Japan's earthquake affected A shares optimistic about the concept of LED shares

A sudden earthquake is "torture" with the world's third largest economy, japan. Some analysts said that the disaster losses are expected to make Japan's GDP fell 1 percentage points. On Friday, after the earthquake, the global financial market volatility, Asian markets fell, and the Japanese stock market is no exception Chinese a narrow strip of water.

For the first trading day after the earthquake, the March 14th market is not optimistic. A brokerage investment manager, said: this event is very large, the market does not respond is impossible, but is expected to rebound after the fall. The so-called domestic speculation plate may There's no making without breaking., is facing a great Shift of the universe "".

Semiconductor and other related stocks or affected by

According to media reports, the earthquake in Japan, production of automotive, semiconductor, chemical etc., especially in the semiconductor industry, close to the epicenter of the Miyagi Prefecture, Iwate County town of electronic components, semiconductor, Fujitsu, SONY and Toshiba are here to set up factories, SONY has announced the closure of 6 factories. Semiconductor is a precision industry, suffered blackouts, the majority of semi-finished products will be scrapped.

Japan's semiconductor industry has been hit hard, the impact on the domestic geometry? The brokerage investment manager, said: the Japanese semiconductor technology is still the main way ahead of the country, but the domestic production is relatively large. Japan hit, the supply will be tightened at the end, the price is expected to rise. "

Well known trader also published a blog that the domestic LED (light-emitting diode) industry will become the target of financial favor.

Domestic listed companies involved in LED LIAN opto (600363.SH), Silan (600460.SH), Sanan Optoelectronics (600703.SH), shares the same side (600100.SH). The semiconductor companies have long power technology (600584.SH), Taiji industry (600667.SH), China Microelectronics (600360.SH) etc..

In addition, the build-up in the east coast of Japan's important industry and chemical industry, here to the world's largest producer, butanone MARUZEN Petrochemical Industries Co, it is reported that the company has a production capacity of 170 thousand tons / year of butanone production line is built in Chiba County, and explosions of a refinery in Chiba county.

It is reported that the international market share has been butanone MARUZEN petrochemical and Exxon Mobil Chemical Co in the world, the current domestic demand for butanone amount to roughly 300 thousand tons, 400 thousand tons of production capacity in production, involving listed companies butanone Qixian Tengda (002408.SZ) and Tianli high (600339.SH).

As for the total global production of 78% Japanese carbon fiber enterprises in the earthquake hit, this will affect the domestic listed companies in the field of Kingfa (600143.SH) said the brokerage investment manager said wait-and-see attitude: "carbon fiber project Kingfa has not officially production in December last year, this piece of domestic the main or basic dependence on imports. "

Effect of global supply chain

Earthquake in Japan may be able to give some of the plates to bring short-term opportunities, but will not be a long-term hot spots. Now Japan's economic losses there is no specific assessment figures, Japan is the largest importer Chinese third major exporting countries, China, the short-term supply and demand will decline at the same time, or it will affect the global economic chain of supply and demand, the long term is not optimistic. Above brokerage investment manager said.

At the same time, due to the nuclear leak in Japan, he expects the domestic nuclear power stocks will be affected: "although China's nuclear power safety coefficient is higher, but the market is still worried about the safety of the whole industry, so the nuclear power sector should be avoided. "