Key Analysis
The High-tech LED Industry Research Institute (GLII) believes that Sanan Optoelectronics will be required to enter the main Taiwanese enterprise or for its development. Although there are many questions raised by the research institutions and the media about the actual effect of the incident, this incident is more beneficial than the disadvantages of both the main body and the development of the mainland LED industry.
Compared with unlisted LED display companies, the operating status of listed LED display companies is much better. Among the five listed LED display companies, Alto Electronics' net profit growth and gross profit margin were the highest in the first three quarters, and the gross profit margin remained at 42.66% in the first three quarters of this year. The Alto Electronics won a huge order of 200 million yuan from China Xinhua TV Holdings Co., Ltd., which not only increases the company's expected revenue, but also enhances the company's brand influence and market competitiveness.
In the second half of this year, Qinshang Optoelectronics issued the largest number of winning bids in all LED listed companies, but its share price decline since the fourth quarter was the largest among all LED listed companies. On the one hand, the company's performance still maintained but not as expected. The winning bidder will be converted into a real income cycle; on the other hand, the stock will face the largest lifting since the listing in the second half of this month.
GLII released "China LED chip industry regional pattern analysis (four)", the number of LED chip companies in Fujian, Jiangxi and other southern regions accounted for 24% of the national total, MOCVD installed accounted for 43%, and the output value accounted for 38%.
High-tech observation
GLII: Sanan teamed up to fight against crystal power, and the market outlook is still to be tested. GLII: LED industry development hidden danger, police step by step photovoltaic "being reversed" Qingdao 2.5 billion yuan "Green Island Project" adopts LED landscape lighting
Market review
This week's high-tech LED industry index closed at 912.59 points, down 4.08%.
This week, the key stocks of LEDs fell. Among the 25 key stocks, only Yuanfang Optoelectronics and Nanda Optoelectronics 2 only rose, with an average decline of 4.15%. The top three declines were Qinshang Optoelectronics (-10.10%), Alto Electronics (-8.71%) and Wanrun Technology (-8.53%).
Investment recommendation
Sanan Optoelectronics (600703), Alto Electronics (002587), Ruifeng Optoelectronics (300241).
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