Group said that the company's follow-up operating performance, revenue is not worried, because the terminal demand is booming, but in the gross profit, because there is exchange rate with the original material, especially the original material prices are also rising, it will be more challenging.
According to group analysis, several components with relatively high price increases, including MOSFETs, MLCCs and resistors, account for approximately 8-12% of the company's raw material costs. The current problem is that if prices are not increased, it will be difficult to obtain the goods. According to the report, the company has already started strategic stock preparations, and the most fierce ones will be given priority in stocking. At present, stocks are stocked more than one quarter.
As for the exchange rate component, Group Power stated that because the company still has payment in RMB, the renminbi has the greatest impact. A value of approximately 1% per liter will affect the gross profit margin by 0.3-0.5%. As for the NTD, it will increase 1% each. Affected approximately 0.3% of the gross profit margin. The group said that this year will gradually change the purchase currency to US dollars.
In addition, CSG also assessed whether it is necessary to set up a factory in Thailand. Crowdpower stated that because group companies including Qunguang have previously set up factories in Thailand and Thailand is cheaper than China, if it is determined to set up a plant, it will take about 6 months. There will be a chance to complete it in 1 year.