GLII: Taojin Xianfu sells shovel people Maoshuo power is popular with funds

Key Analysis

The gold rushed to sell the shovel. At the beginning, when the United States was in the gold rush, there was very little gold that was actually scoured, but the shovel was sold. Nowadays, when the market is optimistic about the recovery of the LED lighting industry, the producer of key component LED drive power, Maoshuo Power, has been well received by the market this week, with a weekly increase of 12%.

The global economic recovery, the company's consumer power supply revenue bottom stabilized, technological transformation to improve production efficiency and gross profit margin, improve profitability.

The LED driver power supply business is expected to accelerate with the development of the LED lighting business, and the fundraising project will solve the capacity bottleneck. LED drive power business is expected to become the main force for the company's future performance growth.

With the development of high-margin LED driver power supply business, the company's performance is expected to resume higher growth rate. Recently, the stock frequently appears on the block trading platform, showing that after the huge lifting of the ban, the small non-reduction desire is strong, and the stock price will be caused after the stock price continues to rise. Certain pressure.

High-tech observation

Zhang Xiaofei: Where should Zhongshan LED industry go?

LED bulbs are included in the government subsidies manufacturers collectively optimistic

Market review

This week, the high-tech LED industry index 1 closed at 1162.75 points, up 2.26%, the Shanghai and Shenzhen 300 index closed at 2540.84 points, up 1.92%, the high-tech LED industry index performance was stronger than the broader market.

This week, 25 LED key stocks, the average increase of 4.33%. The top three gainers were Maoshuo Power (12%), Qinshang Optoelectronics (10.73%) and Alto Electronics (9.73%), and only Guoxing Optoelectronics fell 1.27%.


Investment recommendation

Tongfang shares (600100), Jufei Optoelectronics (300303), Moso Power (002660).

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