Excess supply, price war of the blood become river touch panel. Now, in the fourth quarter last year, Taiwan may only touch panel factory central group's rich tong (3623) crystal stable profit performance. Contains other touch panel companies have reported F - TPK TPK (3673), and has not yet been published results of wintek (2384), China (3622), interface (3584), fluorspar mau season could be on the (4729) is a loss.
Fu jing tong last year revenue of about 895 million yuan, annual increase by about 7.7%, due to the touch panel products focused on industrial markets, chemical, automotive, industrial computer, multi-function transaction machine, and other fields are relatively stable, not only the first three quarters the cumulative net profit after tax 62 million yuan, the first three seasons of eps to 1.09 yuan, estimated they still make it in the fourth quarter, annual eps on 1.3 1.5 yuan. May be the company since 2009, nearly five years the best performance. F - TPK once is one of the king of Taiwan stock profit, but in the fourth quarter of last year because of the decline of the gross profit margin, operating income rate, plus transfer listed assets impairment, the investment of hong (8056) goodwill impairment, leading to quarterly after-tax losses of 1.61 billion yuan, big loss per share 4.88 yuan. Although the cumulative annual eps there are 21 yuan (because the profit in the first half of last year), but quarterly loss of $4 per share, the more difficult to ignore.
Wintek earn less pay more in recent years, since 2011 into loss, still XuKui estimate at the beginning of 2013. Among them, the first three quarters the accumulative after-tax losses last year reached 5.83 billion yuan, the first three quarter loss per share 3.16 yuan, since the fourth quarter is still short of swung the power, wintek expected full-year 2013 loss per share is likely to be close to 3.5 4 yuan.
Last year by the China new technology product research and development costs more, plus the organization adjustment, production costs associated with the centralized management, up to after-tax losses last year, the first three quarters of 319 million yuan, the first three quarters loss per share 2.11 yuan. Due to slack season in the fourth quarter, quarterly revenue dropped to 1.38 billion yuan, hit a low, estimate the losses to the fourth quarter last year, the year loss value 3 - $4 per share. Along with 2012, have lost two years. Interface although had swung slightly in the second quarter last year, but in the third quarter was lost again. The first three quarters after-tax losses last year, amounting to 207 million yuan in the first three quarter loss per share 1.61 yuan. Fourth-quarter revenue is only 1.24 billion yuan, season 3 into reduction, also almost six seasons since the third quarter of 2012. Due to the low capacity utilization rate in the fourth quarter, estimate the loss of pressure is big. Full-year loss per share for nearly 3 yuan. Since 2011, three consecutive years of losses.
Fluorspar, recently, continue to adjust product mix, plant configuration, the main products include plastic casing, touch panel (military control application mainly), lens, protect glass and so on. After-tax losses last year in the first three quarter is 411 million yuan RMB, the first three quarter loss per share 4.03 yuan, since the fourth quarter and listed assets impairment more than $300 million, estimates losses could dip below 6-7 yuan per share in 2013. This is also since 2011, the losses for the third consecutive year.

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