The benefit of incandescent ban looming last week LED stocks collective outbreak

Chinese last week, the overall stock market bleak, but LED intraday stocks quickly strengthened, changelight, Lehman photoelectric Friday strong seal plate. At the same time, REFOND, honglitronic, photoelectric stocks force upside nearly 5%. In addition, the plate other similar stocks also have signs of collective rapid rise.

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Recently announced that China will be phased out in five stages of ordinary lighting incandescent light, starting from October 1st this year to prohibit the import and sale of more than 100 watts of ordinary lighting incandescent lamp, and then transition to a 60 watt, W. This is an alternative to the LED listed companies constitute a major positive.

To accelerate the innovation and development of semiconductor lighting technology and industry, the Ministry of science and technology of semiconductor lighting technology development "released" 12th Five-Year "special plan", put forward "scale" in 12th Five-Year the industry will reach 500 billion yuan (below).

"Planning" proposed for the purpose of 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, industrial base built 50 "ten city lights" pilot city and 20 innovation ability distinctive features, improve the industrial chain, optimize the industrial structure, increase market share, enhance the international competitiveness of semiconductor lighting industry.

Everbright Securities electronics industry analyst Zhou Liqian said that although the upper reaches of the semiconductor lighting production capacity is large, but after the second half of last year, the cold wave, many expansion plans have been delayed or even canceled. And from a policy perspective, leading enterprises will focus on support, so that further enhance the industry concentration.

"To the end of the first quarter, LED industry boom picked up, backlight and lighting needs in large numbers, the visibility of orders back to two months or so, the operating rate compared to the big promotion, leading the company even close to full load. Zhou Liqian believes that with the introduction of the 12th Five-Year special plan and financial subsidies continued, LED lighting industry boom will further upward.

Stocks, benefiting from LED lighting start, Zhou Liqian said, in the LED lighting investment accounted for relatively large KingSun, honglitronic, REFOND have greater opportunities; the development of the Great Wall next year LED capacity will also be a large-scale expansion. In addition, the future of the main local photoelectric detection equipment will benefit from the long-term growth of the LED market.