Slump in the value of depression LED is the first rebound?

With the notice reporting the results have revealed that in the current round of market crash, a report by the shares or victimizes. Brokerage analysts have pointed out that some of the performance is determined, the current low valuation of stocks, especially in the future there will be industry catalysis, will likely become a pioneer in the rebound.

Performance growth stocks were killed

From the industry sector point of view, the performance is better network security, mobile games, media, electronics, food and beverage and pharmaceutical sector, and a larger decline mainly from coal, steel and real estate, etc..

Careful analysis of the contrarian industry sector can be found, in addition to a number of news and other triggering factors, these plates in the performance of many stocks do well.

It is understood that in June the market rose, has issued notice of interim results in a stock, yejiyuzeng accounted for half of the. For example, Dalian porcelain substantial losses, while LIAN and Xinjiang grandsoo also showed a net energy growth trend.

SW believes that the market liquidity pessimism will not immediately subside, "only the performance of the real growth to grief. "

From this wave of market began in December 4th last year, the first is the differentiation between the index, the next will be the differentiation index, and near the mid year report period, leading to differentiation is the performance of listed companies will continue to meet the expected growth, relatively speaking, the performance could not cash stock risk fell sharply.

However, according to statistics, there are nearly one thousand listed companies published a notice reporting the results, the Annunciation company accounted for more than 50%, but in the current round of market crash, many stocks victimizes the report by.

Who will take the lead in the rebound?

Brokerage analysts have pointed out that some of the performance is determined, the current low valuation of stocks, especially in the future there will be industry catalysis, will likely become a pioneer in the rebound.

According to the China in the international competitiveness of enterprises to benefit from the sort order: electrolyte, anode and cathode > diaphragm.

In the lithium battery industry chain in Jiangsu, Cathay Pacific, capchem, Wei Li billion and DESAY battery good performance. Electrolyte, Jiangsu Guotai lithium battery electrolyte sales for many years to maintain the domestic first, ranking second in the world in the past three years. Downstream customers covering the world's top ten and the major domestic core companies, including LG, SONY, ATL, such as force god. CRE securities analyst Li Dajun pointed out that the Jiangsu Cathay six fluorine lithium phosphate project in 2014 will be mass production, plus additive production, the company's gross margin is expected to continue to rise sharply. At the same time, the company's cathode material positioning power batteries, the future demand for space.

LED lighting will become the new driving force of energy-saving lighting market. With the LED lighting products prices continue to decline, in the field of commercial application is ripe, civil field conditions are gradually mature, will become an important part of the lighting market, the market share in 2020 is expected to further increase to more than 60%, to promote energy-saving lighting market rapid growth.

LED industry chain, Ruifeng optoelectronics, poly fly optoelectronics and solar lighting in the first quarter to achieve performance growth. Among them, the first quarter of 2013 in the first quarter of the sun light to achieve the main revenue 652 million yuan, an increase of 12.34% over the same period last year. Net profit of 66 million yuan (basic earnings per share of $0.1016), an increase of 12.63% over the same period last year.

Consumer sector concern

Not only that, in the field of large consumption, some industries and companies are still worthy of attention. AOKANG, for example, VW's consumer segment,

The company's first quarter 2013 revenue and net profit grew 4.50% and 10.17%, respectively. Orient Securities is expected, through the integration of the supply chain, including upgrading the transformation of the marketing network, and vigorously promote the shop for large stores, distributors and resource integration strategy, the company will effectively improve the quality of channels, this year is still expected to maintain growth of around two digits.

In the consumer electronics field, according to the "wisdom of Chinese" GF Securities research, LED, mobile games, mobile payment and financial IC card, 4G investment, marketing, video, film and television animation, security, intelligent medical, intelligent transportation and panel industry breeds a series of real growth. For example, the growth of electronic components, such as enterprise, clean technology and crystal photoelectric growth is still optimistic about the market.