31 LED companies announced performance forecasts for the first three quarters: more than 70% of forecast growth

In the blink of an eye, more than half of 2015 has passed. Although time flies by without leaving any trace, the LED industry in 2015 is deeply memorable. These profound memories will be directly reflected in the performance of LED companies in the first three quarters. Judging from the data of 31 LED-related companies that have released "estimated scores" for the first three quarters of performance, 22 LED companies are expected to achieve growth, accounting for more than 70%, while 9 companies are expected to decline. The following are the specific forecasts of each company for the enjoyment of LED people.

Chip articles

Pre-increase

Aoyang Shunchang expects net profit to increase by 40% to 70% year-on-year in the first three quarters

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Aoyang Shunchang expects the net profit attributable to shareholders of listed companies from January to September 2015 to be 167.62 million yuan-203.54 million yuan, an increase of 40%-70% over the same period last year. The reason for the change in performance shows that since the first phase of the LED project was fully completed and reached production in the fourth quarter of 2014, the LED business has increased its contribution to the company's net profit, resulting in an improvement in overall performance.

Pre-reduction

Dehao Runda expects net profit in the first three quarters to fall by 10% to 60% year-on-year

Dehao Runda estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will be RMB 28.18 million to RMB 63.4 million, a decrease of 10% to 60% compared with the same period last year. The reasons for the change in performance include: 1. Intense competition in the LED chip and packaging markets and continued decline in sales prices, leading to a further decline in the gross profit margin of the LED industry; 2. The proportion of the small home appliance industry with lower gross profit margins increased compared with the same period last year, diluting the overall gross profit margin.

Packaging applications

Advance increase

Hongli Optoelectronics’ net profit increased by 75% year-on-year in the first three quarters to 95% %

Hongli Optoelectronics released a performance forecast on the 12th. The company expects to achieve a net profit of 96.0093 million yuan to 107 million yuan in the first three quarters, a year-on-year increase of 75% to 95%. The profit in the same period last year was 54.8625 million yuan.

Reason for the change in performance, Hongli Optoelectronics stated that the main reason why the net profit attributable to shareholders of listed companies increased compared with the same period last year: in the first to third quarters of 2015, the company maintained sustained and stable growth in its main business and the increased contribution of accounting entities from the acquisition of subsidiaries. The company has maintained sustained and stable growth in its main business and the accounting entities of acquired subsidiaries have increased, resulting in a significant increase in performance.

Wanrun Technology expects net profit in the first three quarters to increase by 10.00% to 50.00% year-on-year

Wanrun Technology estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will range from 37.5252 million yuan to 51.1707 million yuan, an increase of 10.00% to 50.00% over the same period last year. Explanation of reasons for performance changes: 1. The company's production base was successfully relocated in the first quarter. The expenses incurred during the relocation had a certain impact on the performance of the first three quarters. However, as production capacity is gradually released, sales revenue is expected to increase to a certain extent; 2. Rishang Optoelectronics acquired by the company has been included in the scope of consolidated statements since May 31, 2015.

Nationstar Optoelectronics expects net profit in the first three quarters to increase by 10.00% year-on-year to 30.00%

Nationstar Optoelectronics expects the company to 2 The net profit attributable to shareholders of listed companies from January to September 2015 ranged from 11,048.84 to 130,577,200 yuan, an increase of 10.00% to 30.00% over the same period last year. The reason for the change in performance shows that the scale of the LED industry has expanded, the company's investment projects have gradually reached production, and operating income has increased.

Lehman Group’s net profit in the first three quarters increased by 0% to 20% year-on-year

Lehman shares released a performance forecast on the evening of the 13th. The company expects to achieve a net profit of 25.1306 million yuan to 30.1567 million yuan in the first three quarters, a year-on-year increase of 0%-20%. The profit in the same period last year was 25.1306 million yuan.

