Lighting demand everywhere, LED shares a new turning point

On Friday, LED concept stocks have been pulled up in a row, China can take the lead in the photoelectric limit, the South photoelectric up 4%, far more than the rise of photovoltaic or more than 2%. With the state's intervention in the industry, the elimination rate of incandescent lamps will be intensified, LED lighting will usher in a new inflection point. At present, many commercial lighting and urban lighting gradually adopt the new LED lighting, so that LED lighting in 2013 showed a significant growth trend.

Shenyin Wanguo Securities Business Department of Dalian investment adviser Cui Qiang believes that the global LED lighting is in the stage of rapid popularization, the 13 year is expected to more than 10% penetration of light, the future still has a space of 5 times. LED lighting will be the main driving force of the industry. Domestic home lighting is ripe to start, accounting for about 40% of the entire lighting market. China has obvious advantages in the field of LED lighting, LED lighting will be the world's manufacturing base, is expected in 13~15 domestic indoor lighting compound growth rate of 59%.

Stocks suggested attention Yankon, Sanan optoelectronics, Chau Ming technology, REFOND optoelectronics, Siu Chi shares. The company has become an optoelectronic chip global competitiveness, and the existence of vertical and horizontal extension potential; Yankon as leading the traditional energy-saving LED lighting manufacturing capacity is prominent, the future will continue to grow steadily; the state of science and technology will occur in the second half business inflection point, and the electric business as the main channel of the lighting business; REFOND is professional the successful implementation of the strategy of large customers packaging factory, lighting package business growth, international manufacturers OEM business focus; Siu Chi has the advantages of low cost manufacturing experience in backlight and lighting field are expected to grow rapidly.