The LED industry has entered a boom cycle. Various signs show that the big cycle of LED lighting will start in 2014 and the supply and demand pattern will return to the boom peak in 2010.
According to the road map for China's phase-out of incandescent lamps released by the National Development and Reform Commission and other five ministries and commissions in 2011, the import and sale of general lighting incandescent lamps will be gradually banned in stages according to the power level from October 1, 2012. The specific schedule is as follows: the import and sale of 100 watts and above will be prohibited from October 1, 2012, the import and sale of 60 watts and above will be prohibited after October 1, 2014, and the import and sale of 15 watts and above will be prohibited after October 1, 2016.
As a major producer of lighting products, China has supplied more than 30 incandescent lamps and 85 energy-saving lamps to the market.
LED lighting products have clearly become the development direction of the next generation of new light sources.
In terms of scale, domestic LED lighting was 260 billion yuan in 2013, up year on year.
To 2015 LED lighting of permeability will up to 60,2018 year 80.
With the rapid decline in the price of LED lighting products and the elimination of incandescent lamps, the demand for LED devices in China will usher in explosive growth.
The scope also continues this trend, and experts predict that the compound growth rate of LED market will reach more than 40 in the next 7 years.
Since January this year, the United States has stopped selling 40-watt and 60-watt incandescent lamps, and a wave of light source replacement has arrived.
Among the plans announced by Wal-Mart yesterday, there will be the purchase of energy-saving LED ceiling lamps for new shopping centers in the United States, major stores in Asia and Latin America and ASDA supermarkets in the UK.
Compared with previous lighting sources, the new lamps will save 40 energy consumption.
The organization has been laid out in the first quarter, and the recent brokerage research report generally believes that the LED sector will continue to have explosive power in the future because the industry fundamentals have greatly improved.
In fact, the LED sector has risen once at the beginning of this year, and with the release of the annual report and the quarterly report, it also reflects that the overcapacity of LED listed companies is slowly changing, and the industry's profit growth is obvious.
A number of listed companies performed well, such as Jiawei's performance increased by 271 last year and continued to grow in the first quarter, such as Hongli Optoelectronics's growth of 75-105, San 'an Optoelectronics grows 40-55, jufei Optoelectronics growth 20-50, Liad grows 5-25, Lianjian Optoelectronics growth 2-21, Zhou Ming Technology Growth 6-22, distant photoelectric growth 5-25.
From the perspective of LED industry chain, it mainly includes LED lighting and backlight companies, including Foshan Lighting, sunshine lighting, Liad, qinshang Optoelectronics, Jiawei shares, Lianchuang Optoelectronics, Lianjian Optoelectronics, zhouming technology, etc;
LED packaging companies, including Hongli Optoelectronics, rectangular lighting, jufei Optoelectronics, Ruifeng Optoelectronics, etc;
LED chip companies, including Sanan Optoelectronics, shilanwei, etc;
The LED industry chain companies include Dehao Runda, Lehman Optoelectronics, etc.
Judging from the performance of the secondary market, Foshan Lighting, Liad and Hongli optoelectronics have recently become strong, and Ruifeng Optoelectronics has also entered a stage of record highs and belongs to the Echelon.
However, Sanan Optoelectronics, Jiawei shares and sunshine lighting have maintained a rising trend and are facing a high point at the beginning of the year to be broken.
The data show that the layout of the institutions on the LED plate is also very obvious. The Institutional seats took the top five in the Foshan Lighting boom in February 24 and continued to take four of the five seats in February 26.
Hongli Optoelectronics held three of the top five seats in the two trading limits on March 13 and April 1.
Yesterday, the agency continued to rank Ruifeng Optronics first with an amount of more than 40 million yuan.