Under the three logic, the popularity of the LED plate surged more than 1 billion 500 million yuan in the first layout of the 12 concept shares

Yesterday, the long silence of the LED plate occurred, the whole plate rose 3.17%, in the 28 bid level industry ranked third; within the plate, wide credit materials (300537), National Star optoelectronic (002449), shares (300538), dry photo (300102), poly fly optoelectronic (300303) and so on 5 stocks strong rise and stop, In addition, Shunchang (002245), three an optoelectronic (600703), sunshine lighting (600261), Abison (300389), new Hai Yi (002089), GoerTek shares (002241) and Ruifeng optoelectronic (300241) are also above 5%. On the news surface, according to China's "phase out incandescent lamp road map" issued at the end of 2011, it will be prohibited to import and sell 15 watts and above ordinary lighting incandescent lamps since October 1, 2016, or to adjust the results of mid term assessment. This also means that China will enter into a new period of full stop sale of ordinary lighting incandescent lights since October 1st this year. In this regard, there are market people, in addition to the good policy side, the LED industry and the leading shares to raise the demand is also the main reason for the LED plate group broke out yesterday. In fact, this view has also been recognized by some agencies. Ping An Securities said that the LED industry is experiencing the warm spring after winter; the overall growth rate of LED industry has slowed since 2015, and the total output value of China's LED is 396 billion 700 million yuan in 2015, with a year-on-year growth rate of 15.15%, and the growth rate is only about half of the 30.5% in 2014. In the second quarter of 2016, the LED industry showed signs of warming, the price of LED light bulb terminal slowed down, the price hit the bottom. In addition, Ping An Securities also said that in the near future, China's biggest chip maker, San an optoelectronic decided to float 10% of the price of some small and medium size products, while XinDa optoelectronic, ANP optoelectronic and mopson (002745) LED manufacturers will float 5% of RGB beads, which is the third time in March and May after the price adjustment. Modify price. Since this year, the continuous contraction of the supply side and the decline in the growth of packaging scale have improved the overall supply and demand relationship of the LED industry, which are both conducive to the performance of the leading sector of the industry. In the year of the market performance, 61 LED concept shares, in the 20 stocks this year, the stock price performance lost the same period (the Shanghai index has fallen 12.67% since this year), including FSL (000541), co construction Optoelectronics (300269), poly fly optoelectronic, Chang Fang Group (300301), Otto Electronics (002587) and San an. Leading stocks in the optoelectronic industry. It is in the background that funds have also begun to lay out the LED plate. Specifically, within the plate, the 4 stocks of OPPLE lighting (603515), San an optoelectronic, National Star optoelectronic and dry photo optoelectronic are all over 100 million yuan in 5 days, respectively, 584 million yuan, 292 million yuan, 143 million yuan and 136 million yuan, and the Shunchang, 300340, and GoerTek shares. Chau Ming Technology (300232), Jia Wei shares (300317), liad (300296), Xinhai Yi and Shi LAN micro (600460), such as 8 stocks, and other 8 stocks in the past 5 days are also more than 30 million yuan, and the above 12 stocks have accumulated a total of 1 billion 506 million yuan for nearly 5 days. It is worth noting that in the 5 LED concept shares of yesterday's strong limit, in addition to the new shares that have not been opened, the other 3 shares are both small and medium low prices. In the current game of stock funds, these stocks have higher elasticity and are worth continuing to close. Note. The latest closing price of the photoelectricity is 9.27 yuan, the latest circulation market value is 3 billion 830 million yuan, the latest closing price of the poly fly optoelectronic is 9.72 yuan, the latest circulation market value is 3 billion 934 million yuan, the latest closing price of the National Star optoelectronic is 15.08 yuan, and the latest circulation market value is 5 billion 52 million yuan. On the choice of stocks, Ping An Securities said that with the LED price exploration and the promotion of industry concentration, the long-term development prospect of LED industry is optimistic. The industry logic of "big man Hengda" will benefit the related enterprises. Therefore, it is recommended that LED encapsulate the big factory, and it also recommends the "LED+ car networking" double wheel drive. Nina Li remittance (300219).