LED into a new year of research, key industries, broad prospects

<


From the perspective of institutional research in the first week of 2014, LED has become a key industry for New Year research. Analysts believe that in the first quarter of the LED industry, the performance and theme concepts are not lacking, it may become the most important layout direction of the spring offensive.
LED into a layout focus From the joint research route of some brokers in the first week of 2014, LED has become a key industry research organization for many sellers. A joint survey conducted by a Shanghai brokerage this week showed that it has organized a total of five companies in the Pearl River Delta, four of which are LED industries, including LED leading companies such as Dehao Runda, Foshan Lighting, Dehao Runda and Lianjian Optoelectronics.
After the in-depth exploration of the TMT industry by investors in 2013, the industry valuation was generally high, and it also accumulated a large increase. In 2014, once the performance failed to meet expectations, the risk of falling back was high, so the focus of the New Year layout was on companies with performance support. At present, as far as the whole electronics field is concerned, the LED industry has shown good performance support, and there are related industry events driven in the future, which may become the pioneer of the A-share traditional spring offensive. The above-mentioned brokerage joint research organizer said.
The performance plus theme brokerage analysis believes that from January 7 to 10, 2014, the US CES International Consumer Electronics Show will open in Las Vegas. In addition, the 2014 Global Mobile Communications Conference will also be held in Spain in February. The conferences of these two electronics industries will play a role in tuning the entire industry. At the same time, in 2014, the US government's comprehensive ban on the production and import of incandescent lamps in the country came into effect. Canada also officially banned 75W and 100W incandescent lamps from January 1, 2014, while 40W and 60W bulbs will be fully banned on December 31, 2014. The European Union has also banned the sale of incandescent lamps in 2012. In 2014, the incandescent lamp phase-out plan for major countries and regions in the world took effect in batches.
From the perspective of industry performance, the industry's off-season in the fourth quarter of last year was not weak. According to the survey, China's major LED companies have maintained good orders and started operations since the fourth quarter of 2013. Recently, chip prices have continued to be strong, and the price declines of lighting and backlight package devices have shrunk to around 4 in the fourth quarter of last year. According to the analysis of China Merchants Securities, the stable price reflects the high industry sentiment. Under the superposition of factors such as stocking before the holiday and placing orders from overseas customers, the industry has continued to maintain production and sales since December 2013. It is expected that the prospect of the Spring Festival will continue.
For the industry's prosperity, listed companies in the industry also recognized. Foshan Lighting, a listed company in the LED industry, said in an institutional survey last week that for the industry trend, in recent years, due to energy conservation and emission reduction, green environmental protection needs, energy-saving products, especially LED products, are in line with the ecological and environmental protection and beauty proposed by the Third Plenary Session of the 18th Central Committee. The spirit of the home, I believe that LED products will gradually replace some of the traditional light sources.

Stainless Steel Coil

Shandong Jianlong Special Steel Co., Ltd. , https://www.jlsteeltube.com