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- Sep 12, 2018-

Since the beginning of September, the market of A shares has been depressed, but the institutional enthusiasm for research has been on the rise.


Last week (sept 3, solstice, sept 7), 91 companies in the Shanghai and shenzhen markets disclosed institutional research records, according to the data.

Among them, LED display giant lyard hosted 102 institutional investors on September 4 and was the most popular listed company last week.


Besides lyard, op zhaoming, a large lighting manufacturer, welcomed several institutions to investigate on September 7. Wang yaohai, the chairman of the company, and liu si, the senior representative of securities affairs, received the reception and answered a series of questions raised by the institutions one by one.


On August 19, 2016, opp successfully went public, and now it has been listed for 2 years.

By focusing on the development strategy, we will continue to optimize the product structure, expand business channels, actively arrange the Internet of things and intelligent lighting, and promote intelligent manufacturing to achieve steady growth of all businesses.


According to the data, in 2017, op zhaoming achieved an operating revenue of 6.957 billion yuan, up by 27.03% year-on-year.

Net profit attributable to shareholders of listed companies was 681 million yuan, up 34.48 percent year-on-year.

In the first half of 2018, opm achieved operating revenue of 3.528 billion yuan, up 17.21 percent year-on-year.

Net profit attributable to shareholders of listed companies was 358 million yuan, up 38.37 percent year-on-year.


In the research activity, opple about dealer's ability to "shopkeeper" turn "the hong merchants" transformation, the company began in 2016 to encourage distributors from "shopkeeper" to "the hong merchants", the ability of the transformation through there in succession plan, brand alliance, mobile terminals and other forms to assist dealers out of the store, cut into the property, water electrician, decoration companies, designers, such as entrance, accurate guest, drainage for a big store.


At the same time, opp introduces the development of the company's sub-channels.

In the home lighting channel, on the one hand, the company helps the dealers to transform from "business by business" to "business";

On the other hand, the company will actively improve the network coverage in the blank market and effective coverage in the circulation network, and improve the exposure of the company's brand.

In the e-commerce channels, the company will enhance user stickiness by improving service quality (establishing opp membership service platform), upgrading warehouse allocation (introducing multi-logistics and building e-commerce warehouses) and other ways to provide consumers with high-quality products and shopping experience.

In commercial lighting channels, on the one hand, the company will improve distributors' ability to place orders for small and medium-sized projects by cultivating their full-value chain service capabilities (i.e. product placement, scheme design, installation and after-sales service).

On the other hand, the company focuses on five subdivided industries of real estate, retail, office, industry and municipal administration, and provides overall lighting solutions according to the commercial lighting characteristics of different industries.


In addition, the agency asked about the strategic plan of optronics to achieve the goal of the six-year equity incentive plan. Optronics said that according to the data, the market size of LED general lighting in China was 255.1 billion in 2017. According to the company's revenue in 2017, the market share is only about 3%-5%, and the industry concentration is still low.

Second, more competition in the future will come from crossover, the boundary of the industry will become increasingly blurred, and the scale of the industry will gradually expand.

Based on this, the company will be based on the lighting business and gradually develop into a domestic leading and international first-class lighting system and integrated hard installation comprehensive solution provider through strategic planning of product intelligence, omni-channel marketing, service upgrade, intelligent manufacturing, globalization, etc.


As for the company's gains in the process of expanding from lighting to integrated hard installation, opg said that compared with lighting products, integrated hard installation focuses more on services, and the company still needs to further cultivate the distributors' program marketing and service ability.

On the basis of lighting products, the combination of lighting application program and integrated hardware products can further increase the customer unit price, so as to better provide services for consumers.


Finally, opp also introduced the company's accumulation of designer resources.

In the home lighting channel, the company has established the designer Marketing Department, and organizes nearly 100 designer salons every year. Currently, the number of registered designers has exceeded 9,000.

In the commercial lighting channel, the company has been working together with "zhu rong award" China lighting application design competition for six years in a row. Through series of thematic activities such as "op and master", the company has talked with nearly a hundred industry experts, and Shared the understanding and research of op lighting with nearly 10,000 designers across the country.

At the same time, the company organizes regular promotion meetings for architectural design institute, and gradually establishes the brand influence of the company in the application field of commercial lighting. Currently, there are 28 cooperative design institutes.