The performance forecast for the first half of 2021 disclosed by Ledman Optoelectronics (300162.SZ) on the evening of July 8 shows that the company expects to achieve revenue of 550 million yuan to 590 million yuan from January to June this year, an increase from the same period last year. 40%-50.18%, a record high in the same period since the company was listed; the net profit attributable to shareholders of the listed company was 18 million yuan-23 million yuan, a year-on-year increase of 217.60%-305.82%.
According to the announcement, the driving force for Ledman Optoelectronics’ performance growth in the first half of this year comes from the explosion of domestic and foreign markets. In terms of foreign markets, the company's overseas exports have gradually recovered, and the growth rate of Micro LED ultra-high-definition display products based on COB advanced technology has accelerated. Export orders are full in the first half of 2021, resulting in a year-on-year increase in the company's overseas revenue; in the domestic market, as the LED display market demand continues to grow, and driven by the new ultra-high-definition visual changes of 5G+8K, the company's Micro LED display products based on COB advanced technology are in the professional market.
It has carried out ecological layout in three tracks: industrial display, commercial display and civil display, strengthened the construction of domestic regional sales network and showrooms, focused on developing high-quality partners, and continued to increase its market share, thus driving the rapid growth of Ledman Optoelectronics' domestic operating income.
If viewed on a quarterly basis, Ledman Optoelectronics’ performance growth in the second quarter of this year is even more astonishing. Since the revenue and net profit disclosed by Lehman Optoelectronics in the first quarter of this year were 226 million yuan and 3.9 million yuan respectively, it is not difficult to calculate based on this. The company's net profit attributable to shareholders of listed companies in the second quarter of this year was 14.1 million yuan - 19.1 million yuan, an increase of 2028% - 2783% over the same period last year; the company's revenue in the second quarter of this year was 324 million yuan - 364 million yuan, a year-on-year increase of 44% - 61.77%.
Analysts who follow Ledman Optoelectronics said that Ledman Optoelectronics’ Micro LED ultra-high-definition display products based on COB advanced technology are a new generation of display technology. Compared with traditional LCD, LED, projector and other display products, the technical advantages are obvious, and the demand in the high-end large-screen market has begun to be rapidly released, especially in the
Demand has surged in security, emergency, transportation, energy, surveillance, command and dispatch centers, radio and television media, corporate conferences, exhibitions, cinemas, commercial retail and other fields. In fact, Ledman Optoelectronics' COB products began to work hard as early as 2019, driving the company's net profit that year to increase by 210% year-on-year and reaching a record high. However, this development momentum was blocked by the new crown epidemic in 2020. Entering 2021, with the new crown epidemic under control in most countries, it is expected that Ledman Optoelectronics' performance will return to high growth.
From the overall direction of the industry, according to the "Ultra-HD Video Industry Development Action Plan (2019-2022)" jointly issued by the Ministry of Industry and Information Technology, the State Administration of Radio and Television, and the China Central Radio and Television Station, it is expected that by 2022, the overall scale of my country's ultra-high-definition video industry will exceed 4 trillion yuan, and the number of ultra-high-definition video users will reach 200 million. The 4K industrial ecosystem is basically complete, 8K key technology products have achieved breakthroughs in research and development and industrialization, and the ultra-high definition of LED displays has become a trend. As a new generation of display products, Micro LED based on COB technology is
Products such as crystal displays and LEDs based on traditional SMD technology have obvious generational advantages and are bound to shine in the "5G+8K" era. As a leader in COB technology, Ledman Optoelectronics is expected to continue to benefit in the future.
ANNA