Soft PCB Board Companies Operating Peak Of The Year May Be A Bit Late..
Because of the COVID-19, double control energy consumption, the unfavorable factors such as feed of the length of shock, U.S. production of new products, goods appear a lot of noise, the supply chain is also affected by different degree, Soft PCB board factory by ding - KY county (4958), Taiwan (6269), and this new soft board supply huatong (2313) has mentioned, although need not see obvious changes, but the influence of the length of the material is there, expected operating peak slightly delayed this year, in the fourth quarter struggle to maintain growth goal remains the same.
Taiwan county target output value in the third quarter to reach 10 billion (nt $, the same below) , but in electricity, such as length of material under the influence, third-quarter revenue not exceeding the expectation "is only 9.099 billion yuan, the company said that affect electricity shutdown starting from the end of September until the first week of October, in terms of the structure of products, in the third quarter, specific gravity and no mobile phone and pull up, the main kinetic energy from your laptop/tablet or wear, the proportion of old and new cell phone is also a half.
Outlook for subsequent county to maintain positive view, expected in the fourth quarter will be the year of the most popular production quarter, output compared with the same period in 2020 is expected to have a single-digit percentage growth, mainly demand did not disappear, only deferred back, expected in the fourth quarter, new share will increase, at least in nearly sixty percent, LCP antenna will be accelerated at the same time, watch the product mix will be better, is advantageous to the gross profit performance L. But logistics/raw material is not smooth, power rationing, exchange rate may cause additional cost burden of negative factors, such as need to continue to pay close attention to.
"Ding third-quarter revenue 41.62 billion yuan, increased by 29.75%, record the same calendar year, accumulated in the first three revenue of 98.58 billion yuan, increased by 29.6%, record the same calendar year. "Ding previously pointed out, 2021 compared with 2020, the biggest difference is that introduction of the new U.S. customers, this year to restore the past cargo rhythm, new products have been in the third quarter begin to play a benefit, but also see power brownouts, length, under the influence of factors such as supply chain production supply slightly and expected operating summit slightly delayed this year, but still maintain the point by JiZeng throughout the year.
HuaTong follow U.S. new products, including mobile phones, tablets, laptops, wear, etc. Bring growth momentum, revenue, higher yield, capacity utilization synchronization under, September 3 (superscript rd) revenue hit a record high, in the face of market noise, HuaTong, said didn't see orders at present has the obvious adjustment, demand is still strong, but the length is really bothers many industry should pay close attention to, the company Through active communication with customers and elastic strain.
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