1. The price of chip resistor Q3 may rise again, and the performance of Guoju is expected to increase by 150% this year.
Set micro-network news, chip resistance in the third quarter, the price has a chance to rise again, the industry expects the performance of the national giant is expected to benefit from the chip resistance demand continued, the overall performance of the third quarter has a chance of more than 26 billion Taiwan dollars (the same below), Expected to increase by more than 35%, creating a new high in a single season.
Looking forward to the operating performance in the second half of the year, the report of the foreign-funded legal person in the Asian Department pointed out that the sales situation of the national giant is still strong, and the supply is still tight. The demand for chip resistors in the third quarter continues to increase. The average selling price of ceramic substrate materials may increase by 10% to 15%. The major suppliers have limited capacity expansion, and the environmental protection measures in mainland China have become stricter. It is expected that the third quarter of the national giant will continue to benefit from the demand for chip resistance.
At present, the major manufacturers of chip resistor components in the world include Guoju, KOA, Rohm, Panasonic, Vishay, etc. Guoju is the world's largest chip resistor supplier.
Looking forward to this year, the foreign investment report predicts that the national giant is expected to continue to benefit from the lack of supply of MLCC and chip resistors, and the price increase effect continues. It is estimated that the performance of the national giant is expected to increase by 150% this year. 65%.
Guoju’s consolidated revenue in June was 8.054 billion yuan, a record high in a single month. The second quarter combined revenue and revenue was 19.244 billion yuan, a 74.5% increase over the first quarter of 11.023 billion yuan, a year-on-year increase of 159.4%. , create another record high in history.
2. Inductive products business grew steadily, and Sunlord Electronics' net profit for the first half of the year increased by 30.73%.
Set micro-network news (text / Lee), July 19, Sunlord Electronics released the first half of the 2018 performance report, the company achieved operating income of 1.13 billion yuan in the first half of 2018, an increase of 38.79% over the same period of last year; The net profit of the company's shareholders was 227 million yuan, an increase of 30.73% over the same period of the previous year; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses increased by 43.96% over the same period of the previous year. Sales revenue and profit reached a record high.
Sunlord Electronics said that in the first half of 2018, the company implemented the 'product development, market development dual drive mechanism' development strategy, and closer integration of market demand with the company's technological innovation, improving market development and product development efficiency. The expansion (communication, automotive electronics, Internet of Things and modules, etc.) and new product development have made significant progress, further expanding the breadth and depth of the company's product market application, and laying a solid foundation for the company's sustainable development.
In addition, the company's inductor products continue to grow steadily with the expansion of market applications and product series expansion; non-inductive products (wireless charging, transformers, precision ceramics, sensors, etc.), through years of continuous cultivation, market recognition The degree of knowledge and acceptance continued to improve, and its business showed an accelerated development trend. In the first half of the year, the company increased its efforts to control costs and costs. Through management optimization, technical transformation and other measures, costs and expenses were effectively controlled and reduced. (Proofreading / Lee)
3. Huaxing Venture NB-Iot network test software has been shortlisted for ZTE supply list
Set micro-network news (text / Lee), July 19, Huaxing Venture said on the interactive platform that the company will invest more resources in the network and industry for the NB-Iot (narrowband Internet of Things) that has been gradually applied in various industries. Application docking research, strive to develop IoT application business outside of network optimization.
Huaxing Venture revealed that the NB-Iot network test software developed by the company has been put into use and has also been shortlisted for the ZTE test software supply list.
It is reported that Huaxing Venture provides research and development, production and sales of mobile communication technology services and related products. (Proofreading/Lee)
4. HTC will increase research and development of 5G products this year, civilian products
Set micro-network news (text / Lee), HTC Electronics recently said on the interactive platform, the company's holding subsidiary HTC Hengxin's main product monolithic capacitors can be applied to data transmission in the field of 5G communication, optical modules. Company's 5G In the 2018, the company will increase research and development and expand production capacity. It plans to invest in the production of single-chip capacitors in 2018 to realize the production of thin-film circuits to meet the demand for capacitors in the 5G communication market.
