Recently, companies such as Unilumin, Ledman, Fuman Micro, and BOE released 2023 performance forecasts, and some companies saw profits decline.
Unilumin
Unilumin Technology announced its 2023 performance forecast on January 29. It is expected that the net profit attributable to shareholders of listed companies in 2023 will be 131 million yuan to 170 million yuan, a year-on-year increase of 105.46%-167.09%.
In 2023, the company's operating income increased slightly year-on-year, and the company's net profit attributable to shareholders increased year-on-year, but there is still room for improvement in cost control. The company will continue to improve operational efficiency and profit quality through organizational structure optimization and product focus.
In 2023, the LED industry ushered in the era of Mini/MicroLED mass production. As a pioneer in LED display technology, the company continues to layout on the COB and MIP technology routes, and continues to launch a series of advanced technologies and products, including COB, MIP, AM driver, dynamic pixel, etc., interpreting the future picture of Unilumin Micro display in all forms, all scenarios, and all applications. During the Asian Games in Hangzhou, the company created the "world's first" outdoor COB product in West Lake, opening up a new track for LED direct display.
With the help of AI-accelerated spatial computing, motion tracking, full-view naked-eye 3D and other software systems that adapt to the company's new applications and new businesses, the company has obtained multiple software copyright registration certificates and created a full-link digital production and broadcast solution of "LED hardware + digital assets + virtual system + motion capture + AI" to form an ecological closed loop in the vertical field. At the same time, based on traditional models, open source large models, and commercial large models, the company independently develops vertical models to solve interaction problems in various application scenarios, such as high-precision question and answer, multi-modal output, cloud-edge collaboration with low latency, continuous learning and evolution, and privatized deployment, etc., to provide customers with AI application landing solutions that integrate display hardware.
公司预计2023年非经常性损益对净利润的影响金额约为-2092万元。
雷曼
1月30日，雷曼光电发布2023年业绩预告。
According to the announcement, operating income in 2023 is expected to be 1.100 billion to 1.120 billion yuan; the net profit loss attributable to shareholders of listed companies is 68 million yuan to 86 million yuan; the net profit loss after deducting non-recurring gains and losses is 77.24 million yuan to 95.24 million yuan.
Lianjian
Lianjian released a performance forecast on the evening of January 29. It is expected that the net profit attributable to shareholders of the listed company in 2023 will be 7.5 million yuan to 11.25 million yuan, turning a loss into a profit year-on-year. The main reason for the change in performance is that during the reporting period, the company was committed to improving the comprehensive management level and operating quality, optimizing the asset-liability structure, constantly strengthening internal management, and continuing to promote cost reduction and efficiency improvement through various measures, resulting in a decrease in relevant expenses for the current period compared with the same period last year; during the reporting period, the company gradually disposed of the digital marketing segment subsidiaries and some subsidiaries with operating losses, and repurchased and canceled the compensable shares corresponding to some performance commitments. The above-mentioned matters resulted in an increase in investment income and gains and losses from changes in fair value in the current period compared with the same period last year.
Xiamen Cinda
Xiamen Cinda (SZ 000701) released a performance forecast on the evening of January 30. It is expected that the net profit attributable to shareholders of the listed company in 2024 will be a loss of 550 million to 750 million yuan, turning from profit to loss year-on-year.基本每股收益亏损约1.11元~1.45元。上年同期基本每股收益亏损0.1439元。 The main reason for changes in performance is operating conditions and losses.汽车经销业务经营预计出现亏损。 The main reason is that the domestic automobile market has further shifted to the "era of stock competition", the penetration rate of new energy vehicles continues to rise, and the company's sales of new mid-range brand fuel vehicles have decreased. In addition, with the nationwide implementation of the National VI emission standard 6b phase, fuel vehicles are facing a switch in emission standards, and new vehicle sales prices are under pressure during the process of destocking. The company's comprehensive gross profit margin for new cars decreased by approximately 1.9% compared with the same period last year. The company will accelerate the pace of optimizing the brand structure, increase the proportion of new energy and high-end automobile brands, actively develop ecological chains and emerging business layouts such as automobile exports and second-hand cars, and improve operating efficiency.光电业务经营预计出现亏损。 The main reason is that market competition in the LED industry has intensified, customer demand has shown a trend of segmentation and customization, the company's product orders have decreased, production capacity utilization has declined, and costs have been relatively high. The company's optoelectronics business continues to integrate and optimize the use of production resources, reducing the proportion of low-gross-profit products, and the business's gross profit margin level has improved. In 2023, the company's optoelectronic business operating income will decrease by approximately 13% year-on-year, and business profits will decrease year-on-year. The company will continue to sort out existing business, optimize product structure, and promote the development of customized products; accelerate resource integration, upgrade business models, and achieve cost reduction and efficiency improvement.
