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LED lighting industry will set off a new round of boom

The demand for LED lighting is ready to go. As for the upstream material sapphire, Apple's next-generation iPhone will expand its use, attracting related companies to send pieces to the market. Hon Hai Group's rongchuang and PSS Sapphire processing factory Ruijie have already submitted applications for listing, and last year they all paid EPS over 5 yuan, which is expected to set off another wave of enthusiasm. The legal person pointed out that rongchuang and Ruijie are both leaders in the industry. After the listing in the future, they will be able to strengthen their strength. The listed cabinet manufacturers face strong opponents. Rongchuang has applied for listing on 25th day of this month, except for last year's earnings per share of 5. 5%. 29 yuan surpassed the first-line factory Yiguang, rongchuang shareholders have a strong background, and the eye-catching is that the Japanese businessman Riya holds up to 11. 45, compared with the proportion of Japan Yahua holding Guanglei (5. 82)Even higher. In addition, panel manufacturers also hold shares through investment companies. 74. This year, the LED industry coincides with the take-off of lighting demand. Rongchuang is expected to go public before the end of this year. Due to the time point, rongchuang's share price has soared to a new high of 91 yuan, surpassing major manufacturers such as Yiguang and Jingdian, there was no sensation in the market. Patterned sapphire (PSS) The processing plant Ruijie is also expected to apply for the cabinet in the middle of this year, as the share capital is only 2. 0. 9 billion yuan, plus the legal person estimated that the company's earnings per share last year was as high as 5. 6 yuan, encouraging Ruijie's share price to soar all the way, and the current price of the cabinet also hit 150. The 47-yuan band record is the king of the relevant manufacturers in the upstream and downstream of the LED industry. Ruijie believes that the current supply and demand gap of PSS sapphire substrate is still large. After deducting the excess order, the gap is still 20% to 30%, and the price is expected to increase smoothly in the second quarter.

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