At present, the capacitor resistance components are out of stock on the market, and the price is soaring. HTC said that in order to meet the increasingly strong market demand in the civilian products market, based on the optimistic view of the civilian products market, the company’s wholly-owned subsidiary Xiangyi Zhongyuan has increased in recent years. Investment in civilian products, solve the problem of bottleneck process capacity in the existing production line, add equipment, and increase personnel and technology investment.
In addition, HTC also said that the main business of the company's controlling subsidiary, HTC Ceramics, is the development, production and sales of MLCC. The company's shareholding company, ZMC Semiconductor, has a relatively short set-up date, and its product sales scale is small, and it is still in the market development stage. .
It is reported that HTC is a high-tech enterprise mainly engaged in the research, development, production, sales and related services of military electronic components such as tantalum capacitors. The company's customers cover aerospace, aviation, weapons, ships, electronics and other fields; Tantalum capacitors are expanding at the core, and are committed to building military electronic components group companies with core technology and important influence.
Prior to this, HTC announced its semi-annual performance forecast. The company expects to earn 115 million to 1.43 billion yuan in the first half of this year, up 20%-50% year-on-year. Mainly due to the stable business, operating income and business of the company during the reporting period. Profits are rising steadily. (Proofreading/Lee)
5. Shanghai Xinyang employee stock ownership plan is stuck, the duration will be extended for 2 years
On the evening of July 19, Shanghai Xinyang announced that the second-phase employee stock ownership plan was to purchase 1,191,100 shares of the company through auction on November 21, 2016, accounting for 0.9873% of the total share capital. The average transaction price is 41.82 yuan / share, the lock-up period is November 21, 2017.
The Shanghai Xinyang Board of Directors recently agreed to extend the duration of the second-phase employee stock ownership plan by 24 months on the original termination date, that is, until September 20, 2020. On July 19, the company's share price closed at 29.1 yuan. Compared with the employee shareholding plan, the average purchase price fell by 30.42%.
Previously, Shanghai Xinyang issued a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 - 20 million to -16 million, a year-on-year change of -157.64% to -146.11%, the average net profit growth rate of the chemical industry. 68.84%. Shanghai Xinyang said that during the reporting period, the company's net profit is expected to be loss, mainly due to the significant decline in the profit of Jiangsu Copule New Materials Co., Ltd. (hereinafter referred to as 'Kopule'), a wholly-owned subsidiary of this report period. After the analysis of the situation of Copgle, the management of the company based on the principle of prudence, resulting in the provision of impairment of goodwill formed during the 2013 asset restructuring of approximately 60 million yuan. At the same time, the products of Copgle are marketed. Competition has intensified, sales prices continue to fall, raw material prices continue to rise, and the marketing of new products developed by Copgle is far less than expected, and the investment in the construction of new environmentally-friendly and energy-saving fluorocarbon aluminum projects is still under construction, and the above factors lead to the examination of subsidiaries. The profit of Pule during the reporting period decreased by more than 40% compared with the same period of last year. (Proofreading/Sunset)
6. Lianchuang Electronics has three car lenses that have passed Mobileye certification.
Set micro-network news (text / Lee), July 19, Lianchuang Electronics announced, recently, the company developed another car lens, through the internationally renowned advanced car-assisted safe driving solutions company Mobileye (Mobel) Certification. At this point, Lianchuang has three lenses that have passed the company's certification.
According to the disclosure, the vehicle lens has a wide range of applications in the field of automotive electronics. It can be divided into driving assistance (ADAS and active safety system), parking assistance (rear view and full car viewing) and in-vehicle personnel monitoring (face recognition). The vehicle travels to the whole process of parking. With the development of artificial intelligence and machine vision, the automatic driving technology will rapidly mature and promote, and the market space is expected to be further enlarged. The vehicle lens industry has a long product life cycle (generally more than five years), Mao High interest rates, high barriers to industry, high technical barriers, long product development from production to production, complex qualifications, long cycle, and strong capital investment.
Lianchuang Electronics said that in recent years, the company has increased its investment in the in-vehicle lens field. The company has developed in-vehicle surveillance, front-view ADAS, blind zone monitoring and other lenses that have been applied to Tesla cars. Company and Mobileye Well-known solution companies such as NVIDIA have formed strategic cooperation and cooperated extensively with well-known automotive electronics manufacturers such as Valeo.