Three needs to lighten up the LED industry to enjoy a total of one million yuan level lighting feast

Last week, LED stocks collective outbreak. Data show that in tradable 20 LED shares, none fell, more than 30% stocks rose more than. The plate became the focus of market attention last week.

In this regard, analysts said the price, energy, policies and other factors to promote the outbreak of LED lighting at this stage.

Specifically, Jufei (300303, shares) (36.19%), honglitronic (300219, shares) (34.12%), Sanan Optoelectronics (600703, shares) (32.44%), South photoelectric (300346, shares) (27.58%), HC semitek (300323, shares) (25.27%), Rui Feng photoelectric (300241, shares) (22.29%) and other stocks rose over 20%, in addition, in addition to Alto Electronics (002587, shares) (7.66%), Mason technologies (002654, shares) (3.64%) or smaller, the remaining stocks last week rose 10% to 20%.

At present, for the LED industry can not be ignored is the demand from the street lights, commercial and civilian markets will ignite the bright future of LED lighting three. Hong Yuan Securities (000562, stock it) said, LED lighting in the face of the trillion level of the general lighting market, the market will only replace the incandescent light bulb will add more than 12 billion new year, the demand for light sources, so the LED lighting market penetration 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.

In fact, LED industry ushered in the peak season support, cannot do without policy since the beginning of this year, according to statistics, policy support 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 LED / street 84 companies of the tunnel lamp, LED lamp, LED lamp ballast reflection type three products; in February, the national development and Reform Commission and other six ministries jointly issued the "planning" semiconductor lighting energy industry; in April, Jiangxi province "energy-saving emission reduction" in 12th Five-Year "planning", 2015 public institutions all use efficient lighting lamps in May released "; some measures of" 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 lighting field are widely used in LED lighting industry Products, the province achieved more than 50% lighting energy saving.

In this regard, Guoxin Securities, said LED, because of its electro-optic 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 and mature accelerate the promotion of application of LED products. For the industry's stock configuration, concern about the proposed three types of enterprises: first, the downstream demand after the performance elasticity upstream chip's largest manufacturing enterprises, including HC semitek, followed by an optoelectronic; master the sales channels, has the advantage of brand manufacturers, including Elec-Tech (002005, shares), Yankon (600261 shares. It), honglitronic; benefit from the rapid growth of the intelligent terminal market and competition pattern is better and the LCD panel backlight LED manufacturers including the strongest performance uncertainty, Jufei, refond.