Experienced industry "shuffle" after 2015, the LED industry first began showing signs of recovery in the first half of this year. Wind data statistics show that about half of the LED industry listed companies posted in the first half of the forecast, profit year-on-year growth, at least five companies earnings doubled, many listed companies in the layout of virtual reality, culture, sports and other emerging markets, to the diversified transformation.

The main positive

From the perspective in the first half net profit, in addition to dry as photoelectric, hong photoelectric and leah's main business is expected to improve, net income will be doubled, Switzerland abundant photoelectric etc. Also expects net profit growth of 20% above. High LED President jack zhang to the securities times, lotus financial journalist, said the LED after last year the industry reshuffle, industry concentration, price stabilization, listed companies tend to improve profit environment.

Hon optoelec forecast, on July 1, belonging to shareholders of listed companies during the first half net profit is expected to 131 million yuan to 143 million yuan, an increase of 130% to 150%. Good company said, on the one hand, the LED lighting market demand, main business to maintain a stable growth, in addition, the transfer of the equity subsidiary xin interpretation of photoelectric 15.05% stake. According to announcement, the part of the equity transfer is expected to increase the company's 2016 annual net profit of about 2016 yuan.

And leah said, because of increased sales scale and the order, in the first half of the expected profit is expected to reach 170 million yuan to 187 million yuan, an increase of 110% to 130%. At the same time, the company also expand business scale through acquisitions. On June 29th, leah, 350 million yuan in cash acquisition of Shanghai zhongtian lighting complete sets co., LTD., full ownership, in order to improve the listed company in east China area lighting engineering market share of the business, to achieve national lighting engineering businesses.

Main business for the better and autoart electronic and sun lighting. Ao tuo electronics said thanks to revenue growth, is expected in the first half net profit is expected to achieve 10.8 million yuan to 10.8 million yuan, up 598.31% to 643.57%, at present in the LED industry by listed companies. Sun also said LED light source and lamps and lanterns lighting products revenues continue to maintain steady growth, is expected in the first half of 2016 net profit year-on-year growth of 10% to 40%, in the first half of last year the company net profit of 178 million yuan.

Acquisition targets and table are also beginning to thickening performance. Honest technology is expected with billions of wireless, golden yixuan included in the consolidated statements, the expected net profit of 55.9837 million yuan to 66.351 million yuan, the highest year-on-year growth of more than two times. In addition, in January, ruifeng optoelectronic company shenzhen ling tao photoelectric technology co., LTD., and table, the company is expected in the first half of the profit of 21.6578 million yuan to 27 million yuan, an increase of up to 24.67%.

Preempt the tuyere

Ping an securities analyst Liu Shun wel, points out that the 2015 global LED lighting penetration reached 27%, keep rising trend, as domestic LED manufacturers in southeast Asia, India and other emerging markets, the future will continue to benefit from. On the other hand, outdoor screen, such as car market is expected to form new market opportunities. It is important to note that the LED of the listed company began in VR emerging fields such as layout, double main drive.

As a leading LED small spacing, leah DE "culture technology + financial" for the long-term development strategy, using VR/AR technology, with "audio-visual culture experience operating" service. At present, the company investment covers VR/AR hardware and display, cultural creativity, industry application, content production and other fields.

In march, leah, and sichuan zhisheng signed "virtual reality technology innovation and application of" strategic cooperation agreement, to jointly study the small spacing LED display technology and VR technology integration application, and jointly invest in the construction and operation based on culture and art and the combination of science and technology as the core platform, etc. In June, the company through the subsidiary for $5 million investment leading companies MagicLeap, augmented reality technology research and development of competitiveness in an all-round way, and plans to apply MagicLeap launched follow-up products to China and other markets.

Abby's also set about VR field layout. May announcement, the company offered $4.5 million acquisition of Hong Kong LED display manufacturers Artixium51 % equity. Artixium development to provide a course of virtual display screen has been tested by some European clubs, to prepare for the future cuts "VR + sports". According to introducing, a new generation of display screen series can realize virtual advertising scene, let people watch different channels at the stadium on the screen to see different advertising, will become the new development of VR technology in sports shows.

Emerging market development, lehman shares began as early as 2011 transboundary sports industry layout, is expected in the first half of this year net profit up 20% to 40%, the highest profit can reach 27.7555 million yuan. According to the company, through the implementation of high-tech LED, sports double main business development strategy, the main business to maintain a stable development; In addition a wholly owned subsidiary of shenzhen billiton technology co., LTD. And table, growth; At the same time, continue to increase the intensity of sports resource development and marketing, sports resources marketing revenue growth significantly. In addition, the hon optoelec start a "+ car LED industry networking" double main formats. Last year company taking a stake in the car networking diener technology, set up industry fund.

Jack zhang, said bullish on combining with the main business of listed companies "extension" and "crossing", compared with some packaging companies directly crossover do cultural education and other fields, for industrial enterprises, the risk is higher.