Automobile consumption upgrading, new capacity trial production, these two enterprises are optimistic about the future operation.

Car consumption upgrade, Li Qing benefit, performance growth Dong Nengjia

Car consumption in mainland China is upgrading. The main force of new car sales appears from the lower class a car to the B, C class large sedan moving trend. The public's attention to the performance of new cars surpasses the price of vehicles, plus the corresponding regulations of increasing the strict new vehicle fuel consumption regulations, and analyzing the LED lights, GDI (direct injection engine) and DCT (double clutch). Gearbox) and light weight parts will rapidly increase the penetration rate of new cars in mainland China.

Cut into the production of the above car parts, including the lightweight parts of Dongyang, Yingli -KY, production of GDI, DCT key parts of the intelligent extension, LED lamp module Li Qing, Lian Jia, and so on, the performance will be benefited.

Looking at the analysis, in the past two years, the middle and low rank SUV (sports vehicle) which supports the fast growth of the independent brand car factory in mainland China, and the lower class a car below the price level, this year sales obviously reduced fever, replaced by the higher priced B, C class large cars, the sales performance is stronger.

After the rapid increase of people's income, the mainland has also affected the decision-making of buying cars. The importance of performance is gradually surpassing the price of cars. In particular, the policy of stimulating the car market in mainland China is no longer conducive to the upgrading and transformation of China's own brand car factories. New products will be added to new technologies and new imports to enhance competitiveness.

And for the corresponding year to increase the standard of fuel consumption of new cars, the investor thinks that the demand of energy saving and performance improvement, including LED lights, lightweight parts, DCT gearboxes and GDI cylinder direct injection engines, will be rapidly increased.

Li Qing is the largest supplier of LED headlamp modules in mainland China. This year, the orders of the mainland car factory light lamps that have been received by mainland China are rapidly growing. Li Qing has speeded up the development of LED headlights with high technology level and high unit price. Now, it has taken over 10 orders, which will cooperate with the time of the new car market launch, and will be shipped one after another.

Ding Yuan new plant capacity estimated November trial production, 2H18 profit is expected to be better than 1H18

The LED plant is stable and the company expects that this quarter's performance will outperform the second quarter. The industry's profitability in the second half of this year is expected to be better than the first half. At the same time, the investment will be set up in September 28th. Due to the relatively low cost of Ding Yuan holding, there will be an opportunity to identify relevant investment opportunities outside the industry.

The combined revenue of Dingyuan in August was 2 billion 212 million yuan (NT $, the same below), an annual increase of 4.9%. The legal person estimated that the revenue growth in this quarter was about a single digit percentage, while the fourth quarter was originally in the off-season. However, due to the third quarter peak season effect is not obvious, the fourth quarter performance has the opportunity to be equal to this season. About 0.8 yuan. Profit in the second half of this year should be better than the first half of this year, and revenue will increase by 10% this year.

Ding Yuan's new plant is installing machinery and equipment, the first stage of 6 inch 30 thousand capacity is expected to be trial production in November, the second quarter of next year can be volume.

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