Lehman shares stated that the reason for the change in the company's operating performance in the first three quarters of 2015 was: During the reporting period, due to the significant growth in marketing revenue from the company's sports resources, economic benefits gradually emerged, and the optimization and integration of the LED business, the company's net profit in the first three quarters increased year-on-year.

Unilumin Technology’s net profit in the first three quarters increased by 125% to 147% year-on-year

Unilumin Technology released a performance forecast on the 14th. The company expects to achieve a net profit of 94 million yuan to 103 million yuan in the first three quarters, a year-on-year increase of 125% to 147%. The profit in the same period last year was 41.7788 million yuan.

Unilumin Technology stated that in the first three quarters of 2015, the main reason for the company's operating performance to rise in the same direction is: during the reporting period, the company's overseas market business and small-pitch display products maintained a rapid and stable growth momentum. The company and its holding subsidiary Radioo have achieved fruitful business expansion in the international mid-to-high-end display rental market, promoting both orders and revenue growth.

Lianjian Optoelectronics’ net profit in the first three quarters increased by 103.39% year-on-year to 116.51%

Lianjian Optoelectronics disclosed its third-quarter performance forecast on the evening of October 12. The company expects net profit in the first three quarters to be 155 million yuan to 165 million yuan, a year-on-year increase of 103.39% to 116.51%.

As for the reasons for the change in performance, Lianjian Optoelectronics stated that the company adheres to a development strategy of equal emphasis on endogenous and extensional development. In terms of endogenous development, the company maintained steady development of its original business in the third quarter of 2015. In terms of extended development, Sichuan Timeshare Advertising Media Co., Ltd. began to be included in the scope of mergers in May 2014; 100% equity of Shanghai Youtuo Public Relations Consulting Co., Ltd. and Shenzhen Easystar Electronics Co., Ltd. has completed the delivery procedures and began to be included in the scope of mergers in March 2015. From January to September 2015, the company's non-recurring profits and losses were approximately 10 million yuan, compared with 4.4012 million yuan from January to September 2014.

Snowlett Optoelectronics expects net profit in the first three quarters to increase by 210% to 250% year-on-year

Snowletter estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will be: 26.9222 million yuan - 32.0503 million yuan, an increase of 210% - 250% over the same period last year. The main reason for the change in performance is that Fushun Optoelectronics is included in the consolidated scope of listed company statements.

Dongshan Precision expects net profit in the first three quarters to increase by 40.00% to 90.00% year-on-year

Dongshan Precision expects the range of net profit attributable to shareholders of listed companies from January to September 2015 to range from 55.94 million yuan to 75.92 million yuan, with a change range of 40.00% to 90.00% compared with the same period last year. The reasons for changes in performance indicate that as the company's business grows steadily, revenue and profits also increase accordingly.

Changying Precision’s net profit in the first three quarters increased by 55% to 75% year-on-year

Changying Precision released a performance forecast on the 14th. The company expects to achieve a net profit of 306.3265 million yuan in the first three quarters to 345.8525 million yuan, a year-on-year increase of 55% to 75%. Profit in the same period last year was 197.63 million yuan.

Changying Precision stated that the main reason for the change in the company's operating performance in the first three quarters of 2015 was that during the reporting period, the company's metal structural parts product business grew rapidly compared with the same period in previous years, and other businesses were also in line with the industry's current growth level.

Jiawei Shares expects to turn losses into profits in the first three quarters

Jiawei Co., Ltd. expects the company’s cumulative net profit from January to September 2015 to turn a profit. The reasons for the change in performance explain the company's ongoing project of issuing shares to purchase 100% of the equity of Huayuan New Energy. The equity change of the target company has been completed. It is expected that the scope of the company's consolidated statements will change in the third quarter, and Huayuan New Energy will be included in the scope of the consolidated statements. It is expected that the company's cumulative net profit from the beginning of the year to the end of the next reporting period will turn a profit.

