company in 2017 net profit attributable to shareholders of listed companies is expected to 56 million yuan to 50 million yuan, is expected to down 295 million yuan to 301 million yuan, down more than 80%.

At the same time, the 2017 semi annual report and the three quarterly income accounting errors, will lead to reduced revenues in 2017 1-9 months 1 billion 740 million yuan, in 2017 1-6 monthly revenue decreased by 750 million yuan. The company will make corrections on the annual report in 2017, three quarterly.

A notice of the 1Q18 performance of 12 LED companies.

This week, 12 LED companies in mainland China have disclosed the 2018 first quarter results notice, the company estimated profit, but compared with the same period last year, there are four companies are expected to decline year-on-year, respectively, Jufei, Jiawei shares, and shares of Lehman photoelectric. It is worth mentioning that Guangdong Gan Hua, after stripping the deli photoelectric, the performance of the company successful turnaround.

Taiwan. Most of the LED plant affected by objective reasons, in March or the first quarter revenue decline

The new factory opened by LED, increase the supply capacity decline pressure influence, Taiwan LED firms in March this year, regardless of revenue or overall revenue in the first quarter compared with the same period last year most recession, including EPISTAR, Lunda, light, light, rongchuang billion Hong, Guang Lei, Ai Disen, Bai Hong, Dong Bei etc..

Crystal March revenue reduction of 20.39%, the first quarter revenues of 5 billion 147 million yuan (NT, the same below), the annual reduction of 10%, the highest in nearly 5 years, single season low.

While the LED decline and Lunda company adjust product mix, the first quarter revenues of 2 billion 648 million yuan, the annual reduction of 15.69% for the last 21 seasons low band.

Although the light hung product line includes multicolor LED grains, but the first quarter revenue reduction from 13.9% over the same period, still dropping nearly 7 year low.

On March the global merger company revenue 18 billion 984 million yuan, the monthly increase of 46% and 1% years. The first quarter of this year, total consolidated revenue of 48 billion 526 million yuan, the annual reduction of 5.5%.

At the same time, there are also some enterprises affected by these objective factors have little effect, the first quarter is to produce a good report card, including Ding Yuan, Wang Qi, accumulation and Li qing.

Ding Yuan due to product mix adjustment to expand the development of sensor business, in March this year, revenues of 306 million yuan, the monthly increase of 47.35%, the highest in nearly 31 month high band; first quarter revenues of 806 million yuan, an increase of 12.39%, for 3 years.

Wang Qi in the display project support, first quarter revenue over the same period also hit a new high of nearly 3 years.

The accumulation of revenue in the first quarter of 684 million yuan, the annual growth of 12.1%, the company said, the main growth kinetic energy is a large display driver IC shipments were better than expected, driven by revenue growth significantly.

Li Qing total first quarter consolidated revenues of 1 billion 59 million yuan, representing a growth of 4.02%, a record high over the same period. March consolidated revenues of 250 million yuan, representing a decrease of 20.15% over the same period last year, month minus 23.02%.

[recommended]

M.L.S. jumped fourth! 2017 global LED revenue ten Mini LED package released "voice", a number of companies that can achieve mass production only three atoms thick LED, open a new wave of LED chip industry in the future may be transparent display overall upward, leading Heng Qiang strong

(text: LEDinside Janice)

LED more information, please click on the LED network or the WeChat public account (cnledw2013).