How can the six major display companies continue to differentiate in order to “stand out”?

In order to break the embarrassing situation of long-term low-profit, and seek survival and development in the market reshuffle, LED display companies have actively arranged in the operation differentiation.

LED display listed companies represented by Eliyad, Lianjian Optoelectronics, Lehman shares, etc. have changed their development ideas, began to explore new services and profit models, and turned their attention to high-end leasing, cultural media, sports, finance and other fields.

Up to now, six A-share listed companies with LED display as their main business have completed the release of the first quarter of 2016. Among them, Liard's quarterly report operating income of 807 million, net profit increased by 140.56%; Alto's electronic operating income of 536.43 million yuan, net profit decreased by -1108.99%.

From the 2015 annual report and the 2016 quarterly report, the performance of listed companies continues to differentiate. Through the cooperation or extension of mergers and acquisitions, explore the emerging business strategy of "LED display +", and thus become the "first mover" in the LED display mode innovation.

1. Liard (in the first quarter, the operating income of 807 million yuan increased by 140.56%)

Established: Established in 1995.

Time to market: listed on March 15, 2012.

Business advantage:

1, hardware strength:

The company is headquartered in Haidian Park of Zhongguancun Science and Technology Park. It has a production base in Shenzhen. It has a 120-mu industrial base under construction in Yizhuang, Beijing. It has several branches and offices throughout the country.

2. Development direction: VR as the key development direction

In 2016, Liard officially adopted VR/AR as the company's key development direction, and adjusted the original four-wheeled sector to the cultural sector and technology sector. The medium and long-term strategy was upgraded to “cultural science and technology + finance” to create “audio-visual culture multinational group”. The strategic goal for 2016 to 2018 is to build the “Liyad” and complete the “Billion+” project.

3, industry advantages: based on the development of small-pitch LED industry

Liard's small-pitch LED TVs signed a new single of 300 million yuan in the first half of this year, confirming revenue of 192 million yuan, an increase of 235.49% over the same period of the previous year. The company's small-pitch LED TV revenue accounted for a new high, reaching 46.56%.

Performance interpretation:

Since 2016, Liard has opened a new “three-year plan” as a group company. This year is the first year of the company's involvement in cultural performing arts operations, and it is also a year to bring huge imagination space. It is expected to replicate the culture of Maotai Town in the future. Tourism project PPP mode in other provinces and cities, such as Chengdu Wuhou District, Zunyi City, etc., the cultural sector will undertake the technology sector to contribute to high growth rate performance.

Liard Investment has increased its capital to acquire 22.4% of the equity of Xinfu Technology. With the help of Xinfu's inertial motion capture system, it provides technical support for the immersive offline entertainment experience in the cultural tourism project. The VR industry layout is also downgraded to enhance audiovisual. Cultural experience.

2. Lianjian Optoelectronics (the first quarter operating income of 369 million yuan increased by 106.87%)

Established: Established in 2003.

Time to market: Listed on the GEM of the Shenzhen Stock Exchange in 2011.

Business advantage:

1. Marketing model: the income of four media companies

Lianjian Dianguang acquired four media companies. These four companies are involved in Internet advertising, outdoor media operations, one-stop outdoor advertising services, event communication and creative planning, and enhance the online and offline service capabilities of listed companies from different angles. Marketing services add momentum.

2. Operation mode: establishing a partner mechanism

Through the introduction of equity incentives, employee stock ownership plans, mergers and acquisitions, etc., Lianhe Optoelectronics unites the company's profit creators, operation controllers and benefit-sharing partners, and the subsidiaries integrate and build a business partner mechanism.

Performance interpretation:

A transformation: from LED advertising screen manufacturers to outdoor advertising operators. Since 2013, the company has entered the field of outdoor advertising through the acquisition of time-sharing media, easy-to-reach, AUO, and precision segmentation.

Second transformation: enter the field of online digital marketing, the acquisition of four target companies: Shenzhen Lima provides Internet advertising traffic portal; Huaying culture enhances the ability of regional outdoor advertising; Litang marketing enhances the strength of marketing segment; The media enhances the ability to integrate third-party advertising resources nationwide.

