LED industry layout welcome golden opportunity

Looking at the revenue growth of LED industry chain over the years, such a high revenue growth rate only occurred in 2010, but the growth in 2010 was due to the previous international financial crisis, and this year is the natural start of industry demand, the meaning is not the same. Lin Zhaotian, an analyst at Ping An Securities, said that in terms of scope, the annual revenue growth rate of LED enterprises in the previous February was quite significant, indicating that the overall industrial boom was confirmed. This round of LED industry boom will run through the whole year and even continue to the next two or three years when the penetration rate of LED home lighting will continue to increase. With the improvement of people's awareness of energy conservation and environmental protection, the decline in the price of LED products and the progress of technology, the era of comprehensively replacing traditional light sources has come. The LED market continued to pick up. In the first two months of 2014, Taiwan's chip companies were booming. By comparing seven LED chip manufacturers such as Qianyuan, Dingyuan, Jingdian, Taigu, guangbaoke, Guanglei and New Century Optoelectronics, as well as Baihong, Dongbei, Huaxing, Lizhou, Lunda, Yiquan, Yiguang and Addison, etc. relevant data of 8 LED packages and downstream manufacturers, although the first quarter is the off-season of traditional industries, the off-season is not obvious. January 2014 overall LED industry chain revenue total for 85. NT $7 billion, down only 2. From the previous month. 19, a year-on-year increase of 21. 13. Overall revenue in February was 77. NT $8. 9 billion, up year on year. 41. Looking at the revenue growth of LED industry chain over the years, such a high revenue growth rate only occurred in 2010, but the growth in 2010 was due to the previous international financial crisis, and this year is the natural start of industry demand, the meaning is not the same. Lin Zhaotian, an analyst at Ping An Securities, said that in terms of scope, the annual revenue growth rate of LED enterprises in the previous February was quite significant, indicating that the overall industrial boom was confirmed. This round of LED industry boom will run through the whole year and even continue to the next two or three years when the penetration rate of LED home lighting will continue to increase. Master Layout, Li Ka-Shing invested in nano LED lights. According to media reports, Li Ka-shing, chairman of Changjiang Industry, who has always loved to invest in Kewang, has made new efforts after investing in artificial eggs. When he was interviewed by the mainland media, he showed the Nanoleaf nano LED bulb recently invested by Victoria Harbour. Zhou Kaixuan, Superman's confidante, even described him (Li Ka-shing) This week's Love immediately triggered a little stone-to-gold effect in the Hong Kong stock market, with the share prices of many LED lighting concept stocks soaring. In addition, Foshan Lighting, a leading green lighting company, announced a few days ago that the board of directors had deliberated and approved a proposal to acquire Suzhou Mengtai's equity. This acquisition is mainly from a strategic point of view. If the acquisition is completed, the company can obtain patents on Suzhou Mengtai LED lighting products, which will form a better supplement to the company's LED lighting research and development strength and technical reserves. Foshan Lighting Dong mi Lin Yihui said. According to the announcement, Suzhou Mengtai is a professional company specializing in the development and production of LED commercial lighting products and engineering products, it has obtained more than 40 patents on LED lighting products including all-glass straight tube LED lamp patents. Investment opportunities and industry layout welcome the golden opportunity. Since the beginning of the year, the share prices of LED industry chain companies within the scope have increased significantly, while A- share related enterprises have lagged behind, in view of the market underestimates the upward elasticity of the LED industry after the outbreak of household lighting, the industry believes that the short-term correction will usher in a golden opportunity for industrial layout. In terms of individual stocks, Ping An Securities said that Sanan Optoelectronics (600703) The company will consolidate its leading position in the chip industry and continue to strongly recommend it after the completion of the additional issuance; In terms of packaging in the middle reaches, it is recommended to pay attention to the beneficiaries of industry integration and continue to recommend management capabilities as outstanding jufei Optoelectronics (300303); On the downstream side, we will continue to be optimistic about the sunshine lighting (600261)Foshan Lighting with obvious channel advantages (000541).