LED lighting is blowing bubbles of domestic enterprises can only walk on

A meeting of the national development and Reform Commission, once ignited LED lighting plate's investment enthusiasm, the entire plate began from the day before yesterday, stocks within the sector with photoelectric prefix since yesterday have limit, strong market continues today, the disk, lightning, REFOND optoelectronic (300241, shares), construction photoelectric (300269, shares), Reith (300078, shares) limit, many other sector stocks also rose remained above 5%.

However, a LED plate listed company secretaries told reporters, "we have some rather baffling, stock has been trading in a row, I have to the chairman and the second largest shareholder of the phone, to see whether there is the internal request of self-examination, what major contract or major good news. The secretaries said that if today's stock trading again, the company has to fulfill the obligations of listed companies notice.

Behind all this is a conference of the national development and Reform Commission issued the notice, call out incandescent roadmap will be held a press conference on November 4th, the "relevant content on gradually ban the import and sale of ordinary incandescent lighting notice".

This is interpreted as the market, the incandescent lamp will be gradually eliminated, then open the scale up to hundreds of billions of Chinese LED lighting (also known as general lighting market). Two market was given a fiery reaction, LED lighting sector appears more than a single stock limit. And the market is in stark contrast to China's lack of core technology in the field of LED lighting embarrassment.

These secretaries told hexun.com said, can make the listed photoelectric enterprise performance of explosive growth, the core depends on the domestic situation of the enterprise scale and technological progress, "the Chinese more than and 10 listed optoelectronic enterprises in addition to nationstar (002449, shares) no suspense this year about one billion of sales, the rest are very small, is a typical small and medium sized enterprises. Compared with Chinese enterprises in Taiwan, domestic enterprises is a workshop, not even a factory. "

Long track LED lighting industry shuiqingmuhua research director Zhou Yanwu analysis said that the application of LED is divided into three categories, one is the general lighting, is a kind of mobile phone and LED on TV, there is a class is the lowest one, namely billboard. Domestic enterprises belong to the last category.

[1] [2] next page