Key Analysis
According to the statistics of the High-tech LED Industry Research Institute (GLII), in 2012, the national financial LED lighting subsidy project won a total of 39 companies, and the total number of successful LED lighting products totaled 8.73 million. Among them, the number of indoor lighting reached 7.85 million, accounting for nearly 90% of the total promotion.
共有 A total of 12 listed companies won the bid, with a total product promotion limit of 3.77 million, accounting for 43.18% of the total, making it the biggest beneficiary of the bidding project. Among the top 10 companies that promote the quota, there are 7 listed companies.
勤 Qinshang Optoelectronics announced two consecutive projects this week: the winning bid is 28.89 million yuan in Guangzhou Qingyuan City LED street lamp energy-saving renovation project and the winning bid of about 160 million yuan Guangguang Group LED lighting demonstration project. The continuous bidding of large-scale projects is conducive to the promotion of LED lighting products of the company, further enhancing its market share and brand competitiveness in the LED lighting field, and consolidating its leading position in the industry, and has a positive impact on the performance of this year and in the next few years.
 A total of 13 LED key listed companies announced or revised their first three quarters of performance expectations this week. Among them, Ruifeng Optoelectronics Co., Ltd. and Jufei Optoelectronics Co., Ltd., whose performance is expected to grow faster, are expected to decline significantly, such as Zhouming Technology and Nanda Optoelectronics. From October 21st, the performance of LED key listed companies will be announced one after another, should try to "lightning" in advance, to avoid "stepping on the thunder."
ïµ High-tech observation
 GLII: In the first half of the year, the price of white light beads decreased by less than 8%, and the decline in the second half of the year narrowed. GLII: The market share of domestic LED packaging equipment in 2014 exceeded 50%
勤 Qinshang Optoelectronics won the bid of 160 million yuan Guangbai LED project and Qingyuan City 46,000 ç› LED street lamp renovation project
ïµ Quote review
 This week's high-tech LED industry index fell by 0.22% to 1063.35 points, and the Shanghai and Shenzhen 300 index rose by 0.50%.
16 Of the 25 key stocks, 16 rose, with an average increase of 0.66%. The top three gainers were Jufei Optoelectronics (9.59%), Han's Laser (7.12%) and Wanrun Technology (5.43%). The top three losers were Nanda Optoelectronics (-8.32%) and Hongli Optoelectronics (- 6.61%) and Yuanfang Optoelectronics (-4.07%).
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
For this download please click: http://
Click to download more high-tech LED industry research weekly report>>>
According to the statistics of the High-tech LED Industry Research Institute (GLII), in 2012, the national financial LED lighting subsidy project won a total of 39 companies, and the total number of successful LED lighting products totaled 8.73 million. Among them, the number of indoor lighting reached 7.85 million, accounting for nearly 90% of the total promotion.
共有 A total of 12 listed companies won the bid, with a total product promotion limit of 3.77 million, accounting for 43.18% of the total, making it the biggest beneficiary of the bidding project. Among the top 10 companies that promote the quota, there are 7 listed companies.
勤 Qinshang Optoelectronics announced two consecutive projects this week: the winning bid is 28.89 million yuan in Guangzhou Qingyuan City LED street lamp energy-saving renovation project and the winning bid of about 160 million yuan Guangguang Group LED lighting demonstration project. The continuous bidding of large-scale projects is conducive to the promotion of LED lighting products of the company, further enhancing its market share and brand competitiveness in the LED lighting field, and consolidating its leading position in the industry, and has a positive impact on the performance of this year and in the next few years.
 A total of 13 LED key listed companies announced or revised their first three quarters of performance expectations this week. Among them, Ruifeng Optoelectronics Co., Ltd. and Jufei Optoelectronics Co., Ltd., whose performance is expected to grow faster, are expected to decline significantly, such as Zhouming Technology and Nanda Optoelectronics. From October 21st, the performance of LED key listed companies will be announced one after another, should try to "lightning" in advance, to avoid "stepping on the thunder."
ïµ High-tech observation
 GLII: In the first half of the year, the price of white light beads decreased by less than 8%, and the decline in the second half of the year narrowed. GLII: The market share of domestic LED packaging equipment in 2014 exceeded 50%
勤 Qinshang Optoelectronics won the bid of 160 million yuan Guangbai LED project and Qingyuan City 46,000 ç› LED street lamp renovation project
ïµ Quote review
 This week's high-tech LED industry index fell by 0.22% to 1063.35 points, and the Shanghai and Shenzhen 300 index rose by 0.50%.
16 Of the 25 key stocks, 16 rose, with an average increase of 0.66%. The top three gainers were Jufei Optoelectronics (9.59%), Han's Laser (7.12%) and Wanrun Technology (5.43%). The top three losers were Nanda Optoelectronics (-8.32%) and Hongli Optoelectronics (- 6.61%) and Yuanfang Optoelectronics (-4.07%).
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
For this download please click: http://
Click to download more high-tech LED industry research weekly report>>>
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