Recently, LED companies such as Qianzhao Optoelectronics, Ruifeng Optoelectronics, Jufei Optoelectronics, Lianjian Optoelectronics, Jiawei Co., Ltd., and Changfang Group have issued performance forecasts for the first three quarters. Who will win the performance throne? Let's take a look together!
In the first three quarters of the company's performance is expected to increase by 589% -616%
Qianzhao Optoelectronics released the performance forecast for the first three quarters of 2017 on the evening of October 13. During the period from January 1, 2017 to September 30, 2017, the company realized a net profit of RMB 155 million attributable to shareholders of listed companies – 161 million yuan, which is expected to increase over the same period of the previous year: 589.33% -616.01%.
The company said that the main factors affecting the company’s performance changes: from January to September 2017, benefited from the market rebound in the LED industry, and the company determined to stick to the main business development strategy. The company’s LED chip business revenue and its proportion of total revenue were both Significant growth; from January to September 2017, the company's chip product production capacity further increased, chip output increased significantly year-on-year, product unit cost decreased, and gross profit margin increased rapidly.
The net profit of Ruifeng Optoelectronics in the first three quarters increased by 75% to 91% year-on-year
On October 13, Ruifeng Optoelectronics released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be 83.9038 million to 91.575 million, a year-on-year change of 75.00% to 91.00. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above predictions based on the following reasons: 1. The LED industry structure and development trend are good, and the company's technology and service advantages have further manifested. Since this year, the company's general lighting and filament business has achieved rapid growth; the company's ChipLED, automotive LED and other businesses At the same time achieve relatively rapid growth. In addition, the company's non-recurring gains and losses have also driven the company's net profit growth. 2. During the reporting period, the company's non-recurring gains and losses are expected to be 38 million yuan, mainly due to R&D project subsidies and industrial project subsidies.
Jufei Optoelectronics first three quarters of net profit changed from 0% to 30% year-on-year
On October 13, Jufei Optoelectronics released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be between 109 million and 142 million, a year-on-year change of 0.00% to 30.00. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above forecast based on the following reasons: During the reporting period, the company strictly implemented the current development strategy and actively promoted various businesses. The overall business situation is good, and the main business is growing steadily. In order to rapidly increase the global market share, while increasing market development, it continues to strengthen R&D investment and human resources construction, and the net profit margin is slightly lower than the same period last year.
The net profit of Lianjian Optoelectronics in the first three quarters increased by 20% to 40% year-on-year
On October 13, Lianjian Optoelectronics released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be 310 million to 362 million, a year-on-year change of 20% to 40,000. %, the average net profit growth rate of the media industry was 34.24%.
The company made the above forecast based on the following reasons: 1. Compared with the same period last year, the main reason for the increase in net profit attributable to shareholders of listed companies in the first three quarters of 2017 was the steady development of the company’s production and operation, digital display equipment, digital marketing The sales scale of core business segments such as services and digital outdoor media networks has expanded and orders have continued to increase. The profitability and service capabilities of the company's marketing services group have continued to increase. 2. It is estimated that the impact of non-recurring gains and losses in the first three quarters of 2017 on the current net profit will be approximately RMB 4 million.
The net profit of Jiawei shares in the first three quarters increased by 29% to 41% year-on-year
On October 13, Jiawei issued a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be between 270 million and 295 million, a year-on-year change of 29.33% to 41.30. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above forecast based on the following reasons: 1. During the reporting period, the company's lighting business revenue increased year-on-year, and the EPC project contracting of photovoltaic power plants and the power generation business maintained steady growth. 1) With the increasing maturity of the photovoltaic industry and intensifying competition, the company's wholly-owned subsidiary Jiangsu Huayuan New Energy Technology Co., Ltd. has increased its EPC business volume, while its gross profit margin has decreased; 2) The company's scale has expanded, and the demand for liquidity has increased Large, resulting in an increase in the company’s financial expenses; 3) Compared with the same period last year, the related expenses of newly-added restricted stocks; 3. The non-recurring gains and losses in the first three quarters of 2017 are expected to be approximately 5.35 million yuan.
Changfang Group's net profit in the first three quarters fell by 40% to 59% year-on-year
On October 13, Changfang Group issued a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be between 22 million and 32 million, a year-on-year change of -58.65% to -39. 85%, the average net profit growth rate of the optical and optoelectronic industry is 43.80%.
