Cree entered the board of directors of the lighting business this year the proportion of lextar pulled up

LED (3698) the Dachang Lunda (28), shareholders will be held last year, CREE (CREE) through private holdings Ronda 13% stake, and today also will be 1 seats and was elected by the board of directors elected representative Cree. Ronda said that at present the company's cooperation with Cree, in addition to the supply of some packaging capacity, also have cooperation in the period of products, is expected to be driven by the lighting business this year to continue to grow this year, become the main operating energy; in the backlight module business is expected steady.

Ronda in the first quarter of this year sales growth, gross margin increased 5 times earnings per share 0.26 yuan, annual profit. As expected, the second quarter increase in TV, Lunda lighting new production and customer demand driven by expanding, revenue growth quarter will have the opportunity to close to 1, its gross margins were steady, but the second season needs to consider the exchange rate and external income may be accounted for punishment and other factors, estimated the single season EPS about 0.3-0.5 yuan, the first half of EPS 0.6-0.8 yuan.

For the BenQ group's Lunda LED manufacturers, production of one-stop production supply model of vertical integration from LED grains to the LED package, the LED packaging production capacity of about 1 billion 400 million / month, this year is expected to gradually expand the front grain production capacity. Last year the proportion of about 7 into lextar backlight and lighting the proportion of about 3, estimated this year backlight proportion will drop to 6, the proportion of lighting pulled to 4; among them, the proportion of group orders is still nearly 5, with the cooperation with Cree, expected this year the proportion of revenues will decline group.

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