Fujian Province opens LED lighting market

According to the notice, before the end of 2013, two counties in Yunxiao County and Liancheng County in Fujian Province completed the transformation of LED lighting in public places in this county; by the end of 2014, at least one or more counties in each of the prefecture-level cities in the province must complete the The transformation of LED lighting in public places.

With the arrival of the third quarter of 2013, the LED industry “explosion” predicted by the market at the end of last year officially kicked off.

It is worth noting that Fujian's policies have clearly become larger and stronger LED industry. It is expected that by the end of 2015, LED lighting products will be widely used in public lighting in the province. Local enterprises will give priority to the benefits. The secondary market LED lighting concept stocks have also recently become the focus of the agency.

The policy favors frequent LED lighting lighting market opening

Fujian Province is a key development area for the nation's LED industry. According to the data provided by the Photovoltaic Industry Association of Fujian Province, in 2012, it had more than 300 production, trade, and related supporting enterprises, achieving an output value of 80 billion yuan, becoming an important global high-end energy-saving lamp. Production base.

In order to speed up the development of the LED industry, following the "12th Five-Year Plan for Energy-saving and Environmental Protection Industry Development" and "Semiconductor Lighting Energy-saving Industry Development Opinions" and other policies at the beginning of the year, Fujian Province has introduced relevant policies to increase the LED industry. On May 7th this year, the Fujian Provincial People's Government issued the “General Office of the People’s Government of Fujian Province and transmitted the Notice of the Provincial Information Bureau on the Measures for the Promotion and Application of LED Lighting Products in Fujian Province”. It is expected that the province will be basically realized by the end of 2015. In the field of public lighting, LED lighting products are commonly used to drive the LED industry in Fujian Province to increase output value by more than RMB 50 billion.

According to the notice, before the end of 2013, two counties in Yunxiao County and Liancheng County completed the transformation of LED lighting in public places in this county; by the end of 2014, at least one county in each province and city in the province must have completed the LED lighting transformation in public places.

“This will be a great boost for the photovoltaic companies in Fujian. Local enterprises will have great advantages in winning these projects,” said Chen Tao, executive deputy secretary-general of the Fujian Optoelectronics Industry Association. It is reported that in the future the government will publish a list of suppliers of LED optimization products. Companies on the list will be financed or invested by state-owned capital or apply for financial incentives or subsidies for LED lighting projects.

It is also understood that at present, Fujian Cross-Strait Lighting Energy-Saving Technology Co., Ltd., Fujian Provincial Expressway Co., Ltd., and Fujian Shengyuan Electronic Technology Co., Ltd. have participated in the application of energy-saving lighting demonstration projects in Fujian Province.

Corporate overweight investment capacity expansion agencies eager to LED lighting concept stocks

The warming of the industry coupled with favorable policies has undoubtedly ignited the company’s investment enthusiasm.

Take Sanan Optoelectronics as an example. In March this year, we just gave up the issuance plan. In the second month, the company reluctantly sought financing in the secondary market. On May 28th, Sanan Optoelectronic announced that its non-public issuance of stocks at a price of not less than RMB 15.82 per share will not exceed 208.6 million shares. The planned total amount of funds raised will not exceed RMB 3.3 billion, of which no more than RMB 2.8 billion will be invested in Wuhu Optoelectronics. Industrialization (second phase) project. The announcement shows that the company's Wuhu Photoelectric Industrialization (Phase II) project will expand the production scale of blue and green chips based on the first phase of the project.

Upstream enterprises have increased investment, while midstream and downstream enterprises have actively explored the market. There are no shortages of companies that have begun to turn their attention from various engineering projects and energy-saving renovation projects to the civilian market. “The company has expanded a number of commercial customers, such as supermarkets, fast-moving and other chain companies. Next will further open the civilian channel, and gradually into the family market.” Fuzhou, a LED company head in Cangshan District, told reporters that due to home lighting Products have higher requirements for lighting, and the company is still in the stage of technological upgrading.

The best-selling LED lighting products in the primary market made the LED lighting concept stocks in the secondary market become the focus of the organization.

According to the published mid-year report, there are 14 companies in the electronic stocks of the Masukura agency in the second quarter that have more than 1 million stocks. Among them, Hudian, Sanan Optoelectronics, Chaohua Technology, Silan Microelectronics, Yiwei Lithium Energy, Lixun Precision, Farah Electronics, and other companies were more than 10 million units of Masukura.

From the perspective of market performance, from August to yesterday's close, 12 of the 14 electronics stocks in Masukura's second quarter rose. The most typical is Sanan Optoelectronics. The number of institutions to increase warehouses is 42.818 million shares, and the cumulative increase during the month is 12.47%.

Industry insiders predict that the current market speculation will shift, and LED lighting concept stocks are expected to replace the concept stocks such as mobile games that have soared in the early stage and become the hot spot for market capital speculation in the next stage.

LED lighting demand is on the verge

LED has a wide range of application space, the demand for display screens and backlighting has driven the LED industry's last round of growth. LED as a new generation of light sources has significant advantages in terms of energy saving and service life compared with traditional light sources. At present, LEDs are widely used in many fields including display screens and backlights. The demand for LED display and backlighting has become the main driving force for the rapid development of the LED industry.

With the advent of LED lighting, lighting is the next trend investment opportunity in the industry. The price of LED light source products has dropped sharply, and the price of domestic LED light sources and energy-saving lamps with the same light efficiency has approached 2:1. Due to longer service life and obvious advantages in terms of energy consumption, LED light sources have shown more and more obvious economical efficiency compared with traditional light sources. We believe that the time is ripe for LEDs to replace traditional light sources, and the "sweet spot" for demand volume has arrived. The future of LED light sources to replace traditional light sources will become the industry's next trend of investment opportunities.

With LED technology gradually "walking into the homes of ordinary people", the LED industry is about to enter the third growth cycle. Professor Fang Zhilie of Fudan University, which has the reputation of “Leading People” in China’s LED technology, introduced at the forum: The first two growth periods of the LED industry are mainly signal and display applications before 2010; and backlighting from 2010 to 2013. Application-based; 2013, general lighting will become the "main force" of the LED industry.