The performance of the meeting, Mu Linsen, etc., dry according Ruifeng say what?

At the end of February, 2017 listed companies annual results that will be kicked off. As of April 23rd, has Linsen, nationstar, REFOND, changelight, Siu Chi shares more than A shares of LED listed company has successfully held 2017 annual results briefing. Executives of companies interact on the operation, the company's future development and investors etc..

Although on the top answer mostly is the official language, but some information or answer can capture some of the company's "insider information". This paper summarizes the major results that will be the important content of the enterprise, to readers.

Australia Shunchang

Australia Shunchang 2017 annual results that will be successfully held the afternoon of February 28th. On the company's production capacity, general manager Chen Kai introduction, the current LED chip monthly production capacity of approximately 1 million pieces, wafer production of all 4 inch tablet, currently planned 2018 LED chip per month to reach 1 million 400 thousand.

A substrate cutting and polishing and patterned sapphire industry project progress, company secretaries, chief financial officer Lin Wenhua said, the project is now in the plant construction, equipment selection and bidding stage, is expected in the 4 quarter of this year will be put into operation.

In addition, the sponsor representative Zhou Litao in reply to Micro LED layout that the company actively reserve in Micro LED in Mini LED technology, some products can be mass-produced.

Changelight

In March 5th, changelight held 2017 annual results online seminars and public offering of the Switching Company bond investor briefing. On 2018, the market supply and demand situation, the company secretaries Liu Wenhui pointed out that in 2017 the price is mainly due to the upstream supply, with the 2017 2018 release of further upstream capacity, market supply and demand will reach the short-term supply and demand equilibrium.

In addition, the general manager Cai Haifang also introduced the company's long-term development strategy, in the industry boom, oligopoly is forming in the big environment, the company has determined the unique development strategy scale follow + technical characteristics ". The green and blue chip will implement scale expansion will follow, expand the scale; and the red light chip is positioned to make technical features, to achieve quality improvement. Based on the promotion of the scale, attention and continuous layout of high technical threshold, LED related field application scenarios richer in the future.

Rawlinson

In March 9th at the 2017 annual results online briefing, Linsen chairman Sun Qinghuan said, LED lighting because of the global stock market is still less than 10%, so the next 5 to 10 years, LED lighting has stable high growth space. The filament lamp Linsen layout because this year the EU banned the halogen lamp and the United States will also eliminate the tungsten halogen lamp filament lamp in 2020, so in recent years will become the largest growth rate of LED lighting products. LED chip prices this year will be slightly reduced as usual, but also with the decline in chip prices will drive the use of smaller spacing screen.

In addition, Sun Qinghuan also said that the MLS will increase product OEM business, leveraging the popularity of filament lamp and LED lamp, to open up overseas markets, in addition, after the acquisition of LEDVANCE, leveraging its OSRAM and Sylvania and other international well-known brands and global coverage of more than 140 national channels, will become the world's top three The lighting group.

Country star power

Nationstar 2017 annual results online in March 28th will be held successfully. Dong Miliu Ai Canzi believes that with the application of further penetration of international industry to transfer to the domestic development trend, the company optimistic about the LED industry to maintain steady. The company will continue to technical development, product lean manufacturing, to maintain their own competitive advantage in the competition in the industry, continue to consolidate the leading position, have the confidence to achieve steady growth performance.

In addition, he also pointed out that in 2018 the company will further develop domestic and international markets, strengthen brand building. On the one hand to strengthen the management of overseas subsidiaries and in close contact, to improve the service efficiency and accurate implementation of overseas market information and timely feedback, provide a strong basis for the development of the company's sales plan; on the other hand, grasp the policy opportunities, the depth of around The Belt and Road area to develop the international market, improve the traditional Lighting alternative market penetration speed, expanding overseas market contribution to the performance of the overall performance of the.

The afternoon of April 20th, nationstar also hosted exchange investors. At the meeting, deputy general manager of the company since the thunder said that the future will increase research and development efforts in Mini/Micro LED, LED chip, VCSEL chip, violet CSP chip scale package etc., to obtain greater progress. Mini LED and Micro LED in advance of chips, the company has developed a Mini LED 100-200um chip, LED 50um chip in the vertical structure of Micro development. In addition, the company RGB division Ouyang Xiaobo said, in June the company will launch the first Mini LED display products.

Riyadh

In April 9th, Riyadh held 2017 annual results online briefing. About the company's domestic and foreign city landscape lighting market, chairman and general manager Li Jun said that some countries in Europe and America developed city landscape lighting is more mature, the China has become the world's largest market for landscape lighting.

He said, with the city to accelerate the process of China's rapid development of city lighting, but still in the growth stage, I believe the next few years, whether it is first-tier cities, or the two or three line of the city landscape lighting, market demand will continue to grow rapidly. Li Jun stressed, especially in countries in the PPP mode, related to city public lighting, scenic landscape renovation and construction of smart city on policy continues to increase.

