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LED lighting enters the policy implementation period, backlight enters the off season

by：ALLTOP 2020-02-17

The lighting policy has entered the implementation period, and the backlight November has gradually entered the traditional off-season. As the end of the year approaches, the announcement of the central bidding project and the convening of the International LED industry conference, LED public lighting projects in various regions have entered a period of rapid implementation. The overall Q4 can be expected, and the backlight is getting farther and farther with the 11th promotion, gradually entering the traditional off-season, as of October, the TV field has increased significantly year-on-year, and the overall performance of backlight industry enterprises is relatively stable. In addition, the industry's overall environment is sluggish, the collapse continues, and the display of the large factory Haobo is closed, which is expected to be beneficial to similar listed companies. Investment Suggestion: backlight lighting: Dongshan Precision (002384, Buy), Zhaochi shares (002429, Buy)Ruifeng Optoelectronics (300241, not rated), Jufei Optoelectronics (300303, not rated); Lighting: Hongli Optoelectronics (300219, Buy), Guoxing Optoelectronics (002449, increased Holdings); Upstream and other enterprises: Nanda Optoelectronics (300346, not rated)Sanan Optoelectronics (600703, Buy)Maoshuo power supply (002660, Buy). Industry Dynamics:

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