Multi-local introduction of LED industry policy planning LED industry policy warm winds frequently

Key Analysis

Since August, while the state has vigorously promoted and implemented various LED industry policies, local governments have also issued local LED industry policy plans and promoted the implementation of local LED industry projects, with a view to the success of the LED industry. A cup of soup.

GLII believes that the intensive introduction of local LED industry policy plans will promote the further recovery of the LED industry in the second half of the year, and LED listed companies in relevant regions will also benefit; the formulation of local industrial policies and plans should implement the national and local government's industrial planning. As the focus of policy implementation, we will not blindly aim at the speed of industrial development, and promote the rational and healthy development of the local LED industry; there are new development opportunities in the underdeveloped areas of the LED industry.


GLII believes that due to the introduction and implementation of more national and local LED industry policies in the second half of the year, the performance of key domestic LED listed companies in the second half of 2012 will still be better than the overall level of A-share listed companies, and the growth rate of revenue will be somewhat The rebound, but the price of its products will continue to face the pressure of continued decline, LED key listed companies will continue to reduce production costs by mass production or research and development of high-margin products or to gain competitive advantage.

High-tech observation

GLII: The fundamentals of the "quality gate" of LED lighting products: talent, OEM, standard GLII: ED lighting subsidy "feast" behind the cold thinking: blood transfusion OR hematopoietic benefit from policy subsidies, LED TV or into "Eleven" Golden Week price reduction main force


Market review

This week's high-tech LED industry index closed at 1137.76 points, down 1.32%, after a three-week rise, there was a correction.
This week, the Shanghai and Shenzhen 300 Index rose 0.22%, maintaining a volatile pattern.
In terms of key LED stocks, Nanda Optoelectronics (5.15%), Moso Power (4.09%) and Dehao Runda (1.63%) were among the top gainers.

High-tech LED portfolio

Qinshang Optoelectronics (002638), Yuanfang Optoelectronics (300306), Lianchuang Optoelectronics (600363).

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