In 2014, investors such as funds and private placements are preparing for the new year. In the context of the recovery of the LED industry, fund companies such as Southern Fund, GF Fund and Golden Eagle Fund have been investigating the listing of LED industry in the near future. the company.
Recent research reports of listed companies show that from November last year to January 3, 2014, listed companies in the LED industry such as Foshan Lighting, Hongli Optoelectronics, and Qinshang Optoelectronics were frequently investigated by institutional investors such as funds. Among them, on January 3 this year, four fund companies of Southern Fund, Nuoan Fund, Guangfa Fund and Tianhong Fund jointly investigated Foshan Lighting; on December 27 last year, Golden Eagle Fund and Southern Fund investigated and studied on Qinshang Optoelectronics; On the 26th, Huatai Bairui, Golden Eagle Fund, and Cinda Aussie investigated Hongli Optoelectronics; on November 7, last year, Harvest Fund and Bosera Fund investigated Jufei Optoelectronics.
Securities Times reporter was informed that recent institutional investors such as funds are so concerned about the LED industry because after the LED price adjustment in the past few years, the price of LED lighting can now be accepted by ordinary people. Now the LED industry demand is relatively strong, and overseas demand is also Warming up.
China Merchants Securities believes that since 2013, China's customs data shows that the export growth of mainland LED lighting products is strong, especially in the second half of 2013, the year-on-year growth rate is above 40%, and the speed increase is very obvious. Since 2014, the world has banned the sale of incandescent lamps below 60W. Due to the early distribution of channels, the demand for LED replacement light sources has been highlighted in the second half of 2013, which has led to the growth of the mainland export market.
In the investigation of institutional investors such as the fund, Qinshang Optoelectronics also said that thanks to the rapid release of the LED lighting application market in 2013, the market development of Qinshang Optoelectronics was relatively smooth, and the market demand showed a trend of improving month by month.
For the development prospects of the LED industry, Qinshang Optoelectronics also said that the LED lighting field is the most marketable area of ​​the LED industry. After rapid development, it gradually returns to rationality. With the advancement of technology and the decline of cost, LED lighting products will gradually enter thousands of households, and the market prospect is very broad.
Judging from the orders of listed companies, LED leading company Sanan Optoelectronics announced on December 25 last year that it signed a contract with Zijin Mining for 300 million yuan.
Judging from the stock price trend in the secondary market, although the Shanghai Composite Index has been continuously adjusted in the near future, the listed companies in the LED industry have turned against the trend. As of January 6, Sanan Optoelectronics has risen 9.48% since this year, Dehao Runda has risen by 13.8%, Jufei Optoelectronics has risen by 14.9%, Ruifeng Optoelectronics has risen by 10.4%, and Hongli Optoelectronics has risen by 6.6%.
From the perspective of institutional investors such as funds, the core value of Yinhua in the third quarter of last year, the theme of rich countries Tianbo innovation, Bank of Communications Schroder blue chip, fund Hansheng, China Post core growth of 5 funds holding Sanan Optoelectronics More than 10 million shares, Boss Emerging Growth, Huaxia Shengshi Select, Social Security 116 combination of 3 funds holding Dehao Runda also exceeded 10 million shares. The Franklin National Sea potential, the growth of the Agricultural Bank of China, the selection of Soochow Golden Harvest, the social responsibility of Xingquan, and the global vision of Xingquan have held more than 3 million shares of Jufei Optoelectronics.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Recent research reports of listed companies show that from November last year to January 3, 2014, listed companies in the LED industry such as Foshan Lighting, Hongli Optoelectronics, and Qinshang Optoelectronics were frequently investigated by institutional investors such as funds. Among them, on January 3 this year, four fund companies of Southern Fund, Nuoan Fund, Guangfa Fund and Tianhong Fund jointly investigated Foshan Lighting; on December 27 last year, Golden Eagle Fund and Southern Fund investigated and studied on Qinshang Optoelectronics; On the 26th, Huatai Bairui, Golden Eagle Fund, and Cinda Aussie investigated Hongli Optoelectronics; on November 7, last year, Harvest Fund and Bosera Fund investigated Jufei Optoelectronics.
Securities Times reporter was informed that recent institutional investors such as funds are so concerned about the LED industry because after the LED price adjustment in the past few years, the price of LED lighting can now be accepted by ordinary people. Now the LED industry demand is relatively strong, and overseas demand is also Warming up.
China Merchants Securities believes that since 2013, China's customs data shows that the export growth of mainland LED lighting products is strong, especially in the second half of 2013, the year-on-year growth rate is above 40%, and the speed increase is very obvious. Since 2014, the world has banned the sale of incandescent lamps below 60W. Due to the early distribution of channels, the demand for LED replacement light sources has been highlighted in the second half of 2013, which has led to the growth of the mainland export market.
In the investigation of institutional investors such as the fund, Qinshang Optoelectronics also said that thanks to the rapid release of the LED lighting application market in 2013, the market development of Qinshang Optoelectronics was relatively smooth, and the market demand showed a trend of improving month by month.
For the development prospects of the LED industry, Qinshang Optoelectronics also said that the LED lighting field is the most marketable area of ​​the LED industry. After rapid development, it gradually returns to rationality. With the advancement of technology and the decline of cost, LED lighting products will gradually enter thousands of households, and the market prospect is very broad.
Judging from the orders of listed companies, LED leading company Sanan Optoelectronics announced on December 25 last year that it signed a contract with Zijin Mining for 300 million yuan.
Judging from the stock price trend in the secondary market, although the Shanghai Composite Index has been continuously adjusted in the near future, the listed companies in the LED industry have turned against the trend. As of January 6, Sanan Optoelectronics has risen 9.48% since this year, Dehao Runda has risen by 13.8%, Jufei Optoelectronics has risen by 14.9%, Ruifeng Optoelectronics has risen by 10.4%, and Hongli Optoelectronics has risen by 6.6%.
From the perspective of institutional investors such as funds, the core value of Yinhua in the third quarter of last year, the theme of rich countries Tianbo innovation, Bank of Communications Schroder blue chip, fund Hansheng, China Post core growth of 5 funds holding Sanan Optoelectronics More than 10 million shares, Boss Emerging Growth, Huaxia Shengshi Select, Social Security 116 combination of 3 funds holding Dehao Runda also exceeded 10 million shares. The Franklin National Sea potential, the growth of the Agricultural Bank of China, the selection of Soochow Golden Harvest, the social responsibility of Xingquan, and the global vision of Xingquan have held more than 3 million shares of Jufei Optoelectronics.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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