Review of LED electronic screen industry development

Looking back on the development of the LED electronic screen industry, this year due to factors such as rising raw material prices and exchange rates, LED electronic screen manufacturers have different responses, and the overall development trend is positive. LED electronic screens can be called mainstream display devices at this stage, and the demand is huge. The direction will not change. With the implementation of the national strategy, the demand for LED electronic screens in emerging countries has further increased, and the RMB has now become the mainstream currency in the world. It is believed that the exchange rate issue is no longer a stumbling block for the LED electronic screen industry. The interactive platform for investors of LED electronic screen listed companies is a communication platform where investors can ask questions about listed companies.

Questions can be raised, facts can be verified, and the latest developments can be learned. Recently, what information has been revealed in the interactive platforms of the six major listed companies of LED electronic screens at the end of the year? Leyard (300296) Leyard said that 2016-2018 is the outbreak period of small-pitch LED electronic screens. In 2017 -2019 is the outbreak period of LED landscape lighting. As of August 18, the company's total orders were 5.5 billion, including 1.76 billion for night tour economy and 1.55 billion for small spacing.

VR experience is easy to replicate, and experience projects in first-tier cities are currently under preparation. For example, Chengdu Jiang'anhe Urban Leisure Tourism Street; Xi'an Vanke Times Vehicle Networking Intelligent Service Experience Center and many other AR and VR experience halls are under construction. Investors in Sansi Technology (300232) asked: Will the continuous appreciation of the RMB reduce the competitiveness of the company's LED electronic screens, and there is an expectation of a slowdown in exports. Will the appreciation of the RMB seriously affect the performance in the second half of the year? Please briefly look forward to the company's future. What is the performance of the half-year boom? Sansi Technology replied: The company is full of confidence in the future development. The appreciation of RMB will have a certain impact on the company's LED electronic screen business. In response to the above risks, the company plans to take the following countermeasures:( 1) The company will pay close attention to the trend of the foreign exchange market, continuously improve the risk identification and response mechanism, and effectively control the risk of exchange rate fluctuations; (2) The company will continue to introduce and train professional financial personnel so that they can deal with foreign exchange on the basis of external consultation Make independent judgments on exchange rates and be able to use relevant financial instruments to control and manage risks.

It also made it clear that due to the appreciation of the renminbi, the company's exchange loss in the first half of 2017 reached 13.55 million yuan. If the RMB continues to appreciate in the third quarter, it may have an impact on the company's performance in the third quarter. The export of LED electronic screen enterprises mainly uses the US dollar as the settlement unit, and the RMB appreciates. For export-oriented enterprises, if the US dollar is not paid back in time, settled or do corresponding hedging methods, it will have a bad impact on profits.

Lehman shares (300162) Lehman shares are committed to all-round service sports business, and Lehman sports has become one of its main industries. Possess resources such as Lehman Portuguese A, China B, and China A. And invested in the sports Internet platform - the 12th person.

Investors expressed great interest. Beijing Lehman Twelfth People Technology Co., Ltd. is a mobile Internet technology company invested by Mr. Li Mantie, chairman of Lehman. The 12th Man is aimed at fans who are concerned about the Chinese Super League, Chinese Premier League, national team, amateur football, and campus football. It provides exclusive information, team communities, fan e-commerce, competition lottery, online games, etc. based on user needs. Section content.

Serving the football community of Chinese fans, the core product is the "12th Man" APP on the mobile terminal. In addition, issues such as rising raw materials, sales models, and small-pitch LED electronic screens in the security monitoring market are also more concerned by investors. Absen (300389) investor question: In the case of a slight increase in revenue in the semi-annual report, the net profit has dropped sharply. What is the main reason? Is it affected by the Super League project? Where is the profit growth point in the second half of the year? Absen’s answer: half a year The main reasons for the decline in the company's net profit include: exchange losses in the current period due to exchange rate fluctuations; the cost and expenses of the Chinese Super League project have increased, but the rights and interests of the stadium have not yet generated income; the company's introduction of high-end talents at home and abroad has led to increased expenses.

In the second half of the year, the company's growth point still relies on the rapid growth of the main business of LED electronic screens, including small-pitch products and rental products, and the rapid growth of hotel operations. Due to the unsatisfactory semi-annual report, investors are very concerned about Absen's performance. Absen said that in the first half of the year, the company signed orders for LED electronic screens of about 700 million yuan, a year-on-year increase of about 20%.

The semi-annual report is a little behind, but the whole team is holding their breath and wants to improve their performance and live up to everyone's expectations. Aoto Electronics (002587) Investors are very concerned about Qian Baihui, whose performance has exploded. Aoto Electronics said that the company's 2017 semi-annual report disclosed that it had 824 million orders in hand, covering three major sectors: LED electronic screen, financial technology, and new sports business, and more than half of them were landscape lighting orders.

And it is estimated that the net profit of Qianbaihui in 2017-2019 will not be less than 28 million yuan, 33 million yuan and 39 million yuan. At present, the business of landscape lighting and lighting industry is good. Of course, the LED electronic screen business is also performing well. A few weeks ago, Nanjing Aoto won the bid for China Mobile’s poster screens. The entire project has a total of about 16,000 poster screens. Nanjing Aoto’s winning bids account for about 22% of the total project.

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