Key Analysis
On December 26, Dehao Runda issued a notice saying that it will spend HK$1.65 billion (about 1.343 billion yuan) to acquire about 20% of NVC Lighting (02222.HK), China's largest lighting company, and become NVC Lighting. A major shareholder. At the same time, the company has passed the plan for non-public offering of shares: it will issue 230 million non-public shares at a price of 5.86 yuan/share, of which Wu Changjiang subscribes 130 million shares. However, on the day of the announcement and the next day, the stocks of the two companies all fell sharply. The Dehao Runda premium purchase, the large discounted price increase, directly affected the interests of investors in the secondary market.
Wu Changjiang, the founder of NVC Lighting, is the most direct beneficiary of Dehao Runda's acquisition and private placement. If the stock price before the suspension of the two is calculated, Wu Changjiang directly earned about 300 million yuan through the transaction.
The High-Tech LED Industry Research Institute (GLII) believes that in the LED industry reshuffle period, mergers and acquisitions in the industry will be normalized, and new industry competition patterns will emerge; Dehao Runda’s entry into NVC Lighting is the trend. The embodiment of the company, but while considering the interests of major shareholders, the company also needs to take into account the interests of investors in the secondary market.
GLII released a report that in 2013, the LED supporting industry will become a new bright spot for investment. Among them, in the field of LED package brackets, the localization rate of stents was about 30% in 2012, and there were about 120 domestic manufacturers. It is estimated that by 2015, the domestic LED stent market will reach 16.8 billion yuan, and the national production rate is expected to reach 80%.
High-tech observation
GLII: In 2014, the traditional lighting transformation LED turning point
GLII: Poor situation, Taiwan LED chip manufacturers seek to change the frequency of the LED Street Lamp procurement project in Yingde City, involving an amount of 20.74 million yuan
This week's high-tech LED industry index closed at 986.932 points, up 1.25%.
This week, 25 LED stocks rose by an average of 6.46%. The top three gainers were Changfang Lighting (22.19%), Yuanfang Optoelectronics (17.54%) and Huacan Optoelectronics (12.92%); and the three stocks that fell were Dehao Runda (-9.40%) and Guoxing Photoelectricity (-0.91%) and Alto Electronics (-0.61%).
Investment recommendation
Sanan Optoelectronics (600703), Jufei Optoelectronics (300303), Ruifeng Optoelectronics (300241).
Please click here to download the production and research weekly report: http://
See more Gaogong LED Research Weekly: http://
On December 26, Dehao Runda issued a notice saying that it will spend HK$1.65 billion (about 1.343 billion yuan) to acquire about 20% of NVC Lighting (02222.HK), China's largest lighting company, and become NVC Lighting. A major shareholder. At the same time, the company has passed the plan for non-public offering of shares: it will issue 230 million non-public shares at a price of 5.86 yuan/share, of which Wu Changjiang subscribes 130 million shares. However, on the day of the announcement and the next day, the stocks of the two companies all fell sharply. The Dehao Runda premium purchase, the large discounted price increase, directly affected the interests of investors in the secondary market.
Wu Changjiang, the founder of NVC Lighting, is the most direct beneficiary of Dehao Runda's acquisition and private placement. If the stock price before the suspension of the two is calculated, Wu Changjiang directly earned about 300 million yuan through the transaction.
The High-Tech LED Industry Research Institute (GLII) believes that in the LED industry reshuffle period, mergers and acquisitions in the industry will be normalized, and new industry competition patterns will emerge; Dehao Runda’s entry into NVC Lighting is the trend. The embodiment of the company, but while considering the interests of major shareholders, the company also needs to take into account the interests of investors in the secondary market.
GLII released a report that in 2013, the LED supporting industry will become a new bright spot for investment. Among them, in the field of LED package brackets, the localization rate of stents was about 30% in 2012, and there were about 120 domestic manufacturers. It is estimated that by 2015, the domestic LED stent market will reach 16.8 billion yuan, and the national production rate is expected to reach 80%.
High-tech observation
GLII: In 2014, the traditional lighting transformation LED turning point
GLII: Poor situation, Taiwan LED chip manufacturers seek to change the frequency of the LED Street Lamp procurement project in Yingde City, involving an amount of 20.74 million yuan
This week's high-tech LED industry index closed at 986.932 points, up 1.25%.
This week, 25 LED stocks rose by an average of 6.46%. The top three gainers were Changfang Lighting (22.19%), Yuanfang Optoelectronics (17.54%) and Huacan Optoelectronics (12.92%); and the three stocks that fell were Dehao Runda (-9.40%) and Guoxing Photoelectricity (-0.91%) and Alto Electronics (-0.61%).
Investment recommendation
Sanan Optoelectronics (600703), Jufei Optoelectronics (300303), Ruifeng Optoelectronics (300241).
Please click here to download the production and research weekly report: http://
See more Gaogong LED Research Weekly: http://
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