In the peak season, the LED industry's revenue was better than expected. The legal person said that in the third quarter, the lighting demand will be significantly improved, which will further drive LED factory revenue and profit performance, while the pre-wave LED stocks will follow. The broader market was weakened for some time, and the stock price was low. It is expected to start a rebound after the operating season enters the peak season. The legal person said that although the LED manufacturers were affected by the off-season in June, the monthly growth rate was flat, but the overall second quarter still had a peak season performance. As the timing entered the third quarter, the lighting demand increased significantly, driving the stocks to heat up. Daqing Securities Associate Lai Jiancheng said that after the industrial consolidation in recent years, the supply and demand situation has turned better. This year, individual stocks have paid a good performance, and the stock price has also risen. However, this wave of large-capacity band corrections reached 5, dragging up some LED stocks. Since the high point slipped, with the release of individual stocks in July, the stocks are expected to rebound from lows. The legal person pointed out that the LED epitaxial wafer faucet factory Jingdian's base revenue in June has been high, benefiting from the demand for LED lighting in Europe and the United States, orders for crystal LED lighting continue to increase, although the market demand for backlight and display has declined slightly in the near future, but the forecast is 8 After the month, there will be a rebound, and the lighting orders of the crystal power outsourcing will be gradually enlarged, which will benefit the revenue of the crystal power.
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