Zhitong Finance APP was informed that from August 30th to 31st, Ledman Optoelectronics (300162.SZ) pointed out in the conference call that the overseas LED market demand remained high in the first half of the year, and the overseas business revenue was 449 million yuan, a year-on-year increase. 40.61%, of which the international display business achieved an operating income of 253 million yuan, a year-on-year increase of 53.64%; the companys recent participation in higher education exhibitions and other exhibitions played a good role in promoting the Ledman smart conference interactive all-in-one machine, and it is expected that the sales of this product will increase in the second half of the year Some recovery; the companys overseas LED display products will be used in commercial projects around the Qatar World Cup in 2022, and the company is still exploring more event-related display projects; the company has launched a fixed increase plan, and plans to raise funds by issuing stocks to specific objects Funds are used for COB ultra-high-definition display reconstruction and expansion projects; the company strives to reduce costs by 10%-20% every year, mainly through upstream supply chain coordination, intelligent and large-scale production and other methods to continuously reduce production costs.elon musk bitcoin

Overseas LED market demand remained high in the first half of the year, and the companys international display business revenue increased by 53.64% year-on-yearelon musk bitcoin

Ledman introduced that in the first half of 2022, The company achieved operating income of 616 million yuan, a year-on-year increase of 8.55%; net profit attributable to the parent was 27.4477 million yuan, a year-on-year increase of 34.56%; deducted non-net profit of 21.1446 million yuan, a year-on-year increase of 32.15%; Q2 realized revenue of 325 million yuan, an increase of 11.68% month-on-month In the first half of the year, the company achieved a net operating cash flow of 3911.47 yuan, a year-on-year increase of 230.76%. During the reporting period, the overseas LED market demand remained high, and the overseas business revenue was 449 million yuan, a year-on-year increase of 40.61%. Among them, the companys international display business achieved operating income of 253 million yuan, a year-on-year increase of 53.64%; international lighting business achieved revenue of 195 million yuan, a year-on-year increase of 26%.elon musk bitcoin

In June 2022, the State Administration of Radio, Film and Television clearly required that by the end of 2025, the standard-definition channels of all TV stations across the country will be basically shut down, and the conversion from standard-definition to high-definition will be fully completed. part. In the domestic market, the company will continue to strengthen the building of the high-end household brand image of LEDMAN, increase marketing investment, and accelerate the opening of the domestic market. In the international market, Ledmans home giant screen has few competing products at the current stage, and the company will try its best to expand to overseas markets such as North America, Europe, and the Middle East.elon musk bitcoin

Ledman Smart Meeting Interactive All-in-One Machine is on the list of the Ministry of Industry and Information Technologys 2022 New Information Consumption Demonstration Project. Sales are expected to recover in the second half of the yearelon musk bitcoin

For the first half of the year The proportion of dedicated display, commercial display and home display and future development strategy, Ledman said that in the domestic business, dedicated display still occupies a large basic market, commercial display and home display started late, and the current proportion is relatively high Small. In the field of dedicated display, the main customers are large and medium-sized enterprises and government agencies at all levels. Affected by the epidemic in the first half of the year, some projects experienced delays in project initiation, bidding delays, delayed implementation of bid-winning projects, and delayed delivery of implemented projects. It is estimated that the phenomenon of project delays in the second half of the year will gradually ease and be implemented. According to third-party data, the company currently has a leading market share in the field of COB packaged display, and COB packaged display products still have a lot of room to replace traditional packaged display products in the future.elon musk bitcoin

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The main product of commercial display is the Ledman Smart Meeting Interactive All-in-One Machine, which is suitable for medium and large conference rooms, smart education and other scenarios. On the one hand, the Ledman smart conference interactive all-in-one machine has accelerated the replacement of traditional LCD splicing screens and projection screens in medium and large conference rooms; It has played a good role in publicity, and it is expected that the sales of Ledman smart conference interactive all-in-one machines will recover in the second half of the year. Home display is still in its infancy. In the first half of the year, the company has done a lot of exploratory work in building brands and channels. The current direction has gradually become clear, and results should be seen in the second half of the year.elon musk bitcoin

The LED display products distributed overseas by the company will be used in commercial projects around the Qatar World Cup in 2022elon musk bitcoin

Investor questions, this years Beijing Winter Olympics Use the companys display screen, other sports events such as the World Cup have similar projects? In this regard, Ledman replied that the company has undertaken many display projects for large-scale sports events in the past. The very eye-catching performance props ice and snow five rings and other large-scale creative display props at the opening ceremony of this years Beijing Winter Olympics were produced by the company and the company. Made by the holding subsidiary Kangshuozhan. The LED display products distributed overseas by the company will be used in commercial projects around the Qatar World Cup in 2022. The company is still exploring more event-related display projects and striving to seize market segment business opportunities.elon musk bitcoin

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In terms of Metaverse and VR display, Ledman said that Metaverse is a new application scenario of Micro LED ultra-high-definition large screen in non-head-mounted immersive display; Micro LED products can also be applied in the future Head-mounted VR display device. The company will actively explore business opportunities in emerging fields such as the Metaverse and XR virtual shooting.elon musk bitcoin

Currently, the companys COB display products have a leading market share in the industryelon musk bitcoin

As for the companys expanded COB production capacity and planning, Ledman revealed that with the With the expansion of the companys product line and the release of downstream demand, the company has continued to use its own funds to carry out several rounds of small-scale expansion of the COB production line in the past two years. Recently, the state and local governments have successively launched a number of active industrial promotion policies to promote the rapid development of the ultra-high-definition video display industry. Going indoors, the creative display scene continues to increase. According to the market consulting agency GGII, the market size of Chinas Micro LED will reach 80 billion yuan in 2024, and the future market space of Micro LED will be broad.elon musk bitcoin

According to third-party statistics, the companys COB display product market share ranks at the forefront of the industry. The company has launched a fixed increase plan, and plans to raise funds by issuing stocks to specific objects for COB ultra-high-definition display reconstruction and expansion projects, hoping to seize industry opportunities and meet the dynamic needs of future COB business development.elon musk bitcoin

Strive for a 10%-20% cost reduction every yearelon musk bitcoin

Investors are concerned about the companys future product cost reduction rhythm. In this regard, Ledman Optoelectronics Said that the company strives for a 10%-20% cost reduction every year, mainly through upstream supply chain coordination, intelligent and large-scale production, process and design optimization, labor and cost control and other methods to continuously reduce production costs. For this year, the prices of upstream driver ICs, display chips and other materials have gradually dropped.elon musk bitcoin

With regard to the outlook for overseas business in the second half of the year, Ledman said that at present, the overseas market demand for LED display business continues to pick up, and the exchange rate of the US dollar against the RMB has rebounded significantly since the beginning of this year, which is good for the companys export business. The company will continue to expand its international sales team, continuously optimize product structure and promotion strategies in overseas markets, increase online brand promotion and operations, actively expand the number of customers in key regions, and vigorously promote smart conference interactive all-in-one machines and home giant screens. The proportion of sales of standardized products continued to return to the companys shareholders with good performance growth.elon musk bitcoin