LED concept plate eye-catching 68 million large single delineated 20 shares

Statistics show that among the 48 LED concept stocks yesterday, 40 stocks rose, accounting for 83.33% of the total number of stocks in the sector.

On July 23, Zhang Xiaoqiang, deputy director of the National Development and Reform Commission, said on the line of “Cultivating and Developing China’s Strategic Emerging Industries” and netizens that after the introduction of the National Twelfth Five-Year National Strategic Emerging Industries Development Plan, the state will reintroduce a series of Supporting measures and implementation opinions (including fiscal and taxation, investment and financing, etc.) are used to promote the development of strategic emerging industries. According to the plan, by 2020, it will strive to make strategic emerging industries account for 15% of GDP.

Stimulated by this news, the LED concept sector was very eye-catching yesterday. The sector gained 1.62% yesterday, ranking the first place in the Shanghai and Shenzhen stocks' gains list and outperforming the 1.38 percentage point gains in the Shanghai index. Market analysts believe that the State Council issued the “National Strategic Emerging Industries Development Plan” on July 20. The “Planning” mainly covers energy conservation and environmental protection, a new generation of information technology, new biology, high-end equipment manufacturing, new energy, new materials, and new energy. 7 major areas such as automobiles. For the LED industry, the greatest benefit, the current national energy-saving appliances subsidies and LED promotion policies in various provinces, the lighting industry is the future 100 billion market, the current domestic LED company is small in size, large room for growth.

According to the statistics of iFinD of "Securities Daily" Market Research Center and Flushing (300033), yesterday's 48 LED concept stocks rose to 40, accounting for 83.33 of the total number of stocks in the sector. %. The top gainers were Lianchuang Optoelectronics (9.96%), Goerre Acoustics (002241, stocks) (5.05%), Changxin Technology (300088, stocks) (4.81%), ST Tianlong (4.21%), Qinshang Optoelectronics. (002638, stocks) (3.55%), Dongjing Electronics (002199, stocks) (3.48%), Huacan Optoelectronics (300323, stocks) (2.66%), Zhongfa Technology (600520, stocks) (2.47%) and Hisense Nine LED concept stocks such as electrical appliances (600060, stocks) (2.03%) rose by more than 2% yesterday.

It is worth noting that, despite yesterday's LED concept of a total net outflow of about 14916.64 million yuan, but there are still 20 stocks favored by institutional funds, the cumulative net single inflow of 68,020,200 yuan. Among them, Lianchuang Optoelectronics (357,562,200 yuan), Hisense Electric (10,785,500 yuan), Goerth Acoustics (7,869,300 yuan), Changxin Technology (4,833,000 yuan) and Hans Laser (002008, stocks) (1.6519 million yuan), etc. The 5 LED concept stocks all surpassed 1 million yuan in net inflows yesterday.

Compared with the typical Lianchuang Optoelectronics, the stock's heavy volume was sealed at the daily limit, the turnover rate was 7.41%, the turnover was 213.8855 million yuan, and the net inflow of large single funds was 3,576,200 yuan. The company is one of the country's five major industrial bases for semiconductor lighting projects, and is a demonstration engineering company for "indium gallium nitride LED epitaxial wafers and chip industrialization." At present, a complete industrial chain of LED epitaxy, chips, devices, backlights, and semiconductor lighting sources has been formed. The company's Lianchuang Optoelectronics Technology Park, located in Nanchang Semiconductor Lighting Industry Base, has become China's largest industrial base for semiconductor luminescent materials and devices.

Concerned about LED industry leading enterprises On July 20, the State Council officially issued the "Twelfth Five-Year Plan for National Strategic Emerging Industries Development." The "Plan" proposes that by 2015, the proportion of strategic emerging industries in GDP will be reduced from less than 4% in 2010 to around 8%. By 2020, this proportion will strive to reach 15%, making strategic emerging industries truly economic. An important driving force for social development. "Planning" pointed out that during the "Twelfth Five-Year Plan" period, the sales income of the new generation of information technology industry will increase by more than 20% annually. Through the breakthrough of a new generation of information technology, we will build a next-generation intelligent information network and push forward the interactive combination of information technology innovation, emerging application development and network construction. In this process, the relevant industrial chains will all develop rapidly. Due to the country’s policy support, these areas will drive the trillions of billions of dollars in the entire industry chain.

Debon Securities believes that the implementation of the "Plan" will constitute a long-term benefit for the electronics industry. It is particularly conducive to the development of associated companies such as the intelligent terminal industry chain, the Internet of Things industry chain, and the LED industry chain. In the intelligent terminal industry chain, new display materials, display screens, new touch screens, connectors and other sub-industries will all benefit. The related companies are BOE A, Rainbow (600707, stocks), Jinfu New Materials (300128, stocks), An. Jie Technology (002635, shares it), Changxin Technology, Leybold Tech (002106, stock it) and so on. In the Internet of Things, RFID and smart sensors benefit companies such as Yuanwanggu, Hanwei Electronics (300007, stocks) and other companies. The LED industry chain related beneficiaries include chip design, chip manufacturing and packaging, and LED lighting products. (600460, share it), Qianzhao Photoelectric (300102, stock it), Hongli Optoelectronics (300219, stock it), Sunshine Lighting (600261, stock it), QinShang Optoelectronics.