Ruifeng Optoelectronics
Ruifeng Optoelectronics (SZ 300241) released a performance forecast on the evening of January 30. It is expected that the net profit loss attributable to shareholders of the listed company in 2023 will be 25 million yuan to 45 million yuan, turning from profit to loss year-on-year. Basic earnings per share loss was 0.04 yuan and 0.07 yuan.上年同期基本每股收益盈利0.02元。 The main reason for the change in performance is that the "fixed asset disposal losses" - 31.02 million yuan and the "fixed asset impairment losses" - 43.07 million yuan were recognized this year. Due to the termination of the "full-color surface mount light-emitting diode packaging expansion project", the elimination of old equipment in the production line and changes in technological advancements and processes, equipment has become idle. Some equipment has been disposed of in 2023, and equipment that has yet to be disposed of will be tested for impairment and a provision for impairment of fixed assets has been made. The asset depreciation and amortization of the company's Hubei production base and headquarters building in 2023 will increase compared with 2022.
Fuman Micro
Fuman Micro (300671.SZ) disclosed its 2023 performance forecast. The company expects a net loss attributable to shareholders of the listed company of 270 million to 290 million yuan; a net loss after deducting non-recurring gains and losses of 286 million to 308 million yuan.
Ming Microelectronics
Ming Microelectronics (SH 688699) released a performance forecast on the evening of January 30. It is expected that the net profit attributable to the owners of the parent company in 2023 will be -80 million yuan to -90 million yuan, a decrease of 90.6275 million yuan to 101 million yuan compared with the previous year. The main reason for the change in performance is that in 2023, affected by macro factors such as the global economic environment and industry cycles, competition in the downstream consumer electronics market will be fierce. Based on the economic situation and market supply and demand, the company strives to expand markets, digest inventory, and consolidate market share. Product sales have increased year-on-year, but the decline in sales prices has led to a decrease in the company's operating income. The company has laid out the packaging and testing industry chain, and the increase in fixed assets will bring greater costs such as depreciation and amortization. According to the company's policy of accruing inventory depreciation, affected by the decline in product sales prices in 2023, the inventory cost and sales price of some products will be inverted, and the amount of inventory impairment losses will be larger. It is expected that the amount of impairment losses in 2023 will be around 105 million yuan.
Silan Wei
Silan Micro (SH 600460) released a performance forecast on the evening of January 30. It is expected that the net profit attributable to the owners of the parent company in 2023 will be -52 million yuan to -35 million yuan, which will be a loss compared with the same period last year.
Xin Yichang
January 30 | Xinyichang (688383.SH) announced its 2023 annual performance report. The company achieved total operating income of 1.042 billion yuan in 2023, a year-on-year decrease of 11.97%; it achieved a net profit attributable to the owners of the parent company of 6 , 0.1705 million yuan, a year-on-year decrease of 70.61%; the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses was 46.7404 million yuan, a year-on-year decrease of 74.80%; the basic earnings per share was 0.59 yuan, a year-on-year decrease of 70.65%.
