Yilong Electric held a legal meeting today to affect taxes. Chairman Ye Ye said that according to the US-Canada-Mexico Agreement (USMCA), NB is exempt from taxes through Mexico, and NB customers have factories in Mexico, so they are not affected. As...
Yilong Electric held a legal meeting today to affect taxes. Chairman Ye Ye said that according to the US-Canada-Mexico Agreement (USMCA), NB is exempt from taxes through Mexico, and NB customers have factories in Mexico, so they are not affected. As for the term 232, it is the same as 25% for all countries, and it is expected that Taiwan's NB competition will not be affected.
Yilong Electric announced that its merger in July will receive RMB 1.012 billion, a monthly increase of 2.3% and a year-on-year decrease of 7.9%. After entering the peak season, customers still maintain normal cargo power. However, due to the uncertainty of tax policies, the overall situation will be more cautious than in previous years. In the future, communication with customers will continue to be strengthened and flexibly adjust strategies to stabilize supply.
Yilong Electric announced the performance of various product lines in July, including touch panel modules, touch screen chip revenues of 26%, fingerprint (FP) accounts for 11%, pointing devices (PSTs) accounts for 14%, and microcontrollers accounts for 4%, and related companies account for 2%. As for touch control applications (including biometric applications) accounts for 80% of the combined acquisitions that month, and non-touch control revenues account for 20%.
Yilong Electric announced that its second quarter closing was RMB 3.032 billion, a quarterly decrease of 2.8% and an annual decrease of 3.8%. Affected by product combination and exchange rate, the gross profit margin was 48%, and the out-of-sale profit was RMB 32 billion, of which the exchange rate reached RMB 192 billion, accounting for 60%. Because the exchange rate was estimated at RMB 31.5, the net profit after tax was RMB 35 billion, a quarterly decrease of 35.7%, an annual decrease of 52.2%, and the earnings per share (EPS) was RMB 1.23.
Ye Ye Jiahao said that from the second season's product line, the touch screen and MCU are relatively good, and the touch panel is flat. As for the finger marks and pointing devices, it is mainly affected by customer adjustments. It is estimated that the touch panel, finger marks and pointing devices in the third season will be better than the second season, but the MCU and touch screen will be higher than the second season.
Regarding tax issues, Ye Ye said that according to the US-Canada-Mexico Agreement (USMCA), NB is exempt from taxes through Mexico, and NB customers have factories in Mexico, so they are not affected. As for the term 232, it is the same as 25% for all countries, and it is expected that Taiwan's NB competition will not be affected.
Ye Ye Jiahao said that from NB, Yilong Electric has not delivered to the United States, mainly to ODM manufacturers. In the first half of the year, the large-scale manufacturer of electronic goods has passed the market's peak in cash delivery to avoid tax responsibilities. Although financial testing cannot be provided in the third quarter, according to regulations, there are still urgent orders and short orders for electronic goods. The purchase is comparable to the second quarter, and it is optimistic that commercial machines may have the opportunity to perform.
Ye Ye Yanhao shared that the third quarter has entered the peak season of consumer electronics. Although the changes in tax-related policies have brought uncertainty to the overall economy, benefiting from the recovery of health of inventory water levels, the overall order and shipment are still stable. In the short term, customers still adopt more conservative planning for shipments due to the uncertainty of tax-related policies. However, Yilong Electric adjusts the delivery rhythm and cooperates with production needs to meet the short-term demand that may occur in the future.
Ye Ye Jiaohao believes that despite the still chaotic market, Yilong Electric continues to maintain confidence in the enterprise conversion trend. At present, the proportion of business machines continues to rise stably, and actively cooperates with customers to expand AI applications, promote the introduction of AI functions into new machines, and jointly plan the future development of AI PCs with customers. Therefore, it maintains a positive attitude towards the long-term growth prospects of NB industry.
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