Planning released LED5000 billion cake to be divided

Yesterday (7.11), the Ministry of science and technology web site issued a "semiconductor lighting technology development" 12th Five-Year "special plan" (referred to as the "plan"), the industrial scale will reach 500 billion yuan (hereinafter referred to as the yuan). The industry believes that the policy will stimulate LED stocks blowout.

Industry size of 500 billion

"Planning" requirements, by 2015, achieve the key technology breakthroughs in basic research, application of advanced technology demonstration application innovation chain, key equipment and important raw materials to achieve localization of semiconductor lighting; standardized products focus on the development of new environmental health, implementation of demonstration and application of large-scale development, and the establishment of public detection; service platform with advanced international standards; perfect policy and service environment of technological innovation and industrial development, build a batch of pilot city and characteristic industry base, cultivate a famous brand of dragon head enterprise etc..

By 2015, the industry reached 500 billion yuan, cultivate the 20-30 master core technologies, with more independent intellectual property rights, independent brand enterprises, support 40-50's innovative and high technology enterprise, built 50 "ten city lights" pilot city and 20 strong innovation ability, distinctive industrial base.

Related stocks rose

Yesterday afternoon, by the favorable policies to stimulate, LED stocks rose collective. At the close, REFOND rose 4.94%, Dongshan precision rose 3.86%, ST rose 3.68% Furi, Lehman photoelectric rose 2.95%.

Industry will focus on Growth

The Yellow River days to analysis of capital operation center chief analyst Hu Yongli, LED lighting industry as a strategic emerging industry, after 2010, 2011 years after the expansion of production capacity of intense capacity, relative surplus, especially in the upstream enterprises. "Planning" after the release, the scale of 500 billion yuan to stimulate the industry, coupled with national policy support, the industry will usher in a new round of growth.

Bargain line layout

Huaan securities analyst Zhang Zhaowei pointed out that the "planning" the introduction, from the short-term point of view, is a good opportunity to temper; in the long term, the expected follow-up support policies will be launched soon, LED industry downturn is expected to be gradually improved. Investors can bargain midline layout.

Hu Yongli pointed out that A shares of listed companies will be significantly positive, especially downstream companies will be able to enjoy the benefits of market demand growth.

Liang Wanzhang, chief analyst with wealth, suggested that investors should choose the industry has a leading edge technology companies or have a unique advantage of high-quality enterprises.