Mainland subsidies LED lighting driven plant benefit

After the mainland announced subsidies LED lighting, led the recent gains of the LED ethnic groups, including the Mainland cooperative relations between the crystal power and the East Bay, is expected to benefit from the subsidy program; Lunda fundamentals and themes surface protection, the future revenueThe monthly growth.Enhanced TV back lighting and lighting requirements, Epistar orders visibility is quite good, and some high-end chip brewing prices. Lay investments such as wide gallium operations also continued improvement in the second quarter revenue is expected quarter by 30-35 percent, driven by profit and loss by the waxing. Technically, Epistar stock with the market correction, back to test $ 62 yuan neckline area, the foreign investment trust holdings of the chips surface at a relatively low-grade zones, have the opportunity in the future with the turnaround began covering the holdings.Lunda was mainly attributable to continued warming in the demand for LED backlighting, and LED lighting customers to Philips, OSRAM and GE orders, also increased the estimated contribution Lynda revenue ratio of 30-35% this quarter revenue is expected to quarter by 20 % to 25% operating outlook is good. Technically, the Lunda half-line $ 30 yuan support, the chip surface Securities Investment Trust and dealers continued to be overweight, the chip surface is relatively stable.The East Bay is expected to become a winner in this wave of mainland energy-saving subsidies. Added in 2012, many mainland customers in the East Bay, such as TCL, Tsinghua Tong Fang (NB), the system works TPV, etc., at least more than 20% of the contribution to the East Bay this year backlight business growth. East Tony May stock price by the European debt impact callback rate of more than one, recently short moving average tangled up base is expected to complete, with the outbreak of the LED energy-saving opportunities, the expected stock price will do well.