Affected by the off-season exchange rate, the interest rate first quarter EPISTAR lows, Lunda first loss

Table LED plant in the first quarter earnings is not the enemy of land owned factory new production pressure, coupled with the traditional off-season, exchange loss impact, whether it is the leading chip crystal power plant, or vertical integration manufacturers on the Lunda quarter earnings are inferior, profit on the 4 quarter EPISTAR EPS low, only 0.37 yuan (NT, the same below); Ronda is turn the first quarter net loss of 0.08 yuan per share.

EPISTAR announced first quarter earnings last week, the first quarter revenue of 5 billion 147 million yuan, the annual reduction of 10%, gross margin, camp interest rates were 17.22%, 2.47%, the industry profit is only 127 million yuan, the interest rate is the 7 quarter to a record low of 400 million yuan per share after tax net income, net income of only 0.37 yuan.

It is reported that the mainland continued to chip factory opened a new capacity this year, the expansion rate of up to 1 times, in the expected chip prices will loose under the current LED chip orders or purchase end, wait-and-see atmosphere, pick the single crystal electric production, the price decline situation fortunately, but Taiwan on the LED chip price resistance is poor, in addition to crystal electric Has the main profit - four yuan LED increase to 40%, but also actively explore the Mini LED, Micro VCSEL, including LED, Gan power devices and other new products, hope that the traditional blue LED dilution proportion.

The exchange loss lextar impact on operating quarter turn, Ronda said, the first quarter coincides with the traditional off-season, reduction in the number of days, and the dollar exchange rate to depreciate on revenue and profit fell slightly, the first quarter consolidated revenue of 2 billion 648 million yuan, quarter by 1.8%; gross margin of 12.2%, quarter by 2.6 percentage points; net loss 38 million 420 thousand yuan each. Shares after tax net loss of 0.08 yuan, is the first since the recent 5 quarter losses.

Ronda said that customers will strengthen the backlight layout and Mini LED development this year, and increase the proportion of light application of higher order grain and packaging products, lighting products will enhance the lighting module customized design and technical services, product development and market layout, accelerate the vehicle the other sensor, biological identification, UV first end optoelectronic applications .

In addition to Ronda continued to adjust the product mix, the convergence of lighting products business, and accelerate the establishment of the Chuzhou new factory, the new plant in Chuzhou in accordance with the schedule has entered the trial production, and personnel recruitment and training, including grain production projects, packaging, product assembly and fittings.

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