LED industry demand peak season start-up LED factory or signs of rebound

In the peak season, the sales revenue of the Taiwanese LED manufacturers 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 front wave LED Individual stocks have been revised for a period of time with the weakening of the broader market. The stock price base is low, and 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. A securities analyst said that after the industrial consolidation in recent years, the supply and demand situation has turned better. This year, the stocks have paid a good performance, and the stock price has also risen. However, this wave has revised the band to 5, which drags 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 faucet factory Jingdian's base revenue in June has been high, benefiting from the LED lighting demand in Europe and the United States, the 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.