LED lighting main funds hot speculation market performance is worth looking forward to

At the beginning of 2014, although the-share market was not good, the energy-saving lighting concept stocks that oscillated all the way on 2013 did not stop the upswing on 2014, and the performance was still eye-catching. The energy-saving lighting concept sector is still rising against the market in the recent weak market. The sector has exceeded 5 after the new year, and the energy-saving lighting concept stocks have also performed well. The year of 2014 is the initial stage of incandescent lamp bidding farewell to the historical stage, which has promoted the development of energy-saving lighting market. In addition, according to the data of funds and seats, recently, the main funds are constantly pouring into the concept sector, coupled with the accumulation of seat funds, the performance of the energy-saving lighting concept stocks is still worth looking forward to. Light source for the full opening of energy-saving lighting future OFweek semiconductor lighting network news on January 1, 2014, the best-selling 40-watt and 60-watt incandescent lamps in the US market stopped selling. At the same time, in Asia, South Korea, Thailand, and the Philippines have also taken measures to promote the use of energy-saving bulbs instead of incandescent bulbs. As the above-mentioned countries begin to completely ban incandescent lamps, the light source replacement will be fully opened in 2014, and LED lamps are expected to gradually enter the lighting market. China is also methodically eliminating incandescent lamps. On November 2011, China released the incandescent lamp elimination route. According to the national plan, the import and sale of general lighting incandescent lamps of 60 watts and above will be prohibited from October 1, 2014. The mid-term evaluation period is from October 1-20, 2015 to September 30; From October 1, 2016, it is forbidden to import and sell general lighting incandescent lamps of 15 watts and above; Or adjust according to the results of the mid-term evaluation. Incandescent lamps have been eliminated, leaving a huge market space for energy-saving lamps. In the lighting product market in the next few years, energy-saving lighting will play a leading role. The main funds first poured into the relevant stocks to rise against the market. According to the Investment Express financial terminal, the main funds began to move into LED concept stocks at the end of 2013, taking sunshine lighting and Lehman optoelectronics as examples. the net inflow of the main force of sunshine lighting from December 25 to December 31, 2013 was 11. 66 million yuan, of which the net inflow of the main force reached 16. 13 million yuan on December 30. At this stage, Lehman Optronics had a net inflow of 9. 44 million yuan, of which the main force had a net inflow of 4. 7 million yuan. On December 27, the main force had an inflow of 1. 84 million yuan, and the stock had a strong daily limit. In the trading day on 2014, sunshine lighting and Lehman Optoelectronics welcomed the favor of the main funds one after another. The main shares of the two shares had a net inflow of 2. 4 million yuan and 11. 93 million yuan respectively. Both shares blocked the daily limit strongly on the same day. In addition, according to the fund data of the investment express, on December 12, 2013, the fund line of the two institutions passed through the fund line of retail investors at the same time. So far, sunshine lighting has increased by 26. 80, while Lehman Optoelectronics rose 24. 07. Institutional hot money to do more energy-saving lighting to lift the daily limit, through the investment express seat data found that the large single participation in energy-saving lighting concept stocks speculation is mostly hot money business department seats, in addition to the institutions also joined the team to buy more. Taking sunshine lighting as an example, the sales department of Guangzhou Renmin Middle Road of Guotai Junan Securities bought 9. 71 million yuan in January 2, and also bought 7. 22 million yuan for an institution-specific seat. The top five seats in the buying list bought a total of 37. 19 million yuan on the same day, accounting for of the total turnover of the stock. 79. On January 3, shares such as Changfang lighting and Furi Electronics were also sought after by hot money. Among them, Changfang lighting was active hot money seat Citic Securities (Zhejiang) Jinhua Zhongshan Road business department bought a large amount of 14. 73 million yuan, while Dongxing Securities Fuzhou Wuyi Middle Road Business Department bought Furi Electronics 7. 59 million yuan. On January 2, energy-saving lighting concept stocks staged a wave of strong daily limit. the energy-saving lighting concept stocks in the two cities include Changfang lighting, sunshine lighting, Lehman Optoelectronics, Lianjian Optoelectronics, Ruifeng Optoelectronics, jufei optoelectronics and Changjiang communications. In January 3, the concept stock still had a good performance. Although the concept of energy-saving lighting has risen collectively recently, the main funds for multi-pull-up are slightly cautious. Although hot money and institutions have joined hands to buy, the main funds for choosing to sell at high prices are not in the minority. the main funds for doing more pull-ups do not fully occupy the dominant advantage, and the follow-up still needs to pay attention to the main trend.