The niche demand growth driven LED opto factory this year is expected to expand production 20%

Taiwan LED opto factory and automobile wear benefit niche market demand driven growth this year, driven by the sensing element full capacity expansion, this year is expected to achieve 20% orders, third quarter new capacity is expected to join the ranks of the production into the second half performance of kinetic energy.

Because the fundamentals warming blessing, yesterday (31) day stock guanlei burst amount of direct attack trading board, received 25.6 yuan (NT, the same below), up 2.3 yuan, Volume 40 thousand and 500 explosion, volume and price are high band since November of last year.

Guang Lei nearly two years locked sensor positive transformation, optical sensing benefit demand enlarged year by year, car and wear market demand and growth, the sensing element full capacity, the second half of last year the company has expanded production of about 10%, is still not enough to meet demand. From the sensing element of revenue since the end of 44.92%, the first quarter has been pulled up to 48.15%.

The company said this year to pick a single good visibility, due to the demand of orders, has invested 400 million yuan expansion, this season have been installed, the third quarter is expected to put into operation, will expand production capacity 20%.

Guang Lei sensing element per month to about 3 billion, is estimated to be completed after the expansion, the monthly production capacity will reach 35 to 3 billion 600 million, pushing up the proportion of revenues in the second half is expected to pull up to 50%.

In addition, the LED light emitting element per month to about 2 billion 500 million, the first quarter revenue accounted for about 26.88%, LED display, lighting, vehicle, traffic monitor system products accounted for about 17.41% of revenue, two or three yuan are about 6.57%.

Guang Lei said, the current vehicle products to the customer service market, including car lights, light trucks, the proportion of total revenue is only 10%, the future growth space is still large.

Guang Lei last 19.83% equity capital reduction, reduced to 4 billion 454 million yuan, the first quarter net profit of 0.36 yuan per share, better than the same period last year.

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