Yesterday, the individual stocks in the LED sector rose after the previous adjustment. Seven stocks including sunshine lighting, Zhongfa technology, jinlaite, Liad, Dazu laser, Hongli optoelectronics and Foshan Lighting rose. In addition, Lianjian Optoelectronics (8. 49)Oto electronics (8. 45)Huacan Optoelectronics (7. 64), Jufei Optoelectronics (7. 33), Guoxing Optoelectronics (6. 79)Such stocks rose by more than 5.
CSAResearch analysts said that in 2014, China's LED industry will continue to rise in 2013 and usher in a new round of growth.
It is estimated that the domestic semiconductor lighting industry will continue to maintain rapid growth in 2014, with an expected growth rate of about 40.
Moreover, with the high prosperity and high growth rate of LED industry, it is bound to drive a new round of industrial investment.
From the perspective of the overall development of the semiconductor lighting industry, whether the advantageous enterprises can timely integrate the advantages of capital, technology and channels, seize the market opportunities, quickly distribute the market and become bigger and stronger, it is the key factor for the competition to stand out in the next three years, and vice versa.
At the same time, on the premise of the growth potential of the LED industry, the capital still needs to do a good job in the preliminary investigation and try to avoid investment risks.
Regarding the investment prospect of the LED lighting industry in the future, the reporter called the general manager of Shenzhen Jingtai Optoelectronics Gong Wen. He believes that in the long run, the LED industry is closely linked to the theme of the era of environmental protection, the country also supports the energy-saving and environmental protection industry as the seventh strategic emerging industry. For example, Guangdong province supports the LED industry as the eighth strategic emerging industry.
Therefore, in terms of the development of the whole industry, LED has irreplaceable advantages as a field of energy conservation and environmental protection. Coupled with the support of national policies, the LED industry still has a lot of room for development in the future.
In particular, the current market penetration rate of LED lighting is not very high, so there are still great investment opportunities for the LED industry in the future.
General Manager Liu Xiao of Shenzhen Geliang Optoelectronics said: at present, the LED industry is developing at a relatively fast speed and has a large room for industrial growth. He is still optimistic about the future development prospects of the LED industry.
Since 2013, LED enterprises have had full orders, increased product output, increased sales volume, operated at full capacity or overloaded, and gradually increased capacity utilization rate.
LED lighting products have become the development direction of the next generation of new light sources. The products have been further promoted through demonstration and application, and the effects of energy conservation and emission reduction have become increasingly significant.
Under the influence of the above-mentioned multiple factors, the prosperity of the LED industry will pick up in an all-round way this year, which will benefit the overall performance of LED concept stocks 2014.
Judging from the flow of funds in the LED industry yesterday, funds have begun to gradually lay out LED leading concept stocks. Data show that 11 LED stocks have a net inflow of over 10 million yuan, totaling about 4. 9. 2 billion yuan, they are: Foshan Lighting (12374. RMB 950 thousand)Big family laser (11368. RMB 370 thousand)GOL acoustics (6876. RMB 140 thousand)Hongchang Electronics (4339. RMB 160 thousand), Dehao Runda (4272. RMB 580 thousand), Jinlaite (2816. RMB 50 thousand), Jufei Optoelectronics (2149. RMB 690 thousand)Sunshine lighting (1762. RMB 830 thousand), Diligent photoelectric (1122. RMB 910 thousand)Hongli Optoelectronics (1086. RMB 460 thousand)And Huacan Optoelectronics (1043. RMB 340 thousand).
At the same time, according to China's road map for phase-out of incandescent lamps, China will ban the import and sale of incandescent lamps for general lighting of 60 watts or more from October 1 this year.
From October 1, 2016, the import and sale of incandescent lamps of 15 watts and above will be banned, which basically means that incandescent lamps will be completely discontinued and banned. In the next two years, the demand for LED bulbs in China will usher in explosive growth.
In addition, the rapid growth in demand for foreign LED lighting products has also contributed to the thickening performance of domestic LED listed companies with high export revenues.