Da Liguang held a legal seminar this afternoon. In the first quarter, the consolidated revenue was 8.877 billion yuan, a 44.82% decrease in the quarter, a year-on-year decrease of 17.86%. The new models were more, the yield rate was poorer, and the revenue scale was smaller. The operating profit for the single quarter was 5.622 billion yuan, which was a 51.24% decrease in the quarter and a year-on-year decrease of 26.67%. The single-season combined gross profit margin was 66.33%, a quarterly decrease of 8.35 percentage points, a year-on-year decrease of 4.61 percentage points, and a new low since the first quarter of 105, The operating net profit was 4.685 billion yuan, which was a 53.35% decrease in the quarter, an annual decrease of 29.88%, a pre-tax surplus of 4.8 billion yuan, a 52.93% decrease in the quarter, an after-tax surplus of 4.019 billion yuan, a 53.31% decrease in quarter, and a single quarter earnings per share of 29.96. yuan.
Da Liguang has a close look at the 7P and 3 shots of the future battalion sports competition. The state of market competition. Will mixed shots affect the all-plastic shots? Will even price cuts to grab orders and expand market share? Today's law talks will be the focus of the industry's inquiry. .
Lin Enping said that the more lenses there are, the more faces can be designed, the larger apertures are easier to achieve, the higher magnification optical zooms and pixels, but in contrast, how the monolithic axis and tilt are combined in the lens, And the problem of lens height is a challenge. At present, 7P products are in design, and the fastest trial production this year, and the mass production next year.
Lin Enping once again reaffirmed today that GM (modeled glass) has no advantage in terms of price or quality for mobile phone lenses. Even the 3D sensing transmitter lens with thermal problems can be solved by adding a plastic design. In the phone lens part is still based on plastic lens products.
In the three shots section, Lin Enping said that because the three lenses receive more files, the amount of software calculations can run less, and optical zoom can be achieved with higher magnification. As for the use of 7P or 3 lenses, Still depends on what the customer wants to achieve.
Compared with other lens manufacturers, Daliguang’s first-quarter results show a year-on-year decrease. Will it be able to cut prices for filling production capacity? In response, Lin Enping stated that the company’s pricing strategy is based on product specifications, and the higher the product specifications, The higher the price, the indirect answer is that the company will not slash prices.
In the yield section, Lin Enping pointed out that the good or bad rate is an engineering problem and that there must be a learning curve. If the product specifications are higher, the learning curve will take longer. In the first quarter, due to the large number of new products, the yield rate will be poor. The company is continuing its efforts to increase the yield.
Lin Enping said that high-end products are mainly based on how customers specify specifications. The higher the specifications are, the greater the challenge is, and the higher accuracy is required to achieve them. Even if the 6P lens is used, it will become difficult if the customer wants to go down. Dali only sees How fast do you run, will not look back at other competitors.
As for the Korean customers have already reached? Lin Enping said, is still continuing efforts.
Lin Enping said that in the first quarter, due to some customers under the severe repairs, the revenue scale was small. April and May are similar to March. If the delivery is smooth, April and May may be better than March.