Jingdian estimates that Q2 gross margin is around 20% and is expected to hit a new high for nearly a year.

In the second quarter of the company, the industry profited a lot. Under the full capacity, the gross profit rate quickly rebounded to more than 20%, which jumped sharply from the 5.25% in the first quarter. The profit is expected to hit a new high in the past year, and the orders in July exceeded. In June, it was not affected by the industry inventory.

In addition, Jingdian recently raised its outlook for the second quarter internally, confirming that it can bid farewell to losses for two consecutive quarters, and the profit of the industry will exceed expectations. At present, the orders received by Jingdian in June exceeded 5 months, and the visibility of orders was seen in August.

Jingdian's order combination is good, exceeding the company's expectations, the current production capacity can not meet the demand for TV backlight and lighting, Crystal Electronics recently received many orders from mainland China, mainly focused on the application of LED lighting, speculated that There is a considerable relationship between China's mainland policy and the promotion of LED lighting.

At present, Jingdian estimates that the gross profit margin of the second quarter will fall between 18% and 23%. The gross profit margin of April-May will quickly rebound to more than 20%, which is significantly higher than the 5.25% in the first quarter. The product portfolio is better. The current gross profit margin of Jingdian is higher than expected. It does not rule out that the gross profit margin in the second quarter of 2012 has a chance to exceed 25%, and it will challenge 27% in the second quarter of 2011.

In addition to the substantial improvement in the profitability of the industry, the loss of investment in the industry has also improved. In May, the production capacity was fully loaded, and it was also handed over to Guangmei OEM. The trial production was no problem. It is estimated that it will increase its volume from June and contribute more than 30 million NTD revenue, accounting for nearly 15% of Guanglu’s revenue. The season is expected to double to NT$80 million, which will also bring operational advantages to Guangzhou.

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