LED recovery in the first quarter LED plate contrarian strong

LED plate again and again this week, in the case of market decline in some stocks contrarian strong, which poly fly optoelectronics, solar lighting and other gains were more than 10%. Many industry insiders said in an interview yesterday, the LED industry in the middle and lower reaches of the more obvious signs of recovery, investors can focus on the company Yankon, Elec-Tech, Jufei etc..

LED plate strength and its recovery in the first quarter is not unrelated. Recently, the Guangdong Provincial Department of science and technology website released the first quarter of 2013, the bidding situation. According to statistics, the first quarter of this year, Guangdong street lamps and tunnel lights has reached 76 thousand tenders, has exceeded the total annual bidding in 2012 of 75 thousand.

In February 17th this year, the NDRC and other 6 ministries jointly issued the "semiconductor lighting industry planning". "Planning" clearly promote the LED lighting industry output value of an average annual growth of about 30% in 2015 reached 450 billion yuan, of which LED lighting application products of $180 billion, according to industry insiders believe that the industry has come.

The annual report of the latest data showed that LED industry last year quite bleak, the listed companies net profit last year mostly decreased, such as leading enterprises operating income increased while the three optical growth of 92.48%, net profit was down 13.47%. Net profit fell 59% last year net profit Elec-Tech, KingSun fell 16%.

However, a quarterly data show that the downstream enterprises part of net profit has improved, such as the state of science and technology in the first quarter of this year net profit increase of 148%, net profit increased 12.6% Yankon a quarter; but to reverse the downward trend of performance in the upper part of the chip of LED company has not yet, such as Sanan Optoelectronics in the first quarter net profit still drops 18.7%.

For the LED industry in the first quarter, TMT researcher Wang Wenxing said yesterday, "the LED backlight plate by stocking and commercial lighting drive, the profitability of the industry gradually improved, but the improvement is obvious in the middle and lower reaches of the upper reaches of the chip is still not optimistic. LED industry can be divided into the upper reaches of the chip, related company Silan, Yankon, package and a backlight in the middle of the relevant company, Jufei, REFOND, honglitronic, lighting applications downstream, related companies have Yankon, NVC etc.. It is worth noting that, Chau Ming technology, Elec-Tech, Jufei, Sanan Optoelectronics in the upstream and downstream or downstream in the industry chain layout has. Investors can focus on Elec-Tech, industry chain layout good and strong ability of marketing NVC. "

Shenzhen brokerage researcher who declined to be named, said that with the EU ban on incandescent lamps, LED lighting applications into qualitative change stage, the domestic government in promoting engineering, commercial lighting, lighting chain is expected to accelerate the penetration of investors concerned about the middle packaging field KingSun, Chau Ming technology, honglitronic, backlight field of poly REFOND optoelectronics, fly, Yankon, Hong Kong stocks downstream applications of NVC.