The LED industry has been fully upgraded after adjustment


Yesterday, the stocks in the LED sector rose after the initial adjustment. Sunlight, Zhongfa Technology, Jinlaite, Liard, Han's Laser, Hongli Optoelectronics and Foshan Lighting all went up daily. In addition, Lianjian Optoelectronics (8.49) ), Alto Electronics (8.45), Huacan Optoelectronics (7.64), Jufei Optoelectronics (7.33), Guoxing Optoelectronics (6.79) and other stocks rose more than 5.
CSAResearch analysts said that in 2014, China's LED industry will continue its upward trend in 2013 and usher in a new round of growth. It is expected that in 2014, the domestic semiconductor lighting industry will continue to maintain rapid growth, with an expected growth rate of around 40. Moreover, with the high prosperity and high growth rate of the LED industry, it will inevitably lead to a new round of industrial investment. From the overall development of the semiconductor lighting industry, whether the dominant enterprises can timely integrate capital, technology and channel advantages, seize market opportunities, and rapidly expand the market layout and become bigger and stronger, is the key factor for whether to stand out and participate in global competition in the next three years. Otherwise, it will be eliminated by the market. At the same time, under the premise of the LED industry's great growth potential, capital needs to do a good job in early investigation and try to avoid investment risks.
For the future investment prospects of the LED lighting industry, the reporter called the general manager of Shenzhen Jingtai Optoelectronics Gong Wen, he believes that in the long run, the LED industry is closely related to the era of environmental protection, the country is also the seventh largest energy conservation and environmental protection industry Strategic emerging industries to support, like Guangdong Province, the LED industry as the eighth strategic emerging industry to support. Therefore, from the perspective of the development of the whole industry, LED has an irreplaceable advantage as an energy-saving and environmental protection field, coupled with the support of national policies, etc., there is still much room for development in the future LED industry. In particular, the current market penetration of LED lighting is not very high, so the LED industry still has great investment opportunities in the future.
General Manager Liu Xiao of Shenzhen Geliang Optoelectronics said: At present, the development speed of the LED industry is relatively fast, and the growth space of the industry is also very large. It is still optimistic about the future development prospects of the LED industry.
Since 2013, LED companies have been full of orders, product output has increased, sales have increased at the same time, enterprises are running at full capacity or overloaded, and capacity utilization has gradually increased. LED lighting products have become the development direction of the next generation of new light sources. The products have been further promoted through demonstration applications, and the energy saving and emission reduction effects are increasingly significant. Under the influence of the above multiple factors, the LED industry's prosperity will rebound in this year, which will benefit the overall performance of LED concept stocks in 2014.
From the perspective of the capital flow of LED industry yesterday, the funds have begun to gradually lay out LED leading concept stocks. The data shows that there are 11 LED stocks with a net inflow of over 10 million yuan, totaling about 492 million yuan. They are: Foshan Lighting (12,374,500 yuan), Han's laser (11,368,700 yuan), Goer's acoustics (687.14 million yuan), Hongchang Electronics (43,391,600 yuan), Dehao Runda (42,725,800 yuan), Jinlaite (28,160,500 yuan), Jufei Optoelectronics (214.969 million yuan), Sunshine Lighting (176.83 million yuan), Qinshang Optoelectronics (112.291 million yuan), Hongli Optoelectronics (10.846 million yuan) and Huacan Optoelectronics (104.334 million yuan).
At the same time, according to the "China's roadmap for phasing out incandescent lamps", starting from October 1 this year, China will ban the import and sale of incandescent lamps for general lighting of 60 watts and above. From October 1, 2016, the import and sale of incandescent lamps of 15 watts or more will be banned. This basically means that the incandescent lamps will be completely shut down and banned. In the next two years, the demand for LED bulbs in China will be welcomed. Explosive growth. In addition, the demand for foreign LED lighting products has increased rapidly, and it has also contributed to the growth of domestic LED listed companies with a high proportion of LED products export revenue.

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