Since last week, LED stocks have been “hotâ€, and the industry’s high prosperity in the next few years has also led many investors to have an in-depth understanding of them, including the city’s mock-up “investor institutions.†Recently listed companies in the industry. In the meantime, frequent research by institutions has become a “landscape.†Among them, the reporter was informed that a fund company will go to Lianchuang Optoelectronics [11.40 3.26%] (600363, closing price of 11.40 yuan) for research.
Lianchuang Optoelectronics will welcome fund research
On the 29th, the reporter learned from a researcher at a brokerage in Shanghai that several fund companies in Shanghai will go to Lianchuang Optoelectronics Research on the 30th. In addition to the LED business, the transfer of equity of the company's major shareholders is also the focus of the fund company.
The restructuring expectation of major shareholders is the direct reason for Lianchuang Optoelectronics' soaring share price this year. In the first half of this year, Hong Kong’s Xinhengji took over the news of the company’s major shareholder’s equity, but it was quickly denied by Lianchuang Optoelectronics.
Lianchuang Optoelectronics announced on the 29th that the board of directors of the company has passed a resolution to transfer 64.93% of the equity of Jiangxi Lianchuang Communication Co., Ltd. (hereinafter referred to as Lianchuang Communication), and the transferee has a controlling shareholder of Jiangxi Electronic Group Co., Ltd. (hereinafter referred to as Jiangxi Electronics Group). After the completion of the transfer, the company's shareholding in Lianchuang Communication will drop to 33% from the previous 97.93%. It is worth noting that the purpose of the transaction, the announcement shows that Lianchuang Optoelectronics arranged for the future use of recycling funds: will invest in LED and cable industry.
In response to this, a Tianxiang investment analyst believes that the information conveyed on the 29th announcement is that Lianchuang Optoelectronics has begun to clean up its non-main business assets. At the end of October, Lianchuang Optoelectronics announced that after the State-owned Assets Supervision and Administration Commission of Jiangxi Province was preparing to transfer the equity of Jiangxi Electronic Group, the controlling shareholder of the company, although there has been no new progress on the matter at the public information level, the relevant substantive work may be progressing.
The organization is highly concerned about LED
Since last week, LED stocks in the A-share market have been hot, with Sanan Optoelectronics [55.02 7.36%] (600703, closing price of 55.02 yuan) increasing by more than 40% on the 7th. Attracted by the money-making effect of the capital market, there are not only retail investors and hot money, but also institutions.
Dehao Runda [17.18 1.54%] (002005, closing price of 17.18 yuan) Securities Department said that there have been agencies to come to the investigation, compared with the previous, the number of fund companies visiting the company recently increased significantly, this change is from In October, the company announced that it had raised about 1.5 billion yuan to invest in the non-public issuance plan for LED projects. On the other hand, Silan Micro [11.27 0.00%] (600460, the previous closing price of 11.27 yuan) also said that the institutions that have come to investigate have been there, but recently they are particularly concerned about the company's LED business.
At present, the market's perception of LED may still be retained. Analysts such as Nisshin Securities and Tianxiang Investment have told reporters that whether they are the market or themselves, the LED demand for next year is expected to be conservative. If LED TVs explode, the industry growth will exceed current expectations.
This view has also been recognized by Haitong Securities [18.80 2.29%] analyst Qiu Chuncheng. Qiu Chuncheng conducted a field investigation of Sanan Optoelectronics at the beginning of this month, and learned that the company's LED products are in short supply, and there are over 40 million yuan in excess orders. In addition, the company has made significant progress in the LED TV market, and it is expected that the products to be applied in this field will increase from the current 20% to 40% to 50%.
Mazaj
Shenzhen Ousida Technology Co., Ltd , https://www.osdvape.com