In addition, the company secretaries Li Nannan in response to questions Mini LED said, Mini LED technology and traditional small pitch surface mount technology, which uses paste of conductive materials such as LED welding and solid crystal to PCB substrate, without welding line, achieve higher reliability and stability, and have anti moisture, abrasion resistance, antistatic easy to clean and efficient The characteristics of cooling and low cost; at the same time using Mini LED chip size of around 100 mu m as a unit pixel, can achieve a smaller spacing diverser to LED display products, core technology for the direction of "LED shows smaller spacing, better visual experience" of the two, Mini LED is a good choice.

Poly photoelectric Chan

In April 12th held the 2017 poly Chan photoelectric annual results online briefing, finance director Lu Ye said that since the three quarter of 2017, the industry boom decline, the market correction, the company product prices decline significantly. The company through meticulous management, with the gradual production of Suqian project, driven by the company in the scale of production cost is expected to decline. But do not rule out the industry boom continues to decline, the expansion of the schedule is not up to expectations, raw material prices rise further and other factors, there is a risk of a further decline in gross margin resulted in the company.

About the future prospects for the development of LED industry, the company chairman and general manager Pan Huarong believes that the LED epitaxial chip industry is in a stage of rapid growth, but still affected the balance of supply and demand fluctuation of macro economy and industry, may be due to internal and external business environment lead to the deterioration of the industry growth rate adjustment of industry growth process, LED chip price Then a sharp decline in the situation.

In addition, the company deputy general manager Wang Yanli said, Suqian project first phase of construction is expected to be completed in December 2018, the Suqian project need to step into the project benefits, the need for some time, in the short term may not be able to achieve benefits.

Siu Chi shares

Siu Chi shares 2017 annual performance of the company chairman Gu Wei held in April 13th that the meeting said, Siu Chi semiconductor manufacturing plant has started in the fourth quarter of 2017, LED wafer and chip project is expected in the fourth quarter of 2018 light, 2019 in the first quarter of 2019 the second quarter release of production capacity, the third quarter of 2019 amounted to half of production And, LED, UV-C, Micro reserves the laser lighting technology.

On the impact of trade war on the company's export business, the company deputy general manager and chief financial officer Yan Zhirong said the company exports to the United States, sales revenue accounted for the proportion of total operating revenue of less than 2%, and the company exports to the United States does not involve 232 measures and 301 investigation, so the Sino US trade disputes on the impact of the company success .

REFOND

In April 16th, REFOND held 2017 annual results online briefing. The company's financial director Zhuang Jili at the event said, in 2018 a quarter of the company's new products have been launched on schedule, and achieved recognition of the market, product market development situation is good. He also said that in 2018 the company will expand overseas light sales channels, and actively explore the market in Iran, India, Russia, is expected to achieve better business than in 2017.

About Mini&Micro LED layout, Zhuang Jili said, the company is also actively layout Mini LED and Micro LED project, we are very optimistic about the future and development of Mini LED and Micro LED.

In addition, the company chairman and general manager Gong Weibin added that the company Mini products to the mobile phone application as a breakthrough, in cooperation with the well-known domestic enterprises terminal development, breakthrough pitch macro mixing difficult engineering and design limit, Mini technology in the case of beads increased hundreds of times, the price is still can be applied to mobile phone products . At present the company Mini products to expand the range of applications, in PAD, laptops, TV display applications of parallel spreading, and maintain docking with the domestic well-known enterprise terminal. At present the company has applied for 38 patents related to the Mini LED, including 11 invention patents. Micro LED company focused on the development of this product core technology of massive transfers, and in cooperation with internationally renowned institutions, breakthrough progress, has been carried out sample testing process, process development is expected to be completed during the year.

Abison

In April 17th, Abison successfully held 2017 annual results briefing. About business prospects for the development of screen Hotel, chairman Ding Yanhui said, now the business has entered the stage of benign operation, the future still has great potential for development, especially the extended service content of the scene under the.

Deputy general manager Zhang Wenlei said, COB technology is an important direction of the development of LED display now, and we have been in the product application; Micro LED more for small screen. COB technology will make the products more wide applications with small spacing. In addition, he also said that the Sino US trade friction on the operation of the company currently has no direct influence, the market in the first quarter of the order of performance can also be.

KingSun shares

KingSun shares held in April 19th 2017 annual results briefing online. About why the company stripped semiconductor lighting business, involved in the field of education, the company chairman Chen Yonghong said that the semiconductor lighting industry the increasingly fierce competition, the company's semiconductor business gains a downward trend, in order to promote the effectiveness of the company, the company will increase the development of education business. Along with our country "officially landed Private Education Promotion Law" and following a series of supporting rules, to private education as the main body of the international school also ushered in new opportunities for development of the wave of education industry development company, full of confidence.

In addition, Chen Yonghong also said, a wholly owned subsidiary of Longwen education company K12 education counseling agencies, the company's subsidiary in Shenzhen under the British preparatory school for international educational institutions, Future Ltd plans to further strengthen in the education industry layout, education and extra-curricular combine to give full play to the Longwen education. The advantages of teaching.

Alto electronic

The 2017 annual industry Alto electronics secretaries Kong Dejian held in April 20th