GLII: A Survey of China's Street Light LED Exhibition in 2013

Key Analysis

On May 9, 2013, Gaogong LED Research Institute went to Guangzhou Pazhou Convention and Exhibition Center to participate in the Guangzhou China Street Light LED Exhibition for market research. The participating exhibitors all expressed optimistic about the LED street lamp market in 2013. Confidence mainly comes from the government project demand and international demand. In contrast, SMEs are more concerned about the international market.

Exhibitors expect that the growth of China's street lamp market will exceed 100% in 2013, and the export sector will also double. Due to good market expectations, it is expected that there will be more than 250 outdoor lighting companies in 2013, and the market competition is still fierce.

In 2013, driven by smart TVs, smart phones and tablet PCs, LED backlight market sales increased sharply. At the same time, LED lighting market is about to break out due to the decline in LED lighting prices and policies. Investors have good earnings prospects for enterprises. It is expected to detonate the secondary market, and this week's LED-related stocks are eye-catching.

Company analysis: LED TV backlight business and LED lighting business two-wheel drive, helping Ruifeng Optoelectronics continue its high growth in 2013.

High-tech observation

GLII released "2013 China LED Driver Power Industry Research Report"
The actual effect of the NVC channel cleaning is worth discussing the Foshan integrated LED industry chain for each battle or history

Market review

This week, the high-tech LED industry index 1 closed at 1359.84 points, up 20.05%, the Shanghai and Shenzhen 300 index closed at 2592.05 points, up 2.02%, the high-tech LED industry index performance is far stronger than the broader market.

This week, 25 LED stocks rose sharply, with an average increase of 16.89%. The top three gainers were Jufei Optoelectronics (36.19%), Hongli Optoelectronics (34.12%) and Sanan Optoelectronics (32.45%), and only Dazu Laser (-0.33%) fell slightly.

Investment recommendation

Tongfang shares (600100), Jufei Optoelectronics (300303), Moso Power (002660).

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