Industry rebounds LED industry chain stocks rise collectively
From the May 15th disk, stimulated by the industry's warming news, various funds to grab the LED sector, institutions have joined the ranks of buying.
LED industry chain stocks rose collectively
The LED that has been crowned as “the second photovoltaic industry†has finally been proud. On May 15th, the whole sector ranked first in all sectors with a growth rate of more than 5%. Although the market performance was stable, the LED sector stocks rushed to blow up. Charge number.
Huacan Optoelectronics (300323), which is engaged in chip production, went straight to the daily limit, hitting a new high this year; Sanan Optoelectronics, which also made chips, also closed its daily limit; in addition, downstream application Changfang Lighting (300301), Qinshang Optoelectronics (002638) also rose sharply, with increases of 10.02% and 8.6% respectively; while the main packaging companies such as Wanrun Technology (002654), Lianchuang Optoelectronics (600363), Changjiang Electronics Technology (600584) and other stock prices are far stronger than Big market.
The reporter noticed from the data of Longhubang that four of the top five seats in the purchase of Sanan Optoelectronics were institutions, with a total purchase of 171 million yuan, and the sale of seats was all hot money. From the data of Changfang Lighting and Moso Power (002660), the two stocks have become a hot money park, and most of the seats are hot money.
Increased demand has caused the industry to pick up
“This should be the effect of the combination of supply and demand. In terms of supply, due to the weakening of government subsidies and the reduction of new equipment, the supply increase has not been as much as before,†an industry analyst in Shenzhen told, “and before Enterprises bought a lot of equipment (equipment), but in fact there are not many effective outputs, and the furnace operating rate is only 50% or 60%."
On the demand side, TVs and tablet PCs use LEDs in large quantities, which has promoted market growth. In addition, the lighting market has started, and demand has gradually increased. The LED industry has reached the stage of heavy volume. “I often go to Taobao to see that I could not sell a few LEDs in the previous month. Now, one day may sell more than a dozen, the change is very obvious," the analyst said. "The market attention may be concentrated in this industry, but the development of the LED market is a gradual process, without the capital market reaction so fast."
"The LED market push requires a lot of work and procedures," a Guangzhou industry analyst also said that they have clearly stated in the first quarter that they are optimistic about the LED market in the second quarter, so it is not surprising that the sector started yesterday. Because the industry has matured, the price of the previous 7W bulb has dropped from 40 yuan to 15 yuan to 20 yuan now. The overall cost reduction has naturally been accepted by the market, and the government's promotion of public lighting has exceeded that of last year, and the second half of the year should usher in an explosive growth. .
As for the saying that "LED is the second photovoltaic industry", the above analysts do not agree that "the commercial mechanism of photovoltaic is not the same as LED, and it has problems with the matching of power system, and the cost is also high. In contrast, LED, the whole industry chain comparison Mature, low starting costs, and the promotion of LED is also a trend, compared to photovoltaic products, LED is much better to promote.
When the reporter asked whether the price decline would affect corporate profits, the analyst believes that "the decline in LED prices is due to the emergence of technology upgrades and economies of scale, is a virtuous circle, and the price decline caused by vicious competition of photovoltaics is not the same, and the whole The industry is also growing."
So, who will benefit from the industry? The above two analysts agreed that companies engaged in the production of applied products may benefit first. "The expansion of packaging capacity will be very fast, and chip companies will have a lot of furnace capacity to be digested."
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
LED industry chain stocks rose collectively
The LED that has been crowned as “the second photovoltaic industry†has finally been proud. On May 15th, the whole sector ranked first in all sectors with a growth rate of more than 5%. Although the market performance was stable, the LED sector stocks rushed to blow up. Charge number.
Huacan Optoelectronics (300323), which is engaged in chip production, went straight to the daily limit, hitting a new high this year; Sanan Optoelectronics, which also made chips, also closed its daily limit; in addition, downstream application Changfang Lighting (300301), Qinshang Optoelectronics (002638) also rose sharply, with increases of 10.02% and 8.6% respectively; while the main packaging companies such as Wanrun Technology (002654), Lianchuang Optoelectronics (600363), Changjiang Electronics Technology (600584) and other stock prices are far stronger than Big market.
The reporter noticed from the data of Longhubang that four of the top five seats in the purchase of Sanan Optoelectronics were institutions, with a total purchase of 171 million yuan, and the sale of seats was all hot money. From the data of Changfang Lighting and Moso Power (002660), the two stocks have become a hot money park, and most of the seats are hot money.
Increased demand has caused the industry to pick up
“This should be the effect of the combination of supply and demand. In terms of supply, due to the weakening of government subsidies and the reduction of new equipment, the supply increase has not been as much as before,†an industry analyst in Shenzhen told, “and before Enterprises bought a lot of equipment (equipment), but in fact there are not many effective outputs, and the furnace operating rate is only 50% or 60%."
On the demand side, TVs and tablet PCs use LEDs in large quantities, which has promoted market growth. In addition, the lighting market has started, and demand has gradually increased. The LED industry has reached the stage of heavy volume. “I often go to Taobao to see that I could not sell a few LEDs in the previous month. Now, one day may sell more than a dozen, the change is very obvious," the analyst said. "The market attention may be concentrated in this industry, but the development of the LED market is a gradual process, without the capital market reaction so fast."
"The LED market push requires a lot of work and procedures," a Guangzhou industry analyst also said that they have clearly stated in the first quarter that they are optimistic about the LED market in the second quarter, so it is not surprising that the sector started yesterday. Because the industry has matured, the price of the previous 7W bulb has dropped from 40 yuan to 15 yuan to 20 yuan now. The overall cost reduction has naturally been accepted by the market, and the government's promotion of public lighting has exceeded that of last year, and the second half of the year should usher in an explosive growth. .
As for the saying that "LED is the second photovoltaic industry", the above analysts do not agree that "the commercial mechanism of photovoltaic is not the same as LED, and it has problems with the matching of power system, and the cost is also high. In contrast, LED, the whole industry chain comparison Mature, low starting costs, and the promotion of LED is also a trend, compared to photovoltaic products, LED is much better to promote.
When the reporter asked whether the price decline would affect corporate profits, the analyst believes that "the decline in LED prices is due to the emergence of technology upgrades and economies of scale, is a virtuous circle, and the price decline caused by vicious competition of photovoltaics is not the same, and the whole The industry is also growing."
So, who will benefit from the industry? The above two analysts agreed that companies engaged in the production of applied products may benefit first. "The expansion of packaging capacity will be very fast, and chip companies will have a lot of furnace capacity to be digested."
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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