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.
Akkumuleret omsætning for de første 11 måneder var cirka 2,79 milliarder yuan (NTD, det samme nedenfor), stadig en årlig stigning på 22,78 procent, hvoraf indtjeningen pr. aktie for de første tre kvartaler var cirka 1,53 yuan. Det anslås, at den årlige omsætning vil falde tæt på 3 milliarder yuan, hvilket kan være et nyt højdepunkt i de seneste 4-6 år, og EPS har også mulighed for at udfordre det nye høje niveau af bandprofit i de seneste 7 år eller mere end 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.
På nuværende tidspunkt har Hongqi lanceret produkter i MiniLED-serien til de to store anvendelser af display og baggrundsbelysning, herunder 4 i 1 Mini LED, Lokal dæmpning Mini LED (regional dæmpning) og så videre. MiniLED vil tegne sig for mindre end 5 procent af den samlede omsætning i 2021. Det forventes I 2022 kan multipla stige.
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.
