Taiwan's four-panel factory half-year loss of 57.7 billion yuan

Chunghwa Picture Tubes and HannStar Display Co., Ltd. announced the second quarter financial report on the 31st, after the first half of China Yingying’s after-tax loss of approximately RMB 6.4 billion, a loss of RMB 0.99 per share; Caijing’s first-half after-tax loss was approximately RMB 2.49 billion after tax per share. The loss was about 0.51 yuan. With the addition of panel dual tiger AUO and Chi Mei Optoelectronics, the losses in the first half of the year totaled 26.2 billion yuan and 22.6 billion yuan, and a total of 4 panel plants were approximately 57.7 billion yuan in the first half of the year.

Caijing announced the non-consolidated financial report for the second quarter. The net sales revenue in the second quarter was 8.48 billion yuan, up 2.6% in the quarter. Operating profit of 279 million yuan, operating loss of 585 million yuan, net loss of 1.276 billion yuan, loss per share of 0.43 yuan (after capital reduction), net value per share of about 4.77 yuan, after the net value of less than 5 yuan, will be listed as The shares were delivered in full, but the capital reduction was completed at the end of September. The net value returned to 9.54 yuan, which is expected to resume normal trading. In terms of product mix, Choi Ching's small and medium size products with a size of 10 inches or less accounted for 83% of the total sales, 11-inch to 19-inch products accounted for 8%, and 20-inch or higher products accounted for 9%.

Huaying's first-half revenue was 22.45 billion yuan, net loss after tax was about 6.4 billion yuan, gross loss rate was 10.39%, and the loss per share was 0.99 yuan; currently, 90% of Huaying's production capacity turned to small and medium size, and products under 7 inches accounted for shipments. 50% of the area, 40% of the tablet, and the rest of the large size of about 10%; the company said that the third quarter of the plate and mobile phone shipments are expected to increase by two digits in the quarter, the third quarter market conditions better than the second quarter.

In the first half of the panel, the two tigers lost a total of about 500 billion yuan, and AUO suffered a loss of 26.2 billion yuan. The loss per share was 2.9 yuan. Chimei Electric's loss was approximately 22.5 billion yuan, and the loss per share was 3.05 yuan. Chi Meidian general manager Wang Zhichao said the second half of the year. TV panel demand is still strong, as long as TV demand is stable, the market is not bad, AMOLED fourth quarter shipping tone remains unchanged, the estimated AMOLED output will contribute to the company's revenue this year; Chi Mei New Spokesperson Lin Zhenhui The company said that the company was better in the first half than in the second half of the year, the third quarter was better than the second quarter, and the situation will be better next year than this year.

Peng Shuanglang, the general manager of AUO, stated that due to the lack of growth in the supply side of the panel industry, the supply and demand situation in the market seems very tight this year. If the environment is not much changed, the demand for next year will be stronger than this year. The price part needs to see the market supply and demand. The situation is decided. The legal person pointed out that the opportunity for the Taiwanese factory to turn into profit originally fell in the second quarter to the third quarter, but the environment was not in good shape, and the Taiwan factory was deferred when it turned to profit. It is expected that the loss of the Taiwan factory in the third quarter will be expected to be more The second quarter is small, and there is a chance to turn profit in a single month. However, at this stage, the oversupply situation in the panel market continues. Manufacturers should still be alert early to reduce production to prevent overcapacity.