"Crystal Electric + Billion Light" market value rose

Jingdian is the world's second largest LED epi-factory, and its market value is about 26% of the leading plant Cree. Together with the off-season application rate, it has broken 90%, incentivizing Jingdian's share price to launch its second wave of offensives. In addition, Jingdie’s stock price continued to hit a new high band, and the total market value of packaging leading Everlight has approached NT$100 billion (hereinafter the same), becoming the most dazzling ethnic group before the Taiwan stocks were sealed off.

Jingdian admitted that the visibility of orders in the fourth quarter of last year and the first quarter of this year were much better than expected. The revenue of the previous quarter rose 6% against the trend. From the perspective of full-loaded production, the production line has to work overtime during the Chinese New Year. However, in the previous quarter, the first quarter of Jingdian was low-grade throughout the year and this year should not be taken out of this cycle.

The full power of the Jingbo season is not the first time. In 2009 and the first quarter of 2010, there was a shortage of full-load work in the busy season. In 2010, Jingdian hit a record high of earnings of 7.16 yuan per share, which has been banned in the United States since this year. The 60-watt incandescent lamp, the third largest lighting market in the world, has inspired the global LED industry with a lot of confidence.

In addition, Cree contributed bright earnings figures in the previous quarter, profit growth rate was as high as 75%, and the proportion of LED lighting revenue has climbed to 42%, showing that the price war started by Cree since March last year did not appear erosion and profit Under the circumstances, the profit has not decreased, but also stimulated the second wave of the crystal power share price. Jingdian broke the previous wave high yesterday, refreshed the band with a new high record of 69.9 yuan, and the market value also rebounded obviously. The price was calculated at yesterday's closing price. The market value has climbed to 64 billion yuan, which is about 66% of the high market value.

In terms of the world’s top three LED chip factories, Cree, Jingdian, and Nichia, Nichia is not listed. Cree’s price has soared in recent years, and the market value has risen to as high as US$8 billion. The net value ratio also climbed to 74 times. Compared with the 64 billion yuan market value of Jingdian, which is only about 26% of Cree, the market value of the two companies still has a large gap.

Since the beginning of this year, Jingdian and Yiguang have been the leading stocks in the Taiwanese LED group. Everlight has taken the lead to break through the integer mark of 70 yuan. Jingdian also attempted to capture 70 yuan with an intraday price of 69.9 yuan yesterday, and the total market value of Yiguang and Jingdian. It has reached 95.5 billion yuan, approaching 100 billion yuan.