Financial Dingyuan (2426) benefited from the expansion effect of LED epitaxial plant, the chip production capacity of the latter stage is full, and the third quarter is expected to turn into a profit. The legal person estimates that the EPS in the second half will be about 0.5 yuan, and the growth rate of revenue next year. It is expected to exceed 20%, and the investment in the solar cell module factory, Jingjing, also has signs of warming up. It is optimistic that there will be a turning theme in the industry and outside the industry next year.
LED Epitaxial Factory has launched a large-scale expansion project. According to the expansion schedule released by various companies such as Jingdian, Yuyuan, Guangjia and Taigu, at least 100 MOVD epitaxial machines will be added next year. As the epitaxial plant expands the epitaxial capacity, it will not simultaneously expand the chip-cutting capacity of the latter stage, and will retain a certain proportion of the outsourcing space, about 30%. In other words, next year, the chip cutting process needs will be broken, Dingyuan Expected to benefit.
Dingyuan's current chip foundry capacity is full, accounting for about 15% of the revenue. Dingyuan has launched the first phase of expansion plan. By the end of the year, the production capacity of Blu-ray chips will be expanded from 300 million to 500 million. The proportion of revenue will increase to 20%. In addition, in order to cooperate with the customer expansion plan, Dingyuan will set up a cash increase of 250 million yuan, calculated at a current price increase of 18 yuan per share, and is expected to raise 450 million yuan.
In addition to expanding the production capacity of Blu-ray chips, Dingyuan will also increase its production capacity by four yuan. The plan will increase the proportion of sales of its own private brands, which will boost revenue and gross profit margin.
LED Epitaxial Factory has launched a large-scale expansion project. According to the expansion schedule released by various companies such as Jingdian, Yuyuan, Guangjia and Taigu, at least 100 MOVD epitaxial machines will be added next year. As the epitaxial plant expands the epitaxial capacity, it will not simultaneously expand the chip-cutting capacity of the latter stage, and will retain a certain proportion of the outsourcing space, about 30%. In other words, next year, the chip cutting process needs will be broken, Dingyuan Expected to benefit.
Dingyuan's current chip foundry capacity is full, accounting for about 15% of the revenue. Dingyuan has launched the first phase of expansion plan. By the end of the year, the production capacity of Blu-ray chips will be expanded from 300 million to 500 million. The proportion of revenue will increase to 20%. In addition, in order to cooperate with the customer expansion plan, Dingyuan will set up a cash increase of 250 million yuan, calculated at a current price increase of 18 yuan per share, and is expected to raise 450 million yuan.
In addition to expanding the production capacity of Blu-ray chips, Dingyuan will also increase its production capacity by four yuan. The plan will increase the proportion of sales of its own private brands, which will boost revenue and gross profit margin.
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