LED boosts production capacity, crystal power billion light is optimistic

Li Bingjie, the chairman of Jingdian, said in an interview that Jingdian is actively getting rid of the industrial predicament and boosting the productivity rate by freezing production capacity. The Yongfeng Jinzheng Yanshang Department pointed out that the move has won the attitude of LED manufacturers. Its share price has also risen to the 20 yuan level. If investors are optimistic about the short-term stock price, they can pay attention to the performance of Jingdian and Yiguang (2393), and their popular subscription warrants are hot.

The blue light utilization rate of Jingdian has risen to 90%. At present, a total of 1/4 machines are converted into quaternary products, but the four yuan only accounts for 25-30% of the revenue. Crystal will continue to be transferred to industrial and automotive applications. , sensing and other fields. According to the latest financial report, the current net value of Jingdian is 48.07 yuan per share, calculated at the closing price of 21 yuan yesterday, and the net worth ratio is less than 0.5 times.

The legal person said that there is ample cash in the crystal account, and it has the advantage of industrial superiority, and the conditions of value-based investment such as the market price far below the net value per share, it is indeed possible to become an object of concern.

Yiguang has won several successful patent litigations with Nichia, which is conducive to the expansion of business in Europe, America, Japan and Korea. Ye Weifu, chairman of Everlight, expects that the lighting business will increase a lot this year, and the company’s LED lighting penetration rate is up. 50%, higher than the market-adjusted institutions expect the industry average of 3 to 40%, accounting for 11.5% of revenue last year, so as to rise to 20% in one fell swoop, the second half of the operating performance is better than the first half.

Yongfeng Jinzheng Yanshang Department said that if investors want to use the warrants instead of the current stocks, they can choose the warrants according to their own risk tolerance. For example, the following table of warrants, the remaining days are more than 60 days, investors can choose their favorite warrants to trade.