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

According to the report of China Securities Regulatory Commission, a blowout in the off-season has triggered the recent overall change in the LED sector. The high growth expectations given by major research institutions have made the industry full of confidence in the LED lighting market in 2014. Industry insiders believe 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 Taiwan manufacturers exceed expectations, and the US market has completely banned the production and import of incandescent lamps since January 1, 2014, however, the price is close to that of incandescent lamps, the price reduction trend is slowing down, and the large-scale shipment of enterprises in the industry is its endogenous driving force. For the LED industry in 2014, many listed companies expressed optimism to reporters in China Securities Journal. It is estimated that China's LED lighting products will grow 86 year-on-year in 2014. The LED epitaxial index and LED Package Index released by LEDinside show that since November 2013, both indexes have bottomed out and rebounded. Among them, the leijing index has risen from 1850 points to 2569. At, the package index rose from around 3800 to 4324. At 1: 00, 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 predict that the penetration rate of LED lighting products in the market is rapidly increasing, the output value of LED lighting products will reach 17. 8 billion US dollars in 2014, and the overall shipment volume of LED lighting products will reach. 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 network and physical stores to expand LED lighting business. The government is also striving 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 estimated that China's LED lighting products will grow year on year in 2014. According to the analysis of some customs data, the export growth rate 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 growth rate of review in the next two years will be around 60. According to some analysis, the demand for LED products is rising 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, judging from the export data and the data of Taiwan 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 real market of hundreds of billions, it is estimated that the scale of 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 in the next two years. Fund intensive research on LED listed companies, according to the Securities Times report, in 2014, funds, private equity and other investors are preparing for the new year, and in the context 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 LED industry recently. 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, the Southern Fund, the nuoan Fund (Blog, Weibo) 4 fund companies of Guangfa Fund and Tianhong fund to investigate Foshan Lighting; On December 27 last year, Golden Eagle Fund and Southern Fund investigated qinshang Optoelectronics; On December 26 last year, Huatai Berri, Golden Eagle Fund and Cinda Australia bank investigated Hongli Optoelectronics; In 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.