LED industry ten years since the beginning of this year, the opportunity is more than a challenge

After a long period of downturn, LED shares ushered in a wave of soaring. Among them, from December 20, 2013 to yesterday (February 10th), one of the photoelectric leading shares rose as high as 69.39%. In the outside world, LED industry seems to have survived the ten years of studying ", seems to have a quasi" hand picked champion". Judging from the performance of the industry as a whole. With the gradual decline in the cost of production of LED, the public awareness of LED products to enhance the LED lighting products with the traditional lighting confrontation. 2014 LED industry should be more opportunities than challenges." January 17th, Gong Weibin, chairman of the board of LED, such as the evaluation of the performance of the next industry. Rectangular lighting chairman Deng Zichang more optimistic about the industry's judgment. He believes that LED lighting is about to erupt. However, some analysts have pointed out that the market is the market, the enterprise is the enterprise, the outbreak of the entire LED market growth in the market, does not mean that the performance of the enterprise will be a blowout". LED stocks frequently rosy compared to ordinary lighting products, LED products have the characteristics of long service life, high brightness, low power consumption. At present, the main direction of LED applications are screen, backlight and generalized lighting, etc.. The screen is mainly refers to the LED screen, such as Lehman photoelectric, Chau Ming technology, Riyadh and other enterprises, had to do LED screen; the backlight is mainly to provide light source for TV, computer and other electronic products. Now household electrical appliance enterprises claimed that the LED TV, that is, the use of LED as a backlight source of television; general lighting, including indoor lighting, outdoor lighting, landscape lighting, etc.. Among them, the generalized lighting is considered to be the largest application market LED. In January 30, 2013, the NDRC, the Ministry of science and technology that jointly issued 6 ministries "semiconductor lighting industry plan", the development of China's lighting industry has gone from traditional ordinary lighting, efficient lighting to the stage of development of new LED lighting and so on, has become the world's largest lighting appliance production, consumption and export in china. In 2010, the national lighting products consumption reached 7 billion 155 million, including general lighting products (incandescent lamp, halogen lamp) share of 27.50%, the traditional energy efficient products (energy-saving lamps, fluorescent lamps, high pressure sodium lamp) share of 72.30%, LED lighting products accounted for 0.2%. It is foreseeable that, accounting for only 0.2% of LED products, such as large-scale replacement of traditional lighting products, will undoubtedly be a huge market. In fact, in 2013 4~6 months, LED industry related stocks have performed quite well. The reporter statistics found, honglitronic price from 5.92 yuan in April 16th, 10.16 yuan has been up to May 20th; KingSun from 10.14 yuan in April 3rd, rose to 16.14 yuan in May 27th...... Behind the rise in stock prices is the performance. After more than two years after the trough, the LED industry began to show signs of recovery, many companies increased orders, operating rates increased. But the next semi annual report, the disclosure of the three quarterly report shows that in 2013, although the LED business revenue growth has been a certain extent, but the profit growth is not satisfactory. Such performance makes LED stocks lost the momentum to continue to rise. However, from late December 2013, LED shares began a new round of rising. Among them, in January 2, 2014 even the tidal limit, the rectangular lighting, Yankon, Lehman photoelectric, photoelectric, REFOND Jufei, a total of 6 stocks daily limit. Since then, LED plate has a larger overall increase. Among them, from December 20, 2013 to yesterday (February 10th), Yankon, photoelectric, photoelectric range or fly up to 57.14%, 69.39% and 33.24% respectively. LED product prices fell last month, if the share price soared because of the recovery of the LED market, then this time we expect the outbreak of the market, and the fuse is the United States out of the incandescent policy 4~6. According to the provisions of the United States in 2007 enacted the energy independence and Security Act, the United States is divided into three steps to carry out the incandescent lamp: the first step, the elimination of 100 watt incandescent lamps in 2012, using 25%~30% to replace the energy-saving lamps; the second step, in 2013 to further eliminate 75 watt incandescent lamps; the third step is since January 1, 2014, incandescent 60 and 40 Watt lamp. As one of the most important markets in the world, the impact of the United States on China's lighting industry. Affected by this, more than LED shares began to rise. In January 7th, Deng Zichang in an interview said that 2014 is a crucial year for the development of LED China, because everyone has the action, including the traditional giants, international giants, or even have never done LED enterprises have joined the industry. We are doing, indicating that the industry is mature, mature products, consumers began to accept LED lighting. In January 12th, Chongqing LED lighting alliance in 2013, NVC President Wu Changjiang also reached a similar judgment, he said, "the next 3 years will be the outbreak of LED lighting, especially such replacement will be a big market". In fact, the multi point of view LED lighting is about to enter the outbreak of an important reason is that with the decline in prices, LED products already have the strength of competition with the traditional lighting products. January 19th, the reporter found in an e-commerce site search, 3 Watt LED bulb minimum price even more than $2, while the average price of the product in a few dollars to tens of dollars. This reporter has learned, LED product prices fall for three main reasons: first, the key components - core