PCB 廠及 LED 照明燈具廠邑昇 (5291-TW) 公布 5 月營收，達 1.53 億元，連 3 個月創新高，月增 17.43%，年增 62.15%，受惠居家辦公帶動網通與宅經濟需求，推升 PCB 事業營收走揚，加上既有 LED 自行車燈訂單穩定挹注，前 5 月累計營收也達 6.11 億元，年增 32.35%。
邑昇指出，PCB 供應鏈經過一年去庫存，拉貨動能在今年春節後明顯提升，包括工控、工業電腦、醫療、車用等領域復甦力道強勁，此外，近期台灣疫情升溫，居家辦公與遠距教學需求倍增，帶動 PCB 事業 5 月營收顯著成長，第三季目前產能已規劃滿載生產，將配合客戶拉貨
由於歐美等國家疫苗施打率持續提升，各大城市陸續開放解封，去年因疫情帶動的戶外運動需求並未衰退，市場規模反而擴大，邑昇自有自行車燈品牌「DOSUN」訂單能見度直達年底；而電動自行車 e-bike 已進入第二批量產，現階段目標仍以台灣市場為主，並積極開發歐美 e-bike 市場布局，期望在第四季有新客戶開始挹注營收。
邑昇 2021 第一季稅後純益 3062 萬元，年增 1.34 倍，每股純益為 0.8 元。公司看好，今年受惠各領域 PCB 拉貨動能重啟，加上 LED 自行車燈出貨暢旺，接單狀況佳，今年產能已全部滿載
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PCB factory and LED lighting factory Yisheng (5291-TW) announced May revenue of 153 million yuan, a record high for three consecutive months, with a monthly increase of 17.43% and an annual increase of 62.15%, benefiting from home office driving Netcom and Home Economic demand has pushed up the PCB business revenue. Coupled with the stable orders for existing LED bicycle lights, the cumulative revenue in the first five months has reached 611 million yuan, an annual increase of 32.35%.
Yisheng pointed out that after a year of destocking in the PCB supply chain, the momentum for pulling goods has increased significantly after the Spring Festival this year, including industrial control, industrial computer, medical, automotive and other fields with strong recovery. In addition, the recent epidemic in Taiwan has increased, home office and remote The demand for teaching has doubled, driving the PCB business's revenue growth in May. The current production capacity in the third quarter has been planned for full production, and will cooperate with customers to solicit goods
As the vaccine delivery rate in Europe, America and other countries continues to increase, major cities have gradually opened up and unblocked. Last year, the demand for outdoor sports driven by the epidemic did not decline, but the market scale expanded. The visibility of orders for Yisheng’s own bicycle light brand "DOSUN" reached the end of the year; The electric bicycle e-bike has entered the second mass production. At this stage, the goal is still to focus on the Taiwan market, and the e-bike market layout in Europe and the United States is actively developed. It is expected that new customers will start to accumulate revenue in the fourth quarter.
Yisheng's net profit after tax in the first quarter of 2021 was 30.62 million yuan, an annual increase of 1.34 times, and the net profit per share was 0.8 yuan. The company is optimistic that it will benefit from the restart of PCB pull in various fields this year. In addition, the shipment of LED bicycle lights is prosperous, and the order status is good. This year, the production capacity has been fully loaded.
