Key Analysis
According to the statistics of the High-tech LED Industry Research Institute (GLII), since October 2012, LED listed companies have issued 12 successful bidding or major contract projects, with a total winning bid of about 650 million, with LED demonstration lighting projects and LED display projects. the Lord.
Although LED listed companies frequently win the bid and bring direct benefits to related companies, the secondary market performance of LED listed companies is still sluggish. This is not commensurate with the current LED sales season. At this time, it is necessary to appropriately reduce the positions to avoid the market. The risk of irrational decline is to focus on companies with clear growth as the main concern or investment.
According to the latest research report released by GLII, China's LED industry investment showed signs of recovery in the third quarter of 2012. The data shows that the planned investment in new projects in the third quarter was 35.3 billion yuan, a year-on-year increase of 25%, an increase of 18% from the previous quarter, of which 47 projects with a planned investment of more than 100 million yuan.
GLII analysis pointed out that in the first three quarters of this year, the newly added planning investment of the domestic LED industry showed an upward trend, mainly due to the substantial increase in LED lighting application projects. Benefiting from the central and local governments' subsidy policies, the penetration rate of LED lighting in the municipal and engineering energy-saving fields has increased rapidly, indirectly guiding a large amount of funds into the application lighting field.
High-tech observation
GLII: China's LED general lighting demand will enter the fast lane next year GLII: Improve industrial concentration "over the winter", Taiwan factory accelerates integration and acquisition Ruifeng Optoelectronics set up Shanghai subsidiary, Konka increased LED backlight purchase to 140 million
Market review
This week's high-tech LED industry index hit a new low since May this year, closing at 888.28 points, down 3.24%.
This week, the key stocks of LEDs fell, and 2 of the 25 key stocks rose, with an average decline of -8.18%. The two stocks that rose were Alto Electronics (12.86%) and Dehao Runda (3.00%); the top three losers were Nanda Optoelectronics (-16.33%), Huacan Optoelectronics (-13.18%) and Moso Power (-12.49%).
Investment recommendation
Sanan Optoelectronics (600703), Alto Electronics (002587), Ruifeng Optoelectronics (300241).
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