The interactive platform for investors in listed companies is an exchange platform where investors can ask questions about listed companies. Can ask questions, you can verify the facts, you can understand the latest developments. Recently, at the end of the year, what information has been revealed on the interactive platforms of the six listed companies of LED displays?
Jointly built photoelectric
Joined Optoelectronics was asked on the investor interaction platform:
In recent years, various localities have successively launched a series of outdoor LED large-screen outdoors with “illegal construction†and “illegal regulationsâ€. Many people in the industry have stated that with the increasing seriousness of light pollution and the increasing demand for the overall appearance of the city, the future outdoor advertising market will be examined and approved. The difficulty will be greater and greater, and may even cause the government to dismantle large-scale outdoor LED screen operations. Does this mean that the LED display will lose its status as an outdoor "overlord"? Not at all, at this critical juncture, outdoor LED displays led by LED transparent screens, LED light bar screens, etc., have launched new outdoor trends. Does the company have any countermeasures?
Joint building photoelectric reply:
At present, the general international LED display light pollution is divided into three categories, namely white light pollution, artificial white light and color light pollution, while the domestic regulations for light pollution is not yet perfect, but the joint construction of photoelectricity has long foreseen the emergence of light pollution, so our outdoor large The screen uses a brightness adjustment system that can be automatically adjusted to automatically adjust the brightness of the screen according to the external light conditions to provide viewers with a more comfortable viewing atmosphere. At the same time, at the beginning of the project, we will also provide customers with installation positions. Reasonable choices and reasonable display area planning, to avoid similar problems; In addition, the current outdoor screen technology is very mature, basically will use 14bit color display level, in order to improve the hardness of the excessive color, reduce the discomfort during the viewing sense.
Manually like this to the investor, the big guys all want to know how to deal with the illegal construction of the demolition, in the end the impact on the outdoor large-screen market.
Liad
Liad said 2016-2018 is the LED outbreak of small-pitch televisions, and 2017-2019 is the outbreak of LED landscape lighting. As of August 18, the total number of orders for the company was 5.5 billion, of which 1.76 billion were for overnight travel and the distance was 1.55 billion.
The VR experience is easy to replicate and is currently preparing for the first-tier city experience project. Such as Chengdu Jianganhe Urban Leisure Tourism Street; Xi'an Vanke era car networking intelligent service experience center and other AR, VR experience hall has been under construction.
Absen
Investor questions:
With the slight increase in revenue in the semi-annual report, the net profit fell sharply. What are the main reasons? Is it because of the impact of the Super League project? Where are the profit growth points in the second half of the year?
Abby Answers:
The main reasons for the decrease in net profit of the company during the first half of the year were: exchange rate fluctuations that led to exchange losses in the current period; the increase in costs and expenses caused by the Super League project, but the interests in the stadium did not generate revenue; the company’s introduction of high-end talent at home and abroad led to increased costs. In the second half of the year, the growth of the company still relied on the rapid growth of the main business of the display industry, including small-pitch products and rental products, and the rapid growth of the hotel operation business.
Since the semi-annual report is not very satisfactory, investors are very concerned about the performance problems of Absen. Ebison said that the company's first-half display signing of about 700 million yuan, an increase of about 20%. The semi-annual report is slightly behind, but the entire team is snoring, and it is up to the performance to live up to expectations.
Zhou Ming Technology
Investor questions:
Whether the continuous appreciation of the renminbi will reduce the competitiveness of the company, and the expectation of a slowdown in exports, will the appreciation of the renminbi seriously affect the performance in the second half of the year? Please briefly look at the company’s performance in the second half of the year.
Zhou Ming Technology reply:
The company is full of confidence in the future development. The appreciation of the renminbi will have a certain impact on the company's exchange situation. In response to the above risks, the company intends to adopt the following countermeasures: (1) The company will pay close attention to the trend of the foreign exchange market, and constantly improve the risk identification and Coping mechanisms to effectively control the risk of exchange rate fluctuations; (2) The company will continue to introduce and cultivate highly specialized financial personnel so that they can make independent judgments on exchange rates on the basis of external consultations, and can use related financial tools 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 was RMB 13.55 million. If the renminbi continues to appreciate in the third quarter, it may have an impact on the company's third-quarter results. The display company's exports mainly use US dollars as the settlement unit, and the appreciation of the renminbi. For the export-oriented enterprises, if the US dollar does not receive timely payment, settlement, or a corresponding hedging method, it will have a bad influence on profits.
Alto Electronics
Investors are very concerned about the explosion of performance.
Alto Electronics said that the company's 2017 semi-annual report disclosed on-hand orders of 824 million. On-hand orders covered LED applications, financial technology, and sports new business segments, of which more than half were landscape lighting orders. It is estimated that the net profit of Qianbaihui in 2017-2019 will be no less than 28 million yuan, 0.33 billion yuan and 0.39 billion yuan. At present, landscape lighting lighting industry business is better. Of course, LED display business performance is also good, a few weeks ago, Nanjing Alto won the bid for China Mobile poster screen, the entire project totaled about 16,000 poster screens, Nanjing Alto winning part of the tender accounted for about 22% of the total project.
Lehman shares
Lehman shares is committed to a full range of services for sports. Lehman Sports has become one of its major industries. With Lehman A, B, A and other resources. And invested in the sports internet platform - the 12th person. Investors expressed great interest.
Beijing Lehman Twelfth Person Technology Co., Ltd. is a mobile internet technology company invested by Mr. Li Man Tie, chairman of Lehman. The 12th person is concerned about the fans in the Super League, Chinese, national team, amateur football, and campus soccer fields. It provides rich information on user needs including exclusive information, team community, fan e-commerce, competitions, and online games. Plate content. For the football community serving Chinese fans, the core product is the mobile “12th Man†APP.
In addition, issues such as rising raw materials, sales models, and small spacing in the security monitoring market are also of great concern to investors.
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