Separation components Dachang Dunnan (5305) last year had a new EPS of almost 10 years last year. This year, it has continued to increase production capacity and has raised its offer price in response to rising prices of upstream raw materials. The legal person estimates that the company’s performance this year may grow to a double-digit percentage, ranging from about 10% to 15%.
Dunnan’s performance grew by 10% last year, with an EPS of 1.8 yuan. The company is in the off-season this season, and legal persons believe that its performance in the second quarter of the season, the performance may increase by 10% to around 15%.
The segregated component is the business with the highest percentage of Dunnan’s performance. Affected by exchange rate fluctuations, it only grew by approximately 8% last year. The legal person estimates that the growth rate of this business will be 10% this year. Due to the strong market demand, it is understood that the small packaging capacity planning for Dunnan discrete components for mobile phones, flat panels and other devices will be doubled, as for the SMD packaging capacity that allows the package size to be smaller and lighter, from the fourth quarter of last year. The expansion is expected to increase from 300 million to 400 million a month this year.
In addition, due to the apparent increase in the price of semiconductor silicon wafers, resulting in increased costs for discrete components and other products, Dunnan also escalated the price of some products by about 10% to 15%.
As for the IC business, the self-owned IC sector in Dunnan last year after deducting On Po (4947) still showed losses due to the lack of economic scale. This year, it is necessary to fight for profits, and the performance increase is seen to be 20% to 30%. In addition, its 6-inch wafer business may increase its revenue this year, and the goal is also to make a profit. In terms of system module business, last year's growth rate was large, and this year's performance growth may be limited. However, among high-margin ticket machine products, last year accounted for 24% of system module performance. It is expected that this year will exceed 30%, which can drive this business. Gross profit and net profit increase. United Evening News
