LED lighting market breaks out

Recently, LED concept stocks exploded against the market. Yesterday, Huacan optoelectronics and Hongli Optoelectronics rose, and jufei Optoelectronics was also close to the daily limit. Market participants said that since the beginning of the year, the share prices of LED industry chain companies have risen significantly, the A- share related companies are lagging behind. Obviously, the market has underestimated the upward elasticity of the LED industry after the outbreak of home lighting. The short-term callback will usher in a golden opportunity for industrial layout. Optimistic about the outbreak of the LED lighting market the prosperity of the LED industry market mainly depends on three aspects, the first is the stabilization of the backlight market, followed by the large-scale launch of public and commercial lighting, this is followed by a rapid increase in the penetration rate of home lighting, and these three conditions seem to be in place at present. What can be proved is that both Philips, Osram and other international first-line lighting giants and LED industry chain enterprises in South Korea and Taiwan are optimistic about the outbreak of the LED lighting market and continue to increase investment. According to Philips's quarterly reports in 2013 and annual reports in 2013, the proportion of LED revenue is increasing and the development trend is good. In the whole year of 2013, the company's LED revenue increased by. The company pointed out in the annual report that the current lighting consumption accounts for about, and through the promotion of LED lighting, it is expected to reduce the lighting energy consumption by more. In terms of Osram, LED business revenue reached 15. In 2013. 2. 8 billion euros, an increase of 11. 4, accounting for 29, the company's development goal is to reach more than 50 LED revenue by 2017. Therefore, institutions generally believe that the LED lighting industry will grow in 2014 and the penetration rate will enter a stage of sharp rise, thus optimistic about the growth of the LED industry. In fact, under the background of energy conservation and environmental protection, LED industry is also expected to become a long-term focus of investment. The performance of listed companies is released, so how long is the high prosperity cycle of this round of LED industry expected to last? The ban on the sale of incandescent lamps in major countries and regions will enter into the stage of batch entry into force in 2014 and the cost of LED lighting will decline, which will certainly promote the outbreak of the LED general lighting market. The LED lighting market is a large market with a level of 100 billion yuan, which is expected to enable the industry to maintain a large cycle of 3 to 4 years. Judging from the performance forecast of the annual reports released by several LED listed companies in a shares recently, the performance of LED enterprises has begun to show obvious signs of accelerated release in fourth quarter of 2013. Ping An Securities said that starting from this year, the profits of the LED industry will gradually shift upstream, running through the cycle of rapid increase in the penetration rate of the entire LED industry. In addition, due to the gradual manifestation of industrial scale effect and technological strength, the gap between different enterprises will gradually widen. In terms of individual stocks, Sanan Optoelectronics has consolidated its leading position in the chip industry. After the completion of the issuance, the company will go up the stairs and continue to strongly recommend it. In terms of packaging in the middle stream, it is recommended to pay attention to the beneficiaries of industry integration and continue to recommend jufei optoelectronics with outstanding management capabilities. On the downstream side, we will continue to be optimistic about the sunshine lighting that benefits from the improvement of the industry's prosperity and actively distribute its own channels and Foshan Lighting with obvious channel advantages.