Benefiting from the global demand for PCB equipment, domestic related equipment manufacturers have paid more outstanding results this year. AOI equipment factory Mude's net profit after tax was 201 million yuan in the first quarter, setting a record high for four consecutive quarters. The net profit per share after tax (EPS) was 4.72 yuan, both of which simultaneously rewrite the historical highs, with gross profit margin as high as 66.4%, and surpassing the 63.33% of the stock king Daliguang. In addition, the performance of Sichuan Bao and Kuo last year also reached high levels, and the profits in the first half of this year are still good.
Mude's first quarter financial report revenue was 566 million yuan, gross profit margin was 66.4%, and after-tax net profit was 201 million yuan, a quarterly increase of 2.55% and an annual increase of 2.35 times. The after-tax net profit per share was 4.72 yuan. The company's chairman Wang Guangxia recently pointed out at the French Session that the "Mude Five Arrows" launched by Mude this year, including PCB soft and hard boards and semiconductor inspection equipment, will all ferment this year. At present, in order to effectively separate the product market, it has expanded the new product layout of mainland customers and the COF performance growth in the IC semiconductor field, and the new product full-scan size measurement machine will begin shipment in March.
Mude's financial report last year's revenue reached a new high of 1.421 billion yuan, and the net profit after tax of 463 million yuan also hit a new high, an increase of 1.32 times, and the net profit after tax of 10.86 yuan per share. At the same time, the board of directors also decided to allocate up to 10 yuan in cash last year and will submit the shareholders' meeting resolution on May 29.
Chuanbao's net profit after tax reached 7.12 yuan last year, ranking second only to Mude's 10.86 yuan after PCB stocks made profits. The company's board of directors decided to allocate 4 yuan per share of cash dividend to last year's surplus, with a cash dividend yield of about 6%.
Chuanbao's first-quarter revenue was 427 million yuan, an annual increase of 52.59%, mainly due to the growth momentum of boosting revenue after the acquisition of Baohong Technology in August last year.
In the first quarter, with the large-scale expansion of production by mainland PCB factories, revenue still maintains momentum in the second half of last year. At present, the demand for expansion of mainland enterprises is still good. However, due to the short visibility of PCB equipment, the second half of the year remains to be seen, but overall, this year is still not light.
legal person believes that given the conservative view on short-term demand of iPhones, coupled with the ZTE incident and tight supply of peripheral parts, the growth rate of shipments this year will slow down compared with last year. In the long run, the large number has a niche of homemade controllers. With the continuous growth of the output value of mainland PCBs, the overall operation is still motivated.
