Taiwan's LED factory Guanglei benefited from the growth of niche market demand for wear and car, which led to the full capacity of sensing components this year. It is expected to expand production by 20% this year to support the demand for orders. The new capacity in the third quarter is expected to join the ranks of production. , pay attention to the second half of the performance momentum.
Due to the fundamental warming blessing, Guanglei yesterday (31), the stock price burst directly to the daily limit, closing 25.6 yuan (NT, the same below), rose 2.3 yuan, the volume increased to 40,500, the volume is last year 11 The band has reached a new high since the month.
In the past two years, Guanglei has been actively transforming its sensing components. The demand for optical sensing has been increasing year by year. In addition, the demand for automotive and wearable markets has grown, and the capacity of sensing components has been fully loaded. The company has expanded its production capacity by about 10% in the second half of last year. Meet the order needs. The revenue from sensing components has increased from 44.92% at the end of last year and has risen to 48.15% in the first quarter.
The company said that this year's orders were good, and in response to the demand for orders, it has invested 400 million yuan to expand production. This quarter, it is expected to be put into operation in the third quarter, which will expand capacity by 20%.
The monthly production capacity of Guanglei sensing components is about 3 billion. It is estimated that after the completion of the expansion, the monthly production capacity will reach 35 to 3.6 billion, and the proportion of revenue will be raised to 50% in the second half of the year.
In addition, the monthly production capacity of LED light-emitting components is about 2.5 billion. The revenue in the first quarter accounted for about 26.88%. The system products such as LED display, lighting, automotive, and traffic display accounted for 17.41% of the revenue, and the 6.57% of the second and third-yuan products. .
Guang Lei said that the current automotive products are mainly in the after-sales market, including in-car lights, truck lights, etc., currently accounting for only 10% of revenue, and the future growth space is still large.
Guanglei reduced its capital by 19.83% last year, and its share capital fell to 4.454 billion yuan. The net profit after tax for the first quarter was 0.36 yuan, which was better than the same period last year.
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