Finance
The demand for LEDs is strong, and related manufacturers are making profits. The capacity utilization rate of the chip picking and cutting foundry Jiuyuan (6261) has reached 90%. Thanks to the large LED production capacity, Jiuyuan has expanded the LED picking capacity of Hsinchu Plant. Since October, it has joined the operation. The monthly production capacity has increased from 1.5 billion to 2.1 billion, and the capacity has increased by 40%.
Jiuyuan's September revenue was 274 million yuan, a record high, a sharp increase of 49% from August, and a 32.08% increase over the same period last year. The total revenue for the third quarter was 636 million yuan, with a quarterly growth rate of 35%.
In September, it was mainly benefited from the acceptance of its own test equipment. In addition, the monthly revenue including LED inspection foundry also hit a record high, while IC test revenue also reached a new high this year. In the third quarter, revenues rose sharply. The single-quarter gross profit margin challenged more than 42%. In the fourth quarter, revenue and profit will continue to rise. The single-quarter EPS challenge is 2 yuan.
In addition, next year's high-brightness blue LED supply is tight, Samsung, LG, Sharp, Ruixuan and other Taiwan, Japan and South Korea's LED TV target, the crystal evaluation industry must at least add 200 MOCVD epitaxy machines, in order to solve next year Market demand. At the same time, it will also greatly increase the LED Chip chip cutting and inspection business, especially the Taiwanese panel factory has invested in LED epitaxy, resulting in tighter LED Chip chip cutting and inspection capacity, Jiuyuan has become the biggest beneficiary.
Recently, Jiuyuan issued 350 million yuan of convertible corporate bonds (CB), and the corporate circle of rumors of international companies through its venture capital subscription, it is obvious that LED detection foundries in the scale advantage, is expected to become the biggest beneficiary of LED TV sales.
The demand for LEDs is strong, and related manufacturers are making profits. The capacity utilization rate of the chip picking and cutting foundry Jiuyuan (6261) has reached 90%. Thanks to the large LED production capacity, Jiuyuan has expanded the LED picking capacity of Hsinchu Plant. Since October, it has joined the operation. The monthly production capacity has increased from 1.5 billion to 2.1 billion, and the capacity has increased by 40%.
Jiuyuan's September revenue was 274 million yuan, a record high, a sharp increase of 49% from August, and a 32.08% increase over the same period last year. The total revenue for the third quarter was 636 million yuan, with a quarterly growth rate of 35%.
In September, it was mainly benefited from the acceptance of its own test equipment. In addition, the monthly revenue including LED inspection foundry also hit a record high, while IC test revenue also reached a new high this year. In the third quarter, revenues rose sharply. The single-quarter gross profit margin challenged more than 42%. In the fourth quarter, revenue and profit will continue to rise. The single-quarter EPS challenge is 2 yuan.
In addition, next year's high-brightness blue LED supply is tight, Samsung, LG, Sharp, Ruixuan and other Taiwan, Japan and South Korea's LED TV target, the crystal evaluation industry must at least add 200 MOCVD epitaxy machines, in order to solve next year Market demand. At the same time, it will also greatly increase the LED Chip chip cutting and inspection business, especially the Taiwanese panel factory has invested in LED epitaxy, resulting in tighter LED Chip chip cutting and inspection capacity, Jiuyuan has become the biggest beneficiary.
Recently, Jiuyuan issued 350 million yuan of convertible corporate bonds (CB), and the corporate circle of rumors of international companies through its venture capital subscription, it is obvious that LED detection foundries in the scale advantage, is expected to become the biggest beneficiary of LED TV sales.
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