Key Analysis
 According to the statistics of the High-tech LED Industry Research Institute (GLII), the changes in the position of the fund in the stocks of key listed companies in the third quarter were mainly based on reduction. Among the 25 key listed company stocks, there are 19 fund holdings, accounting for 76% of the total, of which 16 are lightening, accounting for 64% of the total. Only newly listed Nanda Optoelectronics is newly added. There are only two companies that have Masukura and Maoshuo Power Supply on the basis of positions.
基金 Funds in the LED listed company positions mainly reflected in the fund layout rules are as follows:
倾å‘于 Leading companies in the segmentation segment tend to lay out companies with high performance growth 倾å‘于 tend to deploy companies that directly benefit from national and local energy-saving lighting subsidies 倾å‘于 tend to lay out companies that are successful in industrial transformation ïµ Enterprises that have significantly reduced their performance or have significant uncertainties in their performance prospects
GL GLII released “Top 15 Competitiveness of Domestic LED Lighting Production Equipment Manufacturing Enterprises in 2012â€, Shenzhen Ridong Electronics, Guangzhou Huangpai and Shenzhen Jintuo ranked among the top three.
ïµ High-tech observation
 GLII: Market penetration rate is only 7%, LED lighting channel layout is out there  GLII: Domestic LED packaging adhesive demand will increase by more than 60% in the next two years
 Guangdong LED industry has received 10 billion yuan financing credit support, which is good for LED quality enterprises
ïµ Quote review
 This week's high-tech LED industry index closed at 1000.46 points, up 2.31%, and the Shanghai and Shenzhen 300 index rose 2.62%. The LED sector followed the overall market but was weaker.
23 Of the 25 key stocks, 23 rose, with an average increase of 2.29%. The top three gainers this week were Wanrun Technology (5.62%), Lianchuang Optoelectronics (5.28%) and Han's Laser (5.05%).
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
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 According to the statistics of the High-tech LED Industry Research Institute (GLII), the changes in the position of the fund in the stocks of key listed companies in the third quarter were mainly based on reduction. Among the 25 key listed company stocks, there are 19 fund holdings, accounting for 76% of the total, of which 16 are lightening, accounting for 64% of the total. Only newly listed Nanda Optoelectronics is newly added. There are only two companies that have Masukura and Maoshuo Power Supply on the basis of positions.
基金 Funds in the LED listed company positions mainly reflected in the fund layout rules are as follows:
倾å‘于 Leading companies in the segmentation segment tend to lay out companies with high performance growth 倾å‘于 tend to deploy companies that directly benefit from national and local energy-saving lighting subsidies 倾å‘于 tend to lay out companies that are successful in industrial transformation ïµ Enterprises that have significantly reduced their performance or have significant uncertainties in their performance prospects
GL GLII released “Top 15 Competitiveness of Domestic LED Lighting Production Equipment Manufacturing Enterprises in 2012â€, Shenzhen Ridong Electronics, Guangzhou Huangpai and Shenzhen Jintuo ranked among the top three.
ïµ High-tech observation
 GLII: Market penetration rate is only 7%, LED lighting channel layout is out there  GLII: Domestic LED packaging adhesive demand will increase by more than 60% in the next two years
 Guangdong LED industry has received 10 billion yuan financing credit support, which is good for LED quality enterprises
ïµ Quote review
 This week's high-tech LED industry index closed at 1000.46 points, up 2.31%, and the Shanghai and Shenzhen 300 index rose 2.62%. The LED sector followed the overall market but was weaker.
23 Of the 25 key stocks, 23 rose, with an average increase of 2.29%. The top three gainers this week were Wanrun Technology (5.62%), Lianchuang Optoelectronics (5.28%) and Han's Laser (5.05%).
ïµ Investment recommendation
Sanan Optoelectronics (600703), Qinshang Optoelectronics (002638), Ruifeng Optoelectronics (300241).
For this download please click: http://
Click to view more Gaogong LED Research Weekly: http:// Â
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