讀後心得

Hsinbond (3023) was affected by delays in shipments for industrial, medical, and automotive sectors, with revenue in March amounting to NT$2.702 billion, a month-on-month decrease of 2.10% and a year-on-year decrease of 3.74%. Consolidated revenue for the first quarter reached NT$8.222 billion, a year-on-year increase of 2.51%, marking the second-highest for the same period in history. The decrease in March revenue was primarily due to delays in system implementations for industrial clients and a decline in demand from the medical and automotive sectors. In the first quarter, performance varied across industries, with healthcare and medical growth at 1.35%, automotive growth at 0.34%, green energy down by 22.11%, industrial growth at 10.33%, and communications and electronic peripherals up by 40.83%. In terms of product sales, cable assemblies accounted for 76.08%, while connectors and components made up 23.92%. In the sales distribution across various industries, industrial applications accounted for 30.27%, green energy 24.85%, communications and electronics 22.46%, automotive 14.18%, and medical 8.24%.

Due to delays in shipments in the industrial, medical, and automotive sectors, Xinguang's revenue in March was NT$2.702 billion, a decrease of 2.10% compared to the previous month, and a year-over-year decline of 3.74%. The consolidated revenue for the first quarter reached NT$8.222 billion, an increase of 2.51% compared to the same period last year; however, it decreased by 1.42% compared to the fourth quarter of last year, still marking the second highest record for the same period. Xinguang stated that the consolidated revenue in March decreased compared to February, primarily due to the delayed shipments for new system implementations by industrial clients and the postponed demand from clients in the medical and automotive industries. Although the revenue for the first quarter reached NT$8.222 billion, it still stands as the second highest record for the same period in history.

• Year-over-year performance changes in the five major industries of MAGIC in the first quarter:
  • Medical and healthcare industry increased by 1.35%
  • Automotive industry increased by 0.34%
  • Green energy industry decreased by 22.11%
  • Industrial application industry increased by 10.33%
  • Communications and electronic peripherals industry increased by 40.83%
• Sales proportion by product:
  • Sales of connecting wire assemblies accounted for 76.08% of consolidated revenue
  • Sales of connectors and components accounted for 23.92%
• Sales distribution by industry:
  • Industrial application industry accounted for 30.27% of consolidated revenue
  • Green energy industry accounted for 24.85%
  • Communications and electronic peripherals industry accounted for 22.46%
  • Automotive industry accounted for 14.18%
  • Medical and healthcare industry accounted for 8.24%