LED industry "big outbreak" Fujian opened LED lighting billion market

With the third quarter of 2013, the “big outbreak” of the LED industry predicted by the market at the end of last year officially kicked off.

It is worth noting that the policy of Fujian Province has clearly strengthened the LED industry. It is expected that by the end of 2015, LED lighting products will be widely used in the public lighting sector in the province, and local enterprises will give priority to the benefits. The secondary market LED lighting concept stocks have also recently become the focus of the organization.

The policy is prosperous and frequent. é—½ LED lighting 10 billion yuan market opens

Fujian Province is a key development area of ​​the national LED industry. According to the data provided by the Fujian Optoelectronic Industry Association, in 2012, it has more than 300 production, trade and related supporting enterprises, achieving an output value of 80 billion yuan, becoming an important global high-end energy-saving lamp. Production base.

In order to speed up the development of the LED industry, following the "12th Five-Year Plan for Energy Conservation and Environmental Protection Industry Development" and the "Opinions on the Development of Semiconductor Lighting Energy Conservation Industry" at the beginning of the year, Fujian Province has introduced relevant policies to increase the LED industry. On May 7 this year, the People's Government of Fujian Province issued the Notice of the General Office of the People's Government of Fujian Province to Forward the Provincial Information Technology Bureau to Issue Several Measures for the Promotion and Application of LED Lighting Products in Fujian Province. It is expected that the province will be basically realized by the end of 2015. LED lighting products are widely used in the public lighting sector, driving the LED industry in Fujian Province to add more than 50 billion yuan in output value.

According to the notice, before the end of 2013, two counties, Yunxiao County and Liancheng County, completed the LED lighting renovation of the public places in the county; before the end of 2014, at least one county in the province should complete at least one county to complete the county. LED lighting renovation in public places.

"This will be a great boost for Fujian's optoelectronics companies. Local companies will have great advantages in securing these projects," said Chen Tao, executive deputy secretary general of the Fujian Optoelectronics Industry Association. It is reported that in the future, the government will release a list of LED preferred product suppliers. The companies on the list will be invested by financial or state-owned capital, or apply for financial incentives or subsidies for LED lighting projects.

It is understood that at present, Fujian Cross-Strait Lighting Energy Saving Technology Co., Ltd., Fujian Provincial Expressway Co., Ltd., Fujian Shengyuan Electronic Technology Co., Ltd., etc. have all participated in the declaration of Fujian Province energy-saving lighting demonstration project.

Enterprise plus code investment to expand production capacity

The industry's recovery and favorable policies have undoubtedly ignited the investment enthusiasm of enterprises.

Take Sanan Optoelectronics as an example. In March of this year, we just gave up the issuance plan. After two months, the company once again wants to raise funds in the secondary market. On May 28, Sanan Optoelectronics announced that it will not issue more than 208.6 million shares at a price of not less than 15.82 yuan per share. The total amount of funds raised is not more than 3.3 billion yuan, of which no more than 2.8 billion yuan will be invested in Wuhu Optoelectronics. Industrialization (Phase II) project. The announcement shows that the company's Wuhu Optoelectronics Industrialization (Phase II) project will expand the production scale of blue and green light chips on the basis of the first phase of the project.

The upstream enterprises have increased their investment, while the middle and lower reaches have actively explored the market. There are many companies that have begun to turn their attention from various engineering projects and energy-saving renovation projects to the civilian market. “The company has expanded some commercial customers, such as supermarkets, fast-moving and other chain enterprises. Next, it will further open the civilian channel and gradually enter the family market.” A person in charge of LED company in Cangshan District of Fuzhou told reporters that due to household lighting The product has higher requirements for lighting, and the company is still in the stage of technology upgrade.

LED lighting products sold in the primary market, so the secondary market LED lighting stocks have become the focus of the organization.

According to the published report shows that the second quarter Masukura institutions of electronics stocks, the agency Masukura number of over 100 million shares of the company have 14. Among them, Hudian, Sanan Optoelectronics, Chaohua Technology, Silan Micro, Yiwei Lithium, Lixun Precision, Farah Electronics and other companies have increased their positions by more than 10 million shares.

From the market performance, since August and yesterday's close, institutions Masukura the second quarter of 14 electronics stocks, 12 stocks rose to achieve. More typical is three safety optoelectronics, the number of institutions Masukura 4218.20 million shares, the cumulative increase of 12.47 percent during the month.

Industry insiders predict that there will be a rotation in the current market speculation, LED lighting concept stocks are expected to replace the previous surge in concept stocks such as mobile games, and become the hot spot of market capital speculation in the next stage.

LED lighting demand is on the rise

LEDs have a wide range of applications, and display and backlight demand has driven the last round of growth in the LED industry. Compared with traditional light sources, LED as a new generation of light source has significant advantages in energy saving and service life. Currently, LED is widely used in many fields including display screens and backlights. The demand for LED display and backlight demand has become the main driving force for the rapid development of the LED industry.

LED lighting is on the horizon, and lighting is the next trending investment opportunity in the industry. The price of LED light source products has dropped sharply. The price of energy-saving lamps with LED light source and equivalent light efficiency in China is close to 2:1. Due to the longer service life and obvious advantages in energy consumption, LED light sources have become more and more economical compared to conventional light sources. We believe that the time for LEDs to replace traditional light sources has matured, and the “sweet spot” of demand volume has arrived. The replacement of traditional light sources by LED light sources in the future will become the next trend investment opportunity for the industry.

As LED technology gradually “goes into the homes of ordinary people”, the LED industry is about to enter its third growth cycle. Fudan University, Professor Fang Zhilie LED technology with China, "Wild Man" reputation presented at the forum said: two front LED industry growth period were to signal and display applications based until 2010; from 2010 to 2013 to back Application-oriented; in 2013, general lighting will become the "main force" of the LED industry.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)