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Last week, the A-share market blew up a "LED whirlwind": Lia De (300296) received four daily limit plates and launched Lianjian Optoelectronics (300269) and Chau Ming due to the introduction of the world's smallest 1.2mm pitch LED display new product. Science and technology (300232), Lehman Optoelectronics (300162) and other related concepts involved in small-pitch LEDs collectively rose on Friday, the plate effect is extremely strong.
According to analysts, from the perspective of industry fundamentals, high-density small-pitch LED displays will gradually replace the indoor mid-to-high-end display market occupied by traditional DLP rear projections with their technical strength in the field of indoor display. The speculation will continue; some stocks involved in small-pitch LEDs are relatively backward due to their stock price performance, and they may have a chance to make up in the short-term. Next, Weichuang shares (002308), Guoxing Optoelectronics (002449), and Dehao Runda (002005) Deep Kang Jia A (000016) and so on will be favored by funds.
Small pitch LEDs fully seize the indoor market
As we all know, the small-pitch LED display refers to the indoor LED display with LED dot spacing below P2.5, mainly including LED display products such as P2.5, P2.0, P1.8, P1.5. With the improvement of LED display manufacturing technology, the resolution of traditional LED display has been greatly improved.
At present, the indoor high-end display market is dominated by DLP rear projection display, but DLP technology has natural defects. First, DLP technology simply cannot eliminate 1 mm seams between display units, that is, at least one display pixel is swallowed up. Second, color expression is also inferior to direct-lit LED displays. The biggest competitiveness of indoor high-density small-pitch LED displays is that the display is completely seamless and the natural color of the display color. In terms of post-maintenance, the LED display has a mature point-by-point correction technology. The display can be used for one-time correction of the whole screen using the display for more than one or two years. The operation process is simple and the effect is good.
It is precisely because of the huge potential of the small-pitch LED display in the indoor display market, more and more display companies have begun to participate in the research and development and marketing of the product. It should be said that Shenzhen Lanpu Technology is at the forefront of the market, and has developed the latest and most advanced minimum density display products in the industry. At the application level of the product, Lanpu Technology's research and development capabilities are also far ahead. In various industries such as radio and television, road traffic command, public security monitoring, power system, military, water conservancy and urban management, Lanpu Technology has launched a variety of industry application solutions. .
LED super TV will lead the home appliance market
As early as the first half of last year, LeTV (300104) released a super TV, the domestic appliance industry has set off a "TV trend"; the sale of super TV not only provides another direction for the development of domestic TV, but also achieved LeTV The "super cow way" of the net. Nowadays, the emergence of LED super TV will undoubtedly further spread the super TV trend.
Insiders pointed out that in the era of post-LED lighting popularization, LED lighting as a durable consumer goods, the replacement cycle characteristics will restrict the further development of the entire industry development, then LED TV will become the relay of LED lighting, to promote the development of the LED industry. Among them, Liard, the pioneer of LED small pitch, is the main pusher of "LED TV" concept, trying to open the door to the consumer display market in the future.
In fact, as early as January 2013, Chau Ming Technology officially released the UTV 2.51.91.71.4 small-pitch display product, which was officially launched at the Guangzhou exhibition in March. Its high-definition high-definition features attracted during the exhibition. A lot of attention. Analysts said that the UTV series of LED displays replaced large-size HDTVs in some areas as early as 2012, and Chau Ming Technology has become the first company in China to successfully develop LED super TVs. In the secondary market, Chau Ming Technology received two daily limit boards, and the market's pursuit of LED super TV is evident.
Since the first LED TV was registered in the Chinese market at the end of 2007, mainstream TV brand giants from Samsung, Sharp, Sony, Changhong, Hisense, Haier and Skyworth have launched “LED TV†to the market. Some institutions predict that China's LED TV in 2013 will occupy 90% of the market.
For LED companies, the benefits of the LED TV market penetration increase have two advantages: First, as a supplier of packaged devices to share the development of LED-backlit TV; Second, consumers through TV manufacturers and the media It has been popular for many years, and has become familiar with the advantages of LED in display, and has cultivated the market foundation for the popularization of LED TV in the true sense. Many people in the industry believe that compared with LED TVs that only use LEDs as backlights, LED small-space indoor HD display products introduced by LED display manufacturers will be more representative of the future of home TV. At present, Liard, Lanpu, Ruituo, Zhouming and other companies have increased the technology research and development of LED small-pitch display, and then seize the traditional LCD, DLP and other splicing screen market. The LED small pitch technology is considered by many industry insiders to change the future technology trend of the LED display industry, and is the key technology to promote the LED display products from the commercial field into the consumer market.
