LED industry

According to Guo Jia semiconductor lighting industry alliance project and ( CSA ) data shows, in 2010 China's LED market scale will reach 100000000000 yuan. Predict 2015 domestic LED market will reach 500000000000 Yuan, annual compound growth rate will reach 38%. Such data would mean that the LED industry has broad market capacity, which is expected to give birth to new high growth investment opportunity.
Think Zhongyuan securities, global industrial upgrading, in the low-end production capacity will be transferred to the territory. Taiwan, South Korea LED company by price Zhan Jinjun high-end LED field, and Europe and the United States, Japan enterprise form intense competition. Taiwan and South Korea in low-end production to be pulled out, and transferred to the territory. Foreign funded enterprises and the increase in domestic enterprises expansion together in the low-end production transfer, China's LED enterprises are facing opportunities, chip enterprise benefit most.
Shenyin Wanguo Securities Research Institute recommendations, areas upstream in the release of production capacity is expected to fall in price, may appear, pay attention to use the differentiation strategy of Kingsland and dry as photoelectric; downstream is concerned to actively intervene in LED lighting yankon.
Hundred gold Advisory Council that, there are two stocks can be an active interest, a large variety of capacity development efforts. Dry as photoelectric, Chau Ming technology such as the recent listing of new shares, with the IPO project to raise funds, performance is expected to grow rapidly. Two is in line with the trend of industry development of the LED concept, in which the Denon photoelectric, BDO stocks is so.
Rare earth price rises continuously energy-saving lighting a booming market
Recent high-profile events rare earth rises in price, make its raw materials for energy saving lighting market greatly affected.
Raw material price instability, not allow investors to halt, attracted more capital into energy-saving lighting market, and the energy-saving lighting market is generally high. Experts said, now is the best time to enter the city, energy-saving lighting stock within half year is expected to keep rising.
According to the energy saving lighting network information display, as a result of policy and market reasons in many aspects, 2010, Chinese LED general lighting market scale growth exceeded 150%, become the fastest growing LED applications.
In the LED illumination driving, to 2015, the global LED market will maintain an average annual growth rate of more than 30%.
China is rare 2011 earth once appeared the crisis led to the rare earth production, prices continue to climb, break through the history of critical point. Because of the rare earth such strategic material trade protection considerations, Guo Jia will further restrict the tungsten, rare earth exploitation amount and export quotas, which will be conducive to stabilize the price of the rare earth. But at the same time also said, rare earth price will still in a stable and sustained growth, it is very difficult to be expected to fall.
In energy saving and emission reduction and low carbon economy drive below, domestic energy-saving lamp market penetration speed. Compared with the traditional incandescent and fluorescent lamps, LED energy-saving lamp with good lighting effect, high safety, low carbon, energy-saving advantages.
In the raw material market rises in price cause energy-saving lighting product cost under the premise of improving, LED energy-saving lamp market demand also is rising trend. So in the next two years, energy-saving lighting market is still the most popular investment market, a conservative estimate of the annual energy saving lighting market total investment will exceed 40000000000 yuan.
The various favourable factors contrast, several large energy-saving lighting listed company for example Hongli photoelectric, YANKON, FSL etc, share price all appears of different level rise, which Hongli photoelectric in this year by the industry in 22.97 ~ 26.79 yuan valuation, more than 30% increase in space, and several other firms good ascendant space.