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LED manufacturer Longda Electronics continued to rise in revenue from March to August this year. Initially, its performance in September was slightly increased. The overall third-quarter revenue was estimated at nearly 4.2-4.3 billion yuan (NTD, the same below), and the quarterly increase is 10 -15, annual increase of 15, the annual earnings per share is estimated to be about 0.4 yuan, the first three quarters of the EPS is estimated to be 0.8 yuan. Although the LED lighting prospects are still pretty, another Lunda and Cree strategy alliance will also help the long-term operation to add momentum, but with the advent of the off-season, LED prices, the fourth quarter will be flat. Ronda is a large LED manufacturer of BenQ AUO Group. The production process is from the LED die to the LED package. The production base is located in Hsinchu, Taiwan and Suzhou, China. About 70% is used in backlights and 30% is used in lighting. Originally AUO held 14.6, Conley invested nearly 4.9, Longli invested about 6.4, and Jiashida about 1.4, but the company reached a strategic alliance agreement with US big company Cree, Inc. in late August 2014, Cree It will invest US$83 million to invest in Ronda through private placement, acquire Ronda’s 83 million shares at NT$30 per share, and hold Ronda’s 13 shares, becoming one of Ronda’s major shareholders. It is expected to complete its shareholding by the end of 2014, 2015 Acquired 1 director in the year. Ronda is also licensed to Cree's LED die and components. Although Cree and Ronda's initial strategic alliance is based on the supply of blue LED chips and is based on medium-power products, Cree also has LED packaging plants in China, but because of its own packaging capacity and scale Technical capabilities, it is speculated that Ronda will also have the opportunity to become a Cree packaging partner in the future, adding long-term stable momentum to operations. The main source orders of the early Ronda were concentrated in the AUO Group customers. After the company actively expanded its customers, the proportion of AUO customers in 2014 has dropped to nearly 50%. With Cree's shareholding, it is expected that the proportion of AUO's customer revenue may decline further in 2015, and the customer structure is expected to become more stable. In line with business expansion, Ronda continued to expand its LED packaging capacity in the first half of 2014, expanding its production capacity by approximately 30%. In August of the same year, it purchased the Zhunan Land Plant from AUO. The land area of ​​the plant reached 26,101 square meters (about 7,796 ping), and the total plant area was 51,094 square meters (about 15,456 ping). It is expected to start in the fourth quarter of 2014. The first phase of expansion was completed in the first half of 2015. Initially, the packaging capacity is the main factor, and the future will be expanded to the upstream epitaxy/die, but the actual number of expansion units has not been announced. Ronda’s consolidated revenue for the second quarter of this year was 3.79 billion yuan, a quarterly increase of 17.7, an annual increase of 2.5, a gross profit margin of 14.5, a single-season operating profit of approximately 219 million yuan, a net profit after tax of 168 million yuan, and a earnings per share of 0.32 yuan. In the first half of 2014, the revenue was 7.02 billion yuan, an increase of 4.2. The net profit after tax in the first half of the year was about 194 million yuan, and EPS was 0.37 yuan, lower than the same period of last year (1.49 yuan). The main reason was that it was recognized from the same period last year. The merger of the alliance to buy profits. The profitability of the industry has remained generally stable. With capacity expansion and order growth, Ronda’s revenue has continued to rise moderately since the third quarter of this year. In August, revenues reached 1.419 billion yuan, a monthly increase of 0.3, and an annual increase of 14.7. It is estimated that September may be flat or moderate. The third quarter revenue is estimated to be nearly 4.2-4.3 billion yuan, the quarterly increase is 10-15, the annual increase is 15. The single quarter earnings per share is estimated to be 0.4 yuan, and the first three quarters EPS is estimated to be 0.8 yuan. The company expects a moderate increase in revenue in the fourth quarter, but with the advent of the off-season, LED price pressures have increased. At present, the company is aiming to achieve the same level of revenue in the fourth quarter. In 2014, revenue has the opportunity to challenge 15 billion yuan, an annual increase of 5-10, and an estimated earnings per share of nearly 1 yuan.