Maoshuo Power expects a net profit of RMB 00,000 to RMB 20 million in the first three quarters

Maoshuo Power expects a net profit attributable to shareholders of listed companies from January to September 2015 of RMB 00,000 to RMB 20 million. Explanation of reasons for changes in performance: 1. Received compensation for the termination of major asset restructuring; 2. The market gradually improved, and the main business grew steadily; 3. Strengthened control over costs and expenses; 4. The production capacity and efficiency of the Huizhou factory gradually improved.

Pre-reduction

Foshan Lighting Materials’ net profit fell by 70% to 90% year-on-year in the first three quarters

Foshan Lighting released a performance forecast after the market closed on October 13. The company expects to achieve a net profit of 30 million yuan to 90 million yuan in the first three quarters, a year-on-year decrease of 70%-90%, and a profit of 301 million yuan in the same period last year.

Foshan Lighting stated that due to market influence, the sales price of the company's LED products dropped, resulting in a decline in profits in the first three quarters of 2015. At the same time, asset impairment provisions for idle equipment and projects under construction, as well as litigation matters, also led to a decline in performance.

Qinshang Optoelectronics expects net profit in the first three quarters to drop 80.28% year-on-year to 75.90%

Qinshang Optoelectronics expects that in January 2015 From September 1 to September 30, 2015, the net profit attributable to shareholders of listed companies ranged from 18 million yuan to 22 million yuan, with a change range of -80.28% to -75.90% compared with the same period last year. The reasons for the change in performance indicate that market competition has further intensified and order volume has declined, resulting in a decline in operating conditions.

Shiyida expects net profit in the first three quarters to fall by 94.69% year-on-year to 46.88%

Shiyida estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will range from 300,000 yuan to 3 million yuan, an increase of -94.69% to -46.88% over the same period last year. The reasons for the change in performance indicate that during the reporting period, the company further adjusted the EMS business structure, and the EMS business order revenue declined; in addition, the LED lighting business was affected by the industry environment, and the overall gross profit declined, and its contribution to the performance was not obvious; the company's transformation to the Internet business is still in the investment layout stage.

Zhaochi Co., Ltd. expects net profit in the first three quarters to fall by 15% to 0% year-on-year

Zhaochi Co., Ltd. predicts that the net profit attributable to shareholders of listed companies from January to September 2015 will be 427.5883 million yuan to 503.0451 million yuan, with a change range of -15% to 0% compared with the same period last year. The reason for the change in performance shows that orders have decreased due to the impact of the external market environment.

Zhengtong Electronics expects net profit in the first three quarters to fall 40.00% year-on-year to 20.00%

Zhengtong Electronics expects that in January 2015 -The change range of net profit attributable to shareholders of listed companies in September: 28.0557 million yuan to 37.4076 million yuan, compared with the same period last year, the change range: -40.00% to -20.00%. The reasons for the change in performance indicate that the company expects its main business income to increase from January to September 2015 compared with the same period last year, but various expenses will still increase significantly. It is expected that the company's net profit attributable to shareholders of listed companies from January to September 2015 will decrease by 20%-40% compared with the same period in 2014.

Goertek expects net profit in the first three quarters to fall by 10% to 30% year-on-year

Goertek estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will range from 750.9653 million yuan to 965.5268 million yuan, a decrease of 10%-30% compared with the same period last year. The reasons for the change in performance indicate that due to the slowdown in the smartphone and tablet market, the company's revenue growth has slowed down; at the same time, the company is in a period of strategic transformation, with increased investment in new business and related expenses.

Sapphire

Advance increase

Lens Technology expects net profit to increase by 30% to 45% year-on-year in the first three quarters

Lens Technology Technology released its performance forecast for the first three quarters of 2015 on the evening of October 9. The company estimates that the net profit attributable to shareholders of listed companies in the first three quarters of 2015 will be 1.0238579 million yuan-1.1419954 million yuan, an increase of 30%-45% over the same period last year.

