Author: Data Treasure Liang Qiangang
From 2015 to 2021, the compound annual growth rate of China's laser TV market is as high as 155.8%, and the agency expects that by 2024, laser TV shipments will exceed 1 million units.
At the end of the article, there is an event surprise.
China's first laser TV standard will be implemented
On April 1, China's first laser TV industry standard released by the Ministry of Industry and Information Technology will be officially implemented. It is reported that in view of the current situation of laser TV on the market, the standard will be effectively regulated, which is of great significance to the healthy development of the industry, and provides standard support for guiding the development of the industry, consumer purchase and handling consumer disputes.
According to the data, laser display is an important technical direction for the development of the color TV industry in the mainland, and it is also the first TV category in the world to achieve technological innovation and leadership, ranking among the key special projects of the Ministry of Science and Technology's "14th Five-Year Plan" National Key Research and Development Plan "New Display and Strategic Electronic Materials".
Since 2014, under the active promotion of leading enterprises in the industry such as Hisense, the mainland has achieved global leadership in key technologies such as light source design, optical machine module, and machine design; in terms of patents, the number of patents applied for and authorized by China in the field of laser display has jumped to the first place in the world; the market size of China's laser TV is also the largest in the world.
Laser TV shipments will exceed one million units in 2024
According to Lotu Technology data, from 2015 to 2021, the compound annual growth rate of China's laser TV market is as high as 155.8%. This compound growth rate has greatly exceeded the same period of growth rate of lithium batteries, new energy vehicles, chips and other popular industries.
In 2021, the number of laser TV brands that can be monitored in the Chinese market has been 34, while there are 40 LCD TV brands monitored by Aowei Cloud Network, with the continuous addition of Samsung, Sony, LG, and global players such as Epson, HP, BenQ, laser display as the mainstream of next-generation display technology, has become the consensus of more and more enterprises.
With the gradual maturity and improvement of the domestic laser TV supply chain, Hisense, Guangfeng, Sanan Optoelectronics, Shengsheng Optics, Pfister and other domestic enterprises have laid out the upstream and downstream of laser displays, and have also made breakthroughs in projection chips, optical machines, lenses, screens, etc., accelerating the localization process of the laser display industry chain.
RUNTO expects that the annual shipment of laser TVs in the Chinese market will be nearly 400,000 units in 2021, an increase of more than 80% year-on-year; it is expected that by 2024, laser TV shipments will exceed 1 million units.
5 concept stocks in 2021 net profit growth rate of more than 80%
According to the statistics of Securities Times and Data Treasure, there are currently 9 companies that lay out laser TV-related business, and the average A stock market value of concept stocks is more than 10 billion yuan.
As of the close of trading on April 1, the rolling price-earnings ratio of 4 stocks such as Guanjie Technology, Hisense Video, Shenzhen Konka A, and Hisense Home Appliances was less than 20 times.
According to the calculation of the lower limit of annual report, express report and forecast net profit, the net profit growth rate of 5 shares such as Sichuan Changhong, Luoboteke, Guangfeng Technology, Shenzhen Konka A, and Jimi Technology will exceed 80% in 2021.
Sichuan Changhong has the highest net profit growth rate, and the company expects net profit in 2021 to be 270 million yuan to 340 million yuan, an increase of 495.16% to 649.45% year-on-year.
Hisense home appliances support 8K resolution ultra-high-definition display quality processing chips have begun production, and will release the world's first 8K laser TV in 2022. At present, Hisense's high-end LCD TVs in China and some laser TVs have been equipped with Bluetooth modules and AIoT functions.
Guangfeng Technology launched the first laser TV in 2013, and in the future, the company will focus on reducing costs through the optimization of optical path design, and strive for small size, high effect and high cost performance. The company's laser TV field technology route is ALPD fluorescent laser technology, and its leading position is mainly in the fact that the fluorescent laser route has both cost and effect advantages, which solves the problem of laser display industrialization.
Sichuan Changhong's main business includes TVs, refrigerators (cabinets), household air conditioners, washing machines, sweeping robots, smart boxes, etc. In May 2021, the company's laser company held a laser TV and intelligent projection new product launch conference, officially launched S2 series of intelligent projection, family light 4K laser TV D7U and high-end luxury 4K laser TV DC95 and other new products.
Jimi Technology's intelligent projection products mainly include intelligent micro-projection series, laser TV series and innovative product series. According to IDC data, in 2018, 2019 and 2020, the company's shipments continued to remain the first in China's projection equipment market, and the company's market share reached 18.1% in 2020.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
