2020 PCB industry Q2 earnings report released ABF carrier board/soft board/CCL year growth.

Printed Circuit Board FamilyQ2 Financial Report Released, Judging from the sub-population, ABF carrier board, soft board and copper foil substrate have made neat profits. In terms of individual stocks, the highest profit per share in the first half of the year was copper foil substrate manufacturer Taiwan Optoelectronics. With the demand for infrastructure, Netcom and high-end laptop/tablet, the profit per share in a single quarter was 4.79 yuan (NT $, the same below), winning the profit per share of PCB group.

toAccording to PCB upstream material manufacturers, Damai Q2 profit increased by 122 in the quarter, gross profit margin reached a new high of 40%, and profit per share in a single quarter was 0.8 yuan, mainly reflecting the increase in the proportion of niche PI shipments and the increase in the growth rate, with profit per share of 1.16 yuan in the first half of the year. Sharp Point made a profit of 62 million yuan after tax in the second quarter, up 191 in the quarter, 0.44 yuan per share and 0.59 yuan per share in the first half of the year, mainly due to the increased demand for laptop/tablet applications from customers and the company's continuous cost control, which pushed up profits. The momentum is expected to continue in the third quarter.

In the soft board manufacturers, apple almost soft board stocks benefited from the momentum of pulling goods on the market of new Apple pen and electricity and flat products in the second quarter, and their profits grew compared with the same period last year.Zhending's second-quarter revenue returned to annual growth performance, after-tax profit.1.275 billion yuan, up 46% quarterly, EPS 1.41 yuan in a single quarter, with a profit of 2.38 yuan per share in the first half of the year. Taijun's second-quarter profit grew by 118, with a profit of 1.58 yuan per share, and Jialanyi also accelerated the pull of the system factory after the outbreak in China slowed down, turning a profit in the second quarter, with a single-quarter EPS of 0.45 yuan.

InIC carrier factory part, ABF in short supply favorable pick single, promote gross margin, ABF three male continued to profit upward, of which the biggest growth in the Xinxing season.Xinxing's Second Quarter Profit Increases Quarterly276, EPS 0.99 yuan in a single quarter, profit of 1.25 yuan per share in the first half of the year; Jingshuo also met the demand for ABF carrier boards and IC carrier boards related to Apple's new machines in the second quarter, with a profit of 176 per quarter, EPS 0.52 yuan and 0.7 yuan per share in the first half of the year. Nandian's profit in the second quarter increased 78% in the single quarter, with a profit of 1.29 yuan per share.

in the downstreamPCB industry, benefiting from the WFH effect, the second quarter to NB, server and Netcom board related manufacturers grew larger., including Huaco Group's Hanyu Bo and Jingcheng Ke's quarter growth, Hanyu Bo's second quarter profit quarter increased.317, earnings per share of 1.68 yuan, EPS 2.11 yuan in the first half of the year; Precision also grew 4 times over the previous quarter, EPS 1.05 yuan in the first half of the year, Jinxiang Electric's second quarter profit increased 84%, single quarter profit per share 1.36 yuan, first half profit per share 2.1 yuan.

while inIn the field of PCB equipment, Schindler's gross profit margin reached a new high of 35.59 in recent years in the second quarter under the support of cost control and price. Although there was a foreign exchange loss, the bad debts of inventory that had been knocked out before were expected to recover. The profit in the second quarter increased by 260, with a profit of 2.03 yuan per share. In the second quarter, Taiwan Watch benefited from the return of goods in China's TV market, with a profit of 0.518 billion yuan after tax, up 222, with a quarter and a profit of 1.77 yuan.