Recently, the A-share market has been weakly affected by various factors, and the stocks with poor performance have gone straight to the down limit. Analysts pointed out that in an uncertain market context, it is advisable to choose a growth industry with a defined performance. As a result, the "Investment Express" reporter selected the industry to enter a high growth period, the concept stocks will usher in the harvest season LED industry for analysis, for investors' reference.
Affect the layout of the LED industry to determine the growth <br> <br> Recently, after another pre-disclosure by the IPO, IPO audit restart, restart the IPO is expected to gradually strong and other factors, A shares weak trend since mid-April, the Shanghai Composite Index once The price fell more than 6%. Some stocks with poor performance are going straight to the limit.
Some analysts said in an interview with the "Investment Express" reporter that since the early morning of April 19, the Securities and Futures Commission opened the IPO company's pre-disclosure in the form of "the middle of the night", there have been 7 batches of 144 companies. IPO pre-disclosure; at the same time, there are 4 companies meeting today, which all indicate that the IPO restarts into the countdown. In a macro environment where macro fundamentals are very weak, a relatively stable operational strategy should be adopted.
“In an uncertain market context, it is advisable to choose a growth industry with a defined performance.†The analysts told reporters that although the nest was not finished, the market shock also provided a low-stakes opportunity. In particular, some industries with relatively stable performance growth, such as LEDs, will have a high-speed development period in the next 3-4 years due to the low penetration rate of LED general lighting market.
The brokerage industry researcher told the "Investment Express" reporter that with the decline in the price of domestic LED lights, the civilian market for LED lighting has opened, and the penetration rate of LED lighting in 2013 has rapidly increased from less than 3% in 2012 to 6%. In 2014, LED lighting will accelerate the replacement of traditional lighting, and the industry will have entered a period of rapid growth.
In addition, orders from overseas markets will continue to grow exponentially thanks to the “incluence exit roadmap†launched by various countries. Guoxin Securities released an electronic industry research report that the incandescent lamp ban in major countries and regions in the world entered the batch effective phase in 2014. With the decline in the cost of LED lighting, it will definitely promote the explosion of the LED general lighting market.
“The LED sector is a sub-sector with relatively certain growth potential. The decline in stock price provides a better layout opportunity.†Industry insiders pointed out that the complete penetration period of general electronic products is about 10 years, and 2011 is the first year of LED lighting penetration. Higher penetration will be completed around 2020. From the experience of rapid penetration of other industries such as consumer electronics in the past, the investment in the first three or four infiltration periods has a very good return. With the price drop and a new round of global ban, the LED industry has entered the accelerated penetration period, and the LED industry has 3-5 years of investment value.
It is understood that the LED industry, especially the LED lighting field, is one of the key industries supported by the state. In recent years, China has successively issued the "China's phasing out the incandescent lamp road map", "semiconductor lighting energy-saving industrial planning", "China's gradual reduction of fluorescent lamps containing mercury road map" and other policies. The government will gradually increase the financial subsidies for LED lighting products, and gradually promote LED lighting products with mature application technologies and obvious energy-saving effects. The incandescent lamp ban on major countries and regions in the world will gradually enter the effective phase this year.
Industry-than-expected quarterly performance <br> <br> reported that recently a number of LED manufacturers are recruiting, hiring in an emergency to be completed before the end of April, in order to cope with demand after the peak season. The latest release of Taiwan's LED revenue in March showed that the industry's overall overall growth rate was 20%, a record high.
In fact, the first quarterly report of more LED companies in China is also quite bright: For example, Sunshine Lighting (600261) achieved a revenue of 300 million LEDs in the first quarter, doubled from 140 million yuan last year; Huacan Optoelectronics (300323) recorded revenue in the first quarter. The increase was 150%; Sanan Optoelectronics (600703) increased its revenue in the first quarter by 30%. Hongli Optoelectronics (300219)'s first quarter operating income and net profit were 30.26% and 71.95% respectively.
“Sanan Optoelectronics, Huacan Optoelectronics and other strong quarterly reports that LED is in a high-profile cycle.†Zhang Fan, a researcher at CITIC Securities, pointed out that LED lighting is in a high-speed penetration period of 20%-50%, and there is also a need for backlight source in the second quarter. Further drive the economy to accelerate. Domestic chip companies have expanded their production range. With the cooperation of capital, it is expected to seize the industry's prosperity and achieve leapfrog development.
Qilu Securities Research Report pointed out that LED lighting is the third light source revolution after incandescent and fluorescent lamps. Due to its many advantages such as energy saving, long life and wide application, the world's major countries and regions have vigorously developed the LED industry. At present, the global LED industry has entered a period of rapid development. In 2013, the global LED market was 12.4 billion US dollars, which will reach 2020. Around 150 billion US dollars, the compound growth rate reached 42.6%.
"With the gradual advancement of policies and the outbreak of demand, China is one of the major LED production and consumption countries in the world. The LED industry faces significant historical opportunities and will generate huge investment opportunities." Qilu Securities Researcher pointed out that LED industry investment gold mine Rich in changes in industrial development trends. First, technological advancement and industrial upgrading are accelerating, the application range of LED products is increasing, and the market scale is expanding. Second, demand starts and policy promotion, driving the LED industry's entire industry chain into a high boom cycle. Third, the speed of industrial integration has obviously accelerated, and industrial concentration has gradually increased.
