Fearless Black Swan! This sector has risen against the market, and the volume of elephants has risen to a new high
At the time of the global capital market shock, A-shares were not spared. The Shanghai stock index fluctuated, closing down 1.2%, and the GEM index was down 1.6%. The industry sector was generally green, and only a few sectors resisted the black swan. Among them, the Mini LED sector, which shined at the International Consumer Electronics Show, once rose more than 3%, and closed more than 1% against the market.
In terms of individual stocks, Hongli Zhihui and Lianjian Optoelectronics closed their daily limit. Huacan Optoelectronics also closed the board for a time, closing up more than 6%; BOE A rose nearly 6% to a new high, and the turnover exceeded 10 billion yuan.
Mini LED debuts at CES
On the news, the 52nd International Consumer Electronics Show (CES 2020) was held in Las Vegas from January 7th to 10th. At this year's CES conference, many manufacturers have also released displays using MiniLED. Among them, Acer launched the Predator X32 display at CES 2020. This display has 4K resolution and supports HDR content, which is quite eye-catching.
In addition, it is understood that many smart TV brands such as Changhong and TCL Electronics will exhibit their new cutting-edge high-end TV products at CES. The display screens of these TVs are from Mini LED star screens produced by TCL Huaxing.
In fact, this is just the tip of the iceberg for Mini LED applications. Since 2019, Mini LED display products have been released intensively. Apple, TCL, Hisense, Asus, Innolux, AUO, BOE and other giants have launched Mini LED backlight or similar technology TVs, monitors, VR and car display and other terminal products. Apple plans to launch mini LED backlight products at the end of 2020 or early 2021, including 10-12 inch iPads and 15-17 inch Mac Book.
In early December 2019, Tianfeng International analyst Guo Mingxuan released a report that Mini LED plays a key role in the innovation of Apple's medium-sized display products. This view quickly caused widespread dissemination of companies and media in the Mini LED-related industry chain. With more and more people in the industry optimistic, 2020 may be the first year of Mini LED application development.
The beneficiary stocks of the CES conference sort out CES as a global technology vane, which roughly describes the technology trends of the next 5-10 years, and is a feast of science and technology that brings together global industries. This year's CES continues to attract more than 4,400 companies from 160 countries to participate in the exhibition. At the same time, one of the world's most concerned consumer electronics manufacturers, Apple, will also participate for the first time.
This conference includes 11 themes including 5G and the Internet of Things, advertising and entertainment, content, smart cars, and blockchain. In addition to Mini LED, ultra high definition, 5G, Internet of Things, autonomous driving, privacy / network security are expected to be highlights of the show. To this end, the data treasure comprehensive securities research report sorted out the plates that are expected to benefit.
Tianfeng Securities believes that the ultra-high-definition terminal market has gradually started, and the downstream market is expected to drive the accelerated growth of the upstream industry chain of ultra-high-definition video based on demand. In the upstream industry chain, Chunzhong Technology , the leader in display and control equipment, is recommended , and Danghong Technology in the field of video transmission is recommended.
Chuancai Securities believes that this CES conference will take 5G as the main melody, and bring its intelligent IoT and optical innovation counterparts. Relevant targets include: mobile phone RF / antenna / PCB target Zhuo Shengwei , Xinwei Communication , McGee Technology , Pengding Holdings , Dongshan Precision ; (2) Lixun Precision , GoerTek , GD Audio , Huanxu Electronics ; (3) Optoelectronics , Crystal Optoelectronics , Sanan Optoelectronics , BOE A of the optical module / panel standard; (4) Sunlord Electronics , Hudian Co. , Ltd. , and Jiejie Microelectronics .
Guoxin Securities recommends focusing on topics such as the Internet of Things / Internet of Vehicles. At this CES exhibition, smart home and driverless cars are expected to present bright spots and bring thematic investment opportunities. Wearable devices, smart homes , gaming notebooks and other popular single-piece products are expected to promote the further development of the Internet of Things. The secondary market focuses on connected communication companies such as Quectel and Guanghetong; with the continuous development of driverless technology Mature, this year's CES may appear more mature driverless solutions. Among them, the in-vehicle communication link focuses on mobile communications , high-tech , and mobile- to-communication ; the high-precision navigation link focuses on China Test Navigation and Haige Communications .
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