Crystal electric Taiwan factory, LED etc. lextar benefit subsidy policy

After China announced last week that the subsidy of LED lighting, led LED group including the recent rally, crystal electric cooperative relationship with the land plants (2448) and East Bay (2499), is expected to benefit from the subsidy scheme; (3698) there are Lunda fundamentals and theme surface protection, future revenue growth from month to month.

Yongfeng securities, interest groups for LED investors can layout related warrants, such as the crystallization of electric BB Yongfeng, connecting the East Bay I5 Yongfeng, and Ronda is the subject of I3 Yongfeng.

2012 due to the spread of LED and CCFL backlight convergence to 10%, coupled with Han Han push cheap version of the simple straight down LED TV, estimated LED TV penetration is expected to further increase to 70% to 80%.

Legal person said, overall, new supply in 2012 LED Industry Co., TV and lighting demand is growing steadily, the supply and demand structure improvement, the average sales price decline will return to normal in 20% to 25%, and the twin engine blessing, LED industry in the long-term growth without fear.

Yongfeng Securities said that with TV backlight and lighting needs enhancement, EPISTAR orders and good visibility, high order part in grain prices brewing industry, such as investment outside Guangjia operations continued to improve in the second quarter revenue is expected to increase 30% to 35% quarter profit, driven by the turnaround.

Technically, crystal electric shares with the broader market correction, the current back to test 62 yuan neckline, foreign investment and Investment Holdings chips in a relatively low area, with improved performance will have the opportunity to start covering ownership.

The new product has been unveiled at the Frankfurt International Lighting Exhibition in Ronda, due mainly to the LED backlight demand continues to heat up, LED and Philips, OSRAM and GE lighting customer orders also increased, with revenues reaching 30% lextar corporate estimates to 35%, revenue this quarter is expected to quarter by 20% to 25%, good working prospects.

Technically, the half line 30 yuan supporting lextar shares, back to the low wave hit second feet, chips investment and dealers continue to overweight, nearly 3 days of the three corporate buy exceeds 1000, chip surface is relatively stable.

In addition, the east coast of the East China has a close relationship with the East Bay, is expected to become the continent's energy-saving subsidies winner. East Bay in 2012 to add a lot of Chinese customers, such as TCL, Tsinghua Tongfang (NB), the system plant AOC, etc., the company estimates that this year, at least 20% of the contribution to the growth of the backlight business.

East Bay May stock price affected by the impact of the European debt callback of more than 10%, the recent short average moving upward, is expected to bottoming out, with the outbreak of LED energy saving business, the expected price will be shown.