Three logical LED plate popularity soared more than 1 billion 500 million yuan of funds to speed the layout of the first 12 stocks

Yesterday, the long silence of the LED plate transaction occurs, the overall sector rose 3.17%, ranked third in the 28 SW level industry; plate, material (300537), Guangxin nationstar (002449), the shares (300538), changelight (300102), Jufei (300303) etc. 5 stocks strong limit, in addition, Australia Shunchang (002245), Sanan Optoelectronics (600703), Yankon (600261), Abby (300389), Xinhai (002089), GoerTek shares (002241) and REFOND (300241) and other stocks also rose by 5%. News, published in China by the end of 2011 according to the "Chinese phasing out incandescent roadmap" shows that since October 1, 2016, will ban the import and sale of 15 watts and above ordinary incandescent lighting, or as the mid-term evaluation results are adjusted. This also means that since October 1st this year, or will enter a comprehensive shutdown of ordinary lighting incandescent new period. In this regard, some market participants said that in addition to the favorable policy side, LED industry is warmer and the main reason leading stocks Buzhang appeal is the LED plate yesterday collective outbreak. In fact, this view has also been recognized by some institutions. Ping An Securities said, LED industry is experiencing winter after the spring; since 2015 LED industry overall slowdown in 2015, the total output value of China's LED was 396 billion 700 million yuan, representing growth of 15.15%, the growth rate is only about half of 30.5% in 2014. Into the second quarter of 2016, LED industry showed signs of warming, LED light bulb terminal slowdown in prices, prices bottomed. In addition, Ping An Securities also said that recently, the largest chip manufacturer Chinese Sanan optoelectronics decided on the part of small and medium size product prices go up 10%, and the XinDa, and the photoelectric photoelectric amp Linsen (002745) and other LED manufacturers will RGB lamp prices go up 5%, this is the year following the March and May third times the price adjustment after the price adjustment. This year, the supply side continued to shrink, the decline in packaging scale growth, making the overall supply and demand of the LED industry has improved, which are conducive to the performance of the industry's leading shares. From years of market performance, 61 LED stocks, 20 stocks in the stock price this year performance underperformed the broader market over the same period (stock index has fallen 12.67% this year), including FSL (000541), photoelectric (300269), Jufei, a group (300301), alto Electronics (002587) and an optoelectronic industry leading shares. It is in the background, also began to fund the layout of LED plate. Specifically, within the sector, OPPLE lighting (603515), three safety optoelectronics, nationstar and changelight 4 stocks nearly 5 days of accumulated large single capital inflows were more than 100 million yuan, respectively: 584 million yuan, 292 million yuan, 143 million yuan and 136 million yuan; in addition, Australia Shunchang, Kohand shares (300340), GoerTek shares, Chau Ming Technology (300232), Jiawei shares (300317), Riyadh (300296), Xinhai and Silan (600460) and other 8 stocks nearly 5 day cumulative net inflow of large single capital also were more than 30 million yuan, these 12 stocks nearly 5 daily cumulative single net inflow of funds amounted to 1 billion 506 million yuan. It is worth noting that, in yesterday's strong limit 5 LED stocks, in addition to GITIC materials, two recently listed shares with the word limit has not yet opened the new shares, the remaining 3 stocks are low in small cap stocks in the current stock funds game pattern, these stocks rose too high elasticity it is worth continued attention. Changelight the latest closing price of 9.27 yuan, the latest market capitalization of 3 billion 830 million yuan; Jufei the latest closing price of 9.72 yuan, the latest market capitalization of 3 billion 934 million yuan; nationstar the latest closing price of 15.08 yuan, the latest market capitalization of 5 billion 52 million yuan. Stock selection, Ping An Securities said that the price of LED bottom and the upgrading of industry concentration, long-term development prospects of LED industry, the bigger the industry will benefit from the relevant business logic, so the key recommendation LED package also recommended the "Dachang Linsen; drive LED+ car networking" double hung lee Chi Hui (300219).