This week, the LED circle entered the peak period of 2017 performance report disclosure, and the overall performance showed an upward trend. This week, the LED circle entered the peak period of 2017 performance report disclosure, and the overall performance showed an upward trend. At the same time, Ganzhao Optoelectronics and Changfang Group were the first to disclose the performance forecast for the first quarter of 2018, both pre-history. Some international manufacturers and Taiwan LED factories have also produced performance sheets, summed up the results of the past year, and are optimistic about the future operations. Among the 31 LED companies mentioned above, except for Ganzhao Optoelectronics, the other 30 revenues in 2017 have increased by different degrees year-on-year. Although the revenue of Ganzhao last year decreased slightly, the net profit increased by more than 3 times. It is worth mentioning that there are 7 companies with a net profit growth of more than doubled, namely Hongli Zhihui, Yuanfang Information, Ganzhao Optoelectronics, Ruifeng Optoelectronics, Qinshang, Changfang Group and Moso Power. Moso Power's net profit is even more than 8 times growth. In addition, Dehao Runda is the only company with a net profit loss in 2017, and its net profit fell nearly three times year-on-year. Dehao Runda said that the main reason is that the total profit decreased by 1505.27% compared with the same period of the previous year. Ai Siqiang's fiscal year 2017 results, revenue nearly 1.8 billion February 27, the world's leading semiconductor industry deposition equipment supplier Ai Siqiang (AIXTRON) announced the fiscal year 2017 and the fourth quarter of fiscal 2017 results. In fiscal 2017, the total revenue was 230.4 million euros (equivalent to about 1.78 billion yuan), which was 17% higher than the 2016 fiscal year of 196.5 million euros (about 1.518 billion yuan); net income was 6.5 million euros, compared with fiscal year 2016. The -24 million euros increased by 127%. Yiguang's 2018 operation outlook is optimistic, Mini LED expects Q3 heavy volume New products and new applications will bring growth momentum to Yiguang's operation. Yiguang Chairman Ye Haofu is optimistic about the operation of Yiguang this year. In response to fierce market competition and customization requirements, Everlight continues to launch the most competitive products, and is expected to meet the diversified needs of customers. This year, the new product mini LED will not be absent, and it is expected to increase in the third quarter. Guangbao Branch's revenue in 2017 decreased by 6.5%, LED component market share continued to expand on February 27, Guangbao Branch announced last year's financial report, 2017 annual revenue of 215.564 billion yuan (NTD, the same below), year Less than 6.5%; however, the portable agency business group recognized one-off goodwill and equipment assets depreciation of 6.98 billion yuan, plus the adjustment of photovoltaic products inventory, the annual gross profit margin and operating profit margin were 12.9% and 3.9% respectively, after tax Net profit was 2.629 billion yuan, a significant decrease from the previous (2016) year of 9.416 billion yuan; the annual after-tax earnings per share was 1.13 yuan, lower than the previous year's 4.05 yuan. In addition to the performance show, this week, the big cafés also have their own actions, two of which are about the sale of the business, respectively: GE has made progress in the sale of lighting business; Guangbao Branch sold the camera for 15 years with 2.28 billion yuan. Module business. In addition, Philips repurchased shares, Samsung confirmed the release date of QLED TV. Jiangsu accelerated the development of semiconductor lighting industry. In 2020, the scale will reach 120 billion. It was learned from Jiangsu Economic and Information Committee, and the 12 departments of the Provincial Economic and Information Committee, the Provincial Development and Reform Commission, and the Provincial Education Department jointly issued "Opinions on Accelerating the Development of Semiconductor Lighting Industry in Jiangsu Province". According to the main objectives put forward in the "Opinions", the semiconductor lighting industry in Jiangsu Province has grown at an average annual rate of about 25%, reaching 120 billion yuan by 2020. New developments: GE sells part of its lighting business, and former executives holding companies take over. General Electric (GE) has taken a big step in selling its lighting business. The company announced a deal to agree to sell GE Lighting's operations in Europe, the Middle East, Africa and Turkey, as well as the global automotive lighting business, which was previously operated by a branch company based in Budapest, Hungary. The buyer is a company controlled by its former executive Joerg Bauer. Philips Lighting repurchased 2.2 million shares worth more than 500 million yuan On February 27, Philips Lighting announced that it had repurchased 2.2 million shares for a total amount of approximately 71 million euros (about 552 million yuan). After the transaction, Royal Philips' shareholding in the issued share capital of Philips Lighting has dropped from the current 29.59% to 18.0%. After the shares of Philips Lighting Repurchase were cancelled, Royal Philips’ shareholding in Philips Lighting is expected to account for 18.3% of the issued share capital of Philips Lighting. Guangbao Branch: 2.28 billion for sale of camera modules, future high-end products such as main vehicle, AR/VR, etc. Guangbao Branch's interim board of directors transferred the camera module division to the founder of China Lixun Group, Wang Family Lijing Innovation Co., Ltd. Chen Guangzhong, chief executive officer of Guangbao Branch, said that due to the fierce competition of camera modules, considering the development of the company, the resolution will sell mobile phone, PC and tablet related camera module divisions. In the future, Lite-On camera lens module products will be equipped with automotive lenses and ARs. High-end products such as VR are the mainstays. The consideration for this transaction is tentatively set at $360 million in cash (equivalent to approximately RMB 2.28 billion). Samsung announced: 2018 QLED TV will be officially released on March 7. Samsung said at the CES 2018 conference held last month that it will soon launch a new QLED TV. Today the company officially announced that its 2018 QLED TV will be officially released on March 7. Samsung will be selected on the US Stock Exchange, which will be part of the company's high-end TV series product launch this year. Jucan plans to change the LED chip project of the raised funds, and the 150 million-capitalized subsidiary on March 1st, Jucan Optoelectronics announced that in order to improve the efficiency of the use of raised funds, combined with the specific requirements of the company's business development strategy and project construction, the company intends to The fund-raising project Jucan Optoelectronics Technology Co., Ltd. LED chip production R & D project was changed to the LED epitaxial wafer and chip production research and development project (Phase I) of Jucan Optoelectronic Technology (Suqian) Co., Ltd. In addition, Jucan also plans to increase the capital of Jucan Suqian by RMB 150 million, of which the funds source will raise all funds (including derivative interest) and some of its own funds. After the capital increase, the registered capital of Jucan Suqian will be changed to 200 million yuan, and the company still holds 100% of the shares. In 2018, the Hurun Rich List was released. Sanan Optoelectronics Lin Xiucheng and the first industry leader of the LED industry, Hurun Research Institute released the "2018 Hurun Global Rich List". According to the list, Amazon founder Bezos became the world with 775 billion yuan of wealth. The richest man, Buffett surpassed Bill Gates in second place, Ma Huateng became the richest man in China and ranked 15th in the world. It is worth mentioning that Lin Xiucheng and Lin Zhiqiang of Sanan Optoelectronics ranked 329th with 39 billion yuan, and the wealth value increased by 68% year-on-year, ranking the richest in the LED industry. (
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