Sunshine private placement layout next year optimistic about 4G and LED concept stocks

The recent trend of A shares has oscillated, and the private placement of the Sun has begun to lay out next year's market. However, for the next year's opening-up drama-annual report market, only 30% of the Sunshine Private Equity will participate, and most of them still hold a wait-and-see attitude. For the next year's sector opportunities, Sunshine Private Equity is optimistic about 4G and LED concept stocks.

30% of private placements are optimistic about the annual report market

“High delivery” is the most outstanding concept stock in November, and the opening of the annual report market has made the market look forward to. Will the Sunshine Private Equity have the willingness to participate in the annual annual report? According to the private placement data center survey, Sunshine Private Equity has a large divergence in the annual report. Only 31.25% of the Sunshine Private Equity will participate, indicating that 31.25% will not participate, which is quite equal, and 37.5% of the Sun Private Equity will show Subject to availability.

The relevant investment opportunities in the annual report market are different from the previous ones. The concept of high growth is most favored by Sunshine Private Equity. 55% of Sunshine Private Equity will prefer the concept of high growth, and the most fashionable theme before is “highly sent”. Now only 25% of the Sunshine Private Equity is optimistic, 6.25% of Sunshine Private Equity is optimistic about the investment opportunities of the shell reorganization, and 13.75% of the Sunshine Private Equity is optimistic about other opportunities.

Although QFII has recently bought a large number of blue chip stocks, the low-value blue-chip stocks have out of a good rebound due to the impact of this and the implementation of preferred stocks. However, Sunshine Private Equity has a big disagreement on whether the blue-chip stock market can continue, 25% of the sunshine. Private equity is optimistic about the continued opportunities of blue chip stocks. 25% of Sunshine Private Equity believes that blue chip stocks are only short-term stage opportunities, and 50% of Sunshine Private Equity indicates that further observation is needed.

Chen Hao, general manager of Xucheng Assets, believes that from the experience of foreign countries, the issue of preferred stock is generally a stable large enterprise. This will benefit blue chip stocks and have considerable advantages for the entire main board market. However, the amount of money required for the blue chip market is too large, so the preferred stock is currently a good for the blue chip, but it will not dominate the blue chip market.

I am optimistic about the two concepts next year.

A number of Sunshine Private Equity believe that the mobile Internet segment that ignited the 2013 market will change in 2014. Huili Investment said that the mobile Internet sector will enter the "picking" era next year. Shi Bo, general manager of Shangya Investment, said that in mobile Internet companies, information consumption can be concerned. With the advancement of 4G and broadband strategy, the current largest consumer group has fully entered the era of consumption. Their consumption patterns and lifestyles are shifting from generation to generation. Online movies, online games, online shopping, video dating and other network economies have become the mainstream of the new consumer economy, and information consumption will become an important support for future economic development. Long-term optimistic about those mobile Internet companies with platform and terminal advantages, as well as enterprises that are truly innovative and can create high added value in relevant segments.

For the LED industry, which has begun to pick up again in the second half of this year, Sunshine Private Equity has also shown great interest. Zhang Liang, general manager of Yuze Investment, said that after a round of reshuffle, LED investment has rebounded. Zhang Xiaofei, chairman of the LED third-party research institute Gaogong LED, said in Guangzhou that the rapid development of the lighting industry in 2013 led to the full play of the upstream and downstream production capacity of LEDs, which also slowed the overcapacity. This year, the scale of the entire LED industry is more than 200 billion yuan, and will exceed 320 billion yuan next year. “At present, the valuations of related companies are relatively safe and can be laid out in advance.”

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

Yuhai Company is engaged to research and development of piezoelectric products and related piezoelectric products,  the related piezoelectric products includes the piezo sensors and transducer. 


The Ultrasonic Transducer is a kind of transducer that converts the ultrasonic signal into electric signal, or vice versa. Ultrasound transmitter and receiver is a transducer that can transmit and receive ultrasound. Ultrasound sensor is a kind of sensor, in essence, it is also a transmitter and receiver. The working principle of this kind of equipment is similar to that of radar and sonar. Active ultrasonic sensors can emit and receive reflected waves, and determine the distance of the target by measuring the time interval between transmission and reception. Passive Ultrasonic Sensor is actually a microphone that can convert ultrasonic signal into electrical signal.

According to the working principle and materials used, the ultrasonic transducer has Piezoelectric Transducer, electrostatic transducer (capacitive transducer), magnetostrictive transducer, electromagnetic acoustic transducer, mechanical transducer and other types [1].

 

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