Multiple capital flows into the LED industry bubble risk

"From the beginning of last year, and almost seven or eight of the investment institutions of different backgrounds come to us, to give us the investment. "The general manager of Shenzhen LE D enterprise donglling Electronic Co. Ltd. Kou Kaitai told the economic reference news" reporter, deserted for a period of time L E D industry once again picking up multiple capital stampede in it.

Ministry data show that in 2010 the L E D industry investment momentum, the annual investment of 166 billion 100 million yuan, an increase of 57.5% over the previous year growth rate increased 54.7 percentage points; 2011 1 to April, LED industry investment to maintain rapid growth, investment has more than 30 billion, the growth rate of over 90%, become a hot investment worthy of the name the.

Cowin venture investment limited partner and managing director Ding Baoyu told the economic reference news "interview with reporters revealed that the current investment L E D industry is the formation of a peak. Compared with the previous investment peak, this round of investment in a larger scale, participants involved in professional investment institutions, other industry manufacturers, foreign capital and private capital, investment diversification.

Ding Baoyu believes that for multiple capital LED industry, Chinese LED industry prospects. Industry institutions high L E D Industry Research Institute predicted that in 2011 China's LED industry market size will reach 120 billion yuan, in the period L E D industry is expected to achieve the goal of quadrupling in 12th Five-Year.

However, some industry insiders believe that the current LED industry investment bubble has appeared.

"The current investment climate has some impetuous, everyone wants to make quick money. "So this expression Kou Kai Tai L E D wheel industry investment boom uneasy; NVC [3.71 -0.27%] chairman Wu Changjiang said, L E D industry investment bubble has emerged, investors should not blindly sell.

Secretary China lighting appliance association long Liu Shengping told the economic reference news "interview with reporters, currently outside the L E D to stir up the size of the market, the Chinese lighting market scale is only 300 billion, but organic structure will LED market" blow "to the trillion scale. At present, there is a lack of scientific statistics for the market data of L E D production, and there are a lot of repeated statistics. In such a bright future of advocacy, the brightest capital have entered the L E D industry, the industry has made the investment bubble.

An industry source told the economic reference news "reporter said that at present more recognized industry market size is around 120 billion, but now known that the production scale is far more than this number. Despite the 12th Five-Year energy saving and emission reduction in the background, L E D products will gradually replace the traditional products, but it is a long process. Therefore, the investment should be Yiyongershang warning.