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.
Akkumulert inntekt for de første 11 månedene var omtrent 2,79 milliarder yuan (NTD, det samme nedenfor), fortsatt en årlig økning på 22,78 prosent, hvorav inntjening per aksje for de tre første kvartalene var omtrent 1,53 yuan. Det er estimert at den årlige inntekten vil falle nær 3 milliarder yuan, som kan være et nytt høydepunkt de siste 4-6 årene, og EPS har også muligheten til å utfordre det nye høye nivået av bandfortjeneste de siste 7 årene eller mer enn 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.
For tiden har Hongqi lansert produkter i MiniLED-serien for de to hovedapplikasjonene skjerm og bakgrunnsbelysning, inkludert 4 i 1 Mini LED, Lokal dimming Mini LED (regional dimming) og så videre. MiniLED vil utgjøre mindre enn 5 prosent av den totale omsetningen i 2021. Det er forventet I 2022 kan multipler øke.
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.
