The three major benefits of the LED industry will rise in the wind

Du Furong, vice president of Yuanda Investment, pointed out that the LED industry is oversupply in the world and the product quotation is sluggish. The second quarter of Taiwan's grain giants will lead the market by freezing production capacity and increasing production capacity. 10 to 15%, LED manufacturers have expressed their support, but the third industry peak season, Taiwan stocks return to the 9000 mark, the LED industry in the peak season, the quotation is rising, the scope of application is more widely, and so on, In the third quarter of the star industry, such as Jingdian, Ronda and other 15 LED stocks to buy super strong, will rise in the wind. Du Furong, vice president of Yuanda Investment, pointed out that the LED industry is oversupply in the world and the product quotation is sluggish. The second quarter of Taiwan's grain giants will lead the market by freezing production capacity and increasing production capacity. 10 to 15%, LED manufacturers have expressed their support, but the third industry peak season, many LED manufacturers inventory has fallen to very low water levels, China's LED indicators such as Sanan, Mulinsen, Jingtai, etc. September 1 Japan has also started to increase its quotation by 5 to 15%. The upstream die manufacturers have increased their prices. It is expected that downstream LED package manufacturers will also raise their quotations. The LED industry is coming in the third season, and a large number of replenishment of inventory demand and quotation increase will emerge. The industry is turning, the profit and operation will be upgraded, and the stock price will rise. Zhang Zhicheng, the investment manager of Xincheng Global Investment, pointed out that the LED industry is highly transitive. The main reason is that the application range of products is expanding. It is difficult for Blu-ray products to compete with Korean businessmen. In response to the needs of virtual reality and Internet of Things, many manufacturers will start from the 2nd. The conversion of the traditional traditional product line to the technically more advanced quaternary product line will make it more competitive and profitable. Zhang Zhicheng said that the price of some LED chips in the LED industry has risen by 10% in the second quarter. At present, the price of the price increase is mainly high-power LED chips. The technical threshold of these specifications is relatively high, and the market supply is relatively small. Zhang Zhicheng pointed out that TV LED backlights are introduced into flip-chip LEDs, which are low-cost, and the penetration rate of alternative light source products will increase rapidly; the prospect of intelligent lighting will be bright; the technical changes of automotive headlights will be supplemented by laser headlights; Gradually paying attention to it, due to the fierce competition in white LED prices, LED factories hope to find new special applications to increase profits. For example, invisible LEDs are increasingly concerned by LED manufacturers, including UV or IRLED applications. Due to technical difficulties and customization requirements, they need to work closely with the system factory to enter the threshold. The gross profit margin of invisible LED products is significantly better than that of white LEDs. At present, the infrared LED market is widely used. In the future, infrared LEDs will be used in handheld applications. The profitable space will be available, which will drive the stable development of the infrared LED market. The 15 files have been stronger than the Taiwan stocks in the past 5 days. I was bought by a legal person. The price of LEDs on both sides of the Taiwan Strait has risen, and the economy has been the most popular. The company has bought more than 5,480 copies, and the third quarter has been working hard to improve it. Longda’s performance in the second half of the year is strong; during the peak season, Yiguang is gradually warming up from August to September. Dongbei's EPS of the first half of the year was 0.11 yuan, and continued in the second half of the year.

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