The net profit of Sanan Optoelectronics and Foshan Lighting in the first three quarters increased year-on-year, and the Chinese lighting industry continued to improve. Siemens sells 17.34% stake in Osram, is the old lighting giant big? What is the 250 million holding of Hangzhou Bo Nian, what is the map of Zhou Ming Technology? Tailong Lighting plans to set up three joint venture subsidiaries with 18 million yuan. What is the intention of this layout? ... we will comment on you one by one! Sanan/Fo Zhao's net profit in the first three quarters increased year-on-year On October 10, Sanan Optoelectronics released a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to September 2017 to change by 55.00% to 60.00%. On the same day, Foshan Lighting also issued a performance forecast. The company expects 2017 1- The net profit attributable to shareholders of listed companies in September was 675 million to 697 million, a year-on-year change of 141.00% to 149.00%. Comments: China's lighting industry continues to improve, and corporate profitability continues to increase. Although few companies have disclosed the results of the first three quarters, from the performance report of China's LED listed companies in the first half of 2017, the LED industry has experienced a strong growth after experiencing the previous low tide. According to the survey data of the High-tech Research Institute LED Research Institute (GGII), the market size of China's LED downstream application field in 2016 was 369.7 billion yuan, a year-on-year increase of 15.71%, which was equivalent to 2015. GGII expects that the output value of China's LED downstream applications will reach 455.1 billion yuan in 2017, an increase of 20.4%. Undoubtedly, LED lighting is the main driving force for the continued rapid development of the LED chip market. In the future, with the outbreak of the small-pitch market and the continuous rapid growth of the lighting market demand, the LED chip industry will promote steady and rapid growth. GGII expects that the output value of China's LED chip industry will reach 18.8 billion yuan in 2017, up 29.6% year-on-year; in 2020, the output value of China's LED chip industry will exceed 28.8 billion yuan. Similarly, driven by the LED application market, especially the lighting market recovery and strong demand in the niche market, the packaging market growth performance is also relatively strong. According to data from the Institute of Advanced Industrial Industries (GGII), the size of China's LED packaging market in 2016 increased from 64.4 billion yuan in 2015 to 73.7 billion yuan, a year-on-year increase of 14%. GGII expects that China's LED packaging market will reach 87 billion yuan in 2017, a year-on-year increase of 16%, significantly higher than the global growth rate, and the output value of China's LED packaging industry will maintain a growth rate of 13%-15% in the next few years. Siemens sells 17.34 stake in Osram Siemens announced on October 4th, German time, decided to sell 17.34% of the shares of OSRAM, ending the relationship between the two sides for many years. According to Reuters, Siemens holds a total of 18.15 million shares of Osram. According to Reuters, each share will be sold at 65.05 euros, with a total selling price of about 1.2 billion euros (about 9.4 billion yuan). Comments: Siemens decided to sell, the Big Three is okay? This year, the old three giants including Philips, GE and Osram have experienced great turmoil. Philips sold Lumileds to Apollo, and OSRAM sold Roundmans to the Woodlinson consortium. GE also announced the sale of its lighting business. Today, Siemens also decided to sell its stake in Osram. The management relationship between Siemens and OSRAM has become increasingly rigid. At the same time, Siemens has been trying to divest low-profit or low-growth businesses, and is now more focused on industrial applications such as high-speed trains, medical equipment and products. The global lighting business competition has become fierce, and its profitability is not as good as before. Therefore, Siemens' sale of Osram's equity is also reasonable. In addition, the turmoil from the international lighting giants also reflects the improvement of China's LED industry status. At present, China has become the world's largest manufacturing country of lighting products. Nowadays, the international lighting manufacturers are gradually declining, and Chinese companies are constantly participating in the acquisition of overseas high-quality assets. It is still unclear whether Siemens’ Osram shares will fall into the hands of Chinese buyers. Although, at present, there is still a certain gap between the brand influence of Chinese companies and overseas channels and major manufacturers such as Philips, Osram and