LED companies in the stock market last year, out of a big market. This year's trend is still attracting attention. At the 2014 Spring·High-Industry-Investigation and Emerging Industry Investment Strategy Conference held on February 19th, industry and capitalists were still optimistic about the development of the LED industry in 2014, but they were more concerned about whether they could support the high stock price after the disclosure of results.
Zhang Hongbiao, director of the High-tech LED Industry Research Institute, believes that the LE D industry will enter a new golden growth period in 2014. LED investment should grasp the three main lines, namely upstream (sapphire materials), investment opportunities in the field of lighting and opportunities for mergers and acquisitions in the industry. According to the judgment of the UBS Strategic Group, after the two sessions, the market may face the risk of lower-than-expected quarterly disclosure results, but it will not change the industry's prosperity. It is recommended to focus on relevant investment opportunities in the LED industry.
LED outbreak year pays attention to sapphire, lighting
“LE D industry will enter a new round of gold growth in 2014. This year, a new round of industry mergers and acquisitions will be launched rapidly.†Gaogong, at the 2014 Spring·High-Industry-Investigation and Emerging Industry Investment Strategy Conference held on the previous day Zhang Hongbiao, director of the LED Industry Research Institute, believes. For all walks of life, LED is still full of investment opportunities.
He said: After years of development, the entire industry has reached a critical point of explosion. Power Supply, heat dissipation and other issues have been better solved, LED cost performance far exceeds fluorescent lighting. In terms of export data, there was a growth of more than 30% every quarter in 2013. An export company with an export value of more than 1 billion yuan has one in Xiamen. More than 50 companies have more than 100 million yuan; more than 500 have exported more than 10 million.
He analyzed from the investment point of view, the upstream of the LED industry layout is the substrate, epitaxial wafer, chip; the midstream is the package; the downstream is the application. In the upstream, the sapphire substrate is the future direction of development. Five years ago, the total scale of the Chinese sapphire industry was around RMB 200 million, and it has now exceeded RMB 1.2 billion.
According to a group of research data released by the High-tech LED Industry Research Institute, the output value of the upstream chip field exceeded 7 billion last year. Zhang Hongbiao believes that the output value in 2014 is expected to reach 10 billion, an increase of more than 40%.
Feng Zhiwei, investment director of Songhe Capital, pointed out that since last year, the L E D industry has grown very fast. For venture capital firms, an industry has 40%-50% growth and already has enough investment value.
In addition, LED lighting applications are also full of opportunities. “The development of the LED industry is very good this year. In 2015, the proportion of the total output value of the lighting industry in the application field will exceed 80% of the entire industry. Lighting is the main driving force for this new development.†Zhang Hongbiao is also full of LED downstream application industry. I am optimistic that the output value of domestic LE D applications in 2013 exceeded 200 billion yuan. According to the follow-up survey of leading manufacturers of lighting by UBS, the revenue of Philips LED lighting business in the fourth quarter of 2013 increased by 48% year-on-year. Osram also said that the sales of LED lighting business in the fourth quarter of 2013 increased by 28%. In addition, according to the January 2014 revenue forecast released by LED-related companies in Taiwan, it is generally indicated that the off-season is not weak.
Zhang Hongbiao concluded that this year's L E D investment main line believes that in 2014, LE D industry investment should grasp the three main lines, namely, the upstream sapphire material investment opportunities, the expansion of investment opportunities in the lighting field and the opportunity of merger and integration of the entire industry.
Performance callback does not change LED long-term development
Nandu reporter noted that many industry and capitalists have a wait-and-see attitude on whether the performance of the LED industry in 2014 can support the stock price after the 2013 surge. Once the performance cannot support the high stock price, the stocks in the stock market are under pressure from the short-term correction.
UBS Securities judged that after the two sessions, the market may face some risks, such as policy, economic, IPO issuance, and the risk of lower-than-expected disclosure of annual reports and quarterly reports, but UBS Securities believes that short-term systemic risks will not change. The industry boom, on the contrary, if the stock price falls due to systemic risks, but instead enhances the attractiveness of the sector, it is still recommended to focus on the relevant investment opportunities in the LED industry.
Overall, most people in the industry believe that LE D is still facing rapid development in the next few years. Zhou Yi, a researcher at Huatai Securities, is optimistic that by 2020, the output value of LE D's entire industry is expected to exceed one trillion. In this regard, Dr. Zhang Xiaofei, Dean of the Industrial Engineering Research Institute, has certain skepticism about the scale of the trillion, but he believes that it is more likely to approach 800 billion.
Therefore, despite the pressure of callback, investors are still optimistic about the investment value of the LE D industry. UBS Securities is optimistic about Sanan Optoelectronics, Jufei Optoelectronics and Sunlight.
At the forum site, the High-tech Industrial Research Institute released the rating of listed companies and the New Third Board listed companies in Shenzhen for the first time to evaluate the comprehensive development capabilities of the company. According to reports, the domestic comprehensive strength rating agencies for listed companies are still in a blank state. According to reports, in the LED industry, Jufei Optoelectronics scored the first. Nandu reporter was informed yesterday that the top 20 companies are: Jufei Optoelectronics, Ruifeng Optoelectronics, Alto Electronics, Qinshang Optoelectronics, Sanan Optoelectronics, Changfang Lighting, Hongli Optoelectronics, Zhouming Technology, Lianjian Optoelectronics, Wanrun Technology, Liard, Ganzhao, Yuanfang Optoelectronics, Lianchuang Optoelectronics, Maoshuo Power, Lehman Optoelectronics, Huacan Optoelectronics, Silan Micro, Guoxing Optoelectronics, Dehao Optoelectronics. The rating results of other companies will be officially announced in the past two days.
