Key Analysis
In May, the LED industry index rose by as much as 39%, far stronger than the market performance of the CSI 300 index of 6%, and the excess return exceeded 30%. The average increase in individual stocks was as high as 30%. Among them, Shilan Micro, Changfang Lighting, Sanan Optoelectronics, Hongli Optoelectronics, and Dehao Runda gained more than 40%.
Policy push, prices have fallen sharply, demand in the international market has been released, and demand for smart TV and smartphone backlighting has been a major source of confidence for investors.
On May 17, there were media reports that the Iphone 5S would use the new Sapphire Touch Home button, triggering a round of speculation on the A-share sapphire business. However, GLII believes that this is only a short-term game behavior of funds. At present, A-share sapphire business enterprises are in the stage of layout, and sapphire business is difficult to contribute profits to enterprises in the short term. This information does not produce substantial benefits to the company's performance.
Zhang Xiaofei: Channel revolution and liberation only strive for the new era of light source to release the world's first new generation of AC LED light engine technology industry calls for LED standards to introduce standards to implement self-discipline
Market review
This week, the high-tech LED industry index closed at 1534.46 points, up 9.09%, the Shanghai and Shenzhen 300 index closed at 2597.23 points, up 0.2%, the high-tech LED industry index performance is far stronger than the broader market.
This week, 25 LED key stocks performed well, with an average increase of 5.39%. The top three gainers are Changfang Lighting (22.87%), Silan Micro (22.42%) and Han's Laser (20.08%), Jufei Optoelectronics (-6.65%), Chau Ming Technology (-4.18%), Ruifeng Optoelectronics (-1.43%) Three stocks were only three falling stocks, and the remaining stocks all rose.
Investment recommendation
Tongfang shares (600100), Qinshang Optoelectronics (002638), Moso Power (002660).
Click to download this week's research weekly report: http://
See more Gaogong LED Research Weekly: http://
In May, the LED industry index rose by as much as 39%, far stronger than the market performance of the CSI 300 index of 6%, and the excess return exceeded 30%. The average increase in individual stocks was as high as 30%. Among them, Shilan Micro, Changfang Lighting, Sanan Optoelectronics, Hongli Optoelectronics, and Dehao Runda gained more than 40%.
Policy push, prices have fallen sharply, demand in the international market has been released, and demand for smart TV and smartphone backlighting has been a major source of confidence for investors.
On May 17, there were media reports that the Iphone 5S would use the new Sapphire Touch Home button, triggering a round of speculation on the A-share sapphire business. However, GLII believes that this is only a short-term game behavior of funds. At present, A-share sapphire business enterprises are in the stage of layout, and sapphire business is difficult to contribute profits to enterprises in the short term. This information does not produce substantial benefits to the company's performance.
Zhang Xiaofei: Channel revolution and liberation only strive for the new era of light source to release the world's first new generation of AC LED light engine technology industry calls for LED standards to introduce standards to implement self-discipline
Market review
This week, the high-tech LED industry index closed at 1534.46 points, up 9.09%, the Shanghai and Shenzhen 300 index closed at 2597.23 points, up 0.2%, the high-tech LED industry index performance is far stronger than the broader market.
This week, 25 LED key stocks performed well, with an average increase of 5.39%. The top three gainers are Changfang Lighting (22.87%), Silan Micro (22.42%) and Han's Laser (20.08%), Jufei Optoelectronics (-6.65%), Chau Ming Technology (-4.18%), Ruifeng Optoelectronics (-1.43%) Three stocks were only three falling stocks, and the remaining stocks all rose.
Investment recommendation
Tongfang shares (600100), Qinshang Optoelectronics (002638), Moso Power (002660).
Click to download this week's research weekly report: http://
See more Gaogong LED Research Weekly: http://
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Fast Recovery Diode
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