LED replace the tide irreversible LED industry stocks rose strongly

LED industry stocks rose in January is one of the industry. Yesterday, honglitronic rose 10.04%, FSL rose 8.99%, rose 5.63%, Yankon nationstar rose 4.58%, Moso rose 4.72%, Sanan optoelectronics rose 4.01%.

In fact, in January, although the A-share market is weak, but the main line has been basically A, the industry has been booming upward trend. From the layout of the current situation of the organization, the LED industry key companies have appeared in the form of institutional researchers, the board of the relevant companies subject to institutional funds continued attention, especially the LED company is the focus of institutional research.

Industry data boom, some customs data is expected in the fourth quarter of 2013, LED lighting products export growth of more than 80%. Major research institutions for the industry to provide high growth expectations. China is expected in 2014 LED lighting products will grow by 86% in the next two years, the growth rate of around 60%. The next seven to eight years will usher in the industrial boom.

State Securities analyst believes that with the global LED light source to replace the tide, LED lighting market incandescent lamp replacement market each year will add more than 12 billion light source demand. Price, energy conservation, policy and other factors to promote LED lighting outbreak. From the midline perspective, LED industry is one of the biggest bright spot in the future.

LED lighting industry segments leading companies

The photoelectric (300269): the recent capital actually by the market concerned. Intends to acquire 100% stake in the media. The photoelectric time through the acquisition of media industry to seize the core elements, lay a good foundation for the subsequent rapid growth of outdoor advertising sales. The photoelectric have been funding agencies in December last year after the resumption.

Heertai (002402): premium show the management of confidence. Intelligent controller is still promising, automotive electronics, intelligent building, LED controller has broad prospects.

Sanan Optoelectronics (600703): one of the earliest manufacturers LED chip manufacturing. Another 300 million yuan LED large orders. As a leading company in the domestic LED chip, through the round of the United States and the lumen of the shares, to strengthen the control of the upstream chip, and the company actively layout of the middle and lower reaches of the application, its long-term prospects are worth.

Sunshine lighting (600261): the world's largest producer of energy-saving lamps. Australia set up companies to expand overseas LED lighting market. Winning 20 million 280 thousand foreign aid projects.

China Star Optoelectronics (002449): domestic LED packaging leading enterprises, the company's strong position in the industrial chain. The company has opened in Beijing, Hunan, Shandong, Anhui LED lighting products operations center.

Comments: more than the leading companies, the operation cycle is longer, long cattle obvious trend. Operation, pay attention to the rhythm and frequency characteristics of the plate rotation is very important, intervention when cautious!

LED lighting industry advantage company

Tian Tong shares (600330): the company layout LED sapphire substrate business, accounting for the proportion of post natal revenue increased from 2.5% to 9.5%.

China can photoelectric (300323): the company is the leading manufacturer of green blue chip LED. Is currently the size of second, the display market, the largest chip companies. Market share ratio.

Mao Shuo power (002660): its main customers for the domestic first-line LED lamp tube, bulb manufacturing enterprises.

De Ho Runda (002005): independent LED lighting products began to enter the NVC sales channels, downstream channel advantages and scale advantages of upstream companies significantly.

Ruifeng photoelectric (300241): a major asset restructuring suspension. Alliance TCL, expand Backlight Market share.

Australia Shunchang (002245): the company won the leading position in the distribution industry. LED business has achieved initial production and sales in June 2013.

Tianfu Thermoelectric (600509): its jointly producing silicon carbide technology at home only, to break the technological monopoly of CREE company.

Crystal optoelectronic (002273) thin film optical devices manufacturer intends by fixed gain + cash "means the acquisition of 100% equity yeshili, realize the extension of the business from the business to the optical thin film reflective film.

Lehman photoelectric (300162): the domestic high-end LED packaging leader, the only partner into the super LED equipment.

FSL (000541): domestic electric light source industry in the production of the largest, highest foreign exchange, the best economic benefits of export-oriented enterprises, the indicators are ranked first in the same industry in the country. Cooperation with the United States Puri Co., Ltd., Puri provide LED chip.

Comments: the above companies in the business, or have the advantage of the upper reaches of the scale, or have the advantages of downstream channels. Some of the high price of new shares, some of the amount of accumulation, institutional intervention is obvious, calf trend, pay attention to the placement of the band.

LED lighting industry new orders

Honglitronic (300219): the company is currently one of the LED packaging enterprises the most competitive. Huadu District, Guangzhou City, winning the LED road lighting energy-saving transformation of EMC model procurement projects, showing that the company's business to promote good.

KingSun (002638): the company's overseas business mainly through local operators, customer engineering cooperation, in favor of the company's LED lighting products export. To participate in the cooperation of Guangzhou street lamp project. Intends to invest in high-tech zones in Qingyuan 500 million expansion of the main industry. Recently awarded the total amount of 3 projects totaling $12 million 560 thousand.

Canton shares (600894): the company won the bid for the transformation of the LED street lamp project in Guangzhou, the total contract amount of about $80 million. Elevator electrical technology to expand LED business,