3D sensing and car demand strong demand, Ding Yuan positive expansion of the performance is good

Ding Yuan (14) held a shareholder meeting yesterday (14), through 0.69999716 yuan per share (NTD, the same), benefited from the strong demand of new applications such as car, 3D sensing and automation equipment to speed up the operating temperature of the Dingyuan operation, and the company also actively expanded its capacity. The new plant is expected to finish in June. The capacity of the post - postpartum sensor will increase by 50%, and the proportion of sensing components will also be raised from 50% to 60%. It is expected to further promote the Maori and profit of the Ding Yuan. Last year, multiple growth, the legal person estimated that the Dingyuan earnings per share this year is expected to exceed 2 yuan.

The early products of Dingyuan are mainly LED light emitting components, and then into sensing elements and optical communication products. Currently, sensing components cover medical, automation equipment, space, vehicle and consumption and 3D sensing products. The proportion of vehicle products accounting for sensor components has reached 10%, benefiting from vehicle, 3D sensing and automation equipment. The new application has strong demand for sensing elements, and the proportion of the tripod sensing element has been greatly increased to 50% of the revenue, which has become the main kinetic energy for the growth of the Dingyuan performance.

At present, the 5 inch production capacity of Dingyuan's bamboo South plant is about 60 thousand pieces per month. The capacity scale has been the top spear in the world, the prospect of the good sensing elements is seen, the Dingyuan is actively expanding the new factory, the 6 inch factory dust free room is expected to be completed in June, the equipment installation is started in July, the operation is started in September, the first stage capacity is 30 thousand, the postpartum sensing element is expanded. The capacity will increase by 50%, and the proportion of the company's revenue will also be raised from 50% to 60%, and the forecast gross interest rate will also be raised by 2 percentage points to 3 percentage points.

In the transfer of investment, Ding Yuan to invest in the 2 quarter of the crown prince has turned profit, to the Ding Yuan profit has positive benefits.

The first quarter of Dingyuan was affected by a loss of 9 million 530 thousand yuan after a single season, and a earnings of 0.03 yuan per quarter per quarter, but as the exchange rate of the new Taiwan currency was derogated, the remittance return had made the Ding Yuan profitable, benefited from the smooth shipment of sensing elements. The stock surplus is expected to exceed 2 yuan.

Source: medium time electronic newspaper

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