2010 will be a year of big turning point in the LED industry


To say that the market is the hottest industry in 2010, LED is well deserved. Sanan Optoelectronics and Silan Micro have risen strongly for several consecutive days; Silan Micro recently announced the expansion plan of LED production capacity. This news has injected a booster into the stock price of LED related companies, making the relevant stocks rise again. As the first hot spot in 2010, what is the expectation of LED this year?

Yesterday, LED industry stocks continued to be active. In the case of index diving, the leading stock of LED shares, Sanan Optoelectronics, rose 5.18% to close at 62.99 yuan, which is the third increase in the stock this week. On Monday, Sanan Optoelectronics held a strong daily limit on the first trading day of the year, and closed yesterday. This week's increase has reached 19.4%. Under the leadership of Sanan Optoelectronics, Crystal Photoelectric, Lianchuang Optoelectronics and other stocks have performed well this week. At the same time, Silan Micro has also announced a private placement plan, which plans to issue 20 million to 60 million shares at a price of not less than 8.82 yuan per share for the expansion of high-brightness LED chip production line projects and the replenishment of working capital. Before and after the news was released, the company's share price started from December 21 last year, and it has been the eighth consecutive increase since yesterday.

At the end of the year, the LED industry is booming. So why is LED the “big hit” that opened in 2010?

"2010 will be a year of big turning point in the industry." Guo Jin Securities analyst Cheng Bing told reporters. Cheng Bing believes that in 2010, the inflection point of enterprises in the industry is not only reflected in the rising economy, but in the situation that many companies face lower prices of their previous products and lower and lower profitability of enterprises. Only through product innovation can they It has been developed, and this is the significance of the “turning point” in 2010.

A previous research report by Guojin Securities pointed out that the core of the semiconductor industry lies in innovation, and the decline of the industry has forced companies to focus on innovation, although most products with "innovative products" characteristics will not appear in 2009, and According to the new product promotion arrangements of major electronics manufacturers, there will be intensive launches in the second half of 2010. Therefore, the industry will see an accelerated economic situation in 2010.

The industry believes that LED will face tremendous development opportunities in 2010, both for industrial use and consumer use. According to a research report by Industrial Securities, the popularity of LED-backlit LCD TVs in 2009 has made the industry's expectation of market demand in 2010 a "demand is huge." At the same time, some analysts pointed out that with the launch of China's domestic LED TV market in 2010, local LED chip manufacturers will fully benefit. In addition, as the demand for LEDs on mobile phones remains stable and the automotive LED market breaks through, it is expected to maintain rapid growth and other factors, which will make the LED industry face the prospect of rapid growth in 2010.

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