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This week, the LED index rose sharply by 5.09% against the market. The main reasons are: the sector is concerned by the market, individual stocks are active; index weighted stocks are among the top gainers; some stocks continue to rise to bring in the money-making effect; policy support, performance improvement expectations, etc. aspect.
The High-Tech LED Industry Research Institute (GLII) believes that the current market for LED secondary market will continue, but it is also necessary to guard against the following market risks: the bad news caused by unexpected events in the industry; some companies still have a sharp decline in performance. Possibly, performance mines still need to be guarded; other systemic risks.
GLII released the “2013 China LED Upstream Epitaxial Chip Industry Research Report†this week. The report analyzes the market situation of China's upstream MOCVD, epitaxial wafer, chip, enterprise, industrial policy, investment risk and investment prospects. prediction.
High-tech observation
GLII: Under the warm policy of LED policy, the improvement of performance is king. GLII: Deep integration of industry chain, new path of G20-LED summit. Dehao Runda issued 800 million corporate bonds approved by the CSRC 
This week, the high-tech LED industry index closed at 1145.93 points, up 5.09%, while the Shanghai and Shenzhen 300 index fell 2.32% this week. The high-tech LED industry index rose against the market, and the impact of industry policies on the secondary market continued to ferment. It is expected that the high-tech LED industry index will remain stronger than the broader market in the short term, but it is necessary to pay attention to the adjustment risks accumulated over a long period of time.
Most of the 25 LED key stocks rose this week, with an average increase of 0.97%. The top three stocks in the weekly gains were: Sanan Optoelectronics (8.44%), Sunshine Lighting (7.14%) and Zhouming Technology (7.11%). The top three stocks were: Wanrun Technology (-5.46%), Lianjian Optoelectronics (-3.19%) and Alto Electronics (-3.14%).
Investment recommendation
Qinshang Optoelectronics (002638), Jufei Optoelectronics (300303), Ruifeng Optoelectronics (300241).
Click to download the current high-tech LED production research weekly report: http://
Click to view more Gaogong LED Research and Development Weekly Report: http:// 
GLII: LED sector continues to heat up, policy market is expected to continue
Key Analysis