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Jufei Optoelectronics: LED backlights grow at a high speed, optical film and flash are worthwhile
The company announced the 2014 annual report and the first quarter 2015 results forecast: the company achieved revenue of 991 million yuan in 2014, an increase of 31.43, net profit of 179 million yuan, an increase of 36.64; the company expects net profit growth of 5-30 in the first quarter of 2015. (1) Accelerated internationalization of small size, Toyota cooperation is the leading company in the small-size backlight of the patent breakthrough company, with a market share of more than 30, and the gross profit margin is stable at around 33. In the process of shifting the smartphone backlight module supply chain to China, the company has been promoting the internationalization of small-size backlights. At present, the company has gradually entered the procurement system of Samsung, LG and AUO. At the same time, the company reached a strategic cooperation with Toyota in January this year, obtained its white LED patent license, and became the authorized manufacturer of BOSE Alliance. It is expected to accelerate the pace of the company's entire products to the international market through patent protection. (II) Strong growth in large-scale, core customer expansion is the growth of the source of the company's medium and large-size backlight strong growth, income growth of more than 150, income scale of nearly 300 million yuan, has basically achieved the catch-up of the original leader. In the future, with the increase in the localization rate of LED TV backlight modules and the development of LCD TVs to large screens and high definitions, the market space for medium and large size backlights of the company will be further expanded. At the same time, thanks to strong product development capabilities and stable quality control capabilities, the company has developed a core enterprise such as Hisense. This year, the sales volume of the company's core customers will drive the company's medium and large-size backlights to continue to grow at a high speed. (3) Optical film and flash lamp are important growth engines in the future. On a single mobile phone, the output value of LED backlight is about 2 yuan, the output value of 3 optical films is about 1 yuan, and the output value of one flash is 1-2 yuan. The company's optical film and flash business is equivalent to re-creating a flying fly. The company established a subsidiary in 2013 to cultivate optical film products. At present, it has successfully developed optical film super bright products, and customer feedback is good. Due to the specification problem, the company's flash has not been highly accepted. Now, after adopting the mainstream specifications, not only the performance indicators are consistent with the national manufacturers, but also the cost is lower. It is expected that the company's new flash will be mass-produced in the first quarter of this year. We believe that the company's optical film, flash customers and backlight customers overlap, which is conducive to the market development of these two products after the market, and that it will become a new engine to drive the company's performance growth.