LED Taiwan factory's September revenue is booming, Q3 is expected to hand over bright transcripts

In September, the LED factory sales were bright, and Yiguang (2393), Jingdian (2448), Yuyuan (3061), Yuhong (3031) and Dongbei (2499) set a new record in a single month! As the gross profit margin of the LED factory has increased significantly in the third quarter, it is expected to produce outstanding transcripts in the third quarter. In September, Jingdian’s revenue was NT$1.26 billion, an increase of 1% from the previous month and a 36.7% increase from the same period in 2008. In the first three quarters, the revenue was 8.853 billion yuan, an increase of 6.55%. The original chairman Li Bingjie predicted that the number of working days would be one day and could not be high. In the third quarter of 2009, revenue was 3.66 billion yuan, an increase of about 18% in the quarter, in line with market expectations. However, the gross profit margin of Jingdian has outstanding performance. The gross profit margin of Jingdian is about 27% in July and August, and the gross profit margin in September is expected to break through 30%, making Jingdian see 1 yuan on EPS in a single quarter. In the second quarter, the price of 0.46 yuan doubled. At present, the visibility of high-brightness LED orders has reached November, and new capacity has been added one after another. The fourth-quarter performance of Jingdian is still not bearish. Everlight's September revenue was about 1.17 billion yuan, setting a new monthly high for two consecutive months.

LED factory's September revenue growth was larger than that of Suihong. Shunhong's September revenue was 495 million yuan, a record high for two consecutive months, mainly due to strong demand from mainland power plants, backlight and infrared. The product orders are full, plus the number of LED street lights in the mainland has been opened since September, and the orders are better than expected. In the high-tech LED factory, the annual growth rate of Haoyuan Optoelectronics is over 90%, ranking the highest in the industry. It has been accelerated by the application of medium and large-sized panel backlights, driving the growth of high-brightness LED chips, and the performance since the second quarter. Continuously rising, the legal person estimated that the single-quarter EPS in the third quarter was between 0.3 yuan and 0.5 yuan, which was also doubled compared with the second quarter. Dongbei Optoelectronics' revenue has hit a record high for five consecutive months. The third quarter's revenue was 1.289 billion yuan, and the quarterly growth rate reached 33.6%. The legal person estimated that Dongbei's third quarter profit will exceed the first half, the top three. The quarterly earnings before tax per share challenged $3.

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