Hexun stock news: Many major domestic LED chip manufacturers are rushing to purchase MOCVD from upstream equipment manufacturers. Stimulated by this, LED concept stocks broke out collectively during the session today, and many stocks soared to the daily limit. As of press time, Sunshine Lighting (600261, Stock Bar), Leyard (300296, Stock Bar), and Foshan Lighting (000541, Stock Bar) have reached their daily limit, and Alto Electronics (002587, Stock Bar) has risen by 7.27%. Hongli Optoelectronics (300219, Stock Bar) rose 7.26, and Jufei Optoelectronics (300303, Stock Bar), Huacan Optoelectronics (300323, Stock Bar), and Lianjian Optoelectronics (300269, Stock Bar) also increased by more than 5%.
LED lighting is the third light source revolution after incandescent lamps and fluorescent lamps. Since January 1 this year, the best-selling 40-watt and 60-watt incandescent lamps in the U.S. market have stopped selling. After phasing out incandescent lamps, the United States encourages the use of energy-saving compact fluorescent lamps, LED lamps and other light bulbs with higher energy efficiency ratios. At the same time, in Asia, South Korea, Thailand, and the Philippines have also taken measures to promote the use of energy-saving light bulbs instead of incandescent light bulbs. As countries begin to completely ban incandescent lamps, light source replacement will be fully launched in 2014, and LED lamps are expected to gradually occupy the lighting market.
At present, the global LED industry has entered a period of rapid development. The global LED market size was US$12.4 billion in 2013 and will reach approximately US$150 billion in 2020, with a compound growth rate of 42.6%. As one of the world's major LED production and consumption countries, with the gradual advancement of policies and the explosion of demand, my country's LED industry is facing major historical opportunities and will generate huge investment opportunities.
Qilu Securities stated that the LED sector has long-term investment value. It is expected that the penetration rate of LED lighting will increase from more than 10% to about 50% from 2013 to 2016, driving the entire LED lighting industry chain into a high-prosperity cycle. There are many LED listed companies in the secondary market, such as Sanan Optoelectronics (600703, Stock Bar) (600703), Sunshine Lighting (600261), Foshan Lighting (000541), Dehao Runda (002005, Stock Bar) (002005), Tianlong Optoelectronics (300029, Stock Bar) ) (300029), Huacan Optoelectronics (300323), Jufei Optoelectronics (300303), Hongli Optoelectronics (300219), Ruifeng Optoelectronics (300241, Stock Bar) (300241) and Unilumin Technology (300232, Stock Bar) (300232), etc. Investors can pay more attention.
ANNA