Key Analysis
Looking back on 2012, the entire secondary market experienced a trend of first suppression and then rising. The Shanghai Composite Index and the Shenzhen Composite Index rose by 3.17% and 2.22% respectively, and the Shanghai and Shenzhen 300 Index rose by 7.55% for the whole year. The electronic components industry fell by 0.74% for the whole year and was in the middle reaches of all industries. Since its launch on May 1, 2012, the high-tech LED industry index has fallen 0.55% for the whole year of 2012, which is basically consistent with the annual performance of the electronic components industry.
In 2012, the LED secondary market performance was as follows: the number of new shares listed continued to increase, individual stocks fell more and more, the speculative theme and performance growth expectations were strong, and the performance of new stocks and sub-new stocks was not satisfactory. The "effect too" is obviously waiting.
The High-Tech LED Industry Research Institute (GLII) believes that the investment opportunities in the LED secondary market in 2013 are mainly reflected in the following aspects: investment opportunities in the explosive turning point of the lighting market; opportunities for continued rapid growth of the backlight market; Opportunities for improvement in performance; opportunities for acquisition of reorganization and speculation.
High-tech observation
GLII: The trend of urbanization or the important growth direction of the LED industry in the future?
GLII: China's LCD panel market share is expected to increase to 17% in 2013
Jufei Optoelectronics plans to acquire 136 million yuan to expand the production scale
Market review
This week's high-tech LED industry index closed at 1020.23 points, up 3.37% in two weeks.
In the past two weeks, the average increase of 25 LED key stocks was 1.88%. The top three gainers were Guoxing Optoelectronics (16.34%), Wanrun Technology (13.64%) and Han's Laser (10.43%); while the top three were Rectangle Lighting (-7.24%) and Alto Electronics ( -3.98%) and Jufei Optoelectronics (-2.36%).
Investment recommendation
Sanan Optoelectronics (600703), Jufei Optoelectronics (300303), Ruifeng Optoelectronics (300241).
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The High-tech LED Industry Research Institute (GLII) released the Silan Mingxin research report, saying that the performance of Shilan Mingxin continued to decline in the past two years. The main reasons for the decline in market share are as follows: the industry is fiercely competitive and the company adopts a conservative strategy; The price of LED chips continued to drop, and the company's products did not have a price advantage; the company's MOCVD equipment was commissioned for a long time, and the production capacity was not released in a timely manner.
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GLII: Silan Mingxin's performance bottomed out next year or will steadily rise back http://
GLII: Silan Mingxin's performance bottomed out and will continue to pick up steadily
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