The new capacity has been put into operation one after another.

Recently, Taiwan's factories announced the May performance report and published their views on this year's operation. Among them, Hongqi and Dingyuan also perform well, Hongqi new factory assists, display orders and other driven, Q3 sees Wang; Dingyuan expands production, sensing element shipment is strong, operation rapidly warming.

After operating the best performance in recent years, Hongqi continued to warm up this year. Hongqi said that the new joint venture factories in mainland China have been put into operation last year. The third quarter will be better than the second quarter, driven by the peak season of consumer electronics and display.

The benefits of macro and qi transformation continued to show up. Last year, it turned out to be profitable, with a net profit of 1.12 yuan per share (NTD, the same below). It is the best in the past three years. With the new capacity coming out of the note, coupled with the growth of infrared production and shipment, the company is optimistic about its performance this year.

Hongqi pointed out that Guangzhou Hongqi, a Hongkong group with a joint venture with mainland LED operators last year, has more than 50% stake in Hongqi. Since its establishment last year, the company has started small production shipments in April this year. At present, the volume of shipments is still small, and the shipment amount is about NT $10 million in a single month.

Hongqi disclosed that Guangzhou Hongqi is currently putting into operation in the first stage, and the second stage of production capacity has begun to enter. It is hoped that the factory's monthly shipment volume will reach 30 million yuan before the end of this year, and will exceed the profit and loss balance point.

Hongqi believes that the second quarter operation is roughly the same as the first quarter, but it is somewhat delayed by the company's expectations at the beginning of this year. It is mainly affected by partial orders. It is now expected that these deferred orders will come in the third quarter and be optimistic about the third quarter operation.

Looking ahead, Hongqi said that at present, it includes notebook computers, competition related products, office machines, handheld devices, etc. the company is listed as a consumer product, accounting for about 50% of revenue. In addition, the display is currently about three to 40%, and the two major products have reached the 90% operating proportion of Hongqi.

At present, the third quarter consumer electronics related shipments are relatively optimistic, while the display remains stable, but growth is weaker than consumer electronics. However, overall, the third quarter operation is expected to be significantly better than the second quarter.

In addition, Dingyuan announced its profit in May, earning 48 million yuan in a single month, up 19% from the same period last year, and 0.16 yuan per share after tax. It has gained more than 0.03 yuan in the first quarter and 0.14 yuan in the first half of last year.

Ding Yuan sensing element is fully loaded with capacity, and the new production capacity will be stimulated in the second half of this year. The company estimates that Ding Yuan's earnings per share is expected to reach 2 yuan this year.

The total investment of Dingyuan sensing plant is 12 - 1 billion 300 million yuan, which is the largest single plant investment in the past few years. The sensor related revenue is expected to challenge 60 to 70% under the new factory's accession. It is expected to gradually break away from the LED industry price war. The new plant's first stage production capacity will reach 30 thousand pieces of 6 inch wafer.

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