LED orders full fund gallon LED stock

"Experienced a downturn in 2012, in 2013, in the overseas market under the drive of the two quarter, LED industry has been the first to pick up, the current listing of LED industry from some of our research companies, all have a full order. Shenzhen, a fund company fund manager revealed.

Part of the recent LED industry stocks continued to rise, from April 17th to May 17th, Jufei, honglitronic, REFOND rise respectively 83.68%, 62.14%, 58.44%.

Orders have been filled

From the news of listed companies, fund companies and brokerage researcher feedback, driven by the overseas market, the current domestic LED company's orders are very full. REFOND dongmi Zhuang Jili in an interview with the Securities Times reporter said that this year 4, May, REFOND production orders have been filled. Jufei, honglitronic LED companies such as the situation is similar.

According to industry sources, in 2013, PHILPS, CREE, OSRAM and other international brands LED lighting product shipments have been greatly improved, these international brands do parts of the domestic LED enterprises orders too busy to attend to all natural.

At the same time, the introduction of relevant policies are also positive LED industry. The day before, the general office of the Fujian provincial government issued the relevant notice of Fujian Provincial Information Bureau, asked the province before the end of 2015, the basic realization of public lighting in common use of LED lighting products.

In this regard, the Bank of China, said Li Peng, an international electronic components, which means that in Guangdong province last year after the release of the promotion of LED products policy, another important province to join. The new central government in energy conservation and environmental protection important position, may cause other provinces to follow up.

In addition, the price decline is also an important reason for the start of demand. Li Peng said, LED product prices closer to the balance of consumer acceptance of large-scale. Statistics from the relevant agencies in March LED light bulb prices, the Chinese market to replace 60W incandescent lamp product prices fell to 17.1 U.S. dollars, to replace the 40W incandescent lamp product prices fell to $4.1. Samsung, CREE released the price of less than $15 and $10 LED bulbs, OSRAM announced that it will launch in June, about 13.1 euros (about $10) of the following products. He expects the second half of LED product prices may fall further.

Fund gallon LED shares

In the context of the need to start, some of the funds have been opening LED industry related companies stock.

Bo venture fund manager Sun Zhanjun said that at this stage is to focus on LED industry. Shenzhen, another slightly opening of the LED industry stock fund manager, said he also investigated the LED industry's listed companies, he believes that the LED industry has indeed warmed up.

From the first quarter of 2013 the fund's holdings, Jufei received numerous fund opening, China Sea Franklin potential combination to buy 3 million 175 thousand and 300 shares of China Sea Franklin in small cap stock funds to buy 3 million 39 thousand and 700 shares, 105 of the national social security fund portfolio to buy 2 million 654 thousand and 800 shares, 1 million 339 thousand and 600 shares of the fund to buy Chi Changsheng growth advantage, growth stocks to buy 1 million 39 thousand and 600 theme Changsheng palit. A quarter of abc-ca industry growth jiacang REFOND 2 million 574 thousand and 600 shares to 3 million 174 thousand and 600 shares, 105 of the national social security fund portfolio jiacang REFOND 444 thousand and 300 shares to 1 million 493 thousand and 500 shares, CAF Agricole in the small cap stocks buying REFOND 903 thousand shares, INVESCO the Great Wall selected blue (260110, fund) fund to buy 900 thousand shares of REFOND, abc-ca balance double opening REFOND 659 thousand and 900 shares. In addition, honglitronic, Elec-Tech, Sanan optoelectronics has also been a substantial opening fund.

However, fund managers also said that the current domestic LED companies simply production and processing, the lack of core technology, when demand, more production line, the performance came up, once the demand weakened, and facing the problem of overcapacity, so the investment of this kind of company should pay attention to the weakening of the demand the problem.