LED enters the rapid development period industry 'money' Jing Guangming

LED industry in the first half net profit average growth more than half. According to the analysis, as the third light source revolution after incandescent lamps and fluorescent lamps, LED lighting is supported by major countries and regions in the world. At present, the LED industry has entered a period of rapid development, benefiting from the bright future. Shareholder Xiao Hao: the just-disclosed report shows that the LED industry has entered a period of rapid development thanks to the demand for lighting. According to statistics, 21 listed companies in the LED industry achieved an average increase of 34. 5% in total operating income and net profit in the first half of 2014 compared with last year. 4 and 54. 13. Among the 21 LED industry companies, only Qianzhao Optoelectronics recorded negative growth in its total operating income, while others recorded different degrees of growth. Huacan Optoelectronics, which has seen a large increase, has achieved a 172 increase in total operating income compared with last year. 19. In terms of net profit growth, 14 companies achieved a year-on-year increase in net profit of more than 20, and 4 companies achieved a year-on-year increase in net profit. It is worth noting that the agency increased its holdings of a number of LED industry performance growth stocks in the second quarter. New holdings such as Wanrun technology, Guoxing optoelectronics and Lehman Optoelectronics, etc. , the number of new Holdings was 398. 110 thousand shares, 349. 960 thousand shares and 231. 730 thousand shares. At the same time, the organization added stocks such as sunshine lighting. Market person Lao Wang: The LED industry, which has warmed up since the second half of last year, has maintained a good trend in the industry. Looking at the reasons for the growth of the performance of various enterprises, most of them are the main business growth caused by the recovery of the market; The general growth of LED listed companies has become one of the important factors for institutional holdings. The LED industry in the second quarter is accelerating year-on-year, indicating that with the increase in the proportion of LED lighting, the pulling effect on the entire LED industry has gradually emerged, and the future development is optimistic for a long time. With the decline in the price of LED lamps in China and the opening of the civil market for LED lighting, the penetration rate of LED lighting in 2013 has rapidly increased from less than 3 in 2012 to 6. LED lighting will accelerate the replacement of traditional lighting in 2014, and the industry has entered a period of rapid growth. Observer Yao: as one of the major LED producing and consuming countries, with the gradual advancement of policies and the outbreak of demand, China's LED industry is facing significant historical opportunities and will have huge investment opportunities. First, technological progress and industrial upgrading are accelerating, the application scope of LED products is continuously increasing, and the market scale is expanding day by day. Second, demand start-up and policy promotion drive the whole LED lighting industry chain into a high boom cycle. Third, the speed of industrial integration has accelerated significantly, and industrial concentration has gradually increased. In the selection of investment targets, it is recommended to focus on relevant leaders, such as Aoyang Shunchang and xinhaiyi (Multi-party technology, capacity release)Lehman Optoelectronics (Independent LED growth path), Jufei Optoelectronics (Backlight faucet, horizontal expansion to achieve high growth)Sanan Optoelectronics (Leading chip enterprises, the whole industry chain layout)Sunshine lighting ( LED lighting faucet with stable profitability)And Ruifeng Optoelectronics (White LED package), Guoxing Optoelectronics (MDLED package)Wait.