LED industry market will usher in the haze of the sun

2012 on the LED industry in the first half due to the European debt crisis, the export of domestic cold war, orders showed a sharp decline trend, coupled with the industry "closures" jittery, rendering, makes the LED company was in dire straits. Faced with the haze of the market, how to live has become the focus of the second half of the LED industry's most attention.

Although the entire industry into such a situation, but returned to the nature of the LED lamp, can not deny that it is energy efficient, high luminous efficiency, less power consumption, long service life, pure light color, high stability, high safety, environmental protection and other traditional sources incomparable superiority, is a lighting technology of low carbon, green, environmental protection, revolutionary technology known as the twenty-first Century new era solid light source, high technology is recognized as one of the most promising field in twenty-first Century. Therefore, analysts believe that LED lighting is a major technological leap in the history of human lighting following incandescent lamp, fluorescent lamp.

LED industry in China has a great growth space. According to the national semiconductor lighting engineering research and development and Industry Alliance data show that by 2015 the domestic LED market size will reach 500 billion yuan. 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. In other words, the company has now cut into the obvious areas of LED is expected to get the first mover advantage, so as to enjoy sustained high growth industrial cake.

Statistics show that a quarter of this year, total holdings of LED stock fund 46 stocks, the total market value of 2 billion 306 million yuan; the end of the two quarter, a total of 62 shares held by the fund awkwardness, the total market value of 3 billion 175 million yuan, an increase of 815 million yuan. The company's two quarterly report shows that in the last quarter of the two quarter, when the company's performance bottomed out, the fund has been opening, the establishment of the performance inflection point, the prospect of the stock may be favored by the fund.

LED's popularity in the policy of compulsory execution has been overwhelming, the depth of involvement in the LED industry, the relevant listed companies, will therefore benefit.

In the beginning of last November, by the national development and Reform Commission issued "on the gradually ban the import and sale of ordinary incandescent lighting notice" clearly pointed out, "since October 1, 2012, according to the size of the power gradually ban the import and sale of incandescent lamps for general lighting, LED lighting products for the subsidies will gradually intensify the implementation, release from concept speculation to the performance, the LED plate has finally started to sunny.