The high growth of the LED industry has been confirmed

by:ALLTOP      2020-03-25
According to the just-disclosed China Daily, the LED industry has entered a period of rapid development, driven by lighting demand. According to statistics, 21 LED Industries (Shenwan industry) In the first half of 2014, the total operating income and net profit of listed companies increased by 34. 5% on average compared with last year. 4 and 54. 13. Among the 21 LED industry companies, only one company, 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 agency added stocks such as sunshine lighting in the second quarter. Analysts said that 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. With the volume of LED lighting, the pulling effect of LED lighting on the industry will become more and more obvious, and we will continue to be optimistic about the prosperity of the industry in the second half of the year. Liu Liang, an analyst at Industrial Securities, pointed out that the LED industry is accelerating in the second quarter compared with the previous quarter, 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. According to reporters, as the price of LED lamps in China falls and the civilian market for LED lighting opens, 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 will enter a period of rapid growth. Generally, the complete penetration cycle of electronic products is about 10 years. 2011 is the first year of LED lighting penetration. It is expected that high penetration will not be completed until at least around 2020. According to industry insiders, from the experience of rapid penetration of other industries such as consumer electronics in the past, the investment in the first 3/4 penetration periods has a very good return. With the price drop and the new round of White ban climax pushing LED lighting into an accelerated penetration period, the LED industry has 3-5-year investment value. Focus on relevant leaders. As a new generation of light source that attracts attention at present, LED has the advantages of high brightness, low heat, long life, non-toxicity, recycling and so on, it is called a green lighting source with development prospects in the 21st century. According to IHS data, since second quarter of 2013, the demand of downstream LED lighting market has exceeded the expected scale, directly driving the release and utilization rate of midstream device packages, upstream chips and epitaxial wafers. Researchers at Qilu Securities pointed out that LED lighting is the third light source revolution after incandescent lamps and fluorescent lamps. Due to its many advantages such as energy conservation, environmental protection and wide application, major countries and regions in the world have strongly supported it. At present, the LED industry has entered a period of rapid development, with the LED market scale of 12. 4 billion US dollars in 2013, 2020 will reach 150 billion beauty yuan scale about composite of speed 42. 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. Brokerage analysts pointed out that the investment gold mine of the LED industry is rich in changes in industrial development trends. 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 choice of investment targets, analysts suggest focusing on relevant leaders, such as Aoyang Shunchang (Capacity release is fast), 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.
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