Apple's iphone-related supply chain, Pegatron Technology, 9th the 3rd quarter of 2017, the online law said, the law will be Heshuo CEO Liao, Finance Minister Lin Qiu Charcoal Keynote, explaining the company's financial situation and operation prospects. Heshuo expected, the 4th quarter in computer operations, communications and other driving is expected to be better than the 3rd quarter, but also frankly this year's group is more laborious overall. For the industry, Heshuo this year's 3rd quarter gross margin of about 3.4%, write down Heshuo listed since the single season low record, Heshuo 3rd quarter profit and gross profit margin both make the market below the glasses, why? In this respect, the Lin Qiu carbon response, mainly the lack of labor in the mainland caused a series of effects, shortage of workers is the industry can anticipate the problem, in this respect, Heshuo fully cooperate with customers Shang, advance manpower recruitment, to the shortage of labor problems are prepared, however, because the new product preparation period is longer, can not anticipate the contemporary factory all manpower in place, but face material shortage predicament , staff idle also caused a certain negative impact on the operating performance of Heshuo in the 3rd quarter of 2017. Heshuo added that the passive component rally could continue until next year on supply chain demand and supply. In addition to manpower, the rest of the negative factors are mainly one-time impact, Heshuo corresponding to the lack of labor, labor costs, etc., this year also in accordance with the plan to pull high automation, the future will be more enhanced automation contribution. Industry insiders have misgivings about the 4th quarter, question the 4th quarter gross margin fear and the 3rd quarter is quite, in response to this, the Heshuo in the 4th quarter still has the industrial peak season effect to be possible, causes the 4th quarterly revenue to be expected to be higher than the 3rd quarter, the target of the 4th season gradually improves with the economy scale, then pulls up the gross is a positive factor in terms of operation, and Heshuo is still cautious about market demand. Looking forward to next year, brand customers in the new product shipments, such as the Internet, automotive electronics, VR, communications and other products injected into the line, there is a chance to drive Pegatron revenue growth. Lin Qiu Carbon believes that Heshuo has gradually started capacity expansion plans, capacity expansion, but also more space to deploy, promising future growth possibilities. Heshuo 9th announcement of financial figures for the 3rd quarter of 2017, after tax, a net benefit of about 3.639 billion yuan, a quarter of about 5.9%, an annual decrease of about 32.4%, per share of pure profit (EPS) about 1.4 yuan; 2017 years ago 3 quarter pure benefit about 10.958 billion yuan, year reduce about 18.7%, each share pure benefit about 4.24 yuan. Heshuo in the 3rd quarter of 2017, the revenue was about 3,368 $6.8 billion, with revenue of about 2,403 in the 2nd quarter of 2017.800 million yuan compared to the 3rd quarter to 40%, an annual increase of about 6.5%, gross margin of about 3.4%, the profit rate of about 1.3%, the external revenue of about 555 million yuan, the quarterly increase of After tax, the net benefit is about 3.639 billion yuan, the season increases about 5.9%, the annual decrease is about 32.4%, and the net benefit is about $1.4 per share. From the 3rd quarter of Heshuo revenue to observe, information products contributed to the quarterly increase of about 20%, the annual decrease of about 2%, consumer electronics products in the quarter of about 91%, an annual increase of about 14%, communications products in the quarter of about 38%, an annual increase of about 5%. 2017 years ago, the 3 quarter revenue of about 8,162.4.8 billion yuan, and 2016 years ago 3 quarterly revenue of about 7,972.2.6 billion yuan, annual increase of about 2.4%; Gross margin of about 4.2%, the profit rate of about 1.8%, the earnings of about 565 million yuan, compared with the same period last year, the loss of about 1.18 billion yuan, compared with the same period last year, the loss of about 3.881 billion yuan, after tax net benefit of about 10.958 billion yuan, the annual decrease of about 18.7%, each share of pure benefit about 4.24 yuan. Looking ahead, Liao said that in the 4th quarter of 2017, the computer will have a peak season effect, NB will grow about $number than the last quarter, and DT and MB by industry peak season effect will also appear to grow, as for the consumer electronic product line into the end of the season, the evaluation and last year's historical model is not big The communication products are quite different from the past years, and the overall view is that the 4th quarter will grow somewhat more than the 3rd quarter, which is still expected to be slightly better than the 3rd quarter. Liao pointed out that next year, the new product will launch the vitality, AR, VR, IoT (IoT), car electronics, as well as communications products will be more complete. Liao added, new products have a certain production test, in the production improvement has improved space, Heshuo group this year is more laborious, but still continue to stride forward, such as Jing, Fu Yang and other subsidiaries also introduce new products and process development, the future goal in 1-2 years to play a better comprehensive effect. For industry insiders, the Heshuo group's subsidiary, Armored, has announced a big increase in capital spending of about 18 billion yuan over previous years, and is expected to enter the iphone's metal chassis supply chain next year. To this, Liao response, the chassis factory armored can support Pegatron, investment together, grow together. Apple released a new generation of iphone 8, iphone 8 Plus and iphone x in September, with iphone x buying gas more hot than the iphone 8 buying. Looking back, Heshuo from the iphone 4 CDMA version formally joined the Apple supply chain, but Heshuo to undertake the overall proportion of Apple iphone orders has been down to Hong Hai, coupled with the previous release of the iphone 8 sales performance to be upgraded, brand customers to repair orders, so that the market for the Heshuo prospects murmur still more. Heshuo on 9th on the same day October 2017 revenue, one-month revenue of about 1,664.7.8 billion yuan, Heshuo October revenue in Apple iphone 8, Sony (Sony) game consoles, Microsoft (Microsoft) Surface tablet and other orders driven, write down the history of a single month high record, October revenue month increased about 8.34%, an annual increase of about 10.14%; 2017 years ago, the October revenue was about 9,828.600 million yuan, an annual increase of about 3.63%.
