In addition to the industry space is expected to be significantly improved, the market is expected to increase the country's LED industry-related support policies. Liu Liang, an analyst at Industrial Securities, said that if the country introduces relevant support policies during the relatively low period of the LED industry, especially the subsidy policy for LED lighting, it will help boost industry confidence and encourage orderly development of the industry.
“Although the industry is clearly supported by the policy, it is still affected by multiple unfavorable factors in the short term.†Senior researcher of CIC Consulting pointed out that the current competition in the field of lighting is far more intense than the market imagines. Not all optoelectronics, Lighting companies can share a piece of the market; on the contrary, it is precisely because of fierce market competition, the survival of some photoelectric lighting companies has become more difficult. Some insiders pointed out that the industry boom was lower than expected. The economic growth in the target region is in recession, which will affect the development speed of the LED lighting industry.
Hot money to double the market
When it comes to Lehman, everyone will think of Lehman Brothers, one of the most successful investment banks on Wall Street. Now, when it comes to Lehman, the first reaction is definitely the A-share listed company Lehman Optoelectronics.
Since the signing of the agreement between China Super Corporation and Lehman Optoelectronics on October 25, it took only 13 trading days and Lehman Opto's share price doubled. Market participants believe that in addition to being driven by industry-leading factors, cooperation with Super League is the key to the surge.
It is reported that Lehman Optoelectronics will provide high-quality stadium full-color advertising display equipment and related services for the Super League in the next five years. The first screen will be unveiled in the final round of the season. Beijing Guoan will also be the first to use the Lehman Optoelectronics LED screen, and the rest will appear in all venues from the first round of the 2012 season. Insiders pointed out that even if Lehman Optoelectronics does not do other business, it will be enough to make the company's profitable 12 hours of advertising time in each game in the next five years.
The reporter has repeatedly noticed from the information of the Dragon and Tiger List that the silly speculation of the hot money is the main driving force for Lehman Optoelectronics. Minmetals Securities Shenzhen Jintian Road Sales Department, Caitong Securities Wenling Donghui North Road Sales Department, China Merchants Securities Shenzhen Yitian Road Duty Free Business Building Sales Department, etc. The famous "Room Stop Death Squad" frequently enters and exits Lehman Optoelectronics, doubles the market and profits Very rich. However, due to the fast-moving style of hot money, it also caused a large downside risk for Lehman Optoelectronics.
Alto Electronics still has imagination
In fact, while paying attention to Lehman Optoelectronics, the market is also actively exploring the next "Lehman Optoelectronics".
"The example of Lehman Optoelectronics shows that funds are very concerned about such subjects. Alto Electronics, which also supplies products for large-scale events, is relatively stagflation, and Alto Electronics may become the next Lehman Optoelectronics." A private equity person in Chengdu told reporters.
According to the data, in the first half of 2011, Alto's export sales revenue exceeded domestic revenue, while exports were among the highest in the industry. It is worth mentioning that Alto's overall LED display system solutions have entered mainstream advertising companies and equipment leasing companies in the US and Europe. Alto Electronics is the main supplier and strategic partner of LED display products of JCDecaux SA, the world's largest outdoor advertising company, and provides LED display systems for large projects such as the World Cup in South Africa and the London Torch.
However, the same as providing products for large-scale events, why is the trend of Alto Electronics and Lehman Optoelectronics different?
"Alto Electronics is the provider of LED screens for the World Cup in South Africa, and its imagination space should be even larger." The above-mentioned private equity sources said that from the fundamental point of view, Alto's electronic valuation still has obvious advantages, and the company has entered the field of lighting through super-raised funds. The new growth momentum, if the lighting market starts, the market space will be much larger than the LED display, the company is expected to go out of the market stronger than the market, but it is unlikely to replicate the Lehman photoelectric type.
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