Yingtai Q2 or small loss Q3 is expected to rebound

Yingtai's revenue for the second quarter of this year was about 930 million yuan (NTD, the same below), with a quarterly increase of about 4%. Mainly because of the low-cost direct-lit LED-backlit TV, which led to the increase in shipments of flat-panel diffusers, leading to the flatness of micro-structured diffusers and light guides. Due to the fire loss in the second quarter, the accounting account must first list about 30 million yuan. Recently, the market has spread, Yingtai may suffer a small loss in the second quarter (the loss per share is estimated to be less than 0.1 yuan).

Regarding market rumors, Yingtai said that the current financial report is still being settled, and it is inconvenient to comment on the outside world. Basically, the actual published financial report shall prevail. Yingtai is expected to announce this year's semi-annual report around the end of July this year.

Looking forward to the third quarter, Yingtai believes that the third quarter results are expected to rebound. Mainly because Japanese customers' large-size light guide products (which are reported to be 60-inch models) began to ship. The proportion of Yingtai light guide products in the third quarter is expected to rise to 30% (the proportion of light guides in the second quarter of this year is about 15%-20%), pushing the peak of the third quarter of Yingtai to see 1.01 billion yuan The quarterly increase is over 10%, and the single-quarter gross profit margin also has a chance to rebound to more than 20%.

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