LED lighting or on the eve of the outbreak, many LED companies benefit

By the impact of the European and American stock market crash, A shares have been a shock, but the lack of LED sector stocks quickly pulled up. At present, two in the LED enterprise, mainly Sanan optoelectronics, changelight, Tsinghua Tongfang, nationstar, REFOND, honglitronic, Lehman photoelectric, Silan and other enterprises.

In the first half of this year, the pace of China's economic restructuring, industrial structure optimization and upgrading has been deepened. In June 1, 2011, the state revised and issued the "catalogue for the guidance of industrial structure adjustment (2011)", the optimization and upgrading of traditional industries and the development of strategic emerging industries combined, in order to ensure the structural adjustment and coordinated development simultaneously in the new directory, new energy, city rail transportation equipment, transportation, public safety and emergency the products are included in the encouraged industries. Therefore, LED lighting industry in line with the national strategy to develop new industries become the main idea of sustainable growth.

LED industry the most upstream enterprises is changelight and optoelectronics. One of the main producers of dry light is LED chips, which master the core technology of LED, the highest pass rate of market products. This year, affected by the reduction of major shareholders, according to the sun's share price continued to decline, down more than 30%. Do not rule out if the major shareholders holdings, the share price will continue to shock. LED chip more upstream enterprise MOVOD equipment manufacturing enterprises in the country has not, the listed company which only Tianlong photoelectric announcement 2012 will produce prototype.

Tsinghua Tongfang early in August 2010 to invest 3 billion yuan in Jiangsu Nantong construction of high brightness LED integrated industrial base, this is the same party after Beijing and Shenyang to build the LED chip and LCD TV LED backlight industry base, promoting another major project with LED capacity, Tsinghua Tongfang has made a clear plan in the field of LED the next three years, and strive to become the country's largest, the world's top three chip supplier. In August 19, 2011 the Shanghai Daily News, Nantong Tsinghua Tongfang LED base semiconductor industry by Tongfang independent investment about 3000000000 Yuan to build a project before the date of completion. Base project covers an area of 300 acres, will be completed by the end of 2011, LED wafer production machine 48 Taiwan (sets), reached an annual output of 2 million 400 thousand pieces of high brightness blue LED epitaxial wafer and LED chip supporting the production capacity, annual sales income of about 2000000000 yuan.

In addition, the same side shares also invested more than 100 million yuan to build LED technology center. 2011, Tsinghua Tongfang disclosure, the company in the first half emerging industries to further increase the high brightness LED lighting chip industry investment, to build from the chip to the lighting products, the implementation of the project across the industry chain, and make full use of the company to use, energy-saving, building lighting energy saving in the waste heat comprehensive technical advantages. Continue to explore the emerging business model contract energy management and energy saving and environmental protection, to develop the market.

From the point of view of the operation of the unit, although Tsinghua Tongfang industrial chain is complete, but because of its total market capitalization is too large, not necessarily suitable for market speculation.