OLED becomes an investment opportunity agency actively participates in the layout

From the strong rebound that started in March, the market began to oscillate after breaking through 3,000 points. From the perspective of institutional investors, in the case of unclear direction of the market, the sector with huge imagination and real performance growth has become the focus of attention. With the concept of smart cars, VR, artificial intelligence, and the resurgence of Internet finance, the development of the industry has determined that the trend is developing into a good OLED sector, which has been actively deployed by institutional investors.

In the view of institutional investors, OLED will gradually replace LCD, which will become one of the mainstream display technologies in the future. In the view of Northeast Securities (000686), compared with traditional LCD, OLED has the characteristics of light and thin, short response time, high contrast, and wide viewing angle. It is especially suitable for wearable, VR and other devices. The flexible display requirement is replaced by OLED. An important driving force for LCDs.

Liu Gewei, the leading growth fund manager of Rongtong, believes that from the current consumer market situation, the investment in the consumer electronics industry is in the middle of the stock market era. It is expected that OLED will gradually replace LCD. OLED screen is expected to become the standard configuration after two years. It will be a huge investment opportunity.

A large-scale private equity researcher in Shanghai said that in today's fast-changing consumer electronics, technological advances can not only bring a better user experience, but also a significant reduction in production costs. From the price of OLED screens, as the producer's yield rate increases, the price will be greatly reduced. From the high-end field to the mid-end, the demand will also grow exponentially.

Guotai Junan Research Report shows that the current competition of smart phones has become hot, and the willingness to introduce OLEDs into the terminal is strong. Previously, it was subject to bottlenecks such as high prices and insufficient supply, and the import speed was slow. Since the beginning of this year, the production capacity of panel giants has been released one after another, and with the price reduction, the trend of large-scale replacement of LCD in the mobile phone market is irreversible.

Judging from the layout of domestic companies, Northeast Securities data shows that products of Huaxing Optoelectronics and Shentianma A are expected to be mass-produced in the fourth quarter of this year, and products of BOE A and other companies will be mass-produced next year.

In the rebound since March, the concept sectors such as Internet finance, high-sending, and smart driving have been chased by capital. In the case of the recent market volatility, the organization is paying more attention to the deterministic growth sector, and the trend is toward the good OLED sector. Began to get institutional attention.

From the perspective of institutional research, in the four links involving panels, equipment, drives and touch screens of the OLED industry chain, related companies have been investigated by institutional investors. Its China Union, Zheshang and other brokers and the Norwegian Central Bank, Merrill Lynch and other institutions investigated the panel makers Shen Tianma A; Huashang, Jianxin, Tianhong and other fund companies and Huachuang, Dongxing, Minsheng and other brokers investigated the equipment manufacturer Dongxu Optoelectronics (000413); driver chip manufacturer Zhongying Electronics (300327) was investigated by 9 batches of 50 institutions during the year, including more than 20 fund companies such as Harvest, South, Fuguo, Guolian, etc.; Huaxia, Shangtou Morgan and other funds and Cinda Securities 39 institutions including Minsen Capital and Zhanbo Investment investigated the touch screen manufacturer Ou Feiguang (002456).

In the view of a high-quality fund manager in South China, a large-scale fund cannot be fast-forwarded and out like a small-scale private placement. The most important thing is the forward-looking grasp of industry trends, especially the next two years. The industry that can gradually erupt. According to the enterprise cycle theory, when the company is just in the midst of a good growth period, and then the product is gradually introduced to the market, the stock price will start to rise. When the company's products enter the maturity period, when the stock price rises to the end, slowly Gradually sell, you can get a high return.

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