The company made the above predictions based on the following reasons: 1. The company's factory relocation in the first quarter of 2017 caused some of the company's production capacity to not be effectively released; the company's Huizhou Industrial Park plant has been completed and converted into fixed assets, and depreciation has begun, but Has not yet produced economic benefits, which will have a certain impact on the company’s performance; 2. As Huizhou Industrial Park is gradually put into production, the company has strengthened internal control and optimized product structure. The benefits in the third quarter have been gradually released; among them, it is expected that the The range of impact of recurring gains and losses on net profit is: RMB 13 million to RMB 14 million.
Lehman's net profit in the first three quarters fell by 25%-45% year-on-year
Lehman shares are expected to achieve a net profit of 22,591,900 yuan attributable to the owners of the parent company in the first three quarters of 2017 – 30.8070 million yuan, compared with 41,076,100 yuan in the same period of the previous year Decrease by 25%-45%. Among them, in the third quarter, it is estimated that the net profit attributable to the owners of the parent company will be 1.4431 million yuan-4,329,200 yuan, a decrease of 70%-90% over the same period last year, which is 14.43307 million yuan.
According to the announcement, the company’s LED business sales revenue and gross profit continued to grow, but the exchange loss caused by the lower exchange rate of the U.S. dollar against the renminbi had a certain impact on the net profit; because the company no longer renewed the Chinese Super League contract, the report During the period, the company's sports revenue and profit declined compared with the same period last year.
Hua Can Optoelectronics: Net profit in the first three quarters is expected to increase by about 1.5 times. LED chip production and sales increase significantly
HC Semitek released its performance forecast on the evening of October 12th. The net profit for the first three quarters is expected to be 338 million yuan to 380 million yuan, an increase of 139.63% to 169.4% over the same period; the net profit for the first three quarters is 1. 2.2 billion yuan to 165 million yuan, a year-on-year increase of 38.8% to 87.55%.
During the reporting period, the company's LED chip production capacity has increased significantly, and the company's chip production and sales have increased significantly; under the effect of scale, the company's chip cost has further decreased.
Liard: Net profit in the first three quarters increased by 90% to 110% year-on-year
On October 12, Leyard released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be 577 million to 638 million, a year-on-year change of 90.00% to 11.00. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above forecast based on the following reasons: the expansion of sales and the increase in orders. As of September 30, 2017, the group’s newly signed orders and new bids won 6.26 billion yuan in 2017; among them, the new orders and new bids won for small-pitch TVs this year totaled 1.85 billion yuan, an increase of 60% over the same period last year. Above: The night travel economy business segment has a total of 1.82 billion yuan in new orders and bid-winning orders this year, an increase of more than 120% over the same period of the previous year. Due to the increase in the exchange rate between the euro and the renminbi, the foreign exchange losses arising from the acquisition of NATURALPOINT’s overseas loans have had a certain impact on the net profit; the impact of the non-recurring gains and losses on the net profit in the first three quarters of 2017 The profit impact is small; it is expected that the net operating cash flow in the first three quarters of 2017 will be significantly better than the same period of the previous year. In summary, due to the increase in orders and the increase in gross and net profit margins, although unpredictable financial expenses are incurred, it is expected that the 2017 net profit target of 1.1 billion to 1.3 billion yuan can be achieved.
Abison: Net profit in the first three quarters fell 35% to 45% year-on-year
On October 12, Absen issued a performance forecast. The company expects that the net profit attributable to shareholders of listed companies from January to September 2017 will be from 53.10 million to 62.75 million, a year-on-year change of -45.00% to -35. .00%, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above predictions based on the following reasons: 1. The company's display orders in the first three quarters of 2017 increased by approximately 34% year-on-year, and the third quarter display orders increased by approximately 68% year-on-year. The display orders achieved rapid growth, but due to Due to factors such as production capacity and delivery time, there are still a large number of unrecognized revenues from orders, resulting in a year-on-year increase of only about 11% in operating revenue in the first three quarters of 2017. 2. The main reasons for the decline in the company's net profit include: exchange rate fluctuations caused exchange losses in the current period; the Chinese Super League project has increased costs and expenses, but the stadium equity has not yet generated revenue; the company has introduced high-end talents at home and abroad resulting in increased expenses; and goodwill has been accrued Impairment. 3. From January to September 2017, the company expects that the amount of non-recurring gains and losses will affect the net profit of approximately 9.22 million yuan.
