The LED sector has risen sharply

The news that the United States is about to stop producing incandescent lamps has made the LED plate a fire. On Wednesday, many LED concept stocks such as Changfang lighting, Wanrun technology and Hongli Optoelectronics all showed a large increase. Among them, Changfang lighting closed the daily limit shortly after the opening. In early trading yesterday, Changfang lighting once again achieved an increase of more than 5. It is understood that manufacturers of 40-watt and 60-watt traditional incandescent lamps commonly used in American households will stop production and supply from January 1, 2014. The ban aims to promote other bulbs with higher energy efficiency ratios such as compact fluorescent lamps and LED lamps. Zhao Huan, chief investment officer of Guotai Junan Securities Network Finance Department, said that the ban will effectively boost the demand for LED energy-saving lighting, and the large LED application market will be opened, and the upstream and downstream manufacturers of the industry will benefit from it. At the same time, it also brings substantial benefits to A- share related listed companies, indicating that these concept stocks may have trading opportunities. However, for investors, the LED concept stocks that are truly growing should be selected from the perspective of performance. They should not be blindly chased by the market's temporary emotional fluctuations. According to the energy independence and safety act issued by the United States in 2007, the United States has eliminated incandescent lamps in three steps: one is to eliminate 100 watt incandescent lamps in 2012, replace it with 25-30 energy-saving lamps; The second step is to further eliminate the 75-watt incandescent lamp by 2013; The third step is to eliminate 60-watt and 40-watt incandescent lamps from 2014. In fact, not only the United States, China, the European Union, Japan and other countries and regions are phasing out incandescent lamps. For example, China's National Development and Reform Commission also issued an announcement on the road map for the elimination of incandescent lamps in November 2011. According to this plan, the import and sale of general lighting incandescent lamps of 100 watts and above will be officially banned from October 1, 2012, and the latter stage will be October 1, 2016, incandescent lamps with 15 watts and above will be banned from import and sale. However, regarding the understanding that the United States will ban the sale of incandescent lamps or is conducive to the expansion of exports of domestic LED products, Zhang Xiaofei, president of the high-tech LED Industry Research Institute, said that although the US market is developing rapidly compared with Europe and other places, but it is very difficult to enter the market. Zhang Xiaofei further explained that American LED products 30 reach consumers through retail channels, and the other 70 go through engineering and agency channels. For 30 retail channels, they are basically controlled by large building materials chains, and it is not easy for Chinese companies to enter these building materials chains. In the other 70 parts, you must find a suitable agent in the United States. If you do your own channel, you may not have any effect after two or three years of accumulation. Another reason why the US market is difficult to enter is that the certification requirements are high, so the elimination of incandescent lamps in the United States will not be too good for the Chinese LED industry. Zhang Xiaofei said. The US market certification requirements are indeed stricter. Energy Star and UL certification are the two basic and important certifications. To obtain the above certification, it is difficult and costly. Mei Zhimin, director of Zhou Ming technology brand, pointed out. Pan Rongrong, vice president of Wanrun technology, also said that on the whole, it is really not easy to obtain an access certificate for the US market, and the previous cost is very high. However, Mei Zhimin and Pan Rongrong both said that their company has successfully entered the US market with LED products. Compared with the industry's cautious attitude towards entering the US market, the seller's research institutions are more optimistic about the future trend of the LED industry. Zhang Yongmei, an analyst at Guodu Securities, believes that under the situation that the entire electronics industry is in a low peak season, the LED subdivision industry is still improving, in the fourth quarter of this year, the price reduction of backlight LED and lighting LED was in a steady decline. With the forthcoming subsidy policy for household appliances and the continuous improvement in the cost performance of LED lighting products, LED prosperity is expected to continue. Liu Liang, an analyst at Industrial Securities, said that LED lighting has entered a golden development period and it is recommended to allocate leading enterprises. LED lighting has surpassed backlight to become a large application market. 2013-2016 is the golden development period of LED lighting, and the penetration rate will increase from 20 to 45, it is a rare sub-industry with fast growth and high certainty. In terms of individual stocks, Liu Liang suggested configuring Sanan Optoelectronics and sunshine lighting, and paying attention to Dehao Runda.