In the first half of the year, the LED industry achieved an average net profit growth of over 50%. According to the analysis, as the third light source revolution after incandescent lamps and fluorescent lamps, LED lighting has been supported by major countries and regions in the world. At present, the global LED industry has entered a period of rapid development, benefiting the capital Qian Jingguang. Shareholder Xiao Hao: The newly published mid-year report shows that the LED industry has entered a period of rapid development due to the benefit of lighting demand. According to statistics, 21 listed companies in the LED industry achieved an average increase in total operating income and net profit in the first half of 2014 compared with last year by 34.4 and 54.13.21 LED industry companies, only the total revenue of Ganzhao Optoelectronics recorded negative growth. Others recorded varying degrees of growth. The largest increase in Huacan Optoelectronics achieved a total increase in operating income of 172.19 compared with last year. In terms of net profit growth, 14 net profit increased by more than 20% year-on-year, and 4 companies achieved double net profit. It is worth noting that the organization increased its holdings of LED industry performance growth stocks in the second quarter. New holdings such as Wanrun Technology, Guoxing Optoelectronics and Lehman Optoelectronics, etc., newly acquired shares were 3,981,100 shares and 349.96 respectively. Ten thousand shares and 2,317,300 shares. At the same time, the agency has added stocks such as Sunlight. Veteran of the market: In the second half of last year, the LED industry, which has been warming back and forth, has maintained a good trend in the industry. Looking at the reasons for the growth of various companies' performance, most of them are the main business growth due to the recovery of the market; and the general growth of LED listed companies has become one of the important factors for institutional growth. The LED industry is accelerating in the second quarter of the year, indicating that as the proportion of LED lighting increases, the pulling effect on the entire LED industry has gradually emerged, and the future development is promising for a long time. With the decline in the price of domestic LED lights, the civilian market for LED lighting has opened. In 2013, the penetration rate of LED lighting has rapidly increased from less than 3 in 2012 to 6. In 2014, LED lighting will accelerate the replacement of traditional lighting, and the industry has entered a period of rapid growth. Observer Yao: As one of the world's major LED manufacturers and consumers, with the gradual advancement of policies and the outbreak of demand, China's LED industry faces significant historical opportunities and will generate huge investment opportunities. First, technological advancement and industrial upgrading are accelerating, the application range of LED products is increasing, and the market scale is expanding. Second, demand starts and policy promotion, driving the LED industry's entire industry chain into a high boom cycle. Third, the speed of industrial integration has obviously accelerated, and industrial concentration has gradually increased. In the choice of investment targets, it is recommended to focus on relevant leaders, such as Aoyang Shunchang, Xinhaiyi (multi-technology leading, capacity release), Lehman Optoelectronics (individual LED growth path), Jufei Optoelectronics (backlight faucet, horizontal expansion High growth), Sanan Optoelectronics (chip leading enterprise, full industrial chain layout), sunshine lighting (LED lighting faucet, and stable profitability) and Ruifeng Optoelectronics (leading white LED package), Guoxing Optoelectronics (MDLED package) Wait.