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Yesterday, LED concept stocks rose sharply, Huacan Photoelectricity took the lead in daily limit, Nanda Optoelectronics rose 4, and far-reaching optoelectronics rose more than 2. With the country's intervention in the industry, the elimination speed of incandescent lamps will intensify, LED lighting will Welcome a new turning point. At present, many commercial lighting and urban lighting are gradually adopting new LED lighting, which makes LED lighting show a significant growth trend in 2013.
Cui Qiang, an investment consultant of the Dalian Sales Department of Shenyin Wanguo Securities, believes that global LED lighting is in a period of rapid popularization. It is expected that the lighting penetration rate will exceed 10 in 13 years, and there will still be five times the space in the future. LED lighting will be the main driving force of the industry. The timing of the start of domestic home lighting has matured, accounting for about 40 of the entire lighting market. China has obvious advantages in the field of LED lighting, and will be the global base for LED lighting manufacturing. It is expected that the domestic LED indoor lighting compound growth rate will be 59. In the 13-15 years, it is recommended to pay attention to Sanan Optoelectronics, Sunlight Lighting, Chau Ming Technology, Ruifeng Optoelectronics. , Zhaochi shares. Sanan Optoelectronics is becoming a globally competitive chip company with vertical and horizontal extension potential; Sunlight Lighting as a traditional energy-saving leader has outstanding LED lighting manufacturing capabilities and will continue to grow steadily in the future; Zhouming Technology will have a business turning point in the second half of the year. And e-commerce as the main channel of lighting business; Ruifeng Optoelectronics is a professional packaging factory that successfully implements the strategy of large customers, lighting packaging business is growing at a high speed, international OEM business is the focus of attention; Zhaochi has low-cost manufacturing experience It is expected to grow rapidly in the field of backlighting and lighting.
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