Hot money ignition government agencies to pick up firewood LED market light

Awesome policy prompted LED to accelerate the pace of application

The United States Boxill Hathaway Investment Group Chairman Warren Buffett fourth visit to China, the majority of investors has become a hot topic, but in recent years, Buffett was heavily involved in the field of new energy, but also allow investors to have infinite Lenovo on the visit to china. LED lighting plate will undoubtedly become the most dazzling star plate.

After Wednesday Sanan optoelectronics and Moso and other long and short stocks trading yesterday and East crystal electronic, honglitronic, REFOND, Jufei trading. The three optical and Jufei in time of a month or more than 80%, Jufei stock hit a record high.

After the first two years of price surges, the collapse of the invasion, the domestic LED industry ushered in signs of recovery. In the context of the central government to push forward the new urbanization reform strategy, energy saving and environmental protection LED lighting favored, local governments have launched commercial, public lighting demonstration project recently poured.

Industry analysts pointed out that with the introduction of industry support policies continue to usher in the dawn of the recovery of the industry, the relevant sectors have investment opportunities.

Policy support efforts to increase

LED because of its electro-optic conversion rate is high, with the current energy saving and emission reduction advocacy requirements, so in recent years, from central to local, support LED and promote the popularization and application of the LED manufacturing industry policies introduced gradually, effectively promote the formation and development of mature LED industry chain, accelerate the promotion of the application of LED products.

Media reports, the day before, the general office of the Fujian provincial government issued the notice of Fujian Provincial Information Bureau on the "measures" Fujian province to promote the application of LED lighting products, and strive to clear before the end of 2015, the basic realization of public lighting in common use of LED lighting products, the implementation of more than 50% per year compared to the same period of lighting energy saving, reduce carbon dioxide emissions 400 thousand tons LED, led the province's industrial added value of 50 billion yuan more than the year.

In addition, the Foshan Municipal Science and Technology Bureau officials said the day before, the upcoming LED green lighting subsidy policy, in accordance with the application of LED lighting project completed 10% of the total subsidies for investors. It is reported that the specific implementation of the policy has been submitted to the Foshan municipal government approval, involving 30 million yuan of special funds, will be used for special subsidies in the field of public lighting LED lighting engineering projects.

In fact, the beginning of this year, the relevant policies began to introduce. At the beginning of the six ministries jointly issued the "semiconductor lighting industry planning", "comprehensive implementation of Guangdong province to promote the use of LED lighting products plan", from the national level to the local government level, for the development of LED industry is still to be strong support.

Market demand is expected to improve

Northeast Securities believes that the LED lighting industry "sweet" Jianxingjianjin, in 2010 the market size of the global LED industry for nearly $10 billion, of which the field of general lighting market size of about $2 billion 500 million, accounting for the total market share of 25%, is expected in 2015 the market size of the global LED industry for nearly $20 billion, the field of general lighting market size growth of $10 billion, accounting for more than 50%. LED lighting industry will usher in the rapid development of the sweet period".

Guoxin Securities Analysis, with TV backlight and lighting demand, the second quarter of the third quarter, LED industry will gradually enter the peak season, from the monthly operation data of Taiwan chip and packaging company and Research on domestic LED industry chain, the downstream demand is expected to improve super lighting.

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