Taiwan LED factory's June revenue bright eye Jingdian hit a new high in April

LED Epitaxial Factory's June revenue was bright, and the leading plant's June revenue benefited from backlighting and strong lighting demand, with a record high of 2.82 billion yuan (NTD, the same below), for four consecutive months; In June, the revenue surged to 500 million yuan, and the monthly growth rate was 4.36%. The demand for the LED industry is strong, and the revenue of Jingdian and Huanyuan is expected to rise again.

LED backlighting and lighting demand both rose this year, pulling up the LED plant operating steadily, Ronda's June revenue of 1.36 billion yuan, a record high in a single month. Yesterday, Jingdian also reported good news. The revenue reached a record high for the fourth consecutive month. The consolidated revenue in June reached 2.82 billion yuan, up 0.85% month-on-month. The total consolidated revenue in the second quarter reached 8.126 billion yuan. In the first quarter, it grew by 30.2%, setting a new record for single-quarter revenue.

In the first quarter of this year, Jingdian was not in the off-season, and its revenue in the second quarter was a record high. The current order visibility is high, and the capacity in the third quarter is expected to be fully loaded. In terms of current orders, the high-end Blu-ray capacity gap is 2 to 30%, and the demand for LED lighting is better than expected. It was originally estimated that the penetration rate of lighting will reach 6 to 70% in 2018-2019. It seems that it can be achieved in 2017. . In the first half of the year, Jingdian's accumulated revenue reached 14.367 billion yuan, with an annual growth rate of 38.25%. The legal person's estimated annual revenue is expected to exceed 28 billion yuan.

Yuyuan announced that it had a 500 million yuan mark on the consolidated revenue station in June, with a monthly growth of 4.36%. In the second quarter, the combined revenue reached 1.41 billion yuan, with a quarterly growth rate of 49.84%. After the announcement of the merger of the company, the two parties have started cooperation. Due to the strong orders of the crystal power, the current production capacity is in short supply. Since July, the company has started to manufacture for the crystal power, and the OEM volume will continue to increase in August and September. It is estimated that the third quarter revenue of the third quarter may grow by more than 40%. Because there is a crystal-assisted Olympic aid, the round has already increased its selling price, and it has turned a profit in a single season. In the first half of the year, the accumulated revenue was about 2.35 billion yuan, which was equivalent to last year, but the growth in the second half can be expected.

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