LED concept stocks, a large amount of funds flowed into LED lighting penetration rate

Following the overall surge last Thursday, LED industry stocks continued to remain strong last Friday, in sharp contrast to the sluggish market index. According to people in the industry, the LED industry is welcoming a new round of explosive growth, and the enthusiasm of the main funds is chasing its own reasons. LED concept stocks are now a large net inflow of funds. Last Friday, the Shanghai and Shenzhen market index fell, while Changfang lighting continued to daily limit, on Thursday, the daily limit of jufei Optoelectronics, Lehman Optoelectronics, sunshine lighting, and Sanan Optoelectronics also rose between 4 and 6. These listed companies all produce LED lights. According to the data from the market research center of Securities Daily, there are 18 related concept stocks involved in LED packaging in Shanghai and Shenzhen stock markets. Judging from the flow of funds, among them, 16 stocks had a net inflow of large funds in the past two trading days. Why did the LED industry stocks start to worry just after the new year? Coincidentally, the author encountered amsolemn lighting (Blue zinc lighting) Wang Tingting, manager of the company's overseas marketing department, was able to ask her for advice. The development of her company in the past year can be said to be the epitome of the rapid development of LED industry. This enterprise has a research and development team of more than 100 people. Since the second half of last year, the company has achieved great success in entering Europe with its patented product 360-degree luminous LED. This lamp breaks the 180-degree luminous pattern of the existing LED lights on the market, making the shadow on the chandelier disappear and there is no dark angle in the room. She said that the large increase in demand for LED in Europe is mainly due to the support of local policies. For the sake of pollution-free and energy-saving, EU countries proposed as early as a few years ago that all government lamps should be replaced with LED lamps in 2016. This market is very large. In addition, municipal road lighting, hotels, shopping malls, entertainment, large enterprises, etc. have all accelerated the pace of changing lights. Speaking of her own company, she believes that this month's shipments are not a problem compared to last year. Manager Wang said that the domestic LED market is not yet mature, but some new hotels, shopping malls, restaurants, entertainment venues and enterprises have realized the potential benefits of using LED, and more importantly, the continuous decline in LED production costs has also accelerated the process of marketization. Now many manufacturers in Guangdong are transforming into LED. Manager Wang estimates that 60 of the export LED products are now produced in Guangdong. The penetration rate of LED lighting will rise sharply. Researchers in the semiconductor and lighting industries in the securities industry look at the development of LED from a macro perspective. Zhou Xiaofeng, an analyst at Zheshang Securities, said in an interview yesterday that LED product sales will be booming in 2013. It is estimated that the output value of China's LED industry will reach 263. 8 billion yuan in 2013, up year on year. With the advent of the ban on incandescent bulbs in various countries, coupled with the recent high energy prices, and the rapid decline in LED bulb prices, it is expected that indoor LED lighting penetration will rise sharply. Zhou Xiaofeng said that the continuous implementation of relevant bidding and subsidy policies in various regional markets in 2014 will also greatly help to improve the penetration rate of LED lighting. At present, the price difference between LED lighting and ordinary lighting such as energy-saving bulbs is not large. The Rise of consumers' awareness of environmental protection has prompted a trend of changing lights, and many traditional lighting factories have closed their production lines, 2014 LED bulbs and lamps will grow at a high rate. In 2013, the penetration rate of LED lighting reached about 17. It is expected that the penetration rate of LED lighting will rise sharply in 2014. By 2015, the penetration rate will rise rapidly to 47, and the shipment volume will more than double that of 2013. It is estimated that China's LED lighting output value will reach 100. 8 billion yuan and 165 billion yuan respectively in the next two years, with year-on-year growth rates of 81 and 63 respectively. The new research report of LEDinside, a subsidiary of TrendForce, a market research institution, points out that with the decline in LED prices and the increase in LED lighting efficiency year by year, the acquisition cost recovery cycle has been significantly shortened, the willingness to drive the commercial and public sectors to replace lamps has been greatly improved, and the LED light source replacement tide has been officially launched. LEDinside estimates that compared with 2013, the demand for LED bulbs will increase by 86 in 2014, while the demand for LED lamps will increase by 89. A group of stocks or the main force of the East China Sea securities Xiao Bin told reporters that last year LED concept stocks had a short-term speculation, but the limelight passed quickly. On November 2011, China released the incandescent lamp elimination route. According to the national plan, the import and sale of general lighting incandescent lamps of 60 watts and above will be prohibited from October 1, 2014; The mid-term evaluation period is from October 1-20, 2015 to September 30; From October 1, 2016, it is forbidden to import and sell general lighting incandescent lamps of 15 watts and above; Or adjust according to the results of the mid-term evaluation. Incandescent lamps have been eliminated, leaving a huge market space for energy-saving lamps. In the lighting product market in the next few years, LED will play the leading role. Guodu Securities Zhang Yongmei said that from 2014, more areas will enter the stage of prohibiting the production, sale and use of incandescent lamps, accelerating the growth of LED lighting demand, some domestic leading enterprises with perfect industrial chain, rich product platforms and large growth space are expected to continue to benefit and are taken care of by the main funds. Can focus on the following listed companies: intelligent terminal (Jinsheng shares, oufeiguang, Gol acoustics); LED chip (Sanan Optoelectronics, jufei Optoelectronics); Semiconductor ( Huatian Technology, Tongfang Guoxin, Zhongying electronics, Tongfu Weidian, Neusoft carrier, Changdian technology); Intelligent Terminal ( Changying technology, Lixun precision, Derun electronics, Changxin technology); LED lamps ( Jiawei shares, Dongshan Precision, Lianchuang Optoelectronics, sunshine lighting, qinshang Optoelectronics).