Inventronics: Net profit in the third quarter fell 11% to 40% year-on-year
On October 12, Inventronics released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be from 27.74 million to 41.549 million, a year-on-year change of -40.00% to -11. .00%, the average net profit growth rate of other electronics industries is 64.41%.
The company made the above predictions based on the following reasons: 1. During the 2017 reporting period, the company actively expanded its business and the overall sales revenue continued to grow. However, due to the sharp increase in raw material prices, it was also affected by the economic situation of the overseas market and foreign exchange fluctuations. , The proportion of revenue structure has changed, resulting in a decline in the overall gross profit margin compared with the same period last year. 2. In order to seek new business growth points, the company has accelerated the strategic pace of new energy vehicle-mounted and off-vehicle charging products, and increased investment in research and development of new products.
Guangdong Ganhua: loss of 28 million to 36 million in the first three quarters
On October 12, Guangdong Ganhua issued a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be from -36 million to -28 million, a year-on-year change of 49.30% to 60. 56%, and the average net profit growth rate of the paper industry is 141.24%.
The company made the above prediction based on the following reasons: The company's operating performance has improved compared with the previous year, but its subsidiary Guangdong Deli Optoelectronics Co., Ltd. still suffered a large loss.
Guangpu shares: Net profit in the first three quarters increased 45% to 55% year-on-year
On October 12, Guangpu issued a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be between 43,660,200 and 46,671,300, a year-on-year change of 45.00% to 55,000. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above predictions based on the following reasons: 1. The company's LED lighting and LED packaging business maintained sustained and stable growth, which had a positive impact on the company's operating income and net profit. ②Compared with the same period of the previous year, FPC business and rental income increased during the reporting period, which also contributed to the growth of net profit. 2. During the reporting period, it is estimated that the impact of non-recurring gains and losses on net profit is approximately RMB 5.6 million.
Tailong Lighting: Net profit in the first three quarters is expected to increase by 34% to 53%
On October 12th, Tailong Lighting released a performance forecast. The company expects that the net profit attributable to shareholders of the listed company from January to September 2017 will be 38.72 million to 43.97 million, a year-on-year change of 34.0% to 53.0. %, the average net profit growth rate of the optical optoelectronics industry is 43.80%.
The company made the above predictions based on the following reasons: 1. During the reporting period, the company continued to promote new product development and technological innovation, and further increased market development efforts. Various businesses continued to maintain the growth trend of the first half of the year. On the other hand, the company's strengthening of cost and expense control has brought profit growth. 2. During the reporting period, it is estimated that the impact of non-recurring gains and losses on net profit is between 2.1-2.6 million yuan.
Sanxiong Aurora: The first three quarters' performance is expected to increase by 11%-27%
Sanxiong Aurora announced the performance forecast for the first three quarters of 2017 on the evening of October 11. An increase of 10.96%-26.65% over the same period of last year was 146,604,400 yuan.
During the reporting period, the company increased market development and marketing investment, and sales revenue increased year-on-year. The company’s government subsidies included in the current profit and loss amounted to approximately 24 million yuan, a substantial increase over the same period of last year, which was 5.285 million yuan, mainly because the company’s wholly-owned subsidiary Chongqing Sanxiong Aurora Lighting Co., Ltd. received approximately 21 million yuan in financial subsidies. Yuan.
San'an Optoelectronics: LED demand is strong, and the performance of the first three quarters is expected to increase
Sanan Optoelectronics disclosed its first three quarters performance forecast on the evening of the 10th. The company expects that the net profit attributable to shareholders of listed companies from January to September 2017 will increase by 55%-60% over the same period of the previous year.
The company stated that during the reporting period, the demand for LEDs was strong, resulting in a substantial increase in the company’s main business net profit attributable to the owners of the parent company in the first three quarters of 2017 over the same period last year.
Hongli Smart Exchange: Net profit in the first three quarters will increase by 20% to 40%
Hongli Zhihui disclosed the first three quarters performance forecast on the evening of September 25, and the expected profit is 2.32Billion to 271 million yuan, a year-on-year increase of 20% to 40%.
Among them, the net profit attributable to shareholders of listed companies in the third quarter of 2017 (July 1, 2017-September 30, 2017) was 77,743,300 to 88,849,100 Yuan, an increase from the same period last year: 40%-60%.
As for the main reason for the performance growth, the company said that the LED lighting market demand is good, the company's operating performance has remained stable, and the sales revenue has achieved steady growth; the acquired subsidiary Suyi Networks began to be included in the consolidated statement in June, and its operating performance has increased.
