Sapphire into a new pet factory Ruijie, Jingmei will apply for the cabinet

Sapphire materials have been hit by LED lighting and optical products. In the fourth quarter of last year, there was an unexpected shortage of supply. Among them, Jingmei, which focuses on patterned sapphire substrates and increased optical shipments, will be different from peers in revenue growth last year. The profit-making results will be paid, and it is expected to become the sapphire company that has been on the shelves after Zhaoyuan.

After sapphire material became the new darling of Apple's supply chain, the capacity utilization rate recovered to a high level close to previous years. In addition, the LED lighting industry is unrestrained, and the high luminous efficiency patterned (PSS) sapphire is in short supply after the fourth quarter of last year. Epistar's Jingdian and Ronda are not too weak. Just announced the revenue of the epitaxial plant in December last year, which reached a high level of 16.38% per annum, due to the company's annual revenue of 110 million yuan (the new Taiwan dollar). Focus on the development of lighting business, for the LED lighting industry to report good news.

Jingmei is a professional manufacturer of Taiwan sapphire substrates, providing PSS and optical substrate production capacity. The company said that 60% of its current revenue share comes from the LED market, 70% to 80% of which are shipped to PSS substrates, and 30% to optical marketers. Group, based on revenue growth momentum, the performance in the second half will be better than the first half of the year. After planning the announcement of this year's annual report, the application will be submitted to the listing counter.

Ruijie is focused on the production of PSS substrates. There is no downward pressure on the sapphire industry. It has been profitable for four consecutive years in 2012. In 2013, there was no chance of a decline in revenue. The company had a long-term profit opportunity. The company had a profit on May 14 last year. The application was submitted to the cabinet, but on June 14th, the company removed the pieces on its own. Although there were market rumors such as factory illegal construction, the company did not respond to the reasons for the withdrawal. It only indicated that the reasons for the relevant units have been improved, and will wait for the opportunity to be sent to the cabinet again. .

Jingmei's revenue in the first 11 months of last year was 1.825 billion yuan, an annual growth of 37.06%. In the first half of the year, EPS was 0.11 yuan. It was a few sapphire profit-making companies. Last year's performance grew quarter by quarter. The fourth quarter became the annual high point of the year. In the second half of the year, the profitability of the second half of the year was better than that of the first half of the year.

Ruijie's revenue in the first 11 months of last year was 1.044 billion yuan, an annual growth of 31.52%. The first half of the year was 2.82 yuan, and the fourth quarter revenue could be back to 300 million yuan. The second half of the year was also better than the first half of the year. There will be a profit-making result that breaks through half of the share capital.

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