LED industry layout welcomes golden opportunity

Looking at the revenue growth of LED industry chain over the years, such a high revenue growth rate only appeared 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. Safe Securities analyst forest as days said range see LED enterprise before February revenue annual change rate of all quite significant display overall industry boom better determine. This round of LED industry boom will run through the whole year, and even continue to the two or three years when the penetration rate of LED home lighting will continue to increase in the future. 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 Yuanyuan, 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 packaging and downstream manufacturers, although the first quarter is the off-season of the traditional industry, the off-season is not obvious. The total revenue of the overall LED industry chain in January 2014 was 85. NT $7 billion, a slight drop of 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 29. 41. Looking at the revenue growth of LED industry chain over the years, such a high revenue growth rate only appeared 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. Safe Securities analyst forest as days said range see LED enterprise before February revenue annual change rate of all quite significant display overall industry boom better determine. This round of LED industry boom will run through the whole year, and even continue to the two or three years when the penetration rate of LED home lighting will continue to increase in the future. Master Layout, Li Ka-Shing invested in nano LED lights. According to media reports, Li Ka-shing, chairman of Changjiang Industry, who has always invested in the network, has made new achievements 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. The Superman confidante Zhou Kaixuan described him (Li Ka-shing) This week's love, immediately in the Hong Kong stock market triggered a stone into the gold effect, many LED lighting concept stocks rose sharply. In addition, Foshan Lighting, a leading green lighting company, recently announced that the board of directors reviewed and approved the proposal to acquire the equity of Suzhou Mengtai. 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 secretary Lin Yuhui said. According to the announcement, Suzhou Mengtai is a professional company focusing on 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 lamps. 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 risen significantly, while the performance of A- share related enterprises has lagged behind, in view of the market underestimating the upward elasticity of the LED industry after the outbreak of home lighting, the industry believes that the short-term callback will usher in a golden opportunity for industrial layout. In terms of individual stocks, Ping An Securities said that Sanan Optoelectronics (600703) Consolidate its leading position in the chip industry. After the completion of the additional issuance, the company will go up the stairs and continue to strongly recommend it; In terms of packaging in the middle stream, it is recommended to pay attention to the beneficiaries of industry integration and continue to recommend jufei Optoelectronics (300303); On the downstream side, we will continue to be optimistic about the sunshine lighting (600261)And Foshan Lighting with obvious channel advantages (000541).