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.
Kumulativa intäkter för de första 11 månaderna var cirka 2,79 miljarder yuan (NTD, samma sak nedan), fortfarande en årlig ökning med 22,78 procent, varav vinsten per aktie för de tre första kvartalen var cirka 1,53 yuan. Det uppskattas att de årliga intäkterna kommer att falla nära 3 miljarder yuan, vilket kan vara en ny topp under de senaste 4-6 åren, och EPS har också möjlighet att utmana det nya högsta av bandvinst under de senaste 7 åren eller mer än 10 år.
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.
För närvarande har Hongqi lanserat produkter i MiniLED-serien för de två stora tillämpningarna av display och bakgrundsbelysning, inklusive 4 i 1 Mini LED, Lokal dimming Mini LED (regional dimming) och så vidare. MiniLED kommer att stå för mindre än 5 procent av de totala intäkterna 2021. Det förväntas Under 2022 kan multiplar öka.
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.
