Government large single April frequent LED lighting high growth start

After entering in April, the local government to support policies and orders LED.

April 10, 2013, the Guangdong provincial government held a joint meeting of the province's LED lighting technology and product promotion and application in Guangzhou, informed LED lighting products to promote the application of the work. Since the second half of last year since the launch, "Guangdong province to promote the use of the work program" LED lighting products, promote the use of the province's total of nearly 800 thousand LED street lamp, indoor LED lighting products more than 2 million units, more than 10000 km demonstration demonstration sections, size and construction progress among the best in the country. 2013 is expected to install more than 1 million 100 thousand new LED street lights, will set off a new round of promotion and application boom.

LED lighting plans to support the similar recent news, April 8th in Jiangmen City Public Lighting Procurement of the city LED catalog of products and institutions to purchase lighting projects, 20% of the total reward; in April 9th, the Jiaxing municipal government introduced the first LED semiconductor lighting industry of local policies to support the "Jiaxing to speed up the development of LED semiconductor lighting industry the number of opinions", April 10th, Foshan science and Technology Secretary Hu Xuejun said yesterday, Foshan will complete the total project in accordance with the application and promotion of LED lighting 10%, subsidies for investors.

The government continued to increase support for the LED industry and procurement, the reason mainly has the following several aspects, first, the current levels of government in energy conservation and emission reduction have a greater pressure, procurement of energy-saving and environmental protection products, one of the effective means to achieve the goal of energy saving and emission reduction. Secondly, LED lighting products to promote the concept of consumption, product prices and other factors, it is difficult to promote in the home user, and the government is necessary to promote the introduction of the project.

On the other hand, with the LED market and technology matures, product prices have declined, the cost of government promotion is also getting lower and lower.

With the law of Haitz has been repeatedly verified, the luminous efficiency of LED lighting has been greatly improved, the overall cost has been close to or even beyond the higher efficiency of energy-saving lamps, is expected to soon become an alternative to the market accepted light.

With the price on the Jingdong as an example, PHILPS 5W big candle type soft warm white electronic energy-saving lamp is priced at 34.5 yuan, while the PHILPS myVision Wisdom Series 6W warm white LED bulb price is 80 yuan, taking into account the great difference in the service life of the LED lamp actually use more expensive than ordinary energy-saving lamps.

In addition, in view of China's commercial electricity prices are much higher than the civilian price, such as the application in the business environment, its effectiveness is more obvious.

With the cost advantage of LED lighting increasingly apparent, government led LED lighting will gradually start the commercial process, is expected to be released in the field of indoor and outdoor products demand will be gradually released. According to the prediction of Mr. Ding Long vice president of OPPLE lighting is given, if the current LED industry called X, the second half of this year there will be 6X, 8X, or two to three years of this growth, even higher growth point. Zhengbao information that, in 2013, LED street lights will have more than 40% growth, while in LED indoor lighting due to its low base, the growth rate will be relatively fast, perhaps more than 200%. LED lighting companies are expected to benefit from the rapid development of the industry.

Kingsun

The company is the leading domestic semiconductor lighting products and comprehensive solutions provider, the main business of LED lighting products, including LED lighting, LED landscape lighting, LED display and LED special lighting four big series. Benefit from the promotion of the Guangdong region LED, according to the results of the notice, the company's first quarter results will grow by more than 30%.

The concern is that the company head Li Xuliang since last year in mid December to mid March this year, the total holdings of 43 million 670 thousand yuan, the average price of 11.16 yuan, slightly higher than the current stock price, the company has a leading position in the Guangdong LED lighting applications, since this year the full order. But we still need to focus on the company's recent media coverage of the company's related party transactions.

Nanda Optoelectronics

High pure metal organic chemical company with independent intellectual property rights (MO), is the only domestic implementation of MO source industrial enterprises, the 1 quarter of this year, is expected to decline by about 40%, with the LED industry boom upgrade, the performance of the company chain appeared in the rose slightly.

MO source is the core raw material for preparing LED, solar cell, semiconductor laser, RF IC chip and so on. Due to the difficulty of production technology of MO source products, the quality requirements of downstream customers for MO source products are high, and only the successful production of many years of seniority and seniority veteran MO source manufacturers. The company's customers in Sanan Optoelectronics (600703, shares), Silan azure, HC semitek (300323, shares) and changelight (300102, shares), Shandong Huaguang domestic manufacturers, as well as Osram, LG, Toyoda, Gosei, Seoul semiconductor, EPISTAR Guangjia light electricity overseas well-known LED manufacturers.

The company raised 780 million in August 2012, plans to expand production capacity of 22.5 tons of MO source capacity in 2013, which plans to add capacity in 2015 of 7 tons, an increase of YoY of. At this stage, MO source photoelectric material industry demand mainly from the LED industry, the company is expected to benefit from the boom in the LED industry rebound.

Sunshine lighting

The company is the leading enterprises in energy-saving lamps, the company's market channels and brand advantages are very obvious, can be seamlessly transplanted to the new LED lighting business. According to brokerage forecasts, the company in 2012 LED operating income of about 400 million yuan, is expected to reach $800 million in 2013.

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