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LED industry has risen against the trend
LED industry stocks are one of the industries that rose against the trend in January. Yesterday, Hongli Optoelectronics rose 10.04, Foshan Lighting rose 8.99, Sunshine Lighting rose 5.63, Guoxing Optoelectronics rose 4.58, Moso Power increased 4.72, Sanan Optoelectronics rose 4.01. In fact, although the A-share market in January was weak, At present, the main line has basically appeared, and the industry with a booming economy has already risen against the trend. Judging from the current layout of the organization, the key companies in the LED industry have appeared as institutional investigators. Relevant companies in the sector have received continuous attention from institutional funds, especially LED companies have been investigated by institutions. The industry data boom has improved, and some customs data predicts that the export growth rate of LED lighting products in the fourth quarter of 2013 will be above 80%. Major research institutions have given high growth expectations to the industry. It is estimated that China's LED lighting products will increase by 86 in 2014, and the growth rate in the next two years will be around 60. In the next seven to eight years, the industry boom will be ushered in. Guodu Securities analysts believe that with the global replacement of LED light sources, the LED lighting market will only add more than 12 billion light source sources per year to the market. Factors such as price, energy saving, and policies have pushed LED lighting out at this stage. From the midline perspective, the LED industry is one of the biggest bright spots in the future. LED lighting industry segment leading company Lianjian Optoelectronics: The recent capital operation is actually more concerned by the market. It is planned to acquire the equity of Timeshare Media 100. Lianjian Optoelectronics seized the core elements of the industry through the acquisition of time-sharing media, laying a good foundation for the rapid growth of subsequent outdoor advertising sales. After the resumption of trading in December last year, Lianjian Optoelectronics has been favored by institutional funds. Hetai: The premium acquisition highlights management confidence. Intelligent controllers still have a lot to offer, and automotive electronics, smart buildings, and LED controllers have broad prospects. Sanan Optoelectronics: The first domestic manufacturer of LED chips. Received another 300 million yuan in LED orders. As a leading LED chip manufacturer in China, the company strengthened the control of upstream wafers through the shareholding of Canyuan and US lumens, and the company actively deployed midstream and downstream applications, and its long-term prospects are worthy of optimism. Sunlight: The world's largest manufacturer of energy-saving lamps. Australia set up a company to expand the overseas LED lighting market. Successfully won the bid for 20.28 million foreign aid projects. Guoxing Optoelectronics: a leading enterprise in domestic LED packaging, the company has a strong position in the industrial chain. The company has opened LED lighting product operation centers in Beijing, Hunan, Shandong and Anhui.