Local policies to stimulate China's LED sector to accelerate the emergence of the machine

Yesterday (5.30) on the Shanghai and Shenzhen stock markets opened lower than the high, as of the closing stock index reported at 2384.67 points, down 4.97 points, or 0.21%, turnover of $84 billion 830 million. Among them, the LED sector outperformed the market by 0.22 percentage points.

Securities analysts believe that the market contains opportunities in a weak market, with the economic downturn increased pressure, a new round of government stimulus policies continue to overweight, the corresponding structural hot market. Local policy stimulus began to accelerate, Guangdong to promote the implementation of the introduction of LED lighting program, is expected to lead the country to accelerate the rapid improvement of LED lighting policies to stimulate the rise in demand.

From the market performance of the LED plate yesterday, the LED sector a total of 46 listed companies to carry out the transaction, the disk performance rose more or less, there are 32 stocks rose, accounting for all listed companies of 69.57%.

In the flow of funds, according to the "Securities Daily" research center and the display flush statistics, yesterday's LED sector net inflow of funds amounted to 804 thousand yuan (below), the amount of net capital inflows more than 10 million yuan of the 5 shares are FSL (24 million 863 thousand and 800 yuan), Silan (20 million 981 thousand and 400 yuan), in science and Technology (17 million 427 thousand and 500 yuan), Elec-Tech (16 million 512 thousand and 800 yuan) and audio (16 million 394 thousand yuan).

Recently, in the promotion of the application of LED lighting products conference in Guangdong, the specific content of the meeting, issued a "Guangdong province to promote the use of LED lighting industry implementation plan". Guangdong as a dense distribution of LED enterprises, subsidies for LED has been in the forefront of the country, the benchmark product system is expected to be emulated throughout the country.

According to the plan, before the end of 2014, Guangdong province's public popularity of LED lighting, promote the whole society to realize the popularity of LED lighting, an aperture lighting energy saving more than 50%, pulling the LED industry "in 12th Five-Year the annual output value of 500 billion yuan.

Guoxin Securities believes that the local government of Guangdong Province issued industry support policy to promote good, nationstar, alto electronics, Lehman photoelectric, photoelectric, Jufei, registered address worthy of attention in the enterprise located in Guangdong province. At the same time, the benefit of the downstream demand driven, the upstream chip manufacturers such as optoelectronics, Silan, HC semitek and dry according to optical and other companies are expected to benefit.

The new policy on the LED strategic emerging industries to bring positive. National semiconductor lighting engineering research and development and Industry Alliance Deputy Secretary General Ruan Jun said that 2 billion 200 million yuan of subsidies will promote the use of LED in the lighting industry, the long term will be leveraging the civilian LED lighting market. With the global energy crisis and the rise of global environmental protection, environmental protection, energy conservation has become the consensus of all mankind. With the promotion of green lighting, due to the textile, apparel industry accounted for a large proportion of the manufacturing sector, so the popularity of LED lighting industry in urgent need, so as to truly protect the environment, energy conservation.

Orient Securities believes that the proposal concerns related to enterprises, backlight: Dongshan precision, Siu Chi shares; lighting enterprises: honglitronic, nationstar; Yankon; upstream enterprises: Sanan optoelectronics. Guangdong LED Forum: enterprise nationstar, KingSun Elec-Tech, etc..