In April 2025, Guangyun's revenue saw a year-on-year decrease of 25.22%, with overall revenue continuing to fall.

Guangyun Co., Ltd. (6125) announced on May 9, 2025, that its consolidated revenue for April was NT$2.18 billion, a decrease of NT$734.16 million compared to the same period last year, representing a year-on-year decline of 25.22%. The cumulative revenue for the first four months was NT$8.31 billion, down 7.72% compared to the same period last year. The revenue decline suggests the company is under operational pressure. No specific reasons were provided, but it may be affected by global supply chain fluctuations and industry market conditions.

April Revenue Decline Exceeds 70 Million NT Dollars, Year-Over-Year Decrease Reaches a Quarter

According to Guangyun's announcement, the consolidated operating revenue for April 2025 was NT$217.683 million (approximately NT$2.18 billion), a decrease of NT$73.416 million compared to NT$291.099 million in the same period in 2024, with a year-over-year decrease of 25.22%. This marks the second consecutive month that Guangyun's year-over-year revenue decline has exceeded 20%, indicating that the company's revenue momentum remains weak at the beginning of the second quarter.

From the monthly data, Guangyun's revenue in March was NT$215.448 million, a year-over-year decrease of 21.08%; February's revenue was NT$191.562 million, a year-over-year increase of 23.48%; and January's revenue was NT$206.512 million, a year-over-year increase of 13.77%. It is evident that although the performance at the beginning of the year was acceptable, the year-over-year revenue growth rate turned negative from March and further expanded to a year-over-year decrease of over 25% in April.

Cumulative Revenue Also Declines, Nearly 8% Year-Over-Year Decrease

As of the end of April 2025, Guangyun's cumulative consolidated revenue for the year was NT$831.204 million (approximately NT$8.31 billion), a decrease of NT$69.568 million compared to NT$900.772 million in the same period last year, with a year-over-year decrease of 7.72%. This data shows that although there was year-over-year growth in revenue in January and February, the declines in March and April have had a significant impact on the overall cumulative revenue.

Notably, Guangyun's cumulative revenue for the first quarter of 2025 (January to March) was NT$613.521 million, compared to NT$609.673 million in the same period last year, with only a slight growth of 0.63%. However, the significant decline in April's single-month revenue has turned the overall cumulative revenue into negative growth, indicating increased operational pressure for the company at the beginning of the second quarter.

Industry Comparison: Revenue Performance of Changguang and Taiwei

During the same period, Guangyun's subsidiary Changguang (7795) also announced its April revenue data. Changguang's April revenue was NT$141.490 million, a significant decrease of NT$109.259 million compared to NT$250.749 million in the same period last year, with a year-over-year decrease of 43.57%. The cumulative revenue was NT$647.501 million, a year-over-year decrease of 30.06%. This shows that Changguang's revenue decline is even greater than that of its parent company Guangyun, potentially putting further pressure on the overall group revenue.

In contrast, another electronic component company, Taiwei (3064), reported April revenue of NT$6.990 million, a slight increase of NT$85 thousand compared to NT$6.905 million in the same period last year, with a year-over-year increase of 1.23%. Although smaller in scale, its revenue performance is relatively stable, contrasting with the declines of Guangyun and Changguang.

Background Overview: Guangyun's Operational Status

Guangyun (6125) is a publicly listed company in Taiwan, primarily engaged in automation equipment, optoelectronic equipment, and related system integration businesses. Its products are widely used in industries such as semiconductors, panels, optoelectronics, and electronics manufacturing. In recent years, Guangyun has actively expanded into the fields of smart manufacturing and green energy equipment, extending its business through subsidiaries like Changguang.

However, based on the currently announced revenue data, both the parent company Guangyun and its subsidiary Changguang are facing challenges of declining revenue. Although the announcement does not specify the exact reasons, the global supply chain fluctuations, industry business cycles, and geopolitical influences have generally led to a conservative business environment, which may put pressure on revenue performance.

References

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