LED lighting concept 4 shares welcome opportunity

The national development and Reform Commission announced the day before, from October 1st onwards banned the import and sale of 100 watts and above ordinary incandescent lighting.

Analysts said that the elimination of incandescent route into the implementation stage, new lighting, especially in the future of LED lighting industry will continue to get behind the policy, LED lighting stocks look good opportunity.

Societe Generale Securities industry researcher said optimistic about the short-term performance of the LED sector. In the first half of this year, the industry has improved significantly, mainly due to the recovery of the backlight market and the warming of the lighting market, the two quarter oversupply rate dropped to 16%, excess supply was effectively alleviated. Half amplitude revenue grew LED industry should be more significant, gross margin is expected to stabilize, the industry has recovered from recession lows, the improved performance is superior to the electronics industry as a whole, the company can focus REFOND, honglitronic, Sanan optoelectronics, Elec-Tech etc..

However, Ampang consulting researcher Liu Enqiao's point of view is more cautious. Liu Enqiao believes that China's LED lighting industry has experienced overcapacity, product prices, some companies closed down, is still under the policy stimulus and capital blitz, continue to play the old play without core technology. In the policy and financial support, from the appearance point of view, LED lighting industry ushered in the good development period, but in fact, if the lack of the core technology is not reversed, then the policy and funds in exchange for only low-end LED lighting industry overcapacity.