LED industry has entered the starting point of the big boom cycle

In December 18, the market remained weak and volatile, but LED concept stocks rose against the market. Changfang lighting and Qianzhao Optoelectronics locked the daily limit early, and qinshang optoelectronics and Hongli Optoelectronics were among the top gainers. The surge in the LED sector was mainly stimulated by the news that the US Congress passed the ban on incandescent lamps. Starting from New Year's Day in 2014, the United States will stop selling the best-selling 40-watt and 60-watt incandescent lamps in the market, which is beneficial to energy-saving bulbs such as LED lamps. Securities research reports such as CITIC Securities and Huachuang Securities also pointed out that the LED industry has entered the starting point of the big boom cycle. Overseas demand digests excess capacity? In addition to the United States, countries have already set a timetable for the shutdown and shutdown of incandescent lamps, which is a long-term benefit to the LED industry. Yang Boguang, chief investment officer of Xiamen business department of Dongguan Securities, told reporters that around 2012, the European Union, Japan, Canada, South Korea and so on have successively announced their timetables, and it is the general trend for incandescent lamps to withdraw from the historical stage. As an alternative to incandescent lamps, LED lights, the industry outbreak is a matter of time. Before the release of good news in the United States, domestic institutions have recently released research papers for the LED industry. CITIC Securities research report pointed out that the recent tracking of the LED sector showed that the industry chip and packaging prices in the fourth quarter only declined slightly, and the degree of prosperity was significantly better than in previous years. The LED industry was not weak in the off-season and entered the layout. The research report of Huachuang Securities pointed out that the LED industry is welcoming the dawn and the industry leader will appear. In an optimistic situation, Huang Huiming, an investment consultant at the Huli Avenue sales department of Essence Securities, remained cautious. The LED industry showed signs of improvement at the beginning of this year, mainly due to the opening of the commercial application market, but the civilian sector is still subject to high prices and has not yet opened. Huang Huiming said that except for the whole, the LED industry is still a competitive industry, and the production capacity is still excessive and needs to be digested. In the selection of individual stocks, pay attention to the whole industrial chain and overseas demand companies, such as Aoyang Shunchang. Optimistic about Aoyang Shunchang is because of the concept of chip industrialization, which is a domestic short board. Huang Huiming said. Yang Boguang believes that companies whose products are sold overseas deserve attention. The reporter also observed that the Changfang lighting, which was closed early yesterday, was exported to overseas markets such as the United States and Europe. It is one of the leading domestic LED products sold overseas.