LED industry into the high growth period will usher in the harvest season

Recently, A stock market is influenced by various factors the weak trend, the poor performance of the stock is straight to the limit. Analysts pointed out that in the uncertain market background, it should choose to determine the growth performance of the industry. Thus, the reporter today select the industry to enter the high growth period, stocks will usher in the harvest season of the LED industry analysis for investors. The layout of the LED industry to determine the growth recently, IPO pre disclosure effect continuously, the IPO audit restart, restart the IPO is expected to gradually strong and other factors, the weak trend of A shares, since mid April, the Shanghai Composite Index fell more than 6%. Some of the poor performance of the stock is going straight to the limit, such as yesterday, a word limit of Beingmate, because it is not expected to report a quarterly decline in pre press. Analysts in an interview with reporters, said that since the commission from April 19th morning to Banyejijiao way kicked off the pre IPO disclosure of the company, has 7 batch of a total of 144 companies were pre IPO disclosure; at the same time, today there will be 4 companies, which indicates IPO restart the countdown. In the macro fundamentals of the environment is very weak, to take relatively stable operation strategy. "That in the uncertain market background, should choose to determine the performance growth of industry layout." The analysts told reporters that although the nest is not the egg, but the market volatility also provides low Xichou code opportunities, especially in some industries, growth performance is determined as LED, the LED general lighting market penetration is still low, the next 3-4 years will be the rapid development period. Brokerage industry researcher told reporters, with the decline in domestic prices of LED lights, LED lighting civilian market opened in 2013, LED lighting penetration has grown from less than 3% in 2012 increased to 6% quickly. 2014 LED lighting will accelerate the replacement of traditional lighting, the industry will have entered a period of rapid growth. In addition, thanks to the countries launched the "incandescent exit roadmap", from the overseas market order will also be continued explosive growth. Guoxin Securities issued electronic industry research report said that incandescent ban plans the world's major countries and regions to enter the batch validation phase in 2014, with the decline in the cost of LED lighting, will promote the outbreak of LED general lighting market. "LED plate as a sub industry growth is determined, the stock price dropped to provide a better opportunity to layout." Insiders pointed out that the general electronic products full penetration period of about 10 years, in 2011 for the first year of LED lighting penetration, is expected to be at least around 2020 to achieve higher penetration. From the past experience in the rapid penetration of consumer electronics and other industries, in the first 3/4 penetration period of investment has a very good return. With the decline in prices and a new round of global white tide to accelerate the promotion of LED lighting into the accelerated penetration period, LED industry has 3-5 investment value. It is understood that the current LED industry, especially in the field of LED lighting is one of the key support of the state industry. In recent years, China has promulgated the "China's phasing out of incandescent road map", "semiconductor lighting energy saving industry planning", "China gradually reduce the mercury content of fluorescent lamps road map" and other policies. The government will gradually increase the intensity of financial subsidies LED lighting products, and gradually promote the use of mature technology, energy saving effect of LED lighting products. The incandescent ban global plan of major countries and regions in this year will gradually enter into the stage. A quarterly industry over the expected performance of it is reported that recently a number of LED manufacturers are hiring, to complete the emergency recruitment before the end of April, in order to cope with the coming season after demand. The latest release of Taiwan LED March revenue, the industry as a whole increased by 20% QoQ, a record high. In fact, a quarterly more domestic LED enterprises are also quite bright: such as Yankon LED in the first quarter revenue reached 300 million, up 140 million yuan last year, double the growth achieved; HC semitek first quarter revenue increased 150% year-on-year; a quarter revenue growth of 30% Sanan optoelectronics. Honglitronic first quarter revenue and net profit of 30.26% and 71.95% respectively. "Sanan optoelectronics, HC semitek strong quarterly cycle is highly confirmed LED." CITIC Securities researcher Zhang Fan pointed out that LED lighting is at a high speed of penetration of the 20%-50%, the two quarter as well as the back light demand superimposed, further driving the boom. Domestic chip companies to expand production scale, in the capital, is expected to seize the industry boom, to achieve leapfrog development. Qilu Securities research report pointed out that, LED lighting is third light source revolution after incandescent lamp, fluorescent lamp. Because of its energy saving and environmental protection, long life, wide application and many other advantages, the world's major countries and regions are vigorously developing the LED industry, the global LED industry has entered a period of rapid development, the global LED market size of $12 billion 400 million in 2013, 2020 will reach $150 billion left and right, compound growth rate of 42.6% "with the policy of gradually push and demand outbreak, China is one of the major global LED production and consumption in the LED industry is facing a major historical opportunity, will have a huge investment opportunity." Qilu Securities researcher pointed out that the investment in the LED industry is rich in gold industry trends. First, the technological progress and industrial upgrading, LED products continue to expand the scope of application, the market is expanding. Second, the need to start and promote policies to drive the entire industry chain LED lighting into a high business cycle. Third, the speed of industrial integration is accelerating, industrial concentration gradually increased. In the selection of investment targets, divided