Lens Technology stated that the reasons for the change in the company's operating performance in the first three quarters of 2015 were: during the reporting period, the company's main products and new product orders and production and sales increased, and operating income increased compared with the same period last year; at the same time, the company further implemented refined management, strengthened production and procurement control, vigorously promoted production automation, and continuously improved production efficiency and management efficiency;

Anjie Technology expects net profit in the first three quarters to increase by 80% to 110% year-on-year

Anjie Technology expects the net profit attributable to shareholders of listed companies from January to September 2015 to be 161.3632 million yuan - 188.257 million yuan, an increase of 80% -110% over the same period last year. The performance changes indicate that due to the good market response after the launch of new products from the company's major customers, the company seized the opportunity and vigorously cooperated with customer demand for shipments. The shipment volume increased compared with the company's previous expectations. Therefore, the company's performance from January to September 2015 was different from the company's performance estimate in the 2015 semi-annual report.

Tiantong Shares expects net profit in the first three quarters to increase by 350% to 400% year-on-year

Tiantong Co., Ltd. predicts that the net profit attributable to shareholders of listed companies from January to September 2015 will increase by 350%-400% compared with the same period last year. The main reasons for the expected increase in performance for this period are 1. Subsidiary Tiantong Jicheng's intelligent optoelectronic equipment, crystal equipment, environmental equipment, etc. have experienced a substantial increase in sales revenue and gross profit due to increased orders; 2. Subsidiary Tiantong Precision Electric has increased sales and profits due to market demand in the security and communications fields; 3 , the company's sapphire products, especially the substantial growth in sales of mobile terminals and wearable products; 4. Through the adjustment of product structure, magnetic materials focus on market development in the fields of communication servers and automotive electronics to achieve stability; 5. The company has raised funds in place, and financial expenses have been reduced accordingly.

Luxiao Technology expects net profit in the first three quarters to increase by 469.75% year-on-year to 543.27%

Luxiao Technology estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will be 31 million yuan to 35 million yuan, an increase of 469.75% to 543.27% over the same period last year. Explanation of reasons for performance changes 1. The efficiency of subsidiaries increased. 2. The above estimates of the company's operating performance from January to September 2015 do not take into account the company and its subsidiaries' old factory land "returning from second to third" land acquisition and storage and compensation for the demolition of above-ground buildings. 3. The company and its subsidiaries' old factory land "retirement from second-level to third-level" work is progressing smoothly. For example, the completion of land acquisition and storage and compensation for the demolition of above-ground buildings and other related work will have a great impact on the company's performance from January to September 2015 or the full year. The company will announce the progress in a timely manner.

Jingsheng Electromechanical expects net profit to increase by 40%-70% year-on-year in the first three quarters

Jingsheng Mechanical and Electrical Company predicts that the cumulative net profit from the beginning of the year to the end of the next reporting period will increase by 40%-70% year-on-year, and the net profit attributable to shareholders of the listed company will be 70.3966 million yuan-85.4816 million yuan (without pre-auditing by an accounting firm). The main reasons for the change are: 1. Due to the gradual recovery of the photovoltaic industry, the number of products delivered and accepted as of the announcement date has increased year-on-year. At the same time, the orders signed so far have also increased significantly year-on-year. 2. The subsidiary Inner Mongolia Jinghuan Electronic Materials Co., Ltd.'s "annual output of 25 million mm sapphire crystal rod production project" has formed batch sales, and the market situation is good. 3. During this reporting period, the company's new products such as crystal ingot cutting machines were introduced to the market, and its high-end equipment service business was gradually developed, all of which achieved good returns. 4. The impact of non-recurring gains and losses on net profit during the reporting period ranges from RMB 1 million to RMB 4 million.

Antai Technology expects net profit in the first three quarters to increase by 1,286.00% year-on-year to 1,335.98%

Antai Technology estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will be 82.6262 million yuan to 85.6062 million yuan, with a change range of 1,286.00% to 1,335.98% compared with the same period last year. The reason for the change in performance shows that the main reason for the substantial increase in the company's net profit is that the company sold 70% of the equity of its holding subsidiary Beijing Antai Biomedical Materials Co., Ltd., which resulted in a significant increase in investment income in the current period compared with the same period last year. At the same time, the company actively promoted reforms and adjustments, and its main business also achieved good growth.

