KYEC announced its self-settlement of its financial statements last year. In the fourth quarter of last year, the consolidated revenue decreased by 7.2% to 4.803 billion yuan, which was 8.3% lower than the same period of the previous year. Due to the appreciation of the exchange rate of the Taiwan dollar against the US dollar, the utilization rate of capacity decreased. Loss of return on investment from the industry, net profit after taxation attributable to the parent company in the quarter was RMB430 million, a decrease of 34.4% compared with the same period of the previous year, and net profit per share was RMB0.35. Last year, the consolidated revenue was RMB19.687 billion, which was 2.0% lower than the previous year and was the annual revenue. The second highest in history, the net profit attributable to the parent company for the year was 2.243 billion yuan, a decrease of 25.1% from the previous year, which was mainly affected by the sharp appreciation of the exchange rate. The net profit per share was 1.88 yuan, which was in line with market expectations.
The Board of Directors of KYEC decided to allocate 1.8 yuan in cash dividend per ordinary share this year, including a cash dividend of 1.4 yuan for surplus distribution, and a cash dividend of 0.4 yuan in capital reserve. Calculated at the closing price of 31.20 yuan on the 16th day of KYEC, the cash proceeds The interest rate is 5.8%.
Due to the inventory correction period for Apple's iPhone component supply chain and the apparent appreciation of the NT dollar, KYEC’s operating performance in January and February was not outstanding, and the consolidated revenue in the first two months reached 2.944 billion yuan, which was comparable to the same period of last year. 7.8% reduction. However, as the Android camp mobile phone began to enter the stage of spare parts, KYEC benefited from MediaTek, OmniVision, Texas Instruments, Wonderful and other orders after the rapid growth in March, corporate estimates Beijing Yuandian’s revenue for March is expected to increase by more than 20% on a monthly basis. In the first quarter, revenue will only decline by 2% to 3% from the previous quarter.
With the continuous supply of goods in the mobile phone supply chain, KYEC is optimistic about the outlook for the second quarter. Legal persons said that orders such as MediaTek, Coway, and Wonder King continued to strengthen, including Intel, Huida, ST, Lianhe, Hai Considering that Renesas’s major customer orders are clearly retracing. Among them, MediaTek mobile chip shipments, KYEC’s order volume in the second quarter increased by 3 to 40% from the previous quarter, which is the biggest bright spot in the next quarter.
The legal person is optimistic that KYEC’s revenue in the second quarter will decrease month by month. Single-quarter revenue will have the opportunity to reach 5–55 billion yuan, up 13% to 18% from the previous quarter, and have the opportunity to hit a record high for the quarterly revenue. In the quarter, due to entering the peak season, revenue is expected to challenge upwards of 6 billion yuan. KYEC does not comment on the estimated financial figures of legal entities.