Connoisseurs say the news:
On December 29, San'an Optoelectronics issued an announcement announcing that Hubei San'an received 35 billion yuan.
According to the announcement, from October 1, 2023 to December 28, 2023, San'an Optoelectronics and its subsidiaries received about 3,500 subsidies related to revenue, failed to fulfill information disclosure obligations and failed to meet disclosure standards000,000 yuan. The details are as follows:
*: Screenshot of San'an Optoelectronics announcement.
It is worth noting that San'an Optoelectronics said that the amount of the company's deferred earnings amortization transfer to other income in the fourth quarter of 2023 is expected to be about 15.5 billion yuan. The total amount of the above three items is approximate5.400 million yuan, accounting for the company's latest audited net profit attributable to shareholders of listed companies
In addition, Hubei San'an also received it beforeAbout 14.15 million yuan of scientific and technological progress awards, excellent product awards and other awards. Hubei San'an is mainly engaged in mini micro LED epitaxial wafers and chips and chip deep processing and other businesses, with a total investment$12 billionAfter the project reaches production, the new chip production capacity will be about2.36 million pieces per year (4 inches as the equivalent piece).withEncapsulated products for 4K displays 840,000 units per yearproduction capacity. At present, some products have been supplied to Samsung, Huaxing Optoelectronics, Tianma, Konka and other customers.
According to the semi-annual report of San'an Optoelectronics, the project has been put into operation23.$4.9 billion, forming fixed assets 170.5 billion yuan, 39.9 billion yuan, intangible assets (land use rights) 1$7 billion. Completed GFA 29450,000 square meters of construction, has been put into use 20780,000 square meters, the remaining part is in the renovation stage. There are 742 employees and 4,950 sets of equipment purchased from the factory, all of which have been installed and commissioned, and have production capacity12.50,000 tablets per month.
The operating income of the project was 10.3 billion yuan, a year-on-year increase of 2243% and net profit of 0$1.4 billion. Judging from the production situation in each month in the first half of the year, the output of Hubei San'an showed a month-by-month upward trend, although due to international economic fluctuations and the sluggish consumer electronics, the sales growth rate was affected.
In the context of the recovery of downstream demand and the further development of emerging applications, the growth space and growth rate of Mini Micro LED are optimistic, and Hubei San'an is also expected to achieve sales growth with the growth of terminal shipments, driving the performance to a higher level. The above-mentioned subsidy is also expected to have a positive impact on San'an Optoelectronics' performance this year.
*: Comprehensive collation of corporate announcements and experts' opinions.