LED industry frequent positive LED enterprise benefits

According to the national semiconductor lighting engineering research and development and Industrial Alliance (CSA) data show that in 2010 the overall size of China's LED market will reach 100 billion yuan. It is expected that in 2015 the domestic LED market will reach 500 billion yuan, the annual compound growth rate will reach 38%. Such data means that the LED industry has a broad market capacity, which is expected to give birth to new investment opportunities for high growth companies.

Central Securities believes that the global industrial upgrading, the low-end production capacity will be transferred to the territory. Taiwan, South Korea's LED companies through the price war to enter the field of high-end LED, and Europe and the United States, Japan, the formation of fierce competition. Taiwan and South Korea's low-end production capacity was removed, and transferred to the territory. Increasing the number of foreign-funded enterprises and the expansion of domestic enterprises to complete the transfer of low-end production capacity, China's LED enterprises are facing opportunities, chip companies benefit most.

Shenyin Wanguo Securities Research Institute suggested that the upstream capacity is expected to release in the field, possible prices, pay attention to take the differentiation strategy of Silan and changelight; downstream concern actively involved in LED lighting Yankon.

Golden hundred Pro consulting believes that there are two types of stocks can be actively concerned about, first, the expansion of production capacity of large varieties. Dry lighting, such as the recent listing of the new shares, such as technology, with IPO to raise funds for the project, the performance is expected to grow rapidly. The two is the development trend of LED industry with stocks, including stocks, Tianlong photoelectric Elec-Tech is so.

Rare earth prices continued to rise in the energy-saving lighting market is booming

Recent attention to rare earth price increases, so that its raw materials for the energy-saving lighting market greatly affected.

The price of raw materials is not stable, so that investors do not stop, but to attract more capital into the energy-saving lighting market, while the price of energy-saving lighting market is also generally high. Experts said that now is the best time to enter the market, energy-saving lighting stocks are expected to maintain an upward trend in six months.

According to the Chinese energy-saving lighting network information display, due to various reasons, such as policy and market, in 2010, China's LED general lighting market grew by more than 150%, becoming the fastest growing LED applications.

Driven by LED lighting, to 2015, the global LED market size will maintain an average annual growth rate of more than 30%.

In 2011 China was discontinued in rare earth crisis, rare earth prices continue to climb, break through the critical point of history. For the protection of rare earth strategic goods such as trade protection considerations, the state will further strictly limit the total amount of tungsten, rare earth mining and export quotas, which will help stabilize the price of rare earth. But it also said that the price of rare earth will continue to grow steadily, it is difficult to appear before the expected decline.

In the energy-saving emission reduction and the promotion of low-carbon economy, the domestic energy-saving lamp market penetration speed. Compared with the traditional incandescent lamp and fluorescent lamp, LED energy-saving lamp has the advantages of good lighting effect, high safety performance, low carbon and energy saving.

In the raw material market prices led to the premise of improving the cost of energy-saving lighting products, LED energy-saving lamp market demand is also showing a rising trend. So in the next two years, the market is still the most popular energy-saving lighting market, conservative estimates of the total investment in this year's energy-saving lighting market will be more than 40 billion yuan.

Under the action of various favorable factors, several domestic energy-saving lighting large listed companies such as honglitronic, Yankon, FSL, shares were increased to different extent, which honglitronic in this year by the industry valuation 22.97~26.79 yuan, more 30% of the increase in space, and several other companies also have good increase in space.