The first LED lighting subsidy list 12 shares on the list

The first LED lighting products list released

2012/2013 semiconductor lighting products financial subsidies to promote the project after the restart, the list was finally released. The reporter saw in the Chinese Electronics Import and Export Corporation website, 4 projects totaling ten companies listed, which including [11.14 9.97%] Chau Ming Technology (300232, closing price of 10.13 yuan) of 10 listed companies. It is reported that the reason for the restart of the project, in addition to the first price disorder, the most important is to enhance the overall number of successful bid, which is the successful bidder, will undoubtedly play a positive role.

10 listed companies won the bid

According to China Electronics Import and Export Corporation official website information display, listed companies, the product is the largest company in the state of science and technology, LED downlight, reflective self ballasted LED lights, LED lights, LED tunnel lights were the 4 package gains, a total of 10 finalists; in addition, on the ground [16.60 2.66%], [5.47 photoelectric audio under 0.74%] also Yaming Lighting dengbang 4 packages list of successful products total was 9; [6.92 -3.76%], Elec-Tech nationstar [7.89 Yankon [9.49 -0.11%] 0.64%], the 3 companies were winning 3 bags; FSL [6.81 1.19%] [14.51 -1.16%], an optoelectronic a subsidiary of Xiamen Sanan, as [6.04 1.17%] beneficially owned subsidiary of Wuxi sea star winning 2 respectively; the Wright [7.36 0.55%] only in the reflection of self ballasted LED lamp project, successful production Product 2.

In fact, the Ministry of finance, the national development and Reform Commission, Ministry of science and technology to promote the three ministries of these projects, but also for the first time subsidies for LED products. As early as February of this year, the project has been mentioned, but in the end until the restart in August, which is how the whole story?

Analyst: demonstration effect

There are two main reasons for this". Guangdong, a brokerage analyst told reporters, first of all, when the first tender is not standardized, the company quoted price is more chaotic; the second reason is to increase the overall number of subsidies.

According to public information, the State Council executive meeting chaired by Premier Wen Jiabao of the State Council in May 16th, determined to promote the consumption of energy-saving appliances and other products of the policies and measures, which will arrange 2 billion 200 million yuan to support the promotion of energy-saving lamps and LED lamps.

In fact, since 2009, the country has a subsidy on energy-efficient lighting, but this is the first time this will be included in the coverage of LED products". The analyst said that this fully demonstrates the direction of policy guidance on product development, is the encouragement of new products, do not engage in chips".

According to the Chinese "semiconductor lighting technology development" 12th Five-Year "special plan", by 2015, the scale of China's LED lighting industry will reach 500 billion yuan, LED lighting products accounted for 30% of the general lighting; cultivate 20~30 leading enterprises, will build 20 national industrial base and 50 "ten city lights" pilot City Chinese, promote the semiconductor lighting industry in the top three in the world.

As far as we can see, the amount of the project for the successful company accounted for a relatively small, mainly to play a demonstration role. These analysts said further said that due to the threshold of LED applications is not high, many companies can produce, which can be seen from the first tender. However, the latest bidding project has a normative significance, because the finalists in the production capacity, technology, price terms are considered relatively good.

Although the LED market is still relatively fragmented, but for a certain strength of the enterprise, the market space is still very impressive. For example, the sun lighting staff told reporters that the company's LED business in the last year, tens of millions of revenue, but with the rapid development, by the end of this year, this business may reach 300 million yuan level. KingSun staff said, the shortlisted companies have a positive impact on the company, after the bid will, depending on the amount of the number of announcements. (Daily News)

Sunshine lighting (600261): product structure upgrade buy

Investment points:

Adjusted earnings and investment advice: energy-saving lighting sub industry in which the company is now in rapid development, in line with the idea of global low-carbon, energy saving and environmental protection, has great potential to replace the traditional lighting source in the. Under the support of relevant industrial policies, the future market capacity is huge, broad prospects for development. Based on the first half of the company's performance is slightly higher than expected, we raised revenue growth and gross margin. The company is expected to 10, 11, EPS, respectively, for the year 0.73, 1.05, $1.45, corresponding to PE were 33.44, 23.16, 16.80 times, up to buy rating. (XinDa securities Zhang Dongfeng)

Oubite [6.80 -0.58%] (300053): leading benefit clear target price of 35 yuan

The first half of the company operating in good condition. Operation of the company during the reporting period, the main business to maintain rapid growth, achieved operating income of 74 million 580 thousand yuan, an increase over the previous year, 20%, net profit of 13 million 940 thousand yuan, representing year-on-year growth of 40%; attributable to ordinary shareholders of the company net profit of 13 million 650 thousand yuan, corresponding to EPS of 0.14 yuan.

As a leading aerospace chip, SOC chip products and products and other agents and other business growth reflects the rapid development of China's aerospace industry. August 10th launch of the remote sensing satellite 10 is China's launch of the space shuttle launch this year, the number is the same period last year, 2 times the number of times, the number of times, the number of times the same period last year, sixth times. In recent years, with China's large launch vehicle, the two generation of the Beidou navigation satellites, high resolution