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On February 7, the first trading day after the holiday, LED stocks led by Hongli Optoelectronics (300219.SZ), Huacan Optoelectronics (300323.SZ) and Sunlight Lighting (600261.SH) led the entire LED lighting sector to rise. Among them, Hongli Optoelectronics' stock price has been increasing, and Huacan Optoelectronics, Sunlight Lighting, Sanan Optoelectronics, and Changfang Lighting have all increased by more than 6%.
In the whole month of January, the shares of Hongli Optoelectronics, Huacan Optoelectronics, Zhouming Technology and Sunshine Lighting increased by 38.84%, 50.93%, 26.20% and 27.79% respectively. The remaining LED stocks also have considerable growth, and the entire LED sector continues to be favored by funds such as funds and brokerages.
"The status of LED as the mainstream lighting has been determined, the outdoor is basically 100% LED application, 80% of the new projects use LED." G20-LED Summit member company - Sunshine Lighting General Manager Guan Yong said that home lighting uses LED The proportion is also constantly increasing.
According to the report of the High-tech LED Industry Research Institute (GLII), the scale of China's LED application industry reached 208.1 billion yuan in 2013, a year-on-year increase of 31%. The lighting market represented by indoor lighting is growing rapidly, showing a booming growth trend. In 2013, indoor functional lighting became the largest application area in the market, and it was also the fastest growing application area. In 2013, the total output value of indoor and outdoor functional lighting totaled 74.7 billion yuan, of which the indoor functional lighting output value was 62.6 billion yuan, an increase of 86.65% over the same period of last year, accounting for 30% of the applied output value.
"The first day of the new year, I was blocked by the customer in the office." The person in charge of the sales department of a chip company told the "High-tech LED" reporter that he had not met such a situation for several years.
With the rapid development of LED lighting, the demand for epitaxial chip and packaging in the middle and upper reaches has been boosted. The LED industry, especially downstream application companies, has received extensive attention from capital. According to the survey data released by the listed company on the Shenzhen Stock Exchange Interactive Platform, LED companies are the biggest hot industry concern.
Hongli Optoelectronics only received intensive field research of 24 institutions in January 2014. Huacan Optoelectronics also accepted field research of 13 institutions in the same period, and Liard (s), which was suspended for nearly two months due to the acquisition of lighting companies ( 300296.SZ) also received field research from 31 institutions.
"In the process of enterprise development, we must connect with capital, get the help of capital, and finally get the recognition of capital." Zheng Jun, vice president of Huatai Securities, said that a company's development will start from the initial investment, through the investment of the original shareholders, VC, PE, IPO, and development mergers and acquisitions after the listing. If there is a merger, there will be a merger. These are the ways to continuously connect with capital. In the development process, Jingyuan Optoelectronics and Sanan Optoelectronics have achieved the expansion of technology and market through mergers and acquisitions.
Previously, GLII released a report saying that the LED industry reshuffle will intensify in 2014, leaving behind strong funds with technology and brand, and the industry concentration will be further enhanced. The investment structure of the LED industry has changed, backlight and display investment are slowing down, and investment in lighting is increasing.
“In 2014, LED indoor and outdoor functional lighting continued the explosive growth trend in 2013 and is the main engine for the development of LED industry.†Dr. Zhang Xiaofei, CEO of Gaogong LED, believes that in 2014, China LED indoor and outdoor functional lighting output model will be More than 100 billion yuan, the acceptance of the global market has increased significantly.
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[High-tech LED reporter / Zhao Hui] The stock price of LED listed companies has continued to rise since the end of last year. On the first trading day after the Spring Festival holiday, the green lighting concept sector rose by 3.5%, ranking first in all sectors. .