显示行业观察：LED周跟踪（11/04-11/10）

Investment Rating - The report does not explicitly state an investment rating for the LED industry but provides insights into sector performance and stock movements [1][9]. Core Insights - The SW LED index rose by 7.15% last week, underperforming the SW Electronics index by 2.21% but outperforming the CSI 300 index by 1.65% [1][9]. - Key gainers in the LED sector included Shenzhen Baoming Technology Co., Ltd., Shenzhen Longli Technology, and Shenzhen Changfang Group Co., Ltd., with increases of 27.53%, 23.48%, and 17.88% respectively [1][10]. - Major losers in the sector were Shenzhen Mason Technologies, Xiamen Changelight, and MLS Corporation, with declines of -12.27%, 2.01%, and 3.14% respectively [1][10]. Industry Developments - BOE Technology Group launched the world's first large-scale Micro LED wafer manufacturing and packaging testing base in Zhuhai, with an annual production capacity of 24,000 6-inch wafers and 45,000kk pixel devices [2][11]. - COB (Chip on Board) technology is gaining traction due to its advantages in cost, protection, and performance, with recent investments in COB production by Rayson Display and BOE Technology Group [3][12]. - Tianma Microelectronics held a global innovation conference where it announced strategic partnerships for new display technologies, including Micro-LED [4][13]. Suggested Focus - The report suggests focusing on companies such as Leyard Optoelectronic, Unilumin Group, and Sanan Optoelectronics within the LED industry [4][14].