Demand continues to pick up the LED industry quarter by quarter

Since the end of April, in the commercial lighting and indoor lighting led the industry demand for the entire LED industry continued to pick up, the chip supply tension even in the chip and package link.

LED industry showing a quarter turn for the better

In the market for the second half of 2013, the view is generally more cautious, looking for certainty investment opportunities, the formation of a good industry configuration is more important. "We are adhering to the" world April Fangfei, temple began blooming peach 'strategy. A director of private equity investment in Shenzhen, told reporters that the market is generally not optimistic about the market outlook, but the company is immersed in research and layout of a good time. I hope in the light index industry stocks under the guidance of investment philosophy, looking for some segments of the leading edge, and strive to confirm its growth or inflection point is on the eve of.

We are mainly concerned about the short term semi annual report is relatively large or super expected industry, early ambush. Medium and long term market, or the main investment in line with the economic restructuring of the industry. A medium-sized brokerage asset management investment manager, said the main layout of the current direction is determined in two directions, focusing on the overall performance of the ability to achieve strong LED industry, while focusing on the industry boom of the communications industry.

Judging from the latest situation, the LED industry showed a quarter turn for the better. GF Securities analyst, said China's Taiwan region chip industry chain found that in May LED, panel driven chip and chip manufacturing companies the most dazzling, is expected to boom in the second half of the LED industry will be better than the first half. The aforementioned brokerage investment manager, said the main layout of the semi annual report LED market, some companies are expected to form a relatively good semi annual results. "

At present, the LED industry is currently showing the off-season situation, Taiwan high power LED lighting package factory Edison shareholders will be held that benefit from the market demand, June revenue will have the opportunity to a new high, the two quarter of 2013 to make a turnaround. Sen Sen believes that next year LED lighting will show explosive growth. Huatai Securities analysts believe that since entering in May, the LED industry chain in the entire electronic components plate in the leading position, the main reason is that the terminal lighting products prices continue to decline. Since the end of April, in the commercial lighting and indoor lighting led the industry demand for the entire LED industry continued to pick up, the chip supply tension even in the chip and package link, which revived the market for LED shares confidence. From the operating situation of the enterprise, it does reflect this, most of the listed companies a quarterly net profit growth is positive, and the semi annual report is expected to be more optimistic. After the early rise, LED into the industry to support the performance of the basic stage of the cash. Despite the presence of short-term stock price callback demand, but firmly optimistic about the growth of the entire downstream demand explosive growth opportunities for the industry.