Second half of the second half of the operation in the second half of the second half of the second half of the second half of the second half of LED

Demand is not as good as expected, coupled with repeated customer orders, LED leading shares of crystal chairman Li Bingjie shouted out the second half of the second half of the operation of the second round of light electricity, the impact of today's class a miserable green, the first to bear the brunt of crystal lighting.

Crystal power 2 shares opened low, closing lock limit price of 59.6 yuan (NT, the same below), 60 yuan level fall, limit Commission sell the number of sheets 3155, the limit of leading shares weak, drag stocks fell, just with crystal electric combined canyuan followed down, a few degrees on intraday limit in the limit, late to close a 16.8 yuan.

Despite the CREE blessing Lunda followed fell 4.33%, stock prices fell back to 32.05 yuan, there are 4.58% same as the upper reaches of the light hung down, shares closed at 25 yuan, the new century was down 0.76%, less affected.

Packaging and brand factory billion light fell 5.73%, closing at close to $62.5, the other including East Bay, Sen Sen, Hong Qi, etc. more than 2% decline.

EPISTAR and canyuan 1, respectively, held a provisional shareholders meeting, discuss the two companies after the merger, Li Bingjie threw out the industry shock bomb, he said, because the customer had repeated orders, LED backlight and lighting two product line customers will enter the inventory digestion period, if there is no surprise, July will see this year highs.

He pointed out that customers are now seeing some of the high inventory, the third quarter is expected to digest inventory, which is even greater than the issue of LED lighting backlight LED.

However, Li Bingjie long-term trend of LED industry is still optimistic, he thinks the TV backlight is mainly the cycle fluctuation of industry season, the second season coincides with the industry season, collocation lighting demand hot, will let everyone was too optimistic, afraid to grab a predetermined capacity, positive productivity, lead to industry demand into the off-season, not once everyone expected, and synchronously pumped single, short-term advanced inventory digestion period; next year to benefit 4K2K HDTV drives, LED grain demand will increase.

As for lighting, as to enhance penetration, long-term growth trend can be expected this year, although demand did not originally optimistic expectations, but the growth is still very impressive, the wafer demand forecast in 1 billion down, compared with last year doubled; next year is expected to doubling to 2 billion.

Although the LED industry's boom in the second half of the release of warning, but the downstream packaging donper pointed out that the downstream angle is different, the main products and regional individual companies have different performance, not necessarily synchronous.

Donper stressed that the current order seems, in addition to the fourth season back into the traditional off-season, mobile phone backlight and lighting needs is very good, enough to fill the gap of TV decline, as a whole, from August to September the orders were to continue to climb, third quarter revenue or monthly revenue will have the opportunity to a new high, from the existing order forecast, fourth the season may maintain at least third season season level.

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