450 billion feast open LED energy industry set sail

Yesterday, the national development and Reform Commission, Ministry of science and technology, Ministry of industry and other six ministries jointly issued the semiconductor lighting energy saving industry planning, requiring LED lighting industry output value of an average annual growth of about 30% in 2015 reached $450 billion. The industry believes that the plan will be a period of time to clean LED listed companies.

- Planning

output value

Average annual growth of 30%

According to the plan, by 2015, key equipment and important raw materials to achieve localization, major breakthroughs in technology. High end application products reach the international advanced level, energy saving effect is more obvious. LED lighting industry concentration gradually increased, the basic establishment of industrial clusters, a number of leading enterprises significantly enhance the competitiveness. R & D platform and standards, testing, certification system to further improve.

Among them, the output value of LED lighting energy industry average annual growth of around 30%, in 2015 reached 450 billion yuan (including the application of LED lighting products 180 billion yuan); LED chip localization rate reaches above 80%, silicon LED chip made an important breakthrough; large MOCVD equipment, key raw materials to achieve localization, testing equipment localization rate of over 70%.

- effect

Promote the revitalization of the industrial chain

Chongqing Dongjin senior investment adviser Guan Li said, the entire LED industry chain into raw materials, epitaxy and chip manufacturing, LED package, LED application products, testing equipment and production equipment etc. the five part. For a long time, about 70% LED in the industry profit focused on epitaxial material and chip manufacturing, but the "planning" issued, and the government procurement list for the first time to join the LED lighting products, in the sense that the national commitment to the promotion of LED products, but also that the government subsidies for the LED industry has already begun tilt from the upstream to the downstream, the revitalization of help to realize the whole industry chain.

- Investment

Good many listed companies

With the wealth of chief analyst Liang Wanzhang believes that in the LED lighting industry in the upstream industry chain, the key is whether through short-term overcapacity and industry integration; for LED lighting enterprises downstream terminal manufacturing, is whether preemptive.

Guan Li said that for the two secondary market investment, for mining from the LED industry chain, investors may be concerned about in epitaxial material and chip manufacturing, changelight Furi Electronics, optoelectronics, Silan, Shanghai belling, HC semitek, Tongfang, Fangda group, engaged in the LED device package together fly optoelectronics, microelectronics, optoelectronic, rectangular lighting, Mason technologies, XinDa, Xiamen nationstar, providing LED application products Jiawei shares, KingSun, Yankon, Riyadh, FSL, Wright, engaged in testing equipment and production equipment manufacturing etc. the photoelectric distance.