Ruifeng Optoelectronics released the 2012 performance forecast: In 2012, the company realized a net profit of RMB 45-51 million, an increase of 35-53% over the same period of last year; of which Q4879-1479 million yuan, an increase of 63-174% compared with 11Q4, but compared with 12Q2 and 12Q3 The decline was mainly due to the fact that Q4 included more than 2 million yuan of equity incentive fees. The impact of this factor was similar to that of 12Q4, which was slightly lower than that of 12Q3.
In the backlight market, Ruifeng Optoelectronics said that the short-term off-season is not weak, and there is still room for penetration throughout the year. In 2012, with the continuous penetration of large-size backlights, the company's backlight business increased to more than 60%. In 2012, the penetration rate of LED backlights of many domestic TV brands has been raised to about 80%, but many orders from the company come from TV manufacturers such as Gaofei and Huike. There are still many domestic and foreign markets for these foundries. Infiltration space. In the short term, the 13Q1 TV market is in a downturn. Due to the exit of the home appliances to the countryside policy at the beginning of last year, the TV sales of the New Year's Day market are good year-on-year. It is expected that the Spring Festival holiday effect will be quite significant. This seasonal adjustment will be significantly eased in previous years.
In the lighting market, Ruifeng Optoelectronics is expected to start substantially in the second half of the year, and will be shipped to international giants in the near future. At present, LED lighting has already demonstrated cost advantages in areas such as commercial supermarkets, factories, parking lots, etc., where lighting time is long and electricity prices are high. The official shipment of tenders from three ministries and local governments in the first half of this year is expected to trigger demonstration effects. Driven the substantial launch of the domestic LED lighting market in the second half of the year. In the civilian sector, overseas markets may take the lead in launching. Philips, GE, Panasonic and other global lighting brands are increasing the layout of LEDs. Philips' LED lighting revenue accounted for 24% in 2012, and there is still a distance from the 50% target in 2015. Therefore, Philips and other lighting manufacturers are on the channel. Strengthen the penetration of LED lamps, and on the other hand, in the mainland and other cities, the company seeks OEM to quickly reduce costs. Ruifeng Optoelectronics has made good progress in cooperation with international lighting giants and may ship around the Spring Festival.
Ruifeng Optoelectronics said that the company's production capacity is expected to double in 2013. In terms of production capacity, the capacity of the Shenzhen plant and the release of the capacity of the Ningbo plant will increase the company's monthly production capacity from 200kk at the end of 2011 to 400kk at the end of last year, with an average monthly production capacity of around 300kk. With the release of the capacity of the Ningbo plant in the first half of this year and the Shanghai plant in the second half of this year, the capacity will reach 600-800 kk at the end of the year. According to the release rhythm, the average monthly production capacity is expected to double from 2012. Conservative estimates, the revenue growth rate in 2013 is about 50%.
Wonke Electric CO.,Ltd. , https://www.wkdq-electric.com