Blind investment in emerging industries listed companies have invested more than 30 billion LED

Chinese along with the adjustment of economic structure, the listed company investment in emerging industries are very enthusiastic, but simple investment phenomenon is also very prominent, since last year there have been listed companies to invest in LED, the amount of investment has reached 30 billion yuan, let a person have repeated investment concerns.

Investment of more than 30 billion yuan

The main industry for metal logistics Australia Shunchang (002245) recently announced, intends to LED project investment of 1 billion yuan. A day earlier, Anhui Sanan optoelectronics Huainan photovoltaic industry the first phase of the project started, the project planning and construction scale of annual output of 1000 MW high concentrating photovoltaic systems and components, a total investment of 8 billion yuan.

According to incomplete statistics, in 2010, only listed companies LED investment plan on the amount of more than 30 billion yuan. Among them, only three optical plans to invest up to 20 billion yuan, 4 billion 100 million yuan to invest in LED announced elec-tech.

Listed companies LED investment boom can also be changed from the amount of money to raise awareness. 2007, the first listed companies to raise funds LED hot, then the first and additional investment funds to invest 3 billion 276 million yuan LED. After two years of decline, in 2009 only three optical fund-raising 800 million yuan to invest in LED; 2010 listed companies raised nearly 6 billion yuan to invest in the LED.

Market prospects are widely optimistic

The broad market prospect is the main inducement of LED investment boom. According to the high tech LED Industry Research Center statistics, in 2009, ten city million pilot has been installed in the city of about 222 thousand pilot lights, is expected to reach 1 million 120 thousand in 2011. According to the National Bureau of statistics data, the national number of street lamps in about 90 million. If you press each street lamp 5000 yuan, the market size of about $450 billion.

2009 global lighting market, LED lighting output value of about $2 billion 400 million, penetration rate of only 3.3%.

The proportion of LED lighting is expected to rise to 50% in 2015, reaching $80% in 2020. Therefore, the industry will be called the LED industry, there is no ceiling industry".

The researchers predict that large-scale replacement of LED lighting will be launched by the end of 2011, early 2012, 2011-2012 will be an important investment in the LED lighting industry.

Get together to invest in blind suspicion

IED lighting has very good prospects, as the existing capital, and more sensitive to the market of listed companies, investment in such an emerging industry would have no ground for blame but the problem is easy to appear, especially simple phenomenon of listed companies investment, and no matter how the original foundation. The recently announced LED investment company, like Australia Shunchang originally with the industry basically not too much, just can't wait to see this industry prospects for investment.

This simple phenomenon in recent years often occur, for example, a few years ago, real estate, big and small companies to engage in real estate; in recent years, new energy is good, and there are a lot of companies to invest in polysilicon photovoltaic industry, and so on, so get together and even some blind investment, let people worry about duplication of investment, for example, the current domestic LED the package has accounted for half of the world, continue to invest heavily in is likely to cause overcapacity.

Moreover, some of the original is not engaged in this industry enterprises, new entrants to the industry can make a good profit is also a doubt, from the past, there are a number of listed companies to invest in real estate but did not get much return on the situation. Therefore, listed companies should do first to grasp their main business.