Small-pitch LED bargaining tide or scraping stagflation stocks
Liard's announcement of small-pitch LED TVs triggered a collective fund-raising plan. At one time, the small-pitch LED concept stocks showed a wave of ups and downs. In the short-term, the speculation of small-pitch LEDs will continue; and some are involved in small pitches. Due to the relatively backward performance of stock prices, LED stocks are expected to be funded in the short term. It is expected that Wei Chuang shares (002308), Guoxing Optoelectronics (002449), Dehao Runda (002005) and Shenkangjia A (000016) will be funded. Favor.
Wei Chuang shares (002308): According to public information, the company successfully held a new product launch conference in Beijing on April 11, 2013, the most refreshing of which is the small-pitch LED display. It can be seen that the small-pitch LED display solution will become a new force for the company to open up more market space in the future.
Guoxing Optoelectronics (002449): According to the company's announcement, the company has launched an indoor ultra-high-definition full-color TOP LED display device. The company's R&D engineers said that the indoor P2-2.5 Ultra HD TOP full color display device (Dragon Ball) effectively reduced the current usage under the premise of achieving the highest light efficiency, and will contribute to the release of the company's performance in the future.
Dehao Runda (002005): The company announced in 2009 that it wholly acquired Shenzhen Ruituo Display Technology Co., Ltd. It is reported that the new product launch conference of the LED advertising screen machine has been held in Shenzhen Ruituo Conference Room. The conference will launch the P2.0 indoor high-density straight advertising screen.
Shenkangjia A (000016): Konka Video, a company controlled by the company, successfully achieved a “zero†breakthrough in Lanzhou City in 2012. The first LED display successfully appeared in the Qilihe District Government of Lanzhou City. This 38m2 indoor P3 screen is a successful example of large-area indoor minimum-pitch display. Compared with other large-screen full-grain images, this screen has a large screen with a 3mm pitch and smoother images. More realistic.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
According to analysts, from the perspective of industry fundamentals, high-density small-pitch LED displays will gradually replace the indoor mid-to-high-end display market occupied by traditional DLP rear projections with their technical strength in the field of indoor display. The speculation will continue; some stocks involved in small-pitch LEDs are relatively backward due to their stock price performance, and they may have a chance to make up in the short-term. Next, Weichuang shares (002308), Guoxing Optoelectronics (002449), and Dehao Runda (002005) Deep Kang Jia A (000016) and so on will be favored by funds.
Small pitch LEDs fully seize the indoor market
As we all know, the small-pitch LED display refers to the indoor LED display with LED dot spacing below P2.5, mainly including LED display products such as P2.5, P2.0, P1.8, P1.5. With the improvement of LED display manufacturing technology, the resolution of traditional LED display has been greatly improved.
At present, the indoor high-end display market is dominated by DLP rear projection display, but DLP technology has natural defects. First, DLP technology simply cannot eliminate 1 mm seams between display units, that is, at least one display pixel is swallowed up. Second, color expression is also inferior to direct-lit LED displays. The biggest competitiveness of indoor high-density small-pitch LED displays is that the display is completely seamless and the natural color of the display color. In terms of post-maintenance, the LED display has a mature point-by-point correction technology. The display can be used for one-time correction of the whole screen using the display for more than one or two years. The operation process is simple and the effect is good.
It is precisely because of the huge potential of the small-pitch LED display in the indoor display market, more and more display companies have begun to participate in the research and development and marketing of the product. It should be said that Shenzhen Lanpu Technology is at the forefront of the market, and has developed the latest and most advanced minimum density display products in the industry. At the application level of the product, Lanpu Technology's research and development capabilities are also far ahead. In various industries such as radio and television, road traffic command, public security monitoring, power system, military, water conservancy and urban management, Lanpu Technology has launched a variety of industry application solutions. .
