Along with 2012 - semiconductor lighting products listed on the list of financial subsidies baked, making the performance of the LED sector yesterday unusually eye-catching, with a rise of 2.06% in the plate or the list of the top second. The most subsidized products listed Chau Ming Technology (300232), yesterday is to limit closing, so many investors feel pleased.
10 companies shortlisted only benefited shares rose
China Electronics Import and Export Corporation official website information display, in the 4 projects to get subsidies, a total of more than a dozen companies shortlisted. In the listed company, the finalists are more Chau Ming technology, Elec-Tech, KingSun, Yankon, the number of finalists reached nearly 10. Among them, the indoor products for many of the listed companies, respectively, Yankon Elec-Tech, Chau Ming technology, the number of finalists were 8, 7 and 6 paragraphs. But more is the outdoor products for KingSun and Chau Ming technology, the number of products are 4 finalists.
In view of this, Chau Ming technology, Elec-Tech, KingSun and Yankon in these 4 companies, the number of finalists undoubtedly into the first echelon benefit.
Affected by this positive impact, LED plate yesterday appeared contrarian rise. Eastern wealth network data show that as of the close, the LED sector to 2.06% of the increase, the highest in the plate or the list of the second, second only to the water conservancy construction plate in the world, the world's largest in the world, the world's largest in the world, the world's largest water conservancy construction plate, after only second. The subsidy policy by the listed companies, the performance is eye-catching. Among them, Chau Ming technology opened yesterday was once high, closed on the top of the daily limit, to close at 11.14 yuan. FSL, an optoelectronic three rose respectively 4.75% and 3.13%, respectively, the closing at 7.05 yuan and 15.14 yuan; and audio country star power also rose more than 2%, yesterday to close at 5.58 yuan and 8.05 yuan.
Indoor LED products with a price advantage
In this regard, Guotai Junan analyst Wei Xingyun said that the government and LED lighting companies are highly concerned about indoor products, showing the government and business to commercial LED lighting, as well as the general LED lighting market size recognition. With the implementation of follow-up government subsidies, as well as other local support policies (such as the relevant policies in Guangdong) and the introduction of the implementation of indoor LED lighting is expected to accelerate the start, the market is expected to expand rapidly.
Wei Xingyun also pointed out that in the interior of LED products, Elec-Tech, Chau Ming technology and photoelectric products have a number of advantages and price. The listed company's outdoor LED products compared to the international brand price is more prominent, all of the company's products are far better than the price of similar products PHILPS.
In addition, with the phasing out of incandescent lamp products, the further introduction of policies to support the LED lighting industry and related implementation, technical progress and the price of LED lighting products decline, overcapacity situation eased, the domestic LED lighting market will be sustained and healthy development.
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