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Yesterday, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and other six ministries jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan", requiring LED lighting energy-saving industry output value to grow at an average annual rate of 30 or so, reaching 450 billion yuan in 2015. The industry believes that "Planning" will be a long-term source of LED listed companies.
Planned output value: an average annual growth of 30
According to the "Planning", by 2015, key equipment and important raw materials will be localized, and major technologies will make breakthroughs. High-end application products have reached the international advanced level, and the energy-saving effect is more obvious. The concentration of LED lighting energy-saving industry has gradually increased, the industrial agglomeration area has been basically established, and the competitiveness of a group of leading enterprises has been significantly enhanced. The R&D platform and standards, testing and certification systems have been further improved.
Among them, the LED lighting energy-saving industry output value increased by about 30 per