LED super TV will lead the home appliance market
As early as the first half of last year, LeTV (300104) released a super TV, the domestic appliance industry has set off a "TV trend"; the sale of super TV not only provides another direction for the development of domestic TV, but also achieved LeTV The "super cow way" of the net. Nowadays, the emergence of LED super TV will undoubtedly further spread the super TV trend.
Insiders pointed out that in the era of post-LED lighting popularization, LED lighting as a durable consumer goods, the replacement cycle characteristics will restrict the further development of the entire industry development, then LED TV will become the relay of LED lighting, to promote the development of the LED industry. Among them, Liard, the pioneer of LED small pitch, is the main pusher of "LED TV" concept, trying to open the door to the consumer display market in the future.
In fact, as early as January 2013, Chau Ming Technology officially released the UTV 2.51.91.71.4 small-pitch display product, which was officially launched at the Guangzhou exhibition in March. Its high-definition high-definition features attracted during the exhibition. A lot of attention. Analysts said that the UTV series of LED displays replaced large-size HDTVs in some areas as early as 2012, and Chau Ming Technology has become the first company in China to successfully develop LED super TVs. In the secondary market, Chau Ming Technology received two daily limit boards, and the market's pursuit of LED super TV is evident.
Since the first LED TV was registered in the Chinese market at the end of 2007, mainstream TV brand giants from Samsung, Sharp, Sony, Changhong, Hisense, Haier and Skyworth have launched “LED TV†to the market. Some institutions predict that China's LED TV in 2013 will occupy 90% of the market.
For LED companies, the benefits of the LED TV market penetration increase have two advantages: First, as a supplier of packaged devices to share the development of LED-backlit TV; Second, consumers through TV manufacturers and the media It has been popular for many years, and has become familiar with the advantages of LED in display, and has cultivated the market foundation for the popularization of LED TV in the true sense. Many people in the industry believe that compared with LED TVs that only use LEDs as backlights, LED small-space indoor HD display products introduced by LED display manufacturers will be more representative of the future of home TV. At present, Liard, Lanpu, Ruituo, Zhouming and other companies have increased the technology research and development of LED small-pitch display, and then seize the traditional LCD, DLP and other splicing screen market. The LED small pitch technology is considered by many industry insiders to change the future technology trend of the LED display industry, and is the key technology to promote the LED display products from the commercial field into the consumer market.
Small-pitch LED bargaining tide or scraping stagflation stocks
Liard's announcement of small-pitch LED TVs triggered a collective fund-raising plan. At one time, the small-pitch LED concept stocks showed a wave of ups and downs. In the short-term, the speculation of small-pitch LEDs will continue; and some are involved in small pitches. Due to the relatively backward performance of stock prices, LED stocks are expected to be funded in the short term. It is expected that Wei Chuang shares (002308), Guoxing Optoelectronics (002449), Dehao Runda (002005) and Shenkangjia A (000016) will be funded. Favor.
Wei Chuang shares (002308): According to public information, the company successfully held a new product launch conference in Beijing on April 11, 2013, the most refreshing of which is the small-pitch LED display. It can be seen that the small-pitch LED display solution will become a new force for the company to open up more market space in the future.
Guoxing Optoelectronics (002449): According to the company's announcement, the company has launched an indoor ultra-high-definition full-color TOP LED display device. The company's R&D engineers said that the indoor P2-2.5 Ultra HD TOP full color display device (Dragon Ball) effectively reduced the current usage under the premise of achieving the highest light efficiency, and will contribute to the release of the company's performance in the future.
Dehao Runda (002005): The company announced in 2009 that it wholly acquired Shenzhen Ruituo Display Technology Co., Ltd. It is reported that the new product launch conference of the LED advertising screen machine has been held in Shenzhen Ruituo Conference Room. The conference will launch the P2.0 indoor high-density straight advertising screen.
Shenkangjia A (000016): Konka Video, a company controlled by the company, successfully achieved a “zero†breakthrough in Lanzhou City in 2012. The first LED display successfully appeared in the Qilihe District Government of Lanzhou City. This 38m2 indoor P3 screen is a successful example of large-area indoor minimum-pitch display. Compared with other large-screen full-grain images, this screen has a large screen with a 3mm pitch and smoother images. More realistic.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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