With the opening of the quarterly report, the forecast for the performance of the quarterly report has also accelerated. According to incomplete statistics, there are already 24 GEM listed companies in the LED industry that have disclosed their first quarter 2017 results. Judging from the performance forecast disclosed by listed companies, 19 companies are pre-happy, and nearly 80% of enterprises have achieved different degrees of growth in net profit. With the opening of the quarterly report, the forecast for the performance of the quarterly report has also accelerated. According to incomplete statistics, there are already 24 GEM listed companies in the LED industry that have disclosed their first quarter 2017 results. Judging from the performance forecast disclosed by listed companies, 19 companies are pre-happy, and nearly 80% of enterprises have achieved different degrees of growth in net profit. Among them, the growth rate of Ganzhao Optoelectronics is the largest, reaching 6500% to 7300%, and currently ranks second among all companies on the GEM that have disclosed a quarterly report. Below, I will go with the small series to see the first quarter performance forecast of these LED companies, to see who earned more fierce! LED chip company Aoyang Shunchang February 13, Aoyang Shunchang released the first quarter of 2017 results It is predicted that from January 1, 2017 to March 31, 2017, the company's net profit attributable to shareholders of listed companies was RMB 54.48 million and RMB 61.15 million, an increase of 40%-70% over the same period of the previous year. Aoyang Shunchang said that the main reason for this pre-increased performance is that the company's overall business operations are in good condition. Since June 2016, the lithium battery business has been included in the scope of the company's consolidated statements and continues to contribute profits to the company. Huacan Optoelectronics On February 26th, Huacan Optoelectronics announced the first quarter of 2017 performance forecast. The company expects to make a profit of about 76 million yuan to 81 million yuan in the first quarter of 2017, a year-on-year loss. During the reporting period, the company's LED chip production increased by more than 90% year-on-year; the company obtained large government subsidies, and the impact of non-recurring gains and losses on net profit was 242 million yuan. Huacan Optoelectronics' first-quarter results turned sharply, the main reasons are as follows: With the recovery of the LED chip industry and the production of new production equipment, the company's LED chip business revenue has increased significantly compared with the same period last year, while this quarter compared to last year. In the same period, the company's blue-chip technology sapphire business module revenue has been added to further increase the company's overall income level. The gross profit margin of the company is expected to continue to maintain the level of the fourth quarter of last year, which will be significantly higher than the level of the first quarter of last year and is expected to increase by about 20%. The increase in revenue and gross profit margin made the company's performance improved significantly during the reporting period. The company expects the growth of gross profit to be much larger than the growth of other company's management expenses, which is the main reason for the company's profit growth this quarter. In addition, it is expected that the company's non-operating income growth will also contribute to the improvement in performance. Dehao Runda On March 30th, Dehao Runda issued a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 -90 million to -70 million, a year-on-year change of -1.55% to 21.02%. The average net profit growth rate of the optical optoelectronics industry was 34.16%. The company said that the first quarter was the off-season of the company's small household appliance business. The sales volume of the small household appliance business decreased slightly compared with the same period of last year. In addition, the raw material price in the first quarter of this year increased significantly compared with the same period of last year. The Spring Festival holiday was long. The overall utilization rate of the first quarter was low, and the manufacturing cost of the products increased year-on-year. The gross profit margin of the company's small household appliances business declined year-on-year. 2. In December 2016, the company sold 100% equity of Dehao (Hong Kong) Optoelectronics Technology Co., Ltd. (hereinafter referred to as Hong Kong Dehao Optoelectronics Co., Ltd.) and its controlled subsidiaries to the Ruiyu China High Tech (600730). Technology Industry Investment Fund Limited Partnership, the equity delivery date is December 30, 2016. Since January 1, 2017, Hong Kong Dehao Optoelectronics and its controlled subsidiaries are no longer included in the scope of the company's consolidated statements, which has a certain negative impact on the company's overall sales and profits. 3. The RMB exchange rate has slightly appreciated compared with the beginning of 2017, and there is also a certain exchange loss for the company. Ganzhao Optoelectronics Zhaozhao Optoelectronics announced that from January to March 2017, the net profit was 35.64 million yuan to 399.60 million yuan (compared with 54 million yuan in the same period of last year), an increase of 6500% to 7300%. The company has also become the company with the second largest increase in net profit expected by the GEM. LED packaging company Guoxing Optoelectronics on the evening of March 21, Guoxing Optoelectronics released the first quarter of 2017 performance forecast, the company expects to achieve a net profit attributable to shareholders of listed companies in the first quarter of 48.652 million yuan -55.410 million yuan , an increase of 30%-50% over the same period of the previous year, and a profit of 37.271 million yuan in the same period last year. The company said that the main reason for the change in the first quarter of 2017 was the gradual release of the company's production capacity and the increase in