Jingdian ex-dividends yesterday (18), each with a dividend of 0.8 yuan (NTD, the same below) dividend, the ex-dividend reference price is 37.05 yuan, lighting and backlight two production lines encountered competition capacity of the mainland plant, blue-light products under pressure In the second quarter, the revenue was 5.294 billion yuan, the quarterly growth rate was 2.8%, and the annual reduction rate was 20%. The third quarter of the backlight season is coming, the operation is expected to return to the warmer, and the proportion of the four-yuan product revenue will increase by 40% in the second half.
New production capacity in mainland China opened, and price pressure on Blu-ray products emerged. The gross profit margin of Jingdian in the first quarter was 17.22%, hitting a new low in the past six quarters, with a profit margin of 2.47%, a post-tax surplus of 399 million yuan, and a earnings per share of 0.37 yuan. With the limited backlight and lighting business improvement, the pattern of small profit will still be maintained.
Jingdian continued to increase the proportion of profitable quaternary products, which will increase from 35% to 40% in the second half of the year. Recently, the board of directors of the company decided to cut the VCSEL business unit into “Jingcheng Semiconductorâ€, meaning the first step. step.
Through the simple division method, the business value of the foundry business office will be divided into 100% of the new subsidiary Jingcheng Semiconductor, which will be exchanged for 100 million yuan. The base date for the division is October 1, the company mainly Engaged in VCSEL, GaN on Si electronic components and other foundry business, the initial annual revenue of about 1-2 billion yuan, the current 4-inch epitaxial monthly production capacity of about 2,000, mainly used in data transmission, 6-inch epitaxial production capacity has been completed The monthly production capacity is about 5-6 thousand pieces, which is applied to consumer electronic 3D sensing. OEM customers are expected to start delivery at the end of the year.
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