LED lighting welcome major positive

The day before, many departments of the national development and Reform Commission jointly announced a roadmap for five years completely out of incandescent lamp, and that will strongly encourage the production and promotion of LED lamp.

More than the good news not only make LED energy-saving lamp manufacturers feel excited, but also lit the relevant stocks on the market. In recent trading days, led shares become the most eye-catching performance of the A-share market A. The stock is very awesome, frequent trading.

Analysts believe that the ban on the production of incandescent lamps, disable will create a huge market demand for energy-saving lamps and LED. LED industry chain related companies will receive substantial benefits.

Five years out of incandescent lamp

According to China's phasing out of the incandescent roadmap, from October 1, 2012 to October 1, 2016, China will gradually ban the import and sale of incandescent lamps in five steps. In other words, 5 years later, China will basically eliminate incandescent.

As the world's largest producer and consumer of incandescent light bulbs, last year, China's incandescent production and domestic sales were 3 billion 850 million and only 1 billion 70 million. According to statistics, at present, China's lighting electricity accounts for about 12% of the total electricity consumption, the use of efficient lighting products to replace incandescent lamps, energy saving and emission reduction potential.

"Now incandescent lamps are used only in remote rural areas, LED has gradually become the mainstream of urban lighting products, but also in the home less. National semiconductor lighting engineering research and development and Industry Alliance Office Director Geng Bo on the Science Times reporter said.

According to Geng Bo introduction, since 1996 to start the implementation of China green lighting project, China will be included in the national energy-saving lighting key energy-saving projects, in addition to the promotion of energy-saving lamps, incandescent lamp, and last year it was released LED product support policy.

Xie Ji, deputy director of the national development and Reform Commission, said at the press conference on the same day, the elimination of incandescent, while the government will strongly encourage the production and promotion of LED lamps. Now and the Ministry of finance to develop policies to encourage LED lights, hoping to be released shortly. Xie Ji said. According to its sources, is currently drafting the LED lamp 12th Five-Year development plan.

Societe Generale Securities analyst Liu Liang told the Science Times reporter: near the end of the policy intensive introduction period, the market for the country to introduce LED industry is expected to enhance the relevant supporting policies. He said that the policy level, if the state introduced relevant support policies, especially for LED lighting subsidy policy, will help boost industry confidence and encourage the orderly development of the industry.

LED stocks such as sitting rockets

National Development and Reform Commission announced the roadmap, LED lighting sector continued to rise sharply, as on the rocket, almost every trading day rose. Plate index also soared from 1944 points to the point of 2402, the cumulative increase of up to 23.56%. Some LED shares rose as high as 40% per week. Hot LED the concept of speculation, thus remarkable.

Securities analysts said, unlike other concepts hype is that many companies in the LED industry chain will substantially benefit.

Qilu Securities analyst Lin Jianhui believes that the country will focus on support from manufacturing enterprises to the end consumer transfer, therefore, investors can focus on the comprehensive strength of strong technology, especially focused on the release of production capacity is entering the enterprise.

Obviously, the biggest benefit is the high power LED industry chain companies. UBS Securities electronics industry analyst Yu Yang on the Science Times reporter said. He suggested that investors focus on the main business is located in the LED lighting applications vertical value chain of the enterprise, and with high power lighting, production and packaging capabilities with blue chips. In addition, had been nominated for energy-saving lighting subsidies tender, access to more than 100 million orders LED street lamp products, or assume the national LED science and technology major projects are also worthy of attention.

Foreign policy orientation is also conducive to the international market demand surge next year. On the one hand, the Australian government plans to gradually promote inefficient lighting products out of the market. On the other hand, Japan will be in December 1st this year, the implementation of the new mechanism of power division, help to reduce the cost of LED street light after the introduction of electricity. North America, with the implementation of the new energy star in April 2012, the relevant incentive policies will also be introduced.

GF Securities research report pointed out that the domestic semiconductor lighting industry to enter the policy honeymoon period, foreign policy orientation is conducive to the outbreak of industry demand next year.

LED companies eager for a fight

According to McKinsey, from 2012 to 2016, the global LED lighting market share will increase to more than 40%, to 2020, LED lighting market revenue will be close to 65 billion euros, accounted for nearly 60% in the global lighting market share. In other words, LED lighting market in 5 years may quadruple.

"This industry has ushered in a good opportunity for development, including policy factors, environmental factors, factors of technological development and social contribution to the performance of green industry. LED lighting companies will get a reasonable profit, not profiteering, nor is it simply low price competition. Geng Bo said.

He expected, according to the current development of the domestic LED industry, when the price of LED products was reduced to two times the ordinary lighting products, LED lighting products to get fully involved in the market opportunities, the market suddenly enlarged.

Statistics show that at present, China has more than 1 lighting companies, the industry's total sales of the top three companies accounted for only the total sales of lighting products in the mainland