The strong penetration of LED in the lighting field has become inevitable

LED screen network on June 25, LED plate rose against the market. 10, ranked in the forefront of the Shanghai and Shenzhen stock markets. Among them, LED stocks such as Nanda Optoelectronics, Gol acoustics, Feile Audio, shilanwei and qinshang Optoelectronics increased significantly. In this regard, analysts said that in the Guangzhou International Lighting exhibition held recently, about 80 exhibits can be seen related to LED, and the strong penetration of LED in the lighting field is an inevitable trend. From a fundamental point of view, LED demand rebounded rapidly in 2013, and Taiwan's LED industry packaging was ahead of chip start-up, showing strong demand. LED lighting orders have been confirmed, the profitability of enterprises has gradually stabilized, and production has been expanded one after another. The improvement of lighting demand is the main driving force for this round of industrial recovery. market participants expect the compound growth rate of LED lighting demand to reach 59 in the next three years. The main reason for the sharp increase in the prosperity of the industry lies in the decrease in costs brought about by technological progress. One of the major factors in the recent increase in the prosperity of the LED industry is the partial concession in the service life of medium-power LED products ( Life expectancy dropped from 30000 hours to 10000 hours, but still higher than energy-saving lamps) The price has dropped rapidly, and consumers have chosen LED products with a very cost-effective advantage. It can be seen that the overall improvement of the LED industry is the result of the joint promotion of technology, market and manufacturers. Essence Securities clearly stated in its research report that the LED industry is a blue ocean market with huge space. From the perspective of industrial chain, it is optimistic about upstream chip enterprises and downstream lighting application enterprises. As the demand for LED lighting has just started, the performance elasticity of upstream chip enterprises is relatively large. In the field of lighting, the more customers and channel resources related enterprises have, the higher the profit margin and the greater the investment opportunities in the future. The LED industry is still in the initial stage of starting. The current stock price driving force of relevant stocks comes from the market demand expansion expectation and valuation repair. The future stock price driving force will come from the gradual confirmation of performance. focus on the upstream Sanan Optoelectronics, Dehao Runda, optimistic about the channel-dominant sunshine lighting, it is recommended to pay attention to the large-size backlight breakthrough Ruifeng optoelectronics and jufei Optoelectronics.