sales revenue. On the evening of March 24, Jufei Optoelectronics disclosed the first quarter 2017 results forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 330.685 million to 41.695 million, a year-on-year change of 15.00% to 45.00%. . Ruifeng Optoelectronics On the evening of March 28, Ruifeng Optoelectronics disclosed the first quarter 2017 results forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 17.7572 million to 217.623 million, a year-on-year change of 5.00% to 30.00%. Mu Linsen On March 29, Mulinsen issued a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 110 million to 138 million, a year-on-year change of 117.98% to 173.46%. The company said that in the first quarter of 2017, the price of the company's main products was stable, and the new capacity of the fundraising project was gradually released. In addition, the release of new capacity of the company's fundraising project, the scale effect was significantly improved, and the unit cost of the product was further reduced. As a result, the company's current operating results have increased significantly compared to last year. On April 1st, Wanrun Technology released the first quarter results forecast for 2017. The company expects net profit attributable to shareholders of listed companies to be RMB 23,641,600, which is RMB 27,787,300, an increase of 185% over the same period of the previous year. 235%. During the reporting period, the company's performance changes were mainly: compared with the same period of last year, the company's consolidated scope increased during the reporting period. Beijing billion wireless information technology Co., Ltd., Beijing Dingsheng Yixuan Network Marketing Planning Co., Ltd. and Beijing Vientiane New Mobile Technology Co., Ltd., in which: Beijing Vientiane New Mobile Technology Co., Ltd. has been included in the scope of the company's consolidated statements since February 1, 2017. Hongli Zhihui Hongli Zhihui released the first quarter of 2017 results forecast on April 5, 2017. On January 31, 2017, the company's profit is estimated to be RMB 68.218 million, which is RMB 81,121,900, up 5% year-on-year. -25%. According to the company, the main reason for the change in the first quarter of 2017 compared with the same period of the previous year is that the LED lighting market needs to be better, the company's operating performance remains stable, and the sales revenue has achieved steady growth; the capacity of Jiangxi Hongli's fund-raising expansion project is not complete. The release has a certain impact on operating profit; government subsidies received during the reporting period increased compared with the same period of the previous year. On April 10, the Changfang Group issued the “First Quarter 2017 Results Announcement”, saying that on January 1, 2017, March 31, 2017, the net profit attributable to shareholders of listed companies was 2 million yuan. Ten thousand yuan, down 65.68%-86.27% over the same period of the previous year, and profit of 14.456 million yuan in the same period last year. In the "Announcement", the Changfang Group made a relevant explanation on the reasons for the change in performance: 1. In the first quarter of 2017, the company's factory relocation caused some of the company's production capacity to be effectively released; 2. The company's Huizhou Industrial Park plant has been completed and fixed. Assets, beginning to depreciate, but have not yet produced economic benefits, have a certain impact on the company's net profit; 3, of which, the impact of non-recurring gains and losses on net profit is about 3.4 million yuan. On April 10, Guangsheng shares released the first quarter results forecast for 2017. The company expects the net profit attributable to shareholders of listed companies from January 1 to March 31, 2017 to be 98.209 million yuan, 11.45 million yuan, compared with the same period of the previous year. Growth: 48.27% - 72.98%. In the first quarter of 2017, the net profit attributable to shareholders of listed companies increased significantly compared with the same period of last year. The main reasons were: 1 The company's LED lighting and LED packaging business continued to grow steadily, which had a positive impact on the company's operating income and net profit. . 2 The company's FPC business suffered a loss in the first quarter of last year. In the first quarter of this year, its revenue increased significantly and turned into a profit. 3 Compared with the same period of last year, the rental income in the first quarter of this year increased, contributing to the increase in net profit. LED lighting application company Wei Wei shares on March 23, Wei Wei shares released first quarter results forecast, the company expects first quarter 2017 profit of 68.5 million yuan -82 million yuan, an increase of 47.71% over the same period last year - 76.83%. Sunshine Lighting On April 10, Sunshine Lighting also disclosed the first quarter 2017 results forecast. The company expects the net profit attributable to shareholders of listed companies to change 15.00% year-on-year in January-March 2017. The company said that from January to March 2017, the company's LED light source and lighting products business revenue continued to maintain steady growth. LED display company Lianjian Optoelectronics On March 22nd, Lianjian Optoelectronics also disclosed the first quarter 2017 results forecast. It is estimated that the company's net profit for the first three months of 2017 will be 690.00 million yuan to 80 million yuan, compared with 5,658.17 in the same period of last year. Ten thousand yuan, an increase of 21.37% to 40.72%. Lianjian Optoelectronics said that the above predictions are based on the following reasons: Compared with the same period of last year, the main reason for the increase in net profit in the current period is the steady growth of the company's endogenous and extended-end, digital marketing, digital outdoor, digital display equipment. The scale of business sales and orders continue to increase, and the profitability and service capabilities of the company's intelligent marketing service group continue to increase. Liard On March 