LED into the organization's new year special care object"

From the first week of 2014 institutional research situation, LED has become the focus of the new year's research industry. Analysts believe that the first quarter of the LED industry in the absence of the concept of performance and subject matter, may become the spring offensive, the most important layout direction.

LED layout focus

From the first part of the brokerage in 2014, the first week of joint research route, LED has become the focus of a number of vendors to organize research. According to a joint investigation of a Shanghai brokerage this week, a total of the Pearl River Delta Research Organization of 5 companies, four for the LED industry, including FSL, Elec-Tech, Elec-Tech, photoelectric LED leading companies.

In 2013, after the depth of the TMT industry investors dig, the industry generally higher valuations, but also accumulated a larger increase. 2014 once the performance is not up to expectations, the greater the risk of falling, so the layout of the new year focused on the performance of the target company. At present, the entire electronic field, the LED industry has a good performance support, and the presence of the industry in the future event driven, which may become the A shares of the traditional spring offensive pioneer. Above brokerage joint research organizers said.

Performance Plus Theme

Brokerage analysts believe that from January 7, 2014 to 10, the United States CES International Consumer Electronics Fair will be opened in Las Vegas. In addition, the 2014 global mobile communications conference will also be opened in Spain in February. The two meeting of the electronics industry the whole industry will play a role in tuning. At the same time, in 2014, the U.S. government in the territory of a comprehensive ban on the production and import of incandescent lamp plan formally entered into force. Canada also from January 1, 2014, officially banned 75W and 100W incandescent, and 40W and 60W bulbs, will also be fully banned in December 31, 2014. The European Union has also banned the sale of incandescent lamps in 2012. 2014, the world's major countries and regions of the incandescent emission reduction plan into effect.

Judging from the performance of the industry, the industry is not short off-season in the fourth quarter of last year. According to the survey, China's major LED companies since the fourth quarter of 2013 received orders and started to maintain good. Recent chip prices continued to be strong, the fourth quarter of last year, the price of lighting and backlight packaging devices were reduced to around 4%. China Merchants Securities analysts believe that price stability reflects the high industry boom. Before the Holiday Stocking, overseas customers focused on the superposition of a single factor and other factors, since December 2013, the industry continues to maintain production and sales booming, the Spring Festival is expected to continue to expand the trend of good momentum will continue.

For the industry boom, the listed companies in the industry also expressed recognition. Said the listed company FSL LED industry accepted research institutions in the last week, the industry trend in recent years, due to energy-saving emission reduction, green environmental protection requirements, energy-saving products, especially LED products comply with environmental protection, proposed in the third Plenary Session of the 18th CPC Central Committee the beautiful home of spirit, believe LED products will gradually replace some of the traditional light source.