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Running from the industry, strong demand for the consumer electronics industry chain, the second half of this year is expected to continue rising; the needs of PCB industry, BB value for 5 consecutive months of growth and reached the highest point in 34 months; the display industry, Japan FPD equipment BB valuestability, lower panel demand is strong, the data show that the flat panel displayindustry has been gradually warmer; LED into the industry boom cycle, the recent U. S. LED eye-catching performance. Intelligent mobile phone and tabletcomputer popularization trend unabated, the future market demand is still, at present main consumption has gradually focused on emerging markets, gooddomestic manufacturers. The LED industry has gradually entered the business cycle, but should pay attention to inventory and quality problems of the domesticindustry chain. Recommendations focus on packaging and lighting field. At present our country security market is still in the government led, industry promotion, the civil market has not yet started stage. Recommended with the overall solution of security leading. Investment strategy this year indicatorsindustry continues to improve, although the chip semiconductor and other traditional industries affected by the downturn in the economic environmentinfluence, production sales may decline. But the downstream demand opendrive the related industrial chain company fundamentals. At present the industryvaluation of 65 times, give the industry a "good" investment rating. With the second half of the demand of the coming season, the industry will continue to maintain a strong. Recommendations focus on universal terminal consumer electronics (in the popularity of low-end smartphone and tablet, Ultrabookmarket open), bring the security industry chain and the LED backlight, lightingleading investment opportunities in the industry.