In December 2012, GLII released the Jufei Optoelectronics Depth Report "Jufei Optoelectronics: Benefiting from the development of the smart phone market, the main business continues to grow." Subsequently, the company's share price continued to rise, and the monthly increase was close to 20%. In the first quarter of this year, the company continued to be sought after in the secondary market due to the catalytic impact of 2012 and the first quarter of 2013 and the release of the industry's “Planningâ€. The stock price recorded a sharp increase in the first quarter, with a cumulative increase of more than 30%.
At present, no matter from the fundamentals or the stock price trend, there is no sign of reversal in Jufei Optoelectronics. In the future, its performance and secondary market performance are still worth looking forward to.
Recently, GLII released "2012 LED packaging silicone enterprise competitiveness ranking top 10", Dow Corning, Shin-Etsu and Momentive ranked in the top three.
The latest survey data of the High-tech LED Industry Research Institute (GLII) shows that due to the continuous decline in prices, the market size of LED packaging silicone in China in 2012 increased by 22.3% year-on-year to reach 1.1 billion yuan, but still lower than expected. Benefiting from the rapid growth of LED midstream packaging market and downstream application market demand, more than 70% of LED packaging silicone suppliers in 2012 achieved profitability, and sales volume showed a rapid growth trend. GLII expects that the market demand for LED packaged silicone in China will enter a period of rapid rise in the next two years.
GLII: 2012 mainland LED drive power output exceeded 10 billion yuan GLII: domestic LED package silicone market share approaching imported brand GLII: Nichia's global performance slowdown or will focus on the lighting market
This week, the high-tech LED industry index closed at 105.96 points, up 2.07%, and the Shanghai and Shenzhen 300 index closed at 2462.11 points, down 0.86%.
After two weeks of continuous decline, the overall performance of 25 LED key stocks improved significantly this week, with an average increase of 4.14%, and nearly half (12) stocks turned red. Among them, the top three gainers were Qinshang Optoelectronics (12.53%), Han's Laser (8.73%), and Dehao Runda (2.72%). The top three declines were Ruifeng Optoelectronics (-5.87%) and Hongli Optoelectronics. (-5.65%), sunlight (-4.63%).
Investment recommendation
Tongfang shares (600100), Jufei Optoelectronics (300303), Moso Power (002660).
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