The LED industry entered the peak season in September and is expected to usher in the market again. Despite the TV backlight adjustment and off-season factors, the Taiwan chip and packaging industry was generally weak in July and August, but the accelerated start of lighting and the superimposition of the peak season are still expected to maintain the high economy in the third quarter.
China Securities Network recently researched, Philips, Cree, Yiguang and other major brands have launched new low-cost LED bulbs, LED lighting into a rapid increase in penetration, international manufacturers generally look forward to 2015 LED lighting penetration rate will Up to 50 or more.
In September, it will enter the intensive release period of new consumer electronics products. In addition to the high-profile new Apple products, the IFA, the Consumer Electronics Show in Berlin, will also be held on September 6-11. During this period and on the eve, Samsung expects to release GalaxyNote3 and new tablet and GalaxyGear smart watch on the 4th, Sony. Also on the same day, the new 5-inch Honami mobile phone and the first external lens module will be launched. HTCOneMax will also be released at IFA. Domestic mobile phones such as Xiaomi 3, Lenovo K910, Meizu MX3 and Huawei Glory 3 will also be released in September, and the TV will be released. Mainly OLED 4K new products, the above will also bring a wave of new products stocking tide.
China Securities Network said that after the performance of the second half of the year, the performance of the outstanding growth stocks will be the focus of the layout. It is recommended to grasp the three main lines. The core targets include: intelligent terminals (Lixun Precision, Goer Acoustics, Jinfu New Materials), Security ( Hikvision, Dahua, Anjubao, LED (Sanan Optoelectronics, Sunlight Lighting, Jufei Optoelectronics), as well as micro-electric sound, connectors / structural parts, lithium batteries, cameras, FPC and other sub-sector quality companies, The three-season forecast of Lixun Precision exceeded expectations and ushered in the turning point of operation. It is still firmly in the first place; Jinfu New Materials Restructuring is expected to accelerate the vertical integration of the industrial chain, which deserves attention. Other short-term performance pressures, but determined next year and long-term optimistic companies such as Dazu, Xingsen can also be concerned in the fourth quarter.
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