273 listed companies released first-quarter results forecast LED performance eye-catching

Recently, listed companies began to intensively release first-quarter performance forecasts. As of March 16, 273 companies have published annual reports, and 1773 companies have disclosed performance reports.

Throughout these preliminary disclosures, new economic enterprises such as bio-pharmaceuticals, high-end manufacturing, and new energy automobile industry chains have become the mainstream of performance pre-increased. The number of pre-history companies is 122, accounting for nearly 90%.

From the perspective of the industry, a group of enterprises such as Zhejiang Pharmaceutical, Garden Bio, Jindawei and Guanfu Shares in the vitamin industry have collectively pre-hireded that the sales price of products has risen sharply, reflecting the high prosperity of the industry.

Another industry that reflects high prosperity is the new energy equipment industry represented by photovoltaics and lithium batteries, and the collective pre-history of Muller New Materials, Baoxin Technology, Jingsheng Electromechanical, and Yi Shite, such as the new material disclosure of Muller, due to the current The monocrystalline silicon cutting in the photovoltaic industry has basically been cut by the diamond wire, and the polysilicon cutting is also rapidly converted into the diamond cutting method, so the market demand shows a rapid growth trend.

As a segment of the new economic sector, the overall performance of the new lighting industry has achieved rapid growth, and the LED industry has also demonstrated a concentrated high profile. Tailong Lighting, Snow Wright, Liard, Huacan Optoelectronics, Aoyang Shunchang and other stocks have collectively pre-hired. Liard also recently ushered in a large number of institutions to conduct concentrated research.

As a commercial lighting solution provider focusing on light and shadow, Tailong Lighting said that in the first quarter of this year, the company continued to promote new product development and technological innovation, and further increased market development. It is expected that net profit will increase by 80.74% to 110.74%. . Benefiting from the rapid growth of LED lighting and charging pile business, Shell Wright expects net profit in the first quarter to increase by 60% to 100%.

In the "smart display" market, Liard, after the city landscape lighting orders doubled last year, orders in the first quarter of this year continued to increase. The company expects net profit of 276 million yuan to 310 million yuan in the first quarter of this year. , a year-on-year increase of 60% to 80%.

Relevant data show that from 2016 to 2019, the LED lighting market will gradually increase in size. In 2018, the LED lighting market will exceed 30 billion US dollars. It is estimated that the global LED lighting annual growth rate will be 12% from 2017 to 2021.

According to industry insiders, for the 2018 LED display market competition, the small pitch is undoubtedly still the main force. From the general trend, as China implements the innovation-driven development strategy, intelligence will continue to be one of the development trends of commercial lighting this year.


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