"New enthusiasm" for the layout of LED listed companies in emerging fields such as VR, culture and sports

After reading the “big reshuffle” of the industry in 2015, the LED industry began to show signs of recovery in the first half of this year.

Recently, many listed companies in the LED industry have announced their first-half performance forecasts, and their earnings have increased year-on-year.

Industry experts pointed out that in 2015, the global LED lighting penetration rate reached 27%, maintaining an upward trend. With the development of domestic LED manufacturers in emerging markets such as Southeast Asia and India, the future will continue to benefit.

Among them, it is worth mentioning that outdoor screens and vehicle markets are expected to form new market opportunities. Moreover, many LED listed companies began to deploy in emerging areas such as VR, culture and sports, and started to drive the dual main business.

For example, Liard (300296) takes "Cultural Technology + Finance" as a medium- and long-term development strategy and uses VR/AR technology to provide "audio-visual culture experience operation" services. At present, the company's investment covers VR/AR hardware and display, cultural creativity, industry applications, content production and other fields.

In March of this year, Liard and Chuan Dazhisheng signed a strategic cooperation agreement on “Virtual Reality Technology Innovation and Application”, and proposed to jointly research and integrate LED small-pitch display technology and VR technology, and jointly invest in construction and operation based on culture, art and science. Technology is combined as a core platform.

In June, Liard invested $5 million in a subsidiary to invest in a well-known augmented reality company, Magic Leap, to comprehensively enhance the competitiveness of technology research and development, and plans to introduce Magic Leap to follow-up products to China and other markets.

At the same time, Abbyson (300389) also started the layout of the VR field. In May, the company plans to invest US$4.5 million to acquire a 51% stake in Hong Kong's LED display manufacturer Artixium.

The stadium screen developed by Artixium to provide virtual display has been tested by some European clubs to prepare for the future of "VR + sports." According to reports, the new generation of stadium screen series can achieve virtual advertising multi-scene display, so that people watching different channels see different advertisements on the stadium screen, which will become a new development of VR technology in sports display.

Moreover, on June 20 this year, Lianjian Optoelectronics (300269) said on the interactive platform of investor relations that the company has cooperated with domestic well-known virtual reality system products and application development companies to jointly research VR based on LED small-pitch display technology. Virtual display system solution, the company has applied the program to more than 10 universities and enterprises in China and will continue to promote it.

In terms of emerging market development, Lehman shares began to cross-border the sports industry as early as 2011. It is expected that net profit in the first half of this year will increase by 20% to 40%, and the maximum profit will reach 27.5575 million yuan. The company said that through the implementation of high-tech LED and sports dual-main development strategy, the main business has maintained a stable development; in addition, the wholly-owned subsidiary Shenzhen Tuoxiang Technology Co., Ltd. consolidated its performance; at the same time, it continued to increase sports resources development. With marketing efforts, the marketing revenue of sports resources has grown significantly.

In addition, Hongli Optoelectronics began to create the "LED industry + car networking" dual main business format. Last year, the company participated in the car networking company Dina Technology and established an industry fund.

Dr. Zhang Xiaofei, Chairman of the High-Technology Research Institute, said that optimistic about the “extension” and “crossing” of listed companies in combination with the main business, compared with some packaging companies directly cross-border cultural education and other fields, for industrial enterprises, the risk is higher.

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