LED index rose more than 40 industries in May or out of the cold

LED (Light emitting diode) The plate has continued to heat up recently. In less than a month since the beginning of May, the Shenwan LED index has risen by more than 40, while San'an Optoelectronics, Changfang lighting, Dehao Runda and other companies have successively staged stock price increases. in the past month, the stock price has risen by more than or close to 50. The warming of the industry is an important reason for the popularity of these companies' stock prices. Industry leader Sanan Optoelectronics chairman Lin Xiucheng told reporters that in the quarter of this year, with the economic recovery, the overall market demand for LED has rebounded strongly. According to the data at the end of the first quarter, orders are very saturated, basically close to full load production. The relevant person in charge of Dehao Runda also said in an interview with the media that the LED market is heating up rapidly. At present, LED lighting is used in new shopping malls and shopping malls. Many large LED manufacturers have compact production arrangements, the orders in hand are not finished, the demand suddenly exceeds expectations, the entire market capacity can not keep up, and most packaging companies are in full production. Industry insiders analyzed that LED energy conservation and environmental protection is an alternative demand. When the economy is in recession, government companies and enterprises do not have strong requirements for alternative demand, because they have to meet the shortage demand first. Once the economy improves, alternative demand will grow faster than traditional demand. The outstanding performance of the stock price has also made more people aware of the huge demand growth space of the LED industry. At the beginning of this year, the 'semiconductor lighting industry energy saving plan' jointly issued by the National Development and Reform Commission and other six ministries and commissions proposed that the output value of LED lighting energy saving industry will grow by an average annual rate of about 30, reaching 450 billion yuan in 2015, among them, LED lighting application products 180 billion yuan. In order to cope with the current situation of short supply, the heads of many LED Enterprises said in response to reporters' inquiries that they would further improve the production rate of existing equipment. Sanan Optoelectronics revealed that due to machine maintenance and experimental requirements, the current production rate of 144 MOCVD equipment is about 85, and the production rate is expected to reach 95 in the next three years by improving the technical level. Industry expansion is also steadily advancing. San'an Optoelectronics released a fixed increase plan on the evening of the 27th. The total amount of funds raised is not more than 3. 3 billion yuan. The funds are mainly used to invest in Wuhu Optoelectronics industrialization (Phase II) According to the plan, the total planned investment for the project is 40. 75. 7 billion yuan, with an annual output of 122 square meters of LED epitaxial wafers after the completion of the project. 30 thousand pieces, blue and green chips 256. 1. 4 billion tablets. Despite this, for the stock price to rise so sharply in the short term, some market participants have expressed concern that the reaction of the capital market is somewhat excessive, and there is still a distance from the outbreak of the LED market, but it is undeniable. the industry turning point has arrived. A brokerage analyst who did not want to be named said.