Cree. However, with the global LED industry pattern and production capacity shifting to China, Chinese LED companies are actively “going out†and the pace of occupying overseas markets will be greater and greater. Zhouming Technology 250 million holding Hangzhou Bai Nian On October 9, Zhou Ming Technology announced that the company intends to acquire 41.84% of Hangzhou Bainian for RMB 202 million, and subscribe for 30.49 million shares of Hangzhou Bai Nian for RMB 50 million. Upon completion of the equity transfer and capital increase, the company will hold a 52% stake in Hangzhou Bai Nian and become the controlling shareholder of Hangzhou Bai Nian. Comments: The company's display and landscape lighting business will continue to strengthen. Since its listing in 2011, Chaon Ming Technology has actively expanded its market for LED display segmentation through the development of outreach M&A, and has gradually formed a mother through the acquisition of Lapp Science and Technology. The company is mainly based on LED small-pitch products. Redio is mainly engaged in rental and creative display, and Lanpu Technology is a LED display business segment based on sports display. Hangzhou Bai Nian focuses on the display signage business. The customer group covers many industries such as rail transit, energy oil stations, hotels, restaurants, financial institutions, etc. It can form a good synergy with the current display business segment of Chau Ming Technology and strengthen the company. The layout of the signage business. At the same time, Hangzhou Bainian has accumulated a certain brand influence and high-end case in the landscape lighting business in recent years. Its advantages in building construction and mountain landscape lighting business will effectively enhance the brand and influence of Chaon Ming Technology in the landscape lighting market. . Prior to this, Chau Ming Technology intends to improve the layout of landscape lighting through the acquisition of Tsinghua Kangli. Tsinghua Conley is a professional enterprise integrating urban landscape lighting planning, design, engineering construction and lighting research and development. It is one of the few domestic qualifications for the urban and rural planning of the Ministry of Housing and Urban-Rural Development, Grade A qualification for lighting engineering design, city and road. Lighting engineering professional contractor level qualification, as well as environmental art design grade A qualification, environmental art general contractor level qualification, and urban planning, lighting design, lighting engineering construction in one of the lighting engineering company. Hangzhou Boyian business can effectively complement Tsinghua Conley, which not only expands the business matrix of Zhouming Technology in the field of landscape lighting, but also helps the company to further integrate the resources of the lighting industry and form synergies with the company's existing lighting business. Tailong Lighting has three joint ventures On October 9, Tailong Lighting announced that Tailong (Fujian) Commercial Lighting Co., Ltd. plans to jointly invest with Cai Guisen to establish a joint venture company, Shenzhen Tailong Lighting Technology Co., Ltd.; and Weng Xusheng and Li Pengfei jointly invested to establish a joint venture company, Shanghai Tailonghao Guanguang Lighting Co., Ltd.; jointly invested with Hao Guangjun, Qi Dan and Zhang Jun to establish a joint venture company Tailong Zhixian (Shenzhen) Co., Ltd. Comments: Actively expand the segmentation area and promote commercial lighting solutions. Since the listing of the GEM on May 3 this year, Tailong Lighting has been slightly “low-key†in the capital market. In addition to signing the "Articles of Association of Shiyuan (Xiamen) Lighting Technology Co., Ltd." with Wang Xudong and Zhu Chunli on June 2, it is planned to jointly invest in the establishment of a joint venture company Shiyuan (Xiamen) Lighting Technology Co., Ltd. outside the education lighting market, there is no other action. . At present, Tailong Lighting is actively expanding other segments to promote the concept of commercial lighting solutions in more business areas. In the future, with the continuous release of market demand in other areas of commercial lighting, the company's commercial lighting solutions will be more widely used, thus driving the effective digestion and utilization of project design capacity. After a lapse of four months, Tailong Lighting has set up three joint venture companies, which fully demonstrates its overall strategic planning and the needs of its own business development, as well as the importance of improving the core competitiveness and brand awareness of Tailong Lighting. Other household electric appliance gree , https://www.greegroups.com