The development prospect of LED industry in 2014 is expected to be optimistic2

According to the report of the China Securities Regulatory Commission, a blowout in the off-season has triggered the overall change of the LED sector in the near future. The high growth expectations given by major research institutions have made the industry full of confidence in the LED lighting market in 2014. The industry believes that the external factors of this round of LED market are that the recent customs data reflect that the LED off-season in the fourth quarter of 2013 is not weak, the shipment data of Taiwanese manufacturers exceeds expectations, and the US market has completely banned the production and import of incandescent lamps since January 1, 2014. the price has been close to the incandescent lamp, the price trend has slowed down, and the large-scale shipment of enterprises in the industry is its endogenous driving force. For the LED industry in 2014, a number of listed companies expressed optimism to China Securities Journal reporters. It is estimated that China's LED lighting products will increase by 86 year-on-year in 2014. The LED epitaxial index and LED Package Index released by LEDinside show that since November 2013, the two major indexes have both bottomed out and rebounded. Among them, the epitaxial index has risen from 1850 points in the previous period to 2569. At, the package index rose from around 3800 to 4324. At 1 point, it is close to the high level of LED manufacturers in the last round of large-scale distribution in the first quarter of 2013, showing that the production capacity of the entire LED industry is extremely active. Research institutions is expected to market LED lighting products permeability is fast improve 2014 LED lighting product output value will reach 17. 8 billion beauty yuan overall LED lighting product shipment quantity up to 13. 0. 2 billion, up from 2013. LEDinside believes that in the Chinese market, not only emerging LED manufacturers are actively laying out the LED light source market, traditional lighting manufacturers with brand and pipeline advantages are also actively adopting a two-pronged approach of internet and physical stores to expand LED lighting business. The government is also making efforts to adopt subsidy policies. play an active role in promoting the development of LED industry, and at the same time resolve the problems of overcapacity and enterprise bankruptcy caused by excessive subsidies for upstream equipment. It is expected that China's LED lighting products will increase by year on year in 2014. According to the analysis of some customs data, the export growth of LED lighting products in the fourth quarter of 2013 is expected to be above 80 year on year. Some analysts pointed out that general lighting is a real market of 160 billion yuan. It is estimated that the scale of commercial and civil lighting market will exceed yuan for the first time in 2014 and is expected to reach yuan in 2015. the review growth rate in the next two years will be around 60. Some analysts said that the demand for LED products has risen rapidly, mainly due to the fact that the price has reached a sweet point, the American market is banned, and the three major markets in Europe, America and Japan are subsidized. At present, from the export data and the data of Taiwanese manufacturers, this logic is being further verified. General lighting is a huge market for LED applications. The market scale of backlight and special lighting is tens of billions, while general lighting is a market of in real sense. it is estimated that the scale of the commercial and civil lighting market will exceed 160 billion yuan for the first time in 2014, and it is expected to reach yuan in 2015, with a review growth rate of about 60 in the next two years. The fund intensively investigates LED listed companies. According to the Securities Times, in 2014, investors such as funds and private placements are preparing for the new year. Under the background of the recovery of the LED industry, fund companies such as Southern Fund, Guangfa Fund and Golden Eagle Fund have been intensively investigating listed companies in the LED industry. Recent research records of listed companies show that from last November to January 3, 2014, listed companies in LED industries such as Foshan Lighting, Hongli optoelectronics and qinshang Optoelectronics were frequently investigated by institutional investors such as funds. Among them, in January 3 this year, Southern Fund, nuoan Fund (Blog, Weibo) Four fund companies of Guangfa Fund and Tianhong Fund jointly investigated Foshan Lighting; In December 27 last year, the Golden Eagle Fund and the southern fund investigated qinshang Optoelectronics. In December 26 last year, Huatai Bairui, Golden Eagle Fund and Cinda Australia bank investigated Hongli Optoelectronics. On November 7 last year, Harvest Fund (Blog, Weibo)Boshi Fund and other research on jufei Optoelectronics. Concept stocks: in A shares, attention can be paid to LED concept stocks: Hongli Optoelectronics, Huacan Optoelectronics, maoshuo power supply, shilanwei, zhouming technology, Guoxing Optoelectronics, etc.