Although the A-share market has been relatively sluggish recently, the stocks in the LED TV industry chain have been repeatedly active. The stocks of Zhao Chi (002429), Ruifeng Optoelectronics (300241), BOE (000725), Hisense Electric (600060) and other stocks yesterday have repeatedly strengthened against the trend . Among them, Zhao Chi shares and Ruifeng Optoelectronics released a third-quarter performance forecast, saying that thanks to the industry boom of large-size LED TVs, the performance has been greatly improved. This shows that such stocks have become the tide of the third quarter performance wave.
LED TV ushered in development opportunities
China's LED TV is ushering in a golden development opportunity. Because LED TV has a strong energy-saving effect, therefore, China's industrial policy continues to tilt towards LED TV products.
According to the NPD DisplaySearch quarterly global flat panel display shipment and forecast report, the global LED TV demand area is estimated to reach 8.5 million square meters in 2012, an annual increase of about 17%; in 2013 it is estimated to reach 9.3 million square meters, an annual increase of about 9%; From 2014 to 2018, it is still expected to maintain an annual growth rate of 3% to 6%. By 2018, it is estimated to reach 116 million square meters.
At the same time, the OEM production of LED TVs has gradually become a global trend, and China has a strong industrial cluster in consumer electronics, which has gradually become a global consumer electronics manufacturing base. Therefore, the global LED TV outsourcing will give China's LED TV industry a great opportunity for development, which may also be one of the direct driving forces for Zhaochi and other related listed companies to significantly improve their performance in the first three quarters.
Industry development context guides investment direction
Because of this, the LED TV industry has ushered in a better investment opportunity. On the one hand, it is because the demand of the industrial market has entered an explosive period, driving the continuous recovery of performance. On the other hand, due to the lower-than-expected development of the LED lighting business in the early stage, the stock prices of related LED industry stocks were lower than expected. However, industries such as LED backlights have rapidly become the new business highlights of the LED industry due to the explosive growth in the LED TV market demand. This means that the stock price of LED industry stocks is low. Therefore, the third quarter performance forecast or increase is expected to drive the valuation of LED TV industry stocks to rebound, thus giving the relevant stocks a better investment opportunity.
More importantly, in the development process of LED, it also ushered in three clear development trends. First, the trend of LED replacing LCD has begun to take shape. The second is the end consumer demand for large-size LCD TVs. Third, the development of LED TV gradually formed a typical "smile curve", that is, the upstream design, raw material supply end and brand management end have become the top of the industry's high profitability, while the assembly and other industrial chain companies are at the bottom, and the profitability is relatively low.
Following this line of thinking, in the operation, investors are advised to actively pay attention to two types of stocks, one is the variety at both ends of the smile curve, such as Ruifeng Optoelectronics, BOE and so on. Second, the industry stocks that are striving to move closer to the smile curve, with Zhaochi as the pioneer, the future brand advantage will be more prominent, and the company has also achieved a certain market position in the international outsourcing business. In addition, Hisense Electric (600060), TCL (000100) and other stocks can also be tracked.
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