Market opportunities to accelerate the development of LED industry chain
Edit：Admin Browse： Date：2014/6/18
Since the beginning of the electronics industry , many companies deeper correction . Our key recommendation of the LED and smart home stocks are brisk performance , out of the sharp rise in the stock market. Consumer electronics slowdown, lack of innovation , and LED, smart home, automotive electronics, chip localization big cycle has just started . The current stand point , it is necessary to re-sort the framework of logic and thinking 2014 electronic investment.
We believe that technological innovation is the lifeblood of concentrated areas of electronics investment. Throughout the past few years, the electronic market, we believe that its logic is that technological innovation, boost hardware upgrades , which led to explosive growth in user demand . Over the past three years, the intelligent machine is the most intensive scientific and technological innovation terminal . In Apple's push , touch screen , lithium batteries, electro-acoustic and other parts companies have ushered in a golden age of investment. The current stand point , mobile phones, tablet PCs lack of innovation , user penetration is already close to saturation , investors should take a greater effort needs to find the next tipping point . This is also the next two to three of the most important opportunities in the electronics industry lies. Currently , we believe , LED, smart home, automotive electronics, chip localization, civil security are the future of the electronics industry "Hardware Innovation + Flex " areas of concentrated outbreak , very worthy of attention and study.
From the downstream demand, the overall demand growth of electronic products is not high. Mobile phone , PC, LCD TV and other major consumer electronics , for example, its growth rate in the single digits . Increase in the current round of the electronics industry boom will rely more innovation , especially to promote new technologies, new products and new applications. This determines that this rally will occur in the electronics industry division , the focus is to grasp the structural opportunities.
We re-emphasize LED sector investment opportunities. With the season approaching the industry , the market is about to begin a new round plate . From a global perspective , LED industry continues to triumph in 2014 , the economy and high prices . We believe that this round will bounce LED industry boom throughout the year , and even into the future LED home lighting penetration rate rising two to three years . Since the beginning of the global LED industry chain company shares were significantly higher, while the A shares related enterprises lagged . We believe the market underestimates the upward after the outbreak of the elastic LED home lighting industry, the short-term correction will usher in the industrial layout golden opportunity . We are optimistic about Sanan Optoelectronics , sun lighting, Foshan Lighting, Jufei industry leading companies such as investment opportunities throughout the year, the proposed focus , actively buying .
In addition , we believe that "smart home " chain worthy of investor attention. Hardware accelerated innovation worldwide Internet under the thinking , intelligent home first to start . Intelligent hardware lowering the threshold for a single product innovation , while the popularity of intelligent terminals , then leap to cultivate a social entertainment scale soil application of smart single product to consumers, "sharing" will drive new demand for power , while the collection of user data after the formation of the service market will be very great. We think this year will be the first year of the outbreak of the smart home , the market has not yet fully explore the topic , the proposed focus and the Thai , Neusoft carrier investment opportunities.
Automotive electronics is also expected to become the future needs of the electronics industry tipping point . Automotive logic clear long-term growth , in 2012 China 's auto electronics market 267.2 billion yuan , an increase of 11% , CCID 2015 will exceed 400 billion yuan . We think smart cars may travel along the " in-car entertainment - Auxiliary driver - who interact with the car - Intelligent Transportation - car networking - autopilot ," the path of development. Google , Apple, Microsoft and other technology giants involved in the automotive industry, technology companies this year may be the first year of the smart car . The current global automotive electronics supply chain is mainly dominated Western and Japanese manufacturers, the small overall size of the domestic -funded enterprises , private enterprises are concentrated in the aftermarket , the fierce competition. Opportunities for domestic enterprises is expected to usher in the high-growth markets, such as the relatively low threshold of vehicle and body electronics.
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