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According to the big wisdom data, the LED sector index closed at 6672.15 on June 2, which was 127.47% higher than the end at December 31, 2014. In the same period, the A-share Shanghai Composite Index rose by only 51.81%.
On June 2, the A-share Shanghai Composite Index rose 81.79 points, and the LED sector index rose evenly, rising 224.52 points, up 3.48% from the previous trading day, including Moso Power, Silan Micro, and Shellett. The 7 LED stocks have daily limit.
For the LED packaging industry in China's economic environment, the new transformation of normality has become an important trend in the development of the next few years. The medium and high speed, excellent structure, new power and multi-challenge have become the main features of the new normal of the LED industry.
Under this new challenge, "Industry 4.0" and China Manufacturing 2025 strategy have become the hope of LED's future development.
"The 'Made in China 2025' plan will be launched this month, comprehensively starting from the development situation and environment of the manufacturing industry, proposing the development strategy and goals, and giving specific strategic support and guarantee. We believe that 'Made in China 2025' will be practical Enhancing the country's hard power, compared to the US Industrial Internet, Germany's Industry 4.0, it puts more emphasis on the development of multi-industry." Changjiang Securities researcher Gao Xiaoqiang is optimistic about the electronic sector including LED in the context of "Made in China 2025" Investment opportunities.
In 2014, the concept of “smart lighting†was heated up, and its presence was active in major exhibitions; international giants such as Cree, Philips and Osram launched smart products with the intention of creating concepts first when the market was not fully opened; The lighting factories and power plants that can be named have all been involved in "smart lighting", and even Internet companies such as Jingdong, Xiaomi and Meizu have also entered the LED intelligent lighting to play cross-border. This year, "smart lighting" is still popular, and its heat is no less than last year.
Liu Weifeng, a researcher at Ping An Securities, believes that there are many opportunities in the field of intelligent lighting. "Domestic lighting companies, whether they are upstream chip manufacturers or midstream distributors, in the face of rapid growth in the industry, increasingly fierce competition, have also expanded to the downstream sector, through the differentiation of competition in the field of intelligent lighting to re- Define your own performance growth point. Under the circumstances that the external market is extremely good, this change of the company will also be smooth."
In the golden period of rapid expansion of LED lighting demand, LED listed companies have also accelerated the rapid expansion and strengthening of capital through mergers and acquisitions.
"In order to actively promote the company's development strategy, the company will adopt the dual measures of endogenous growth and extensional development. Endogenous growth is mainly through expansion of production capacity, improvement of company management capabilities, market size, research and development capabilities, innovation capabilities and business level. The way to achieve." Hongli Optoelectronics (300219.SZ) Dongshou Deng Shoutie said that Hongli Optoelectronics will also expand a new business area, such as the Internet of Vehicles, is committed to creating a dual main business. It will gradually establish an ecological platform for LED main business + internet finance + car networking.
Liard (300296.SZ) Dong Mi Li Nannan also said that Liard will continue to promote the development of endogenous business in the "four-wheel integration circle", expand the outreach mergers and acquisitions, and achieve the goal of high growth of the company's operating income and net profit.
CITIC Jiantou Securities researcher Shan Pewei and Wang Lei are optimistic about the LED industry recommending companies that can obtain cross-border markets and imports, such as Lehman Optoelectronics (cut into the sports industry), Liard (small spacing technology advantages, cut into culture, sports, education Field) and so on. 
[Wen|High-tech LED reporter Zhao Hui] In the A-share market, the A-share market climbed step by step, and the trading volume continued to increase. At the same time, the LED sector trended more aggressively. As of June 2, the Big Smart LED sector index has reached 127.47% during the year. The daily turnover has also exceeded 35 billion yuan.