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LED industry enters the boom cycle
With the arrival of the global light source replacement tide, the LED lighting cycle has started this year, and a number of listed companies' quarterly reports have shown growth. Various signs of the LED industry entering the boom cycle show that the big cycle of LED lighting will start in 2014, and the supply and demand pattern will return to the high point of 2010. According to the roadmap for the phase-out of incandescent lamps in China issued by the National Development and Reform Commission and other five ministries in 2011, since October 1, 2012, the import and sale of ordinary lighting incandescent lamps will be phased out according to the power level. The specific time is as follows: 2012 10 Imports and sales of 100 watts and above are banned from the 1st of January. Imports and sales of 60 watts and above will be banned after October 1, 2014. Imports and sales of 15 watts and above will be banned after October 1, 2016. As a major producer of lighting products, China supplies more than 30 incandescent lamps and 85 energy-saving lamps to the global market. LED lighting products have clearly become the development direction of the next generation of new light sources. In terms of scale, domestic LED lighting in 2013 was 260 billion yuan, a year-on-year increase of 28. By 2015, the penetration rate of LED lighting will reach 60, reaching 80 in 2018. With the rapid decline of LED lighting products prices and the elimination of incandescent lamps, etc. China's LED device demand will usher in explosive growth. The global trend continues this trend. Experts predict that the global LED market will grow at a rate of more than 40 in the next seven years. Since January this year, the United States has stopped selling 40-watt and 60-watt incandescent lamps, and the global replacement of light sources has arrived. Recently, Wal-Mart announced plans to purchase energy-saving LED ceiling lamps for new shopping malls in the United States, major stores in Asia and Latin America, and ASDA supermarkets in the UK. Compared to previous lighting sources, the new luminaire will save 40 energy. In the first quarter of the organization, the recent brokerage research report generally believes that the LED sector will continue to explode in the future because of the fundamental improvement in the industry. In fact, the LED sector has risen once in the beginning of this year, and with the announcement of the annual report and the quarterly report, it also reflects that the overcapacity of LED listed companies is slowly changing, and the industry's profit growth is obvious. The performance of a number of listed companies has performed well. For example, Weiwei's performance increased by 271 last year, and continued to grow in the first quarter. For example, Hongli Optoelectronics increased 75-105, Sanan Optoelectronics grew 40-55, and Jufei Optoelectronics grew 20-50. Yade grows 5-25, Lianjian Optoelectronics grows 2-21, Zhouming Technology grows 6-22, and distant optoelectronics grows 5-25. From the LED industry chain, it mainly includes LED lighting and backlight companies, including Foshan Lighting and Sunlight Lighting. , Liard, Qinshang Optoelectronics, Weiwei, Lianchuang Optoelectronics, Lianjian Optoelectronics, Zhouming Technology, etc.; LED packaging companies, including Hongli Optoelectronics, Changfang Lighting, Jufei Optoelectronics, Ruifeng Optoelectronics, etc.; LED Chip companies, including Sanan Optoelectronics, Silan Micro, etc.; and LED industry chain companies include Dehao Runda, Lehman Optoelectronics and so on.