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Following the overall surge last Thursday, last Friday, LED industry stocks continued to maintain strong strength, in sharp contrast with the slump of the broader market index. It is learned from insiders that the LED industry is ushering in a new round of explosive growth, and the main funds are keen to chase their own reasons.
LED concept stocks have large net capital inflows on Friday, the Shanghai and Shenzhen stock market index fell, while Changfang Lighting continued to limit daily, last week's daily limit of Jufei Optoelectronics, Lehman Optoelectronics, Sunlight, Sanan Optoelectronics also rose 4 to 6 between. These listed companies produce LED lights.
According to the data of the Securities Research Center of the Securities Daily, there are 18 related stocks related to LED packaging in the Shanghai and Shenzhen stock markets. From the perspective of capital flow, 16 stocks have a large net inflow of funds in the past two trading days.
Why did the LED industry stocks start to worry about just after the New Year? Coincidentally, the author recently met Wang Tingting, the overseas marketing manager of AmsolemLighting (Blue Zinc Lighting), and was able to ask her. The development of her company in the past year can be said to be the epitome of the rapid development of the LED industry. The company has a research and development team of more than 100 people. Since the second half of last year, the company has achieved great success in Europe with its patented 360-degree LED. This light breaks the pattern of the existing 180-degree LED light on the market, making the shadow on the chandelier disappear and there is no vignetting in the room. She said that the surge in demand for LEDs in Europe is mainly driven by local policies. In the absence of pollution and energy conservation in the EU countries, it was proposed a few years ago that all government lights should be replaced with LED lights in 2016. This market is very large. In addition, municipal road lighting, hotels, shopping malls, entertainment, large enterprises, etc. have accelerated the pace of changing lights. Speaking of her own company, she believes that this month's monthly shipments will not be more than doubled last year.
Manager Wang said that the domestic LED market is not yet mature, but some new hotels, shopping malls, restaurants, entertainment venues, and enterprises have realized the potential benefits of using LEDs, and more importantly, LED production costs have been declining, and the market has also accelerated. Process. Now many manufacturers in Guangdong have been transformed into LEDs. Manager Wang estimates that 60 export LED products are now produced in Guangdong.
The penetration rate of LED lighting will rise sharply. Researchers in the securities industry and the lighting industry will look at the development of LEDs from a macro perspective. Zhou Xiaofeng, an analyst at Zheshang Securities, said in an interview yesterday that the sales of LED products in 2013 have been booming. It is expected that the output value of China's LED industry will reach 263.8 billion yuan in 2013, a year-on-year increase of 28. With the lapse of time for countries to ban incandescent bulbs, Coupled with the recent high energy prices, LED bulb prices have fallen rapidly, and indoor LED lighting penetration is expected to rise sharply.
Zhou Xiaofeng said that in 2014, the relevant standards and subsidy policies for various regional markets around the world continued to be implemented, which also contributed a lot to the improvement of LED lighting penetration rate. Now the price difference between LED lighting and general lighting, such as energy-saving light bulbs, is not big. The rise of consumers' awareness of environmental protection has prompted the global trend of changing lights, and many traditional lighting factories have closed their production lines. In 2014, LED bulbs and lamps will be closed. There is a high growth. In 2013, the penetration rate of LED lighting reached 17 or so. It is expected that the penetration rate of LED lighting will rise sharply in 2014. By 2015, the penetration rate will rapidly climb to 47, and the shipment volume will more than double from 2013. It is estimated that the output value of LED lighting in China will reach 100.8 billion yuan and 165 billion yuan respectively in the next two years, with a year-on-year growth rate of 81 and 63 respectively.
According to LEDinside's latest research report from Green Energy, a global market research organization, the price of LEDs has been increasing year by year, and the cost recovery cycle has been significantly shortened, driving the global commercial and public sector to replace lamps. , officially launched the global LED light source replacement tide. LEDinside estimates that compared to 2013, the global demand for LED bulbs will increase by 86 in 2014, while the number of LED bulbs will increase by 89.
A batch of stocks or the main force to dig into the East China Sea Securities Xiao Bin told reporters that LED concept stocks had a short-term speculation last year, but the limelight quickly passed. In November 2011, China released the elimination route for incandescent lamps. According to the national plan, the import and sale of ordinary lighting incandescent lamps of 60 watts and above will be banned from October 1, 2014; the mid-term evaluation period from October 1, 2015 to September 30, 2016; banned from October 1, 2016 Import and sale of general lighting incandescent lamps of 15 watts or more; or adjust according to the results of the mid-term evaluation. Incandescent lamps have been eliminated, leaving market space for the development of energy-saving lamps. In the lighting products market in the next few years, LED will play the leading role.
Guodu Securities Zhang Yongmei said that since 2014, more regions in the world will enter the stage of prohibiting the production, sale and use of incandescent lamps, accelerating the growth of LED lighting demand. Some domestic leading enterprises with perfect industrial chain, rich product platforms and large growth space are expected. Continue to benefit and be taken care of by the main funds. Focus on the following listed companies: smart terminals (Jinsheng, Oufeiguang, Goer Acoustics); LED chips (Sanan Optoelectronics, Jufei Optoelectronics); Semiconductors (Hua Tian Technology, Tongfang Guoxin, Zhongying Electronics, Tongfuwei) Electric, Neusoft Carrier, Changjiang Electronics Technology); Intelligent Terminal (Changying Technology, Lixun Precision, Derun Electronics, Changxin Technology); LED Lighting (çˆä¼Ÿ, Dongshan Precision, Lianchuang Optoelectronics, Sunlight Lighting, Qinshang Optoelectronics) ).