Kaige Precision Machinery
Keige Precision Machinery (SZ 301338, closing price: 29.6 yuan) released a performance forecast on the evening of January 30. It is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 50 million yuan to 62 million yuan, a year-on-year decrease of 51.22% to 60.66%; affected by factors such as the slowdown in downstream demand in the electronics industry, the market segments in which the company's product lines are located have intensified competition to varying degrees, making the selling price and gross profit declined to varying degrees; affected by changes in market segment demand, the product structure of some product lines has changed, and the share of products with lower gross profit has increased, which has a certain impact on the company's profits; during the reporting period, the company's non-recurring gains and losses are expected to have an impact on net profit of approximately 12.86 million yuan, mainly government subsidy income and investment income from financial management. The actual amount incurred in the same period last year was 8.6 million yuan.
From January to December 2022, the composition of Kaige Precision Machinery’s operating income is: special equipment manufacturing industry accounts for 100.0%.
CVTE
Released a 2023 performance report on January 31. Operating income was approximately 20.163 billion yuan, a year-on-year decrease of 3.94%; net profit attributable to shareholders of listed companies was approximately 1.365 billion yuan, a year-on-year decrease of 34.13%; basic earnings per share was 1.95 yuan, a year-on-year decrease of 36.07%.
BOE
On January 30, BOE A released a performance forecast, predicting that the net profit attributable to the parent company in 2023 will be 2.3 billion to 2.5 billion yuan, a year-on-year decrease of 67% to 70%. In 2023, the company's flexible AMOLED shipments will be nearly 120 million pieces throughout the year. The shipment volume has increased significantly, basically completing the annual shipment target, and the profitability of mature production lines has improved significantly year-on-year. Although the company's performance declined due to the impact of the industry during the reporting period, it still showed continued growth in 2023. The company's operating income and net profit after deducting non-recurring gains and losses have maintained a steady increase quarter by quarter. The net profit attributable to shareholders of listed companies also increased significantly quarter-on-quarter in the fourth quarter of 2023, laying a good foundation for the company's development in 2024.
Konka
On January 30, Shenzhen Konka A [000016] released its 2023 performance forecast, expecting to achieve revenue of 16-19 billion yuan. During the reporting period, Konka Group focused on its main businesses of consumer electronics and semiconductors, actively optimized the industrial structure, comprehensively implemented lean management, and solidly promoted professional integration. Its main business operations have reached a new level, laying a solid foundation for the next step of high-quality development.
Visionox
Visionox (002387.SZ) released its 2023 performance forecast. The company expects a net loss attributable to shareholders of listed companies in 2023 of 3.58 billion yuan to 3.98 billion yuan, an expansion of losses; a net loss after deducting non-recurring gains and losses of 3.648 billion yuan to 4.048 billion yuan, an expansion of losses.
Shentianma
Shenzhen Tianma A announced on January 30 that it expected a net loss of 2.07 billion yuan to 2.13 billion yuan in 2023, a net profit of 112 million yuan in the same period last year; a basic loss per share of 0.8422 yuan/share-0.8666 yuan/share.
During the reporting period, the company's consumer display business, which accounts for a relatively high proportion of revenue, especially the average price of smartphone display products, dropped significantly, and profitability fell sharply year-on-year. This situation will begin to ease in the second half of 2023, and the company's display business such as flexible AMOLED mobile phones and LTP LCD mobile phones will gradually improve. During the reporting period, the company's flexible AMOLED mobile phone display product shipments increased significantly year-on-year, and significant progress was made in technological innovation and brand project penetration.
Longteng Optoelectronics
Longteng Optoelectronics (688055.SH) released its 2023 annual performance forecast. It is expected that the net profit attributable to the owners of the parent company in 2023 will be a loss compared with the same period last year (statutory disclosure data), and the net profit attributable to the owners of the parent company will be -290 million yuan to -250 million yuan. The net profit attributable to the owners of the parent company after deducting non-recurring gains and losses in 2023 is expected to be -310 million yuan to -270 million yuan.
ANNA