27, Liard disclosed the first quarter 2017 results forecast. The company expects net profit attributable to shareholders of listed companies from January to March 2017 to be 164 million to 180 million, a year-on-year change of 100.00% to 120.00%. Alto Electronics on April 1st, Alto Electronics released the first quarter results forecast, the company is expected to achieve operating income of 457,079,739.05 yuan, an increase of 55.91%; operating profit of 93,049,543.03 yuan, an increase of 620.68%; The net profit of the shareholders of the listed company was 86,282,371.38 yuan, a year-on-year increase of 302.88%, exceeding the profit target of 65 million yuan set at the beginning of the year. The comprehensive gross profit margin is 55.37%, and the net operating cash flow is RMB 15.45 million, reflecting the strong competitiveness of Alto products and the benign development of the company's operations. The year-on-year increase in results was mainly due to sales revenue growth, investment income and exchange income growth. Ai Bieson On April 7, Abisen disclosed the first quarter 2017 results forecast. It is estimated that the company's net profit attributable to listed company shareholders will be 11.7 million yuan to 13.5 million yuan, down 40% to 48%. Due to the introduction of new products from Abbyson's multiple display screens in the fourth quarter of 2016, during the new and old product exchange period, the display orders in the fourth quarter of 2016 did not meet the expected targets, resulting in the revenue confirmed in the first quarter of 2017 and the previous year. The decline in the same period has an impact on the company's net profit. However, Ai Biessen's display orders in the first quarter of 2017 reflected good results, with the display order value in March increasing by nearly 40% year-on-year; in the first quarter of 2017 compared with the same period of last year, Abbison invested in R&D and introduced The cost of high-end talents at home and abroad has increased. In addition, exchange rate fluctuations in the first quarter of 2017 led to exchange losses in the current period. The impact of Abeson's non-recurring gains and losses on the company's net profit in the first quarter was approximately 4.62 million yuan, mainly due to receipt of government subsidy income. Zhouming Technology Recently, Zhouming Technology disclosed the first quarter of 2017 performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 4,800-5,200,000, an increase of 138% to 157.88%. Compared with the same period of last year, the net profit growth of Chau Ming Technology mainly has the following reasons: (1) The sales of Shenzhen Radio Vision Technology Co., Ltd., a wholly-owned subsidiary of the company, increased significantly compared with the same period of last year; (2) The domestic LED small-pitch market continued to improve, with sales increasing significantly compared with the same period of last year; (3) Foreign trade sales revenue continued to grow, rising compared with the same period last year. Lehman shares Recently, Lehman shares disclosed the first quarter of 2017 performance forecast, the company's net profit attributable to shareholders of the listed company is expected to be 603.84-90.576 million yuan, down 10% to 40%. Lehman's first-quarter results in 2017 fell in the same direction, mainly because the company's net profit attributable to shareholders of listed companies decreased compared with the same period of the previous year. Among them, LED main business sales revenue and profits increased, while sports income was no longer The renewal of the Super League contract has declined to some extent. LED driver company Maoshuo Power On March 30, Maoshuo Power released a forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be -50 million to 0.0, a year-on-year change of -189.97% to 100.00%. The average net profit growth rate of the electronics manufacturing industry was 31.31%. The company said that during the reporting period, the output of some products was lower, and the fixed expenses were relatively large, resulting in low profit. After preliminary calculation, it is expected to lose money in the current period. Infineon On April 7, Infinex released its performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 579,600 to 115,932,000, a year-on-year change of -70.00% to -40.00%. The average net profit growth rate of other electronics industries was 30.14%. The company stated that the company's Binjiang headquarters building project and Tonglu production base project (hereinafter referred to as real estate) were put into use in April and August 2016 respectively, and the construction in progress was transferred to fixed assets. In the first quarter of 2017, the new property depreciation was 666.20 compared with the same period of last year. Ten thousand yuan. The financial expenses were mainly affected by the capitalization of the bank loan interest, which was an increase of 2.793 million yuan over the same period of last year. On the evening of April 7th, Yuanfang Optoelectronics announced the first quarter of 2017 performance forecast. The company expects the net profit attributable to shareholders of listed companies in the first quarter of 2017 to be 24.4 million yuan, 28.25 million yuan, up 90% over the same period of the previous year. %-120%. Masters' remittance On April 7, Mingjiahui issued a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to March 2017 to be 17.86 million to 2.083 million, a year-on-year change of 80.00% to 110.00%. The average net profit growth rate of the building decoration industry was 9.23%. The company stated that 1. With the successful listing of the company, the company's working capital was solved, and the company's accumulated experience in lighting engineering business and further increase in industry visibility, the company's main business income and net profit have achieved significant growth. 2. From January to March 2017, the company expects that the non-recurring gains and losses will affect the net profit attributable to shareholders of listed companies by approximately RMB 97,000.

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