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The development of electric vehicles is booming. Recently, the demand for automotive chips has exceeded the demand. International automobile factories have ceased operations. As a result, the supply chain operations of related factories in Taiwan have increased. Automotive electronics is still the focus of the market today (19), including IGBT lead frames in Shunde and the automotive industry Audiovisual system, Sunplus, etc. they have been favored by buyers, and the share price has returned to the daily limit. Trading in multi-concept stocks like Jianhexing, Sunplus, Jingpeng, Lianjia, and BizLink-KY is also very hot.
In the second half of last year, demand in the auto market rebounded, along with the fever of electric vehicle problems, which boosted the smooth running of Taiwanese factories. In 2020, the value of domestic automotive electronics production is estimated to reach 270 billion yuan, a growth rate of 13%. The Ministry of Economic Affairs expects to double to 6000 in 5 years. Taiwanese manufacturers have patent advantages including controllers, car networks, sensors, steering systems, etc.
Shunde (2351-TW) announced that it has won a large order for lead frame from Tesla’s next-generation vehicle battery management system, which is expected to ship in the second quarter of this year. In addition, other manufacturers of automobiles in China and Europe are also cooperating with Shunde to develop vehicles. With the new leadframe products, the future is expected to gradually increase the volume to drive business growth. Shunde attracted purchase orders today. It aggressively attacked the upper limit during the session and gradually moved towards the 100 yuan mark. The share price has risen more than 25% in the last month.
Jianhexing Connector Terminal Factory (3003-TW) announced that it was self-completed in the fourth quarter, and the single-season profit rate has returned to 20%. It’s the best single season in 3 years. Net profit after tax is 88 million yuan, an annual increase of 10.9%; The net profit per share was 0.52 RMB, and the accumulated net profit last year was 368 million RMB, a decrease of 14% year-on-year, and the net profit per share was 2.33 RMB. Heading into this year, Jianhexing will invest in general new product research and development and strategic new customer development resources in the electric vehicle and charging / replacement systems industry.
BizLink-KY (3665-TW) The design of electric vehicles has taken a big leap. Battery power management wiring harness has become Tesla’s main supplier. It has secured orders from two new US electric vehicle brands to supply luxury electric vehicles and electric truck wiring harnesses. And it will continue to provide income from the first half of next year. Bizlink’s revenue in December last year was 1.998 billion yuan, an annual increase of 7.6%, setting a new record for the same period. Revenue for the fourth quarter was 6.298 billion yuan, a quarterly increase of 4.1%, an annual increase of 7.6% and stood at 6 billion yuan in the second quarter. New high season.
Whether it’s traditional cars, electric cars, or driverless cars, electronics is a clear and long-term trend. Taiwanese factories’ supply chains have performed well this year. Jianhexing’s recent earnings have increased dramatically. Today, the daily limit was set once again to reach the 60 yuan barrier. Maximum of three years; Jingpeng, Lianjia, Dibao, BizLink-KY, etc. also increased by 1-3%.
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