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LED energy-saving lighting experience after 5,6 months off-season is not weak, August and September will usher in the peak season until the end of the year, plus last year's low base, starting from the third quarter, LED companies are expected to increase year-on-year growth, which is conducive to upgrading The market's confidence in the LED sector. From the perspective of the life cycle of consumer electronics, the penetration rate of new products has increased the fastest from 10 to 60. At present, the penetration rate of LED lighting is around 10, which is about to enter the stage of rapid improvement.
In the past two weeks, the LED sector has fluctuated greatly. The LED panel quickly rebounded from the bottom. From the fundamental point of view, the LED energy-saving lamp penetration rate has entered a period of rapid improvement, while the LED backlight market penetration rate has approached 80. LED lighting has already The official replacement of LED backlights has become the main driving force of the LED industry, and has been verified by the domestic LED energy-saving lamps enterprises in June and July. Compared with the LED backlight source market, the LED lighting market has reached a trillion level. It is believed that in the LED lighting era, domestic quality enterprises have more growth opportunities. In addition, the most bullish stock in the US market, RVLT, is an LED stock. The stock has risen 515 this year, reflecting the optimism of the US market for the LED energy-saving lighting industry, which will further strengthen market confidence.
In the future, mainland LED companies and US LED energy-saving lamps companies will be more representative of the global LED industry development trend. In terms of specific companies, Sanan Optoelectronics is rapidly entering the world in the field of LED chips. The subsequent further deployment of downstream applications is also the trend of the times. In the trillion LED energy-saving lamp lighting market, Sanan Optoelectronics' growth space is still huge, and the company is only a record high. One step away, it is worth continuing to look good.