According to incomplete statistics on the performance list, Leyard, Unilumin Technology, Absen, Lehman Optoelectronics, Alto Electronics and Lianjian Optoelectronics recently disclosed the performance forecast for the first quarter of 2020. Only Absen Net is the only six listed companies. Profits are expected to increase, and the other 5 companies are expected to decrease.
Leyard issued a performance forecast for the first quarter of 2020. The announcement showed that the profit attributable to listed companies during the reporting period is expected to be between 5 million yuan and 15 million yuan. The profit for the same period last year was 341.43 million yuan. The net profit of shareholders decreased by 95.61 compared with the same period last year. %—98.53%.
Description of performance changes
1. Due to the domestic epidemic in the first quarter, production gradually resumed work in late February, and logistics did not resume until late March, affecting product shipments. Up to now, on-site implementation and installation have basically not resumed, affecting project settlement and acceptance. Due to the Spring Festival and epidemic reasons In fact, the domestic business in the first quarter only had effective working hours in the first ten days of January (half a month), resulting in a decrease of approximately 49% in operating income (estimated to be 1.2 billion yuan) over the same period of the previous year
2. Because the first quarter is the off-season of the whole year display business, the night travel economy accounted for as high as 26% in the same period last year. This year’s proportion will drop significantly. At the same time, fixed expenses such as sales expenses, management expenses, and financial expenses do not change much every quarter, resulting in the company’s net Profits fell sharply. Although affected by the epidemic, as of now, the company’s domestic and overseas orders have little impact; if the domestic and foreign epidemics are effectively controlled in the second quarter, operations are expected to return to normal.
Unilumin Technology
Unilumin Technology released a performance forecast for the first quarter of 2020. The announcement shows that the net profit attributable to shareholders of listed listed companies during the reporting period is expected to be 65,934,300 to 71,703,600, a year-on-year change of -20.00% to -13.00%. The average net profit of the optical and optoelectronic industry has increased The rate is -21.27%.
Description of performance changes
1. Affected by the novel coronavirus pneumonia epidemic, strict epidemic prevention and control measures were implemented in many places across the country in February 2020. The resumption of upstream and downstream industries, project bidding, and project implementation progress have been delayed, resulting in short-term domestic performance in the first quarter. Phased impact. After entering March, the domestic epidemic control has achieved remarkable results. The company and upstream and downstream production and operation have resumed in an orderly manner. Domestic customer order delivery, new orders, and supply chain supporting facilities have gradually returned to normal. However, the spread of the epidemic abroad has led to some rental displays Project orders are postponed, and the company will actively face challenges and continue to pay attention to the development trend of foreign epidemics and the impact on the company’s overseas business.
2. Under the influence of this epidemic, the company’s integrated software and hardware solutions, such as smart emergency response, smart medical care, smart conference, and 5G smart street lights, have been widely recognized by the market and customers.
3. According to the recent series of important national conferences and policy spirits, the “new infrastructure” will be accelerated under the influence of the epidemic. The company will firmly grasp development opportunities, give full play to the comprehensive core competitiveness accumulated in the early stage, and strive to achieve leapfrog development.
4. The company expects that the impact of non-recurring gains and losses on net profit in the first quarter of 2020 will be approximately RMB 13 million.
Absen
Absen issued a performance forecast for the first quarter of 2020. The announcement shows that during the reporting period, the profit attributable to listed companies is expected to be 31.14 million yuan to 35.39 million yuan, and a profit of 28,310,200 yuan in the same period last year, an increase of 10%-25.01%.
Description of performance changes
1. In the first quarter of 2020, revenue of 393 million yuan was achieved, mainly due to the company’s strategic layout in 2019. Orders increased in the fourth quarter of 2019, and some orders achieved revenue in the first quarter of 2020.
2. In the first quarter of 2020, benefiting from the appreciation of the U.S. dollar, the company realized an exchange gain of 5.87 million yuan, which had a positive impact on the company’s performance growth.
3. The impact of the company’s non-recurring gains and losses on the company’s net profit in the first quarter was approximately 6.58 million yuan, mainly due to the receipt of government subsidies.
4. In the first quarter of 2020, the new coronavirus epidemic broke out at home and abroad. In February and March 2020, the company’s order volume has declined to a certain extent. In particular, the overseas epidemic outbreak in March caused a certain extent to the company’s international business. The company cannot predict the specific impact of the epidemic on the company’s future performance due to the duration of the epidemic and the uncertainty of government control policies.
Ledman Optoelectronics
Ledman Optoelectronics released a performance forecast for the first quarter of 2020. The announcement showed that during the reporting period, the profit attributable to listed companies is expected to be 3.6373 million yuan to 7.274 million yuan, and the profit for the same period last year is 12.214 million yuan, a year-on-year decrease of 40%-70%.
Description of performance changes
Affected by the new coronavirus epidemic, the company and related industrial chains were delayed in resuming work, suppliers were not supplied in time, and orders on hand were delayed, resulting in a decline in the company’s operating income in the first quarter and a decline in company performance. As the epidemic eases, related businesses will gradually return to normal, and the company’s revenue and benefits will gradually manifest as the execution of orders continues.
Aoto Electronics
Aoto Electronics released a performance forecast for the first quarter of 2020. The announcement shows that during the reporting period, it is expected to lose 6 million yuan to 9 million yuan, and make a profit of 36,999,800 yuan in the same period of the previous year, which turned from profit to loss compared with the same period last year.
Description of performance changes
1. Compared with the same period last year, the main reason for the decrease in net profit for the current period is that the new coronavirus pneumonia epidemic has delayed the resumption of work during the Spring Festival holiday, and the production and operation of the company, its major customers and major suppliers have been affected to a certain extent in the short term. The company’s raw material procurement, product production, delivery, logistics and transportation have been affected by the delayed resumption of work and the epidemic, which has been delayed compared to the normal schedule; downstream customers are affected by the delayed resumption of work and the epidemic, which affects the company’s product installation, commissioning and acceptance cycle Also delayed accordingly, new orders need to be reduced. In the first quarter of 2020, in addition to the growth of financial technology business revenue, the LED display and smart lighting business revenues have both declined significantly.
2. In response to the impact of the epidemic, the company promoted products such as anti-epidemic lobby assistants, cash disinfection cabinets, and remote conference display systems, which were recognized by customers. In order to cope with the impact of the overseas epidemic, the company seized the market opportunities brought about by the national “new infrastructure” policy, and through adjustment of market strategies, actively explored the domestic market for LED displays and smart lighting, enriched sales forms, and expanded sales channels to reduce the disadvantages of the epidemic influences.
Lianjian Optoelectronics
Lianjian Optoelectronics released a performance forecast for the first quarter of 2020. The announcement shows that the net profit attributable to shareholders of listed companies during the reporting period is expected to be -83.0 million to -7.8 million, a year-on-year change of -153.65% to -138.37%. The average net profit of the media industry has increased The rate is 46.56%.
Description of performance changes
The net profit attributable to shareholders of listed companies in the first quarter of 2020 has dropped significantly year-on-year compared to the same period of the previous year. The main reason is that the first quarter is generally a low season for sales in the marketing and advertising industry, and coupled with the impact of the new coronavirus pneumonia epidemic, the resumption of work of each subsidiary has been delayed. Revenue fell sharply compared to the same period last year, resulting in large losses for the company. In addition, the disposal of subsidiaries also caused certain non-operating losses for the company. As the country resumes work and production, it is expected that the company’s subsequent operations will gradually improve.
Post time: Oct-09-2020