LED industry feast to share institutional review LED concept stocks

National Development and Reform Commission, Ministry of science and technology and other ministries jointly issued the day before the "planning" semiconductor lighting industry. Planning, said that by 2015, LED key equipment and important raw materials to achieve localization, major breakthroughs in technology. High end application products reach the international advanced level, energy saving effect is more obvious. LED lighting industry concentration gradually increased, the basic establishment of industrial clusters, a number of leading enterprises significantly enhance the competitiveness. R & D platform and standards, testing, certification system to further improve.

Boosted by the news yesterday, LED plate outperformed the market by 0.54 percentage points, LED sector fell by 1.06% yesterday. Market analysts believe that since last year, the LED industry has a series of policies to support the implementation of Guangdong province to promote the use of LED lighting products in May last year made plans to popularize LED public lighting in three years, in October last year, China began a comprehensive ban more than 100 watt incandescent lamp import and sale, in mid January this year in Fujian province it began to promote the popularization and application of LED products. With the introduction of the plan and the popularization and implementation of various provinces and cities to promote the implementation of LED lighting, LED lighting products market share and size will be further improved.

Yesterday, LED plate 49 listed trading stocks, the stock rose 11, accounting for the total number of shares in the sector of the stock of 22.45%. Or before the stock has a micro Bo (5.28%), China Microelectronics (4.52%) and Lehman photoelectric (4.38%) and other stocks rose more than 3 yesterday.

From the point of view of capital flows, yesterday LED sector has 12 stocks favored by institutional funds, the cumulative net inflow of large single $75 million 91 thousand and 400. Among them, a large single net inflow of funds of more than 10 million yuan of the shares were: China Microelectronics ($48 million 100 thousand and 700), GoerTek (13 million 62 thousand and 700 yuan)

It is worth noting that, at present, China's lighting electricity accounts for about 13% of the country's electricity consumption, promote the use of efficient lighting products, improve lighting efficiency, energy saving and emission reduction potential. China launched the implementation of green lighting project from 1996, 2008 to carry out financial subsidies efficient lighting products promotion, 2009 issued the "opinions" of the development of semiconductor lighting industry, 2011 issued a "China phasing out incandescent roadmap", to promote the lighting industry structure optimization and sustainable development. According to estimates, if all our incandescent lamps in use to replace energy-saving lamps, the annual saving 48 billion kwh, equivalent to nearly 48 million tons of carbon dioxide emissions, if further replacement for LED lighting products, will bring greater energy-saving effect.

Internationally, in recent years, the annual growth rate of the global LED lighting energy saving industry remained at more than 20%. According to statistics, in 2010 the global lighting market size of $134 billion, of which LED lighting market of about $5 billion, accounting for about 3.7% of the global lighting market share. By 2020 the global lighting market will be more than 150 billion U.S. dollars, LED lighting market is expected to reach $75 billion, accounting for the global lighting market share of 50%. At present, the United States and Japan have a competitive advantage in the LED chip as the core device; Europe has a competitive advantage in the automotive lighting and functional lighting; manufacturing, packaging LED chip Taiwan of China's largest capacity; South Korea with the strategy of large enterprises show the advantage.

"Planning" semiconductor lighting energy industry mainly include: to 2015, 60W more than ordinary incandescent lighting are all eliminated, the market share will drop to below 10%, other energy-saving lamps, LED lamps and other lighting products to further enhance the market share. LED lighting industry output value of an average annual growth of about 30%, in 2015 reached 450 billion yuan (LED lighting applications, including $180 billion).LED chip localization rate of more than.

Founder Securities believes that the planning of the national lighting industry in the next few years to do a lot of industry structure, market size and technical level of planning, and put forward the goal. On energy-saving lamps and LED lighting industry have a positive. On the industrial chain, the phenomenon of excess capacity gradually extended to the middle reaches of the upstream and downstream terminal chip bargaining power is relatively good, and therefore more optimistic about the industry chain links. The plan also mentioned will further optimize the industrial structure, and enhance the competitiveness of leading enterprises, industry leaders will benefit more. Therefore, active interest in the proposed the following targets: industry leader Sanan optoelectronics, Yankon.

UBS Securities in the latest research report pointed out that the semiconductor lighting industry planning for the industry is a positive overall, the industry chain is expected to stabilize the rebound. The future of local government policy support LED more rule-based, at the macro background of economic recovery, the overall economy of LED industry chain is expected to rebound; expected LED lighting application sector short-term benefit and the highest level of chip technology promotion Elec-Tech recommendation. (Securities Daily)

LED industry planning: annual output value increased by 30% in 2015 by 450 billion

National Development and Reform Commission, Ministry of science and technology and other ministries jointly issued today, semiconductor lighting energy saving industry planning. Planning, said that by 2015, LED key equipment and important raw materials to achieve localization, major breakthroughs in technology. High end application products reach the international advanced level, energy saving effect is more obvious. LED lighting industry concentration gradually increased, the basic establishment of industrial clusters, a number of leading enterprises significantly enhance the competitiveness. R & D platform and standards, testing, certification system to further improve.

First, energy saving and emission reduction effect is more obvious, the market share gradually expanded.

By 2015, more than 60W incandescent lamps for general lighting, market share