Zhonghuan Co., Ltd. expects net profit in the first three quarters to increase by 45% to 55% year-on-year

Zhonghuan Co., Ltd. predicts that the net profit attributable to shareholders of listed companies from January to September 2015 will range from 146 million yuan to 156 million yuan, an increase of 45% to 55% over the same period last year. Explanation of reasons for changes in performance 1. The company's technical advantages, management advantages, cost advantages, and sustainable development capabilities have become increasingly obvious with the development of the industry, and its performance has gradually been released. 2. The company's competitive strategy for differentiated products and the application of new technologies with independent intellectual property rights have enabled the company to continue to improve its comprehensive competitiveness and profitability. 3. In the company's new energy photovoltaic manufacturing industry, while adjusting and optimizing the product structure, the process technology has been improved and upgraded and the level of automation has been improved, giving the company's products significant advantages in the industry, with sales scale, sales revenue, and profits increasing.

Crystal Optoelectronics expects net profit in the first three quarters to increase by -20% to 10% year-on-year

Crystal Optoelectronics estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will be: 102.4171 million yuan - 140.8235 million yuan, with a change range of -20% to 10% compared with the same period last year. Reasons for changes in performance: 1. The company's overall sales will still maintain steady growth, but the continued decline in prices of optical products and LED products will affect the overall profitability. 2. The company invests heavily in strategic layout and new product development, which increases expenses.

Tongfang Guoxin expects net profit in the first three quarters to increase by 10.00% year-on-year to 35.00%

Tongfang Guoxin expects 201 The net profit attributable to shareholders of listed companies from January to September in 5 years ranged from 247.5602 million yuan to 303.8238 million yuan, an increase of 10.00% to 35.00% over the same period last year. The reasons for the change in performance indicate that traditional business continues to maintain steady growth, new products have begun to enter the market, forming new profit contributions, and operating performance has steadily improved.

Jinggong Technology expects a net profit of 5 million yuan to 10 million yuan in the first three quarters

Jinggong Technology estimates that the net profit attributable to shareholders of listed companies from January to September 2015 will range from 5 million yuan to 10 million yuan. The reason for the change in performance is that the company disposed of the equity interests of Zhejiang Jinggong New Energy Co., Ltd. and Hangzhou Special Purpose Vehicle Co., Ltd., its original wholly-owned subsidiaries with large losses last year. Therefore, it is expected that the net profit attributable to shareholders of the listed company from January to September 2015 will turn losses into profits year-on-year.

Pre-reduction

Dongjing Electronics expects net profit in the first three quarters to be -75 million yuan to -65 million yuan

Dongjing Electronics expects the net profit attributable to shareholders of listed companies from January to September 2015 to range from -75 million yuan to -65 million yuan. The reasons for the change in performance indicate that affected by the macroeconomic environment, the company will continue to expand the market for its main business products, leverage its production capacity, reduce costs and increase efficiency, and enhance corporate competitiveness. In the face of still severe market competition, price fluctuations and customer development will directly affect the operating performance in the third quarter of 2015.

Dianlong Optoelectronics lost 35 million to 40 million yuan in the first three quarters

Dianlong Optoelectronics released a performance forecast on the evening of October 13. The company expects a loss of 35 million to 40 million yuan from January to September 2015, a loss of 62.47 million yuan in the same period last year.

The company expects a loss of 12 million to 17 million yuan from July to September 2015, compared with a loss of 8.59 million yuan in the same period last year.

Dianlong Optoelectronics stated that due to the continued downturn in the industry environment, the company has fewer sales orders and no significant growth in revenue. The company suffered losses from January to September 2015. The estimated impact of non-recurring gains and losses on net profit from January to September was 18.15 million yuan, while the impact of non-recurring gains and losses on net profit in the same period last year was 7.7197 million yuan.

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