Investment opportunities in LED industry in policy upsurge

After the crisis revive, let a topic of energy-saving and environmental protection, industrial revolution began quietly in the world, and the development of the LED industry has become a consistent choice economic power. Governments attach great importance to the LED lighting industry, launched the semiconductor lighting plan, has formed the world semiconductor lighting technology breakthrough encirclement trend.

Because of government support, LED lighting market to expand rapidly, and the government and enterprises together, LED lighting popularity wave is quietly set off by. In 2009 the global LED output growth of 15.7%, will reach $8 billion 677 million.

With the demand LED TV, computer, automobile, indoor lighting applications continue to expand, the global LED market will grow rapidly, the market size is expected in 2010 will reach $12 billion 300 million. China 2010 domestic LED lighting and related industry output value will exceed 150 billion yuan. The rapid expansion of the global LED lighting market is expected to grow to more than $5 billion in 2015.

The growth process of comparing the five global LED giant, Seoul semiconductor (Seoul) the rise of worth thinking about: policy support, the growth in the domestic market will make excellent LED industry group cocoon in the capital market. "Semiconductor lighting industry development" LED industry will rise to the national strategic level, LED industry market will boost consumption power, accelerate the release of strong market demand. We expect the popularity of LED lighting pace in the fourth quarter in 09 years is bound to speed up.

LED theme of industry investment strategy:

(1) actively carry out strategic allocation of core technology has the expected performance is determined by the leading enterprises, preferred Sanan Optoelectronics (600703), LIAN (600363 photoelectric), A (000055), coal gasification (000968), Zhejiang sunshine (600261), China (002005); (2 camera configuration) Changdian Science and Technology (600584), shares the same side (600100), Silan (600460), (600203), Furi Electronics advantages of the enterprise; (3) actively concerned with industrial chain energy released by companies such as FSL (000541), Xiamen (000701), Konka XinDa (000016).