The policy needs to break through the bottleneck in LED together and force

LED has been approved as photovoltaic second, but due to the broad application field, the industry has ups and downs, but will not encounter the plight of pv. LED in the field of electronics applications already support policy be nothing difficult, now, the decline in product prices and demand from commercial and residential street, three areas of factors to promote the LED lighting market to the volume phase. In the past, the performance of the A shares is bound to lead to an inflection point inflection point speculation experience can be speculated that the future of LED industry stocks experienced a sharp rise in the market will adjust after a steady rise. Following this line of thought, in the operation, it is recommended that investors pay close attention to LED industry stocks.

Policy to enhance LED penetration

LED because of its photoelectric conversion rate is high, with the advocate of the energy-saving emission reduction requirements, so in recent years, from central to local, from domestic to foreign countries, support and promote the popularization and application of LED LED manufacturing industry policies introduced gradually, effectively promote the formation and development of the LED industry chain mature and accelerate the promotion of the application of LED products the.

Since this year, according to statistics, the industry policy support efforts to gradually increased, in January, the Ministry of Finance issued "on the adjustment of publication of the notice" thirteenth energy-saving products in government procurement list, after the adjustment of the procurement list was added to lighting products, involving a total of 84 companies in the LED street lamp / tunnel lamp, LED lamp, reflection type ballast LED lamp three products; in February, the national development and Reform Commission and other six ministries jointly issued the "planning" semiconductor lighting industry. China's local governments to implement energy-saving emission reduction, in order to more blue sky, but also to increase support for the LED industry. In April, Jiangxi province "energy-saving emission reduction" in 12th Five-Year "planning", 2015 public institutions all use of efficient lighting; May, issued "measures" Fujian province to promote the application of LED lighting products in Fujian Province, to clear before the end of 2015, the basic realization of public illumination field in common use of LED lighting products, the implementation of an energy-saving lighting more than 50%. This means that after the last year in Guangdong province to promote the promotion of LED products policy, another important province to join. Moreover, due to the current mainstream public opinion in energy conservation and environmental protection positive guidance, may lead to other provinces to follow up. Therefore, the future of LED lighting penetration may speed.

Falling prices help open the market

LED lighting in the face of the trillion level of the general lighting market, only incandescent alternative market will add more than 12 billion new year light source demand, so the LED lighting market penetration of huge space. The current price of the lowest sensitivity LED lamp market has been the first to start, and the commercial and civil lighting market in the price sensitivity of the influence of various driving factors has been stepped up, and the market space is far beyond the street lamp, landscape display and backlight, will promote the LED industry demand growth.

LED terminal prices began to close to the sweet point to stimulate demand is the key factor. From the international lighting pricing strategy, Samsung and Cree were released priced below 15 and $10 in LED lighting, OSRAM announced that it will launch in June this year to 10 euros (about $13.1) the following products, to stimulate consumer purchase intention, push the market penetration of L LED bulb. From the LEDiniside statistics March LED light bulb prices, the Chinese market to replace 60W incandescent lamp product prices fell to $17.1, the lowest price of the product to replace 40W incandescent lamp has dropped to $4.1.

It can be inferred that the first half of 2013 LED price may decline further (mainly by chip technology upgrading costs as a result of the decline, the overall price driven) more and more consumers to accept the large scale, so the decline in overall costs are easily accepted by the market, increase the probability of LED industry breakthrough. This means that the entire LED industry chain listed companies will usher in new opportunities for development. Some listed companies are expected to enter the track to accelerate the growth of performance.

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