(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.)
Zhang Hongbiao, director of the High-tech LED Industry Research Institute, believes that the LE D industry will enter a new golden growth period in 2014. LED investment should grasp the three main lines, namely upstream (sapphire materials), investment opportunities in the field of lighting and opportunities for mergers and acquisitions in the industry. According to the judgment of the UBS Strategic Group, after the two sessions, the market may face the risk of lower-than-expected quarterly disclosure results, but it will not change the industry's prosperity. It is recommended to focus on relevant investment opportunities in the LED industry.
LED outbreak year pays attention to sapphire, lighting
“LE D industry will enter a new round of gold growth in 2014. This year, a new round of industry mergers and acquisitions will be launched rapidly.†Gaogong, at the 2014 Spring·High-Industry-Investigation and Emerging Industry Investment Strategy Conference held on the previous day Zhang Hongbiao, director of the LED Industry Research Institute, believes. For all walks of life, LED is still full of investment opportunities.
He said: After years of development, the entire industry has reached a critical point of explosion. Power Supply, heat dissipation and other issues have been better solved, LED cost performance far exceeds fluorescent lighting. In terms of export data, there was a growth of more than 30% every quarter in 2013. An export company with an export value of more than 1 billion yuan has one in Xiamen. More than 50 companies have more than 100 million yuan; more than 500 have exported more than 10 million.
He analyzed from the investment point of view, the upstream of the LED industry layout is the substrate, epitaxial wafer, chip; the midstream is the package; the downstream is the application. In the upstream, the sapphire substrate is the future direction of development. Five years ago, the total scale of the Chinese sapphire industry was around RMB 200 million, and it has now exceeded RMB 1.2 billion.
According to a group of research data released by the High-tech LED Industry Research Institute, the output value of the upstream chip field exceeded 7 billion last year. Zhang Hongbiao believes that the output value in 2014 is expected to reach 10 billion, an increase of more than 40%.
Feng Zhiwei, investment director of Songhe Capital, pointed out that since last year, the L E D industry has grown very fast. For venture capital firms, an industry has 40%-50% growth and already has enough investment value.
In addition, LED lighting applications are also full of opportunities. “The development of the LED industry is very good this year. In 2015, the proportion of the total output value of the lighting industry in the application field will exceed 80% of the entire industry. Lighting is the main driving force for this new development.†Zhang Hongbiao is also full of LED downstream application industry. I am optimistic that the output value of domestic LE D applications in 2013 exceeded 200 billion yuan. According to the follow-up survey of leading manufacturers of lighting by UBS, the revenue of Philips LED lighting business in the fourth quarter of 2013 increased by 48% year-on-year. Osram also said that the sales of LED lighting business in the fourth quarter of 2013 increased by 28%. In addition, according to the January 2014 revenue forecast released by LED-related companies in Taiwan, it is generally indicated that the off-season is not weak.
Zhang Hongbiao concluded that this year's L E D investment main line believes that in 2014, LE D industry investment should grasp the three main lines, namely, the upstream sapphire material investment opportunities, the expansion of investment opportunities in the lighting field and the opportunity of merger and integration of the entire industry.
Performance callback does not change LED long-term development
Nandu reporter noted that many industry and capitalists have a wait-and-see attitude on whether the performance of the LED industry in 2014 can support the stock price after the 2013 surge. Once the performance cannot support the high stock price, the stocks in the stock market are under pressure from the short-term correction.
UBS Securities judged that after the two sessions, the market may face some risks, such as policy, economic, IPO issuance, and the risk of lower-than-expected disclosure of annual reports and quarterly reports, but UBS Securities believes that short-term systemic risks will not change. The industry boom, on the contrary, if the stock price falls due to systemic risks, but instead enhances the attractiveness of the sector, it is still recommended to focus on the relevant investment opportunities in the LED industry.
Overall, most people in the industry believe that LE D is still facing rapid development in the next few years. Zhou Yi, a researcher at Huatai Securities, is optimistic that by 2020, the output value of LE D's entire industry is expected to exceed one trillion. In this regard, Dr. Zhang Xiaofei, Dean of the Industrial Engineering Research Institute, has certain skepticism about the scale of the trillion, but he believes that it is more likely to approach 800 billion.
Therefore, despite the pressure of callback, investors are still optimistic about the investment value of the LE D industry. UBS Securities is optimistic about Sanan Optoelectronics, Jufei Optoelectronics and Sunlight.
At the forum site, the High-tech Industrial Research Institute released the rating of listed companies and the New Third Board listed companies in Shenzhen for the first time to evaluate the comprehensive development capabilities of the company. According to reports, the domestic comprehensive strength rating agencies for listed companies are still in a blank state. According to reports, in the LED industry, Jufei Optoelectronics scored the first. Nandu reporter was informed yesterday that the top 20 companies are: Jufei Optoelectronics, Ruifeng Optoelectronics, Alto Electronics, Qinshang Optoelectronics, Sanan Optoelectronics, Changfang Lighting, Hongli Optoelectronics, Zhouming Technology, Lianjian Optoelectronics, Wanrun Technology, Liard, Ganzhao, Yuanfang Optoelectronics, Lianchuang Optoelectronics, Maoshuo Power, Lehman Optoelectronics, Huacan Optoelectronics, Silan Micro, Guoxing Optoelectronics, Dehao Optoelectronics. The rating results of other companies will be officially announced in the past two days.
(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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