LED plate heating LED companies will increase year by year
LED lighting penetration rate has also entered a period of rapid improvement, ushered in a big era. From the perspective of the life cycle of consumer electronics, the penetration rate of new products has increased the fastest from 10% to 60%. At present, the penetration rate of LED lighting has reached about 10%, and it is about to enter a period of rapid improvement, which will become a driving force for the stock price to rise.
In addition, the LED industry has found a brighter lighting market for its products from the nearly saturated backlight market (ie for mobile phones and TV screens). According to reports, compared to the LED backlight source market, LED lighting market space reached trillion level, in the era of LED lighting, domestic quality enterprises have more opportunities to grow and develop.
Liard, who launched the world's smallest 1.2mm pitch LED TV product, has pulled out four daily limites last week due to the discovery of new industry opportunities. Last Friday, it directly sealed a word board, setting a new high since listing. 22.40 yuan. As Liard’s share price hit a new high, the market’s attention to LED displays has also begun to increase.
Stimulated by the above good news, the LED sector rose sharply on August 2, and the six stocks of Lianjian Optoelectronics, Lehman Optoelectronics, Huacan Optoelectronics, Liard, Hongli Optoelectronics and Zhouming Technology all closed their daily limit. The stocks such as Photoelectric, Changfang Lighting and Guoxing Optoelectronics also rose by more than 5%, and the overall results were gratifying.
Zhang Shuai, a researcher at Guojin Securities, believes that LED lighting is similar to energy-saving lamps around 2003-2004. With the price drop, the increase in distribution rate and the promotion of enterprises and policies, the penetration rate of LED lighting is expected to increase rapidly in the next three years. Drive the entire LED lighting market to grow at a rate of 50%. The LED lighting industry cycle has been established. With the arrival of the lighting industry in the second half of the year and the re-opening of the backlight market in August, the industry boom is expected to increase further. At present, the two chip supply camps are gradually taking shape, and upstream and downstream enterprises are beginning to cooperate with each other. Under the circumstance, leading enterprises have accelerated the industry reshuffle with the advantage of technology cost.
Guotai Junan researcher Wang Wei believes that in the LED industry, export-oriented display companies will achieve rapid development. Mainly because of the large export space, about 60 billion yuan, more than twice the domestic market, there is enough space to support the rapid development of export-oriented enterprises.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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