LED industry enters prosperity period

Yesterday morning, when the Shanghai Stock Exchange rushed to 2108, it was blocked and fell back. The LED plate was collectively started. Ruifeng optoelectronics and Hongli Optoelectronics once closed the trading limit, and Sanan Optoelectronics was once close to the trading limit, A number of individual stocks such as Foshan Lighting and Yuanfang Optoelectronics also increased by more than 5. With the arrival of the light source replacement tide within the scope, the big cycle of LED lighting has started this year, and the first-quarter reports of many listed companies all show growth. The LED industry has entered a boom cycle. Various signs show that the boom 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. 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. Judging from the scale, the domestic LED lighting in 2013 was 260 billion yuan, up year-on-year. It is estimated that the penetration rate of LED lighting will reach by 2015 and. 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. The organization has already arranged a quarterly report to increase in advance. Recently, brokerage research reports generally believe 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. For example, Jiawei's performance increased by 271 last year, indicating that it continued to grow in the first quarter. For example, Hongli Optoelectronics grew by 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, the recent strong ones are Foshan Lighting, Liad and Hongli optoelectronics, and Ruifeng optoelectronics have all entered a new high stage and belong 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. According to the data, the layout of the institutions on the LED board is also very obvious. The seats of the institutions won the top five in Foshan Lighting's surge in February 24 and continued to win 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.