LED big 佬 Lehman photoelectric introduction "soccer" concept

Lehman Optoelectronics announced yesterday evening that the company recently received a notice from the company’s actual controller, Li Mantie, that it intends to use its own funds to invest in the establishment of a mobile Internet APP technology company with a business-related business with a registered capital of 5 million yuan. The company name is tentatively set as Beijing Lehman Twelfth Technology Co., Ltd.

The company said that if Lehman Optoelectronics cooperates with the company to achieve business cooperation, the company will ensure that the related party transactions do not harm the interests of the company and all shareholders. At the same time, the company will be authorized to use the Lehman name for the new company of Li Mantie.

According to the data, Lehman Optoelectronics' main business covers LED display, LED lighting, LED packaging, LED energy saving and LED media. However, it is understood that Li Mantie’s layout in the football industry has already begun. In March 2014, Lehman Optoelectronics began to enter the Chinese League. As of the end of 2014, Lehman Optoelectronics has reached a cooperation agreement with 12 Chinese clubs to sponsor LED display screens and obtain nearly one-third of business interests. As of now, Lehman's photoelectric display has covered nearly 90% of China's top football matches.

In March of this year, Mavericks Capital Management Group and Lehman Optoelectronics announced the sponsorship of the Chinese Football League, and Maverick Capital became the official sponsor of the 2015 China League Club. Li Mantel, chairman of Lehman Optoelectronics, said at the time that in the future, the company will take advantage of the football field and work hard in the football ecological chain to improve the proportion of the company's sports-related business. In the future, the company's sports-related business is expected to surpass the existing main business.

Recently, the sports industry policy has been warmly blown, and the state's policy support for the sports industry is increasing. In October 2014, the “Opinions on Accelerating the Development of Sports Industry to Promote Sports Consumption” clearly stated that by 2025, the total scale of China’s sports industry will strive to exceed 5 trillion yuan, and the sports industry will become an important force for economic transformation and upgrading and the national economy will be important. Pillar industry. In February this year, the Central Committee of the Comprehensive Deepening Reform Leading Group adopted the "Overall Plan for China's Football Reform" to promote the revitalization of football reform to the national level. The program mentions encouraging multi-capita capital investment and developing football clubs through capital markets.

According to the securities report, Lehman Optoelectronics' resources are located in the upstream position of the football industry, and it is difficult to replicate the industry positioning and profit margin. At the same time, the role of the company in the league is not only the sponsor, but also the service provider and the business development operator. It has formed a sound working system and service process, as well as a tacit consensus on the operation and maintenance of the stadium, and established a higher brand. Reputation and entry thresholds are expected to remain close to the Chinese Super League after 2017. At the same time, the company has gradually laid out the Chinese League, and has been involved in the business operation development of 12 clubs. The future of highly flexible football media revenue is sustainable.

Analysts believe that this announcement by Lehman Optoelectronics has made the company immersed in the concept of football. But so far, this concept has not been directly related to the listed companies, and it is not ruled out that in the future, with the stage of the football theme, there will be opportunities for speculation.

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