LED industry high growth confirmed

In the first half of the year, the LED industry achieved an average net profit growth of over 50%. According to the analysis, as the third light source revolution after incandescent lamps and fluorescent lamps, LED lighting has been supported by major countries and regions in the world. At present, the global LED industry has entered a period of rapid development, benefiting the capital Qian Jingguang. The mid-year report confirmed that the LED industry's high-growth report has just been disclosed. Thanks to the lighting demand, the LED industry has entered a period of rapid development. According to statistics, 21 LED industry (Shenwan industry) listed companies, the average operating income and net profit in the first half of 2014 increased by 34.4 and 54.13 compared with last year. Among the 21 LED industry companies, only one company Total operating income recorded negative growth, while others recorded varying degrees of growth. The largest increase in Huacan Optoelectronics achieved a total increase in operating income of 172.19 compared with last year. In terms of net profit growth, 14 net profit increased by more than 20% year-on-year, and 4 companies achieved net profit increase over the same period last year. It is worth noting that the organization increased its holdings of LED industry performance growth stocks in the second quarter. New holdings such as Wanrun Technology, Guoxing Optoelectronics and Lehman Optoelectronics, etc., newly acquired shares were 3,981,100 shares and 349.96 respectively. Ten thousand shares and 2,317,300 shares. At the same time, the agency added stocks such as Sunlight Lighting in the second quarter. Analysts said that the LED industry, which has been warming back and forth in the second half of last year, has maintained a good trend in the industry. Looking at the reasons for the growth of various companies' performance, most of them are the main business growth due to the recovery of the market; and the general growth of LED listed companies has become one of the important factors for institutional growth. With the increase of LED lighting, the driving effect of LED lighting on the industry will become more and more obvious. We continue to be optimistic about the industry boom 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 of the year, indicating that as the proportion of LED lighting increases, the pulling effect on the entire LED industry has gradually emerged, and the future development is promising for a long time. According to the reporter's industry researcher, as the price of domestic LED lights has dropped, the civilian market for LED lighting has opened. In 2013, the penetration rate of LED lighting has rapidly increased from less than 3 in 2012 to 6. In 2014, LED lighting will accelerate the replacement of traditional lighting. The industry will have entered a period of rapid growth. The complete penetration period of general electronic products is about 10 years. In 2011, the first year of LED lighting penetration, it is expected that high penetration will be completed at least until 2020. According to industry insiders, from the past experience of rapid penetration of other industries such as consumer electronics, the investment in the first three quarters of the penetration period has a very good return. With the price drop and a new round of global ban, the LED industry has entered the accelerated penetration period, and the LED industry has 3-5 years of investment value. Focus on related faucets as the world's most watched new generation of light sources. LEDs are known as the most promising green lighting in the 21st century due to their high brightness, low heat, long life, non-toxic, recyclable and other advantages. light source. According to the IHS data of the consulting organization, since the second quarter of 2013, the downstream LED lighting market demand exceeded the expected scale, which directly led to the release of the capacity and utilization of the upstream device package and upstream chips and epitaxial wafers. Researchers at Qilu Securities pointed out that LED lighting is the third light source revolution after incandescent and fluorescent lamps. Due to its many advantages such as energy saving, environmental protection and wide application, the world's major countries and regions have strongly supported. At present, the global LED industry has entered a period of rapid development. In 2013, the global LED market will be US$12.4 billion, and in 2020 it will reach US$150 billion. With a compound growth rate of 42.6 as one of the world's major LED production and consumption countries, with the gradual advancement of policies and the outbreak of demand, China's LED industry faces significant historical opportunities and will generate huge investment opportunities. Brokerage analysts pointed out that the investment gold mine of the LED industry is rich in changes in the development trend of the industry. First, technological advancement and industrial upgrading are accelerating, the application range of LED products is increasing, and the market scale is expanding. Second, demand starts and policy promotion, driving the LED industry's entire industry chain into a high boom cycle. Third, the speed of industrial integration has obviously accelerated, and industrial concentration has gradually increased. In the choice of investment targets, analysts recommend focusing on relevant leaders, such as, Aoyang Shunchang (fast production capacity release), Xinhaiyi (multi-technology leadership, capacity release), Lehman Optoelectronics (individual LED growth path), gathering Optoelectronics (backlight faucet, horizontal expansion to achieve high growth) Sanan Optoelectronics (chip leading enterprise, full industrial chain layout), sunshine lighting (LED lighting faucet, and stable profitability) and Ruifeng Optoelectronics (leading white LED packaging), National Star Optoelectronics (MDLED package) and so on.

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