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LED lighting enters the spontaneous demand explosion period
Last week, the Shenwan Electronics Industry Index rose 5.42%, and the Shanghai Composite Index rose 0.25%. Electronics continues to outperform the market, in line with our judgment on the fundamentals of the industry. In the context of the continued prosperity of smart terminals, as long as the industry growth trend has not changed, we firmly hold the relevant targets of the supply chain. Therefore, we have always been firm in our strategy. Investors holding smart terminals and other supply LED lighting has become a hot spot. Last week, Shenwan Electronics Industry Index rose 5.42%, and Shanghai Composite Index rose 0.25%. Electronics continues to outperform the market, in line with our judgment on the fundamentals of the industry. In the context of the continued prosperity of smart terminals, as long as the industry growth trend has not changed, we firmly hold the relevant targets of the supply chain. Therefore, we have always been firm in our strategy. Investors hold supply chain electronic stocks such as smart terminals, even though some companies have higher short-term valuations from the current perspective. In addition, the LED panel that we have been recommending this year has recently become a hot spot in the market, mainly because LED lighting is at the starting point of spontaneous demand explosion, and the landmark event that caused the spontaneous demand explosion is expected to be broken by LED lighting brands such as CREE\Philips. Low-cost light bulbs with sweet lighting demand. From the actual demand situation, we tracked that the shipments of some LED lighting supply chains in Taiwan in the first half of the year have reached the whole of last year, which means that the launch of low-cost bulbs by brand manufacturers has indeed promoted. Industry demand, we are still optimistic about LED lighting into a real growth cycle. Investment Strategy Outlook Maintain investment advice for holding electronic stocks. We continue to be optimistic about LED backlighting and lighting, optical lens, touch and other sub-sectors, and we recommend positive attention. In addition, we believe that the flat panel display industry will usher in the development opportunities of import substitution. The domestic panel industry and related raw material suppliers will have optimistic development prospects in the next few years. BOE and TCL and other panel companies will usher in the best profitable period in history. In the short term, the valuation of electronic stocks is relatively high. The market generally expects that electronic stocks may be adjusted in the short term. However, the scope of adjustment is expected to be less downward. The main reason is that the downstream demand of smart terminals is strong and the supply chain is booming. The high growth of related companies' performance is a foregone conclusion. At the same time, with the improvement of the manufacturing capacity of Chinese electronics companies, there will be room for improvement in the future market share, which will ensure that the relevant companies maintain a high valuation level. At present, the market mainly tracks the short-term adjustment of electronic stocks, and whether it can be new afterwards. Risk warning: short-term exposure to valuation pressure