On March 24, Kang Shu (6282) held a law conference. Gao Qingshan, the general manager, said that the first half of this year was a weak season. However, due to lack of work and lack of materials, the cost was facing a severe test. At present, the problem of lack of work has been solved. If there is a shortage of materials, it is estimated that there will be a solution in April. Under the new products and new markets, the growth will be stronger in the second half of the year.
In response to this year's operational outlook, Kang Shu pointed out that the global economy has bottomed out in the second half of last year, corporate capital expenditures have begun to recover, and investment in cloud computing has continued to increase, coupled with booming consumer electronics demand, and cautiously optimistic about this year's outlook. As for the first quarter, Kang Shu pointed out that although this quarter is a traditional low-powered power supply, there are new models of consumer power supply, and desktop computers have also benefited from mainland domestic demand promotion, and demand has grown against the trend.
In terms of LED, Gao Qingshan said that due to the immature industrial development, the heat treatment still needs to be resolved, and it is not easy to see rapid growth in the short term. However, the Japanese government has actively promoted indoor LED lighting, and has an opportunity to market faster than the street lighting application. Kangshu has begun delivery to Japanese lighting factories.
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