Key Analysis
 According to the published performance forecast, there are 10 pre-increased net profit of 25 key listed companies in LED, accounting for 40% of the total, which is slightly higher than the performance of the mid-year report.
 LED backlight market demand is strong. The rapid development of the LED TV market is a major factor in the growth of LED backlight manufacturers. Under the influence of this favorable factor, Ruifeng Optoelectronics expects net profit in the first three quarters of this year to increase by 20%~40%. The third quarter revenue and net profit are expected to increase by more than 100%. The performance situation has been greatly reversed within half a year.
需求 Upstream raw materials and chip market demand is sluggish. In the third half of the year, the company’s third-quarter results showed that there was no sign of improvement in the third-quarter results of Silan Micro, Huacan Optoelectronics and Ganzhao Optoelectronics. It is expected that this situation will continue for a long period of time, waiting for the downstream market to increase its volume. The growth in demand for chips will only ease.
GL GLII believes that in a market environment where supply is relatively sufficient or even surplus, fully tapping and following market demand is the guarantee for ensuring the growth of corporate performance. The stable and strong listed companies with downstream demand are the ideal investment targets.
ïµ High-tech observation
GL GLII: The number of LED chip companies in the northern region accounted for 32%, 25% and 21% respectively in the past three years, showing a gradual downward trend. GLII: Lehman Optoelectronics moved Huizhou to attract labor disputes, and performance pressure became the driving force behind Guangdong's cities LED lighting product work program, Qingyuan plans to popularize public domain LED lighting for 3 years
 This week's high-tech LED industry index closed at 1051.24 points, down 1.14%, and the Shanghai and Shenzhen 300 index rose 1.21%. The LED sector market performance was weaker than the broader market.
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
For this week's weekly report, please click: http://?1350980627
     Click to download more high-tech LED production research weekly report: http://
 According to the published performance forecast, there are 10 pre-increased net profit of 25 key listed companies in LED, accounting for 40% of the total, which is slightly higher than the performance of the mid-year report.
 LED backlight market demand is strong. The rapid development of the LED TV market is a major factor in the growth of LED backlight manufacturers. Under the influence of this favorable factor, Ruifeng Optoelectronics expects net profit in the first three quarters of this year to increase by 20%~40%. The third quarter revenue and net profit are expected to increase by more than 100%. The performance situation has been greatly reversed within half a year.
需求 Upstream raw materials and chip market demand is sluggish. In the third half of the year, the company’s third-quarter results showed that there was no sign of improvement in the third-quarter results of Silan Micro, Huacan Optoelectronics and Ganzhao Optoelectronics. It is expected that this situation will continue for a long period of time, waiting for the downstream market to increase its volume. The growth in demand for chips will only ease.
GL GLII believes that in a market environment where supply is relatively sufficient or even surplus, fully tapping and following market demand is the guarantee for ensuring the growth of corporate performance. The stable and strong listed companies with downstream demand are the ideal investment targets.
ïµ High-tech observation
GL GLII: The number of LED chip companies in the northern region accounted for 32%, 25% and 21% respectively in the past three years, showing a gradual downward trend. GLII: Lehman Optoelectronics moved Huizhou to attract labor disputes, and performance pressure became the driving force behind Guangdong's cities LED lighting product work program, Qingyuan plans to popularize public domain LED lighting for 3 years
 This week's high-tech LED industry index closed at 1051.24 points, down 1.14%, and the Shanghai and Shenzhen 300 index rose 1.21%. The LED sector market performance was weaker than the broader market.
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
For this week's weekly report, please click: http://?1350980627
     Click to download more high-tech LED production research weekly report: http://
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