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The lighting policy entered the implementation period, and the backlight gradually entered the traditional off-season in November. With the approach of the end of the year, the announcement of the central tendering project, the convening of the international LED industry conference, the LED public lighting project has entered a rapid implementation period, the overall Q4 can be expected, and the backlight will gradually enter the traditional off-season with the 11th promotion, ending 10 The monthly TV airport has grown significantly year on year, and the overall performance of the backlight industry enterprises is relatively stable. In addition, the industry's big environment is sluggish, the bankruptcy continues, and the display giant Haobo is closed, which is expected to constitute a positive for similar listed companies. Investment suggestion: Backlighting: Dongshan Precision (002384, BUY), Zhaochi (002429, BUY), Ruifeng Optoelectronics (300241, unrated), Jufei Optoelectronics (300303, unrated); Lighting: Hongli Optoelectronics (300219, BUY), Guoxing Optoelectronics (002449, overweight); upstream and other companies: Nanda Optoelectronics (300346, unrated), Sanan Optoelectronics (600703, BUY), Moso Power (002660, BUY) .
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