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The LED industry will become the largest Evergrande, and LED lighting will become the mainstream of the next wave of investment. The legal person focuses on lighting related concept stocks, including Jingdian (2448), Yiguang, Edison and Redditch. CLSA recently published an investment report, pointing out that with the strong demand in the LED lighting market, it is estimated that the market will continue to the fourth quarter, so optimistic about the third quarter and fourth quarter of the company's gross margin will be raised to 17 and 19, The fourth quarter's revenue performance will also be better than the original off-season expectations, reiterated the "buy" rating, the target price is still 67.63 yuan. CLSA said that although the LEDTV market demand outlook is weak, the recent LEDTV market demand is weak, which makes the crystal TV stock price under pressure in the short term, but the LED lighting demand performance is beyond expectations, especially the US market is particularly strong, so it is still optimistic about the crystal power In the third quarter, the capacity utilization rate was fully loaded. Foreign capital also bought 1,731 super-crystals on Friday. The share price of Jingdian was 52.2 yuan, up 0.5 yuan. The legal person estimates that the gross profit margin of Yiguang in the second quarter is expected to rise to above 25, and the after-tax earnings per share is above 0.85 yuan. Due to the substantial improvement in profits, foreign investors also bought 1,326 light-emitting glasses last week. The LED industry said that the next wave of investment LEDs will focus on LED lighting.