In the choice of investment targets, analysts recommend focusing on Xinhaiyi (multi-technology leadership, release of production capacity), solar lighting (LED lighting faucet), Hongli Optoelectronics (leading white LED packaging), Ruifeng Optoelectronics (white LED packaging leading, Guoxing Optoelectronics (MDLED package) and Aoyang Shunchang, Liard, Jufei Optoelectronics and so on.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Affect the layout of the LED industry to determine the growth <br> <br> Recently, after another pre-disclosure by the IPO, IPO audit restart, restart the IPO is expected to gradually strong and other factors, A shares weak trend since mid-April, the Shanghai Composite Index once The price fell more than 6%. Some stocks with poor performance are going straight to the limit.
Some analysts said in an interview with the "Investment Express" reporter that since the early morning of April 19, the Securities and Futures Commission opened the IPO company's pre-disclosure in the form of "the middle of the night", there have been 7 batches of 144 companies. IPO pre-disclosure; at the same time, there are 4 companies meeting today, which all indicate that the IPO restarts into the countdown. In a macro environment where macro fundamentals are very weak, a relatively stable operational strategy should be adopted.
“In an uncertain market context, it is advisable to choose a growth industry with a defined performance.†The analysts told reporters that although the nest was not finished, the market shock also provided a low-stakes opportunity. In particular, some industries with relatively stable performance growth, such as LEDs, will have a high-speed development period in the next 3-4 years due to the low penetration rate of LED general lighting market.
The brokerage industry researcher told the "Investment Express" reporter that with the decline in the price of domestic LED lights, the civilian market for LED lighting has opened, and the penetration rate of LED lighting in 2013 has rapidly increased from less than 3% in 2012 to 6%. In 2014, LED lighting will accelerate the replacement of traditional lighting, and the industry will have entered a period of rapid growth.
In addition, orders from overseas markets will continue to grow exponentially thanks to the “incluence exit roadmap†launched by various countries. Guoxin Securities released an electronic industry research report that the incandescent lamp ban in major countries and regions in the world entered the batch effective phase in 2014. With the decline in the cost of LED lighting, it will definitely promote the explosion of the LED general lighting market.
“The LED sector is a sub-sector with relatively certain growth potential. The decline in stock price provides a better layout opportunity.†Industry insiders pointed out that the complete penetration period of general electronic products is about 10 years, and 2011 is the first year of LED lighting penetration. Higher penetration will be completed around 2020. From the experience of rapid penetration of other industries such as consumer electronics in the past, the investment in the first three or four infiltration periods has a very good return. With the price drop and a new round of global ban, the LED industry has entered the accelerated penetration period, and the LED industry has 3-5 years of investment value.
It is understood that the LED industry, especially the LED lighting field, is one of the key industries supported by the state. In recent years, China has successively issued the "China's phasing out the incandescent lamp road map", "semiconductor lighting energy-saving industrial planning", "China's gradual reduction of fluorescent lamps containing mercury road map" and other policies. The government will gradually increase the financial subsidies for LED lighting products, and gradually promote LED lighting products with mature application technologies and obvious energy-saving effects. The incandescent lamp ban on major countries and regions in the world will gradually enter the effective phase this year.
Industry-than-expected quarterly performance <br> <br> reported that recently a number of LED manufacturers are recruiting, hiring in an emergency to be completed before the end of April, in order to cope with demand after the peak season. The latest release of Taiwan's LED revenue in March showed that the industry's overall overall growth rate was 20%, a record high.
In fact, the first quarterly report of more LED companies in China is also quite bright: For example, Sunshine Lighting (600261) achieved a revenue of 300 million LEDs in the first quarter, doubled from 140 million yuan last year; Huacan Optoelectronics (300323) recorded revenue in the first quarter. The increase was 150%; Sanan Optoelectronics (600703) increased its revenue in the first quarter by 30%. Hongli Optoelectronics (300219)'s first quarter operating income and net profit were 30.26% and 71.95% respectively.
“Sanan Optoelectronics, Huacan Optoelectronics and other strong quarterly reports that LED is in a high-profile cycle.†Zhang Fan, a researcher at CITIC Securities, pointed out that LED lighting is in a high-speed penetration period of 20%-50%, and there is also a need for backlight source in the second quarter. Further drive the economy to accelerate. Domestic chip companies have expanded their production range. With the cooperation of capital, it is expected to seize the industry's prosperity and achieve leapfrog development.
Qilu Securities Research Report pointed out that LED lighting is the third light source revolution after incandescent and fluorescent lamps. Due to its many advantages such as energy saving, long life and wide application, the world's major countries and regions have vigorously developed the LED industry. At present, the global LED industry has entered a period of rapid development. In 2013, the global LED market was 12.4 billion US dollars, which will reach 2020. Around 150 billion US dollars, the compound growth rate reached 42.6%.
"With the gradual advancement of policies and the outbreak of demand, China is one of the major LED production and consumption countries in the world. The LED industry faces significant historical opportunities and will generate huge investment opportunities." Qilu Securities Researcher pointed out that LED industry investment gold mine Rich in changes in industrial development trends. First, technological advancement and industrial upgrading are accelerating, the application range of LED products is increasing, and the market scale is expanding. Second, demand starts and policy promotion, driving the LED industry's entire industry chain into a high boom cycle. Third, the speed of industrial integration has obviously accelerated, and industrial concentration has gradually increased.
In the choice of investment targets, analysts recommend focusing on Xinhaiyi (multi-technology leadership, release of production capacity), solar lighting (LED lighting faucet), Hongli Optoelectronics (leading white LED packaging), Ruifeng Optoelectronics (white LED packaging leading, Guoxing Optoelectronics (MDLED package) and Aoyang Shunchang, Liard, Jufei Optoelectronics and so on.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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