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Benefiting from the improvement of the LED industry, Taiwan's LED packaging factory billion light estimates that its revenue in May is expected to exceed 2.6 billion yuan (NTD, the same below), hitting a record high for two consecutive months, and the profit growth rate in this quarter can exceed Two percent, EPS is about 1.2 yuan. Everlight announced that it will remove more than 50% of its stake in Jingdian, plus its own funds, profit and cash inflows. It is estimated that nearly 10 billion yuan will be available this year.
It is understood that Yiguang actively focuses on its own brand of LED lighting. Last year, Yiguang bought the German lighting factory with less than 400 million yuan, and contributed more than 100 million yuan in revenue every month. The M&A performance is good, so Yiguang may be in the near future. Will continue to buy European LED lighting channels, continue to expand the layout. Yiguang said that because LED lighting customers are more dispersed, and each region has its own main factory, it is very important to have channels. The global distribution channel is the goal of Yiguang.
Vehicle electronics is the future of Yiguang's lock-in. It is understood that Yiguang has received long-term cooperation orders from the three major international automakers, and began to ship in large quantities in the third quarter.