LED high boom throughout the year will usher in the growth of 4 leading stocks gene"

Yesterday, the concept of LED stock market blowout, plate 27 stocks rose achieved, including Australia Shunchang, tiantonggufen, GoerTek, Thai, Fanta, rectangular lighting, Yankon, audio and other stocks rose significantly. LED plate recently do follow the market Shenfutiaozheng, over the last 2 trading is stabilized stabilized trend. In this regard, market participants said that since the beginning of this year, the global LED industry chain company shares were significantly higher, while the A shares related enterprises lagged, the market obviously underestimated the family lighting after the outbreak of the LED industry to the flexibility of short-term pullback will usher in the industrial layout of gold machine. LED industry market boom depends mainly on three aspects, the first is to stabilize the backlight market, then start a large-scale public, commercial lighting, followed by a rapid increase in penetration of home lighting, but these three conditions have been in the current view. Can be corroborated, whether it is like PHILPS, OSRAM and other international line lighting giant, or South Korea, Chinese in Taiwan LED industry chain enterprises, both the outbreak of the LED lighting market is optimistic, increasing investment. According to PHILPS 2013 quarterly and annual report in 2013, the proportion of LED revenue continues to rise, the development trend is good. 2013 full year, the company's LED revenue growth of 38%, the company said in its annual report, the current global lighting electricity consumption accounts for about 19%, while through the promotion of LED lighting, is expected to reduce the global lighting energy consumption by more than 40%. OSRAM, 2013 LED business revenue reached 1 billion 528 million euros, an increase of 11.4%, accounting for a total of $29%, the company's development goals for the year before LED revenue accounted for more than 50%. Therefore, agencies generally agreed that the LED lighting industry in 2014 to determine the growth and penetration into the sharp rise stage, so optimistic about the growth of the LED industry. In fact, in the context of energy saving and environmental protection, LED industry is also expected to become the subject of long-term concern investment. Then the LED industry high boom cycle is expected to maintain a long time? Incandescent ban global plan of major countries and regions of the batch effect stage and the decline in the cost of LED lighting to enter in 2014, the outbreak will trigger the LED general lighting market. The LED lighting market is a large market level of one hundred billion yuan, is expected to make the industry to maintain a wave of 3 to 4 years of big cycle opportunities. LED industry has experienced over the past few years, leading to rapid price decline in capacity of pile up in excess of requirement of enterprise gross margin decline and other unfavorable situation, the price dropped to a certain extent, incandescent ban policy into effect, stimulating rapid increase in demand for LED general, LED corporate earnings is expected to enter the fast rising channel. A shares from the recent announcement of the results of the annual report of listed companies LED, the performance of LED companies in the fourth quarter of 2013 has begun to accelerate the obvious signs of release. Said agencies, from the beginning of this year, LED industry profits will gradually transfer to the upstream, throughout the cycle of the entire LED industry the rapid increase in the permeability. In addition, due to the size of the industry, the gradual manifestation of technical strength, the gap between different enterprises will gradually widen. Stocks, an optoelectronic leading position in the chip industry consolidation, after the completion of the issuance of the company will be better, continue to strongly recommend. Midstream packaging, it is recommended to focus on industry consolidation beneficiaries, continue to recommend the most prominent management capabilities poly fly optoelectronics. Downstream, continue to benefit from the industry to continue to improve the industry, and actively layout of its own channels of solar lighting and channel advantages of FSL.