The digital outdoor advertising sector has huge room for growth. It is expected that the outdoor advertising market will increase from 84.6 billion yuan to 160 billion yuan (CAGR ~ 23.7%) in 14-17 years, and the online advertising market will increase from 154 billion yuan to 332.7 billion yuan. CAGR ~ 29.2%). At present, the prototype of Lianjian Optoelectronic Digital Outdoor Media has been completed, forming six business segments: public relations planning, agency execution, advertising platform, interactive activities, advertising resources and advertising equipment. It will pass the online digital and offline outdoor stations. Advertising solution, the synergy of each business segment is emerging.

3. Ai Biesson (the first quarter operating income of 2,200 million yuan decreased by 25.45%)

Founded: Founded in 2001.

Time to market: August 1, 2014, the GEM is listed.

Business advantage:

1. Marketing mode: "Hotel screen, free installation"

The "Hotel Screen, Free Pack" model is a new hotel marketing model proposed by Abbyson. The screen is provided free of charge to the hotel. It is mainly installed in the hotel's banquet hall or conference room. The usage fee and the advertising fee are collected and divided into the hotel. win-win.

2. Market advantage: long-term rooted in sports field

Abbyson has long been rooted in the sports field and has become a top international sports event solution provider in the Bundesliga, World Club Cup, NBA and F1.

Performance interpretation:

2016Q1 industry sentiment has increased, the company's order performance is bright: the overall growth rate of the company's display orders in the first quarter reached 40%, in line with expectations. Among them, the small-pitch orders were about 103 million yuan, an increase of about 86% year-on-year; the traditional large-distance orders were about 191 million, an increase of about 23%. In the first quarter, the industry's business climate began to increase. The main reason is that 2016 is a year of sports events, and the demand for LED display market has increased. The performance of small pitch is particularly bright.

2016Q1 revenue has not yet performed, but the gross profit margin has increased: Q1's LED display sales orders increased by about 40% year-on-year, but due to order delivery, raw material supply and other reasons, operating income increased only slightly. Although revenues increased slightly year-on-year, Q1 gross margin increased by 4.84 percentage points year-on-year and 4.94 percentage points quarter-on-quarter, confirming that the industry's prosperity has increased.

4. Zhouming Technology (the first quarter operating income of 268 million yuan increased by 159.94%)

Established: Zhou Lei Electronics was established on October 26, 2004. In June 2008, it was officially renamed: Shenzhen Zhouming Technology Co., Ltd.

Time to market: listed in June 2011.

Business advantage:

1. Platform establishment: outdoor LED display trading platform, strategic reserve SSP operation platform

At present, an outdoor LED screen trading platform has been established, and the strategic reserve SSP operation platform has been extended to the high end of the value chain. As a domestic leading LED screen leading enterprise, the company has a large number of intermediary and engineering business resources, which can effectively meet the needs of domestic media.

2, industry advantages: strong technical strength in small spacing

In the industry, the company has developed a 0.8mm micro-pitch LED display, opening up the blue ocean market with over 110-inch large commercial TVs and digital signage displays.

Performance interpretation:

Small breakouts, greatly improving company performance

In 2015, the company's LED small-pitch display products ushered in a period of business growth, with annual revenue of 484 million yuan, an increase of 122.61% over the same period of the previous year. As of December 31, 2015, the company's small-pitch products received orders of 560 million.

The company is actively expanding the small-pitch production capacity. In 2015, the company's LED small-pitch display capacity reached 6,500 square meters per month, and is also stepping up the construction of a 110,000-square-meter LED application base in Huizhou Daya Bay. The base is expected to be officially put into use by the end of 2016. With the completion and commissioning of the Daya Bay Science and Technology Park, the company's small-pitch production capacity can reach 20,000 square meters per month. Prepare for deployment and capacity preparation in advance for the full outbreak of the next phase of the market.

Redio becomes the new benchmark for LED display applications

The company has established a development strategy of “Industry + Internet + Finance”. In terms of LED display, the company and Redio will actively explore the main business as a link, assist Internet tools, and provide advertising services, creative vision, media/match operations. And other areas of cultural media extension.

5, Lehman shares (first quarter operating income of 108 million yuan increased by more than 40%)

Established: 2004

Time to market: listed on the GEM in 2011.

Business advantage:

1. Industry chain: comprehensively open the sports industry chain

From 2011, Lehman Optoelectronics began cooperation with China's national football. In recent years, Lehman shares closely followed the trend of “Internet +”, and resolutely entered the sports industry from traditional enterprises, and realized its own transformation and industrial upgrading through its layout.

Performance interpretation:

LED field: Expand LED lighting and profiled screens, optimize and integrate LED business to enhance comprehensive competitiveness. In the past two years, the company has successively acquired Kangshuo Exhibition and Extension Technology. Based on the display business, it has laid out other segments of LED and enjoyed the steady growth of the LED field in the future.

Sports Media and Marketing: With the loosening of a series of policies, the value of the business interests of China Super League and China A has ushered in a blowout. The company has a 12-minute Super League, a 30-minute field-side advertising interest in the company and 13 clubs sponsored equity resources with strong scarcity, which will create huge profits for the company. At the same time, the company acquired 100% equity of Huashi New Culture for 780 million yuan and merged into the shareholder. The rich resources of the target party will provide strategic synergy for the future sports media and marketing layout.

Players' youth training and brokerage field: Benefiting from the support of the policy level and the soaring copyright revenue of the Super League broadcast, the Super League team launched a fierce arms race. The domestic players are worth nearly 100 million yuan, and the player brokerage business space is huge. The Lehman International Plan is dedicated to bringing potential stars to the European League, such as Portugal, to enhance the strength of the players through valuable overseas experience, to cultivate the talents of the future for Chinese football, and to create considerable player brokerage income.

6, Alto Electronics (first quarter operating income of 0.53 billion yuan net profit decreased -1108.99%)

Established: 1993.

Time to market: listed on June 18, 2014.

Business advantage:

1. Business model: deepening the transformation of sports industry to operating service providers

In recent years, with the country's emphasis on the sports industry, demand will increase rapidly. Alto will seek more innovative business models, and strengthen the layout of the domestic sports industry by replicating the successful experience in the overseas sports market, in product marketing and equipment. Expansion of related businesses such as leasing, content services, advertising operations and event broadcasts.

2. Service Project: Internet Finance

Alto Electronics is involved in Internet finance and participates in investment in Internet finance. The company makes full use of the Internet financial platform to provide value-added services to the upstream and downstream of the company, and the transformation of the company's financial electronic business has become smoother. In addition, Alto Electronics is also very optimistic about the prospects of the development of the Internet financial industry.

Performance interpretation:

There are many overseas sports events in the sports year. The company's LED display products have strong international competitiveness. Export orders have been warmed up in the first quarter. It is estimated that the annual net profit will reach 65 million yuan.

In the first quarter, the company's export orders for LED display products reached US$19.4 million, exceeding the total of export orders for LED display products in 2015, most of which were LED high-density products. From the past performance of the company, the profits in the even years have generally risen, while in the odd years, the number of sports events is small and the profits are declining. Therefore, the company's performance in 2016 is expected to increase substantially.

A battery charging contact consists of a base plate, which is installed on the floor or laterally at a bracket adjacent of the AGV runway, and a current collector which is installed on the vehicle.

 

A Battery Charger supplies current to the base plate. Once the AGV is in charging position and the collector has made contact with the base plate, the AGV computer turns on the current.

The base plate has chamfered entry/exit ramps to facilitate smooth drive-on/drive-off of the spring loaded collector.

Battery Charging Contacts

Battery Charging Contacts,Agv Battery Charging Support,Charging Contacts For Battery,200A Battery Charging System

Xinxiang Taihang Jiaxin Electric Tech Co., Ltd , https://www.chargers.be