The LED packaging factory Hongqi has recently been affected by factors such as the lack of materials in other parts of the supply chain, which has led to the adjustment of the customer's procurement schedule, as well as the changes in the market demand for IT products after the unsealing of Europe and the United States. The peak season in the second half of 2021 will not be prosperous. Revenue fell slightly, and revenue in the fourth quarter further cooled.
Venitul cumulat pentru primele 11 luni a fost de aproximativ 2,79 miliarde de yuani (NTD, același de mai jos), o creștere anuală de 22,78 la sută, din care câștigul pe acțiune pentru primele trei trimestre a fost de aproximativ 1,53 de yuani. Se estimează că veniturile anuale vor scădea aproape de 3 miliarde de yuani, ceea ce poate fi un nou maxim în ultimii 4-6 ani, iar EPS are, de asemenea, posibilitatea de a contesta noul nivel maxim al profitului benzii din ultimii 7 ani sau mai mult de 10 ani.
Looking forward to 2022, Hongqi said that the company's outlook is optimistic. The main momentum comes from MiniLED and infrared IR LED related product orders and shipments are expected to continue to grow. In addition, Hongqi has also actively invested in IC packaging in conjunction with its related company Jiuyuan, with the goal of heavy shipments in the first quarter of 2022.
În prezent, Hongqi a lansat produse din seria MiniLED pentru cele două aplicații majore de afișare și iluminare de fundal, inclusiv Mini LED 4 în 1, Mini LED cu reglare locală (reglare regională) și așa mai departe. MiniLED va reprezenta mai puțin de 5% din veniturile totale în 2021. Este de așteptat că în 2022, multiplii ar putea crește.
Infrared IR LEDs benefited from market demand for wearables, smart networked devices, home appliances, security control, automotive and other markets. Shipments in 2021 will grow strongly, and currently account for 15 percent -20 percent of Hongqi's revenue, which is an increase from 2020. . It is estimated that the IR LED business will continue to grow in 2022, and the number of customers for products used in AR devices is also expected to increase.
