Investment prospects: good prospects for semiconductor lighting

Although the surface is still weak, but tomorrow is the purchase of new shares 340 million capital Taibao ban on, the market is expected to usher in the bargain hunting fund approach, then, two recent hot what is worthy of our attention, it is to be mentioned in the prospectus by strengthening high brightness light-emitting diode (semiconductor lighting LED) chip manufacturing investment contrarian hit a new high of 600100 Tsinghua Tongfang, in energy saving and emission reduction under the banner of the future semiconductor lighting theme look into hot, low-cost semiconductor lighting leading 600363 LIAN photoelectric worthy of our attention.

At present, China's annual electricity for lighting close to 250 billion degrees, of which, if there are 1/3 semiconductor lighting, can save up to 80 billion kwh per year, basically equivalent to the total power generation of the Three Gorges Hydropower station. With the construction of a conservation oriented society, energy saving and environmental protection industry is facing great opportunities for development.

LIAN photoelectric (600363) is a key high-tech enterprise of national torch plan, the national "863 Plan" industrialization base, national "InGaN LED epitaxial wafer and chip industrialization demonstration project enterprise, Nanchang national semiconductor lighting project industrialization base of core enterprises. The company is one of the five major industrial base semiconductor lighting project, its flagship LED industry belongs to the energy-saving environmental protection industry, with the construction of a conservation minded society, energy-saving environmental protection industry is facing great opportunities for development, the company has been the local government support.

The company in the first three quarter profit rose 78%, the company's other products orders sufficient, according to the company in July 07 announcement that the company signed with the China Mobile China Mobile Communications Co. Ltd. 07 years centralized procurement supply framework agreement, such as a large number of products, providing a feeder jumper for China Mobile, the total contract price up to 250 million yuan. According to relevant information, the successful contract, it has been equivalent to the company's annual volume of business last year, which undoubtedly provides a broad imagination for the company's rapid development. Moreover, the company also provides communications terminal equipment for China's post and telecommunications, coal, public security and mechanical systems, with the unique advantages of the industry segments.

Two market, the stock is still at the bottom of the price, driven by Tsinghua Tongfang challenge, the market outlook is expected to get rid of the average suppression of uplink, investors may be concerned about.

Source: Shenzhen Special Zone Daily