LED lighting backlight market turns weak, crystal power reverse attack strong

Crystal Power executives have previously said that the demand for LED lighting will increase by three times this year. As the LED backlight market fades, LED lighting will take over the performance in the second half of the year. Foreign CLSA is therefore optimistic that the next gross profit margin of Jingdian will be growing, and the purchase will be reiterated, making Jingdian a rising stock on Friday. Crystal 2nd season with revenue 60. NT $6. 7 billion (The same below) The quarterly increase reached 40%, and the legal person saw a big increase in the profit. Although the ex-dividend performance was flat last Thursday, on the occasion of the sharp drop in Taiwan stocks last Friday, Jingdian stood firm and fluctuated above the flat, and the final price rose by 0. 97, closing price 52. 2 yuan, and won the three legal persons to buy more than 1,517. Legal person estimation Crystal 2nd season for capacity utilization improve plus product combination optimization gross margin will double performance to the company 1st season Gross margin 6. 3 See 2nd season gross margin will up to 15 ~ Between 18, see 0 on EPS in a single season. 45 yuan. Among the Jingdian subscription warrants, the noteworthy targets are Zhaofeng EC, Fubon LM and Kaiji BS, which are the subscription warrants with large volume last Friday, and there are more than 3 months from the due date. Prospect 3rd season crystal high-rise think that LED industry 3rd season revenue growth trend still in but with, China energy-saving Huimin subsidies policy in May the end of due after I'm afraid will influence 3rd season season growth amplitude. Crystal executives pointed out that 2nd season revenue performance Main from backlight products to June shipment situation actually backlight products of performance and no special recession of situation. In the third quarter, Zhang Shixian said that the current capacity utilization rate of Blu-ray LED is still 3rd, and that of four yuan LED is also more than 3rd. It is expected that there will still be peak season performance in the second quarter. Among them, lighting products of growth will is 2nd season more obvious as for backlight still stay August observe the mainland eleven holiday pull goods kinetic energy. In addition observe the other side, china led market same by LED lighting market turned hot drive plant San'an, de hao run da and industry of MOCVD machine Jia dynamic rate rise 3rd season LED industry Wang is not prosperous, the take-off of the lighting market will be the focus.