The law held today by Mao Mao said it would announce the company's quarterly earnings and first quarter outlook for the first quarter of this year, with the consolidated revenue of 5.58 billion yuan in the fourth quarter of last year, up 27% quarter-on-quarter and 74% year-on-year, setting a single-season history The highest gross profit margin was 38.3% in the single quarter, 0.5% quarter-on-quarter and operating profit was 1.615 billion yuan, up 31% quarter-on-quarter and 176% year on year in terms of full capacity and product mix. The net operating margin was 28.9% Quarterly increase of 1 percentage point, after-tax surplus of 1327000000 yuan, up 14%, an increase of 141%, a record high for a single season, a single quarter earnings per share of 3.31 yuan; accumulated 2017 consolidated revenue of 17.086 billion yuan, Earnings per share of 9.34 yuan.
Wang Yuqi said that the first quarter should be the season of the year the longest season, the company continued optimistic about the development of the application of photovoltaic components, especially the 3D sensing products in handheld devices, the trend is expected in the next few years will have more handheld Equipment and more brand factory import, coupled with the application of AR / VR, as well as the automotive ADAS mature compound annual growth rate of optical components is expected to be as high as 37% last year, although only six months optoelectronic components shipments, but the proportion of total revenue has been Up 10%. It is estimated that the revenue of optoelectronic components will double this year last year, accounting for more than 20% of the revenue.
Although many manufacturers want to eat Apple orders, steady Chen Mao Chen Ping, deputy general manager, said the competition will always be, but 6-inch technology is not difficult, not many manufacturers can do, the company is confident that technology has a leading position, as the price Nor does not appear abnormal bargain.
In the upcoming 5G communications applications, Wang Yuqi said that as the 5G handheld device frequency will be extended to Sub-6 GHz, the demand for PA will increase substantially. The demand from 5G base stations (Infrastructure) will grow simultaneously, especially the base station will be applied to Wen Mao's best at high frequency and high power component technology, such as: integrated millimeter wave components and gallium nitride technology, will widen the distance between competitors, the current stable Mao and customers have 5G products out of the pre-, but Really have a revenue contribution is expected to be until the second half of next year.
Wen Mao estimated capital expenditures this year about 70 billion yuan, of which 20% to 30% for the plant construction, 70% to 80% for the addition of equipment, the current monthly production capacity of about 29,000, expansion will be completed after the increase of 7,000 to 8,000 Capacity (about 20%), depreciation expense will therefore increase by 30% to 40%.
Wang Yuqi said that this year, optoelectronic components, infrastructure and mobile phones will grow and the annual results will still be better than last year.