LED ten city million lights to start the two phase of what good leading stocks (list)

Led ten city lights two start favorable leading in May 19th, the Ministry of science and Technology issued a consent to carry out the second batch of ten city million semiconductor lighting engineering pilot and demonstration work letter "(hereinafter referred to as the" ten city lights LED project "), said it will continue to expand the scale of semiconductor lighting market. This is the second in 2009, the Ministry of science and Technology launched the Ten City million semiconductor lighting application demonstration city program, the second launch of the program. Although some analysts believe that this brings to the enterprise value will exceed LED billion, but reporters found that from the observation for the first time in the "ten city lights LED project of the enterprise, the project behind the bright prospects, there is still many worries. It is reported that the energy saving effect of poor development bottlenecks, the second batch of "ten city lights LED project" in the city of Beijing City, Shanxi Province, Linfen City, Jiangsu Province, Changzhou City, Zhejiang Province, Huzhou City, Anhui Province, Hefei City, Anhui Province, Wuhu City, Fujian Province, Zhangzhou City, Fujian province Pingtan Comprehensive Experimental Zone, Shandong province Qingdao City, Hunan Province, Chenzhou City, Hunan Province, Xiangtan City, Guangdong Province, Guangzhou City, Guangdong Province, Foshan City, Guangdong Province, Zhongshan City, Hainan Province, Haikou City, Shaanxi Province, Baoji city in 16 cities, 21 city first declined. According to the Ministry of science and technology planning, "ten city lights" is divided into three stages, will be installed 2 million sets of semiconductor lighting demonstration in 50 city, an annual saving 1 billion degrees, the demonstration city of financial subsidies from the Ministry of Finance and the Ministry of science and technology planning. In the implementation of the previous process, what difficulties encountered? In an interview with reporters, a person who is not willing to be named, said the head of the domestic LED production enterprises, "ten cities" project is mainly involved in the local public lighting facilities, that is, the replacement of street lamps. But the current LED high pressure sodium lamp lamp compared with the traditional lighting, because the power is larger, therefore in road lighting energy-saving effect is not obvious; electronic products and LED lamp belongs to the high technical content, not only the price is much higher than ordinary street lamp, and the service life is not stable, the daily maintenance difficulty is relatively large, whether it is business or local government the economic returns is not significant. This is the Ten City million lights LED project encountered a threshold, the source said, of course, if there are supporting policies in the financial sector, there must be a larger profit space. In fact, in the promotion of favorable policies, the leading domestic LED production enterprises have been locked in advance orders for the next few years. As the industry leader Sanan Optoelectronics (quotes, information) (600703 January 15, 2010) and the Wuhu municipal housing and urban and Rural Construction Committee signed the "LED application products sales contract", in particular: "confirmed by Wuhu Municipal Commission of housing and urban development, high power LED lamp product design and production of the company, meet the procurement requirements of Wuhu City Housing Urban and Rural Construction Committee, the Wuhu municipal housing and urban and Rural Construction Committee decided to purchase the company from the high power LED lamps, specifications for the 90W-200W, the total amount of 600 million yuan, in 2010, 2011, 2012 each year to purchase two million. November 7, 2010 announcement, the Huainan urban and Rural Construction Committee decided to purchase high-power LED street lamps, specifications and models for the 90W-200W, the total amount of 450 million yuan, in 2011, in 2012 and in 2013 each year to purchase $150 million. "Although" ten city lights LED project "to promote the development of Chinese LED industry to a certain extent, but analysts said the main problem is that the force will be, the government project is limited, the long-term development of the industry ultimately rely on the market to promote civil. According to a quarterly bulletin as Sanan optoelectronics, the first three months of this year, three optical achieved operating income of 276 million yuan, 151 million yuan over the same period last year growth of 83%, net profit reached 165 million yuan, an increase of 24%. But the subsidies from the government still occupy a considerable proportion. A quarterly show, government subsidies in the current reached 130 million yuan, equivalent to a net profit of 79%; the proportion of annual rise further, there are 253 million yuan of government subsidies, in 2010 net profit of 420 million yuan in Sanan optoelectronics. Investment boom against the voice of the emerging industry LED Industry Research Institute (GLII) statistics show that in 2010 China's LED industry contracted program total investment of 217 billion 885 million yuan, an increase of 248.6%. The year of new investment projects scale (refers to a total investment of 100 million yuan and above) of about 74 over the previous year, the number increased 25; by the end of 2010, the new project has actually completed investment amount of 34 billion 320 million yuan, accounting for 15.8% of the total planned investment. From the project structure, epitaxial, chip and sapphire substrate and other areas of investment significantly increased. The epitaxial chip investment of about 124 billion yuan, accounting for 56.9%; sapphire investment of about 22 billion 720 million yuan, accounting for 10.4%, becoming the fastest growing segments of investment, and investment in the sector in 2009 accounted for less than 1%. In fact, in the domestic funds for the Ten City million LED project showed an extremely fanatical investment attitude, the opposition has begun to emerge. We have to do the original boss to do shoes, do real estate, engage in green projects, have begun to try to do LED street lamp. Do LED street lamps will be able to make money? We visited the situation of the enterprise, the answer is negative, one analyst said, "some companies do not have enough experience, made out of the street is not qualified, not sell, pay a large sum of tuition. Some enterprises do the lights out, but the market is poor, there is no government relations, the results can not sell. At the beginning of 2010, many institutions shouted this year will be released