Guide: The mainland chip factory continues to open new capacity, this year's expansion is up to 1 times. Under the expectation that the price of the chip will be loose, the current LED chip procurement side will shrink, and the wait-and-see atmosphere will be strong.

The first quarterly financial report of the LED factory lost to the new production capacity of the land-based factory, coupled with the traditional off-season and the impact of the exchange rate. Whether it was the chip leader, the crystal power, or the vertically integrated manufacturer, Ronda’s last quarter earnings report was inferior. In the fourth quarter, the EPS was only 0.37 yuan (NTD, the same below); Lunda turned losses, the first quarter net loss per share was 0.08 yuan.

Jingdian announced its first quarter earnings report last week. The first quarter revenue was 5.147 billion yuan, down 10% year-on-year. The gross profit margin and profit margin were 17.22% and 2.47% respectively. The profit of the industry was only 127 million yuan. The interest rate was 7 seasons. To the new low record, the net profit after tax is 400 million yuan, and the net profit after tax is only 0.37 yuan.

It is reported that the mainland chip factory continues to open new capacity, this year's expansion of production is up to 1 times, in anticipation of the price of the chip will be loose, the current LED chip procurement end orders to shrink, wait and see atmosphere, crystal power picks production, prices decline The situation is still good, but the Taiwanese company's resistance to LED chip prices is still poor. In addition to the profit-maintenance of the Quaternary LED to 40%, the company has also actively developed VCSEL, Mini LED, Micro LED, and Nitriding. New products such as gallium power components are expected to dilute the proportion of traditional blue LEDs.

Ronda was shocked by the exchange rate. In the last quarter, the operation turned a loss. Lunda said that the first quarter coincided with the traditional off-season, the number of working days decreased, and the impact of the US dollar exchange rate, the revenue and profit declined slightly, and the first quarter merged. Revenue was 2.648 billion yuan, down 1.8% quarter-on-quarter; gross profit margin was 12.2%, quarterly loss was 2.6 percentage points; post-tax net loss was 38.42 million yuan, and net loss per share after tax was 0.08 yuan, the first time in the last five quarters.

Ronda said that this year will strengthen the development of backlight customer layout and Mini LED, and improve the proportion of high-end die and package products such as lamp applications. Lighting products will enhance the customized design and technical services of lighting modules, and accelerate the vehicle, sensor, Product development and market layout for biometrics, UV and other advanced optoelectronic applications.

In addition to continuously adjusting its product portfolio, Ronda has converged its lighting products business and accelerated the construction of a new plant in Zhangzhou. At present, the new plant in Zhangzhou has entered trial production according to the progress, and recruits and trains talents. The production projects include grain, packaging, and parts. Finished product assembly.

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