Incandescent stop sale soon, LED stocks contrarian trend"

By the United States next year to stop the sale of incandescent light to boost the news yesterday, the concept of collective LED contrarian strong. Insiders said that to benefit from the market demand for LED lighting companies to enhance and the industry boom picked up, the underlying stocks have followed up momentum.

News, the United States will start on 2014 New Year's day to stop the sale of incandescent bulbs, which aims to promote energy-saving compact fluorescent lamps, LED lamps and other energy efficient bulbs. Boosted by this, despite the broader market fell yesterday, but the concept of LED stocks have gone against the tide. At the close, changelight, rectangular lighting trading, honglitronic, KingSun rose more than 5%; FSL, LIAN, REFOND optoelectronics and other stocks also rose more than 2%.

In fact, the recent LED stocks have sprouted. This Monday, Sanan optoelectronics, Hongbo shares, sun power and other LED stocks have a strong contrarian. Data show that since November, Lehman photoelectric Hongbo shares 8 stocks rose over 10%.

Affected by the expansion of production capacity, the LED industry from 2011 began to fall into a state of oversupply. However, with the gradual rise of the green lighting industry boom, the plate rebounded to play a strong role in support. At the same time, the domestic LED experts predict that the fourth quarter of this year, the overall output value of the LED industry will grow by about 20%, the annual output of LED indoor lighting will grow by an increase of 110%. It is worth noting that China, the European Union, Australia and other countries will also expand the scope of the incandescent lamp from the existing industrial areas to expand residential lighting.

Insiders have said that next year LED lighting enterprises will face huge market demand, a 2014 global prohibition from production and use began incandescent lamp stage, accelerate the growth of demand for LED lighting, in addition to export will become the domestic LED lighting enterprises rapid growth impetus. At the same time, the next two years, the industry will face mergers and acquisitions integration, there are channels and scale advantages of enterprises will benefit from.

Shun securities investment adviser Li Hui also optimistic about the concept of LED stock market next year, "LED is in the recovery industry inflection point is expected, LED industry will see significant recovery in 2014, related stocks with high attention value, can advance the layout. "

Societe Generale Securities also believes that the demand for LED lighting will bring structural changes to the industry, 2013~2016 lighting is LED the golden period of development, the permeability will be increased from 20% to about 45%, is the rare sub industry grew faster, higher uncertainty, concern about the proposed three safety optoelectronics, sun power, Elec-Tech and other leading stocks.