Guangzhou Ehang Electronic Co., Ltd. , https://www.ehangmobile.com
In the fourth quarter of last year, Ronda’s LED industry showed a low season. The November revenue was 1.165 billion yuan (NTT, the same below). The contrarian trend was 10.1% higher than that in October. It was better than market expectations and the annual growth rate was 49.59%. The cumulative revenue in October and November is 2.224 billion yuan. In the case of a December forecast, the fourth quarter will be higher than the double digits of last year. Lunda's accumulated profit in the first three quarters has reached 931 million yuan, and its annual growth has nearly tripled. The first three seasons after-tax EPS is 1.82 yuan. This year's 2 yuan EPS is not difficult.
Accumulated Ronda's revenue in November was 12.635 billion yuan, an annual growth of 35.39%, a year-on-year growth of 11.21%. It is pointed out that the company's LED lighting ratio has risen to 30% this year. Next year, the two major product lines of backlight and lighting will rise, and the growth momentum will be more explosive. 
Ronda plans to add 16 MOCVD boost capacity expansions
Ronda grabbed LED lighting business opportunities, and this year's LED lighting will be up 40%, and the legal person is expected to grow by more than 60%. The one-stop production model of Ronda LED lighting was copied to Suzhou, mainland China. It recently indicated that it will introduce 16 MOCVD machines, which will increase the monthly capacity of 60,000 pieces, and the monthly production capacity will reach 160,000 pieces. The increase rate reached 37.5%, and the trial production will be carried out closely, and new capacity will be opened before the peak season.