Stir LED upstream enterprises more opportunities overseas

Recently, U.S. stocks rose class LED shares, or even hit a record high in 5 years. Analysts pointed out that in the context of the rapid growth of the global LED market, the current government is brewing and the introduction of relevant measures to support the LED industry bigger and stronger, A shares LED sector is also worthy of investor attention.

Overseas LED shares rose continuously

Recently, the NASDAQ listed CREE shares rose recently. Cree company produces LED upstream chip. Domestic analysts are quite optimistic about the target price of $45, while the current stock price of $40.

The recent trend of the domestic LED sector stocks better stocks rose or will produce a linkage effect! A securities analysts believe that in October 12th this year, the national development and Reform Commission and other 6 ministries jointly issued the "opinions" of the development of semiconductor lighting industry made clear that in 2015, the output value of the semiconductor lighting industry with an average annual growth rate of around 30%.

Said Li Zhizhong Datong Securities researcher who studies on LED industry, six ministries after the introduction of the relevant departments, is expected to further the introduction of more detailed policies, is expected to the upstream chip tilt, such as R & D and materials, can look forward to the policy include tax and industry support fund.

Five companies worthy of attention

Li Zhizhong believes that in the future high growth industry development is expected, since this year, Sanan optoelectronics, Elec-Tech, Tongfang, LIAN electronics, has invested LED audio field. As the LED industry leading enterprises, an optoelectronic products covered panchromatic series LED epitaxy and chip, which accounted for nearly 60% of capacity, the company's gross margin has been at a high level. At present, the company is expanding production capacity, industry leader position will be further established. The same side of the shares as one of the four major domestic IC design companies, LCD will not be a barrier to technology. There is an enterprise specialized in designing and manufacturing high brightness LED chip Silan subsidiary company, from its inception to seize the high-end industry chain, so as to ensure more profit. In addition, in 2002 began to get involved in the LIAN LED industry has advantages in LED applications.