Focus on the Semi Annual Forecast of Six LED Screen Enterprises in 2016

Alto Electronics: the reason for the change in performance is the increase in sales revenue, the increase in the proportion of new products, the increase in gross profit margin, and the increase in exchange earnings. According to the 2015 performance express, alto electronics achieved a net profit of 21022783.51 yuan in 2015, a year-on-year decrease of 68.77%, which is due to the decline of sales revenue, the increase of operating costs and the increase of new business investment such as sports industry development. According to the performance report of the first quarter of 2016, although the company's profit decreased in the first quarter, the overseas market grew gratifying. From January 1 to March 31, 2016, the company has obtained export contract orders of LED display products amounting to US $19.4 million, more than the total export contract orders of LED display products obtained in 2015, most of which are led high-density products.

Comments: alto's strategic achievements in expanding new business in the sports industry have begun to appear gradually, and the export business of small spacing LED display screen has become the driving force of the company's performance.

Lehman shares: the reason for the performance change is that the company actively implemented the development strategy of high-tech led and sports during the reporting period, and its main business maintained stable development. The performance growth is mainly that Shenzhen tuoxiang Technology Co., Ltd., a wholly-owned subsidiary, is included in the scope of financial statement consolidation; At the same time, we continued to strengthen the development and marketing of sports resources, and the marketing income of sports resources increased significantly. The 2015 annual performance report shows that last year, the company's sports business operation revenue was 38.1212 million yuan, with a year-on-year increase of 120.46%, highlighting economic benefits. According to the performance report of the first quarter of 2016, the company achieved a total sports business operating income of 9.1836 million yuan in the first quarter, a year-on-year increase of 84.61%.

Comments: the two main business strategies of high-tech led and sports media have achieved remarkable results, especially the sports media business has realized the transformation of profit model from hardware to service.

Zhouming Technology: the performance change is due to the continuous growth of orders and revenue in the overseas market of the parent company and the increase of the shareholding proportion of Shenzhen redio Vision Technology Co., Ltd. during the reporting period. The 2015 annual performance report shows that the company's overseas market business and the planning and deployment in the field of UTV small spacing display products have been actively and effectively implemented, the export revenue and market share have increased significantly year-on-year, the order revenue of UTV small spacing products has increased rapidly, the company's extension expansion and integration effect is good, and the business of acquiring redio company continues to improve. The first quarter report shows that the change trend caused by the extension of the industrial chain is irreversible, and the boundary between manufacturing and service industry is becoming more and more blurred. The company has established the development strategy of "industry Internet plus finance". LED shows that Dior and the company will actively explore the main business as a link, and assist Internet tools to extend to the cultural and media fields such as advertising services, creative vision, media / event operations, etc.

Comments: small spacing led and overseas market have obvious pulling effect. At the same time, realizing the organic combination of manufacturing and service industry has also become a potential profit point in the future.

LianJian optoelectronics: the reason for the performance change is the steady growth of the company's endogenous and extension, the expansion of sales scale and the increase of orders. In 2015, focusing on the strategic goal of becoming a "digital outdoor media group", the company continued to adhere to the development strategy of paying equal attention to endogenous and epitaxial development, resulting in a significant increase in performance in 2015 compared with the same period of last year. In the first quarter, the company's advertising media business revenue increased by 27.53% year-on-year, successively acquired some and all equity of Koala network, linkage investment and Lvyi media, and plans to complete the acquisition of some and all equity of Shenzhen Lima, Huahan culture, Litang marketing and ocean media in 2016, so as to make a strong layout of the digital media market.

Comments: in the era of "hardware" for LED screen enterprises, LianJian first started a large-scale layout in the media field. This strategy is undoubtedly quite effective. Through mergers and acquisitions, LianJian aims to build an aircraft carrier in the media industry to maintain its leading edge in this field.