本集介紹

Auto parts manufacturer Dongyang (1319) has consolidated revenue of NT$1.612 billion since the end of June, which is the second highest in 9 months. According to the legal person, Dongyang has also begun to move some molds in response to the increase in the price of raw materials and the shortage of shipping containers. Produced in the US factory.

Dongyang's consolidated revenue for June was 1.612 billion yuan, an increase of 16.5% from the 1.383 billion yuan in May, and an increase of 27.4% from 1.265 billion yuan in the same period last year, which was the second highest in a single month since October last year.

Dongyang's after-sales maintenance market (AM) business revenue in June was 1.223 billion yuan, up 29% from May and 50% from the same period last year. In the first six months of this year, the accumulated revenue from self-financing was 6.407 billion yuan, a cumulative increase from the same period last year. 7%.

Dongyang's original factory commissioned manufacturing (OEM) business had a revenue of 389 million yuan in June. The accumulated revenue of the first six months was 2.569 billion yuan, an increase of 20% over the same period last year.

Dongyang's consolidated revenue in the second quarter was 4.458 billion yuan, a decrease of 1.32% from the 4.518 billion yuan in the first quarter, which was the second lowest in a single quarter since the first quarter of 2013. The legal person pointed out that the continued tightness of international freight counters has affected the smoothness of Dongyang's AM product shipments in the second quarter. However, the lack of space eased in June and demand in the European and American markets recovered in the second quarter.

Dongyang has accumulated 8.976 billion yuan of consolidated revenue in the first June of this year, an increase of 10.81% from 8.101 billion yuan in the same period last year.

Looking forward to the second half of the year, the legal person pointed out that the cost of Dongyang's non-metallic material parts and cold-rolled steel sheets and galvanized steel sheets for metal parts increased in the first half of the year. Dongyang adjusted its price increase plan in response to the increase in raw materials, and the gross profit margin is expected to gradually increase in the second half of the year.

In response to the lack of containers by sea, Dongyang has begun to move some molds to the US factory for production. In addition, the COVID-19 epidemic in North America has slowed down and customers are expected to replenish inventory.

Looking forward to this year, the legal person estimates that Dongyang’s AM performance target will grow 10% to 12% annually, and this year’s OEM performance is expected to grow 8% to 10%. 23% range.

From the perspective of the proportion of performance, the legal person pointed out that in the first half of this year, AM accounted for about 70% of Dongyang's overall performance, OEM accounted for about 30%, and mainland China accounted for about 65% of OEM performance.

According to the data, Dongyang Plastic Parts accounted for about 70% of the global after-sales service market, and sheet metal parts accounted for about 35% of the global AM market. It is the world's largest supplier of automotive plastic parts and a major global supplier of AM sheet metal parts.


汽車零配件大廠東陽 (1319) 自結6月合併營收新台幣16.12億元，是9個月來次高，法人表示，東陽因應原物料漲價，因應海運缺櫃也開始將部分模具移至美國廠生產。
東陽自結6月合併營收16.12億元，較5月13.83億元成長16.5%，比去年同期12.65億元增加27.4%，是去年10月以來單月次高。
東陽售後維修市場（AM）事業6月營收12.23億元，較5月成長29%，也較去年同期成長50%，今年前6月自結累計營收64.07億元，較去年同期累計成長7%。
東陽原廠委託製造（OEM）事業6月營收3.89億元，前6月自結累計營收25.69億元，較去年同期成長20%。
東陽第2季自結合併營收44.58億元，較第1季45.18億元減少1.32%，是2013年第1季以來單季次低。法人指出，國際貨運櫃位艙位持續吃緊，影響東陽第2季AM產品出貨的順暢度，不過6月缺艙狀況緩解，第2季歐美市場需求回溫。
東陽累計今年前6月合併營收89.76億元，較去年同期81.01億元成長10.81%。
展望下半年，法人指出東陽非金屬材料件原料及金屬件的冷軋鋼板與鍍鋅鋼板成本在上半年上揚，東陽因應原物料上漲調整漲價計畫，下半年毛利率可望逐步提升。
因應海運缺櫃，東陽已開始將部分模具移至美國廠生產，加上北美COVID-19疫情趨緩、客戶可望回補庫存。
展望今年，法人預估東陽今年AM業績目標年成長10%到12%，今年OEM業績估年成長8%至10%；今年東陽集團整體業績估年成長10%，毛利率估落在22%到23%區間。
從業績比重來看，法人指出，今年上半年AM占東陽整體業績比重約7成，OEM占比約30%，其中中國大陸占OEM業績比重約65%。
根據資料，東陽塑膠件在全球售後服務市場占比約70%，鈑金件在全球AM市占率約35%，是全球最大汽車塑膠件供應廠，也是全球AM鈑金件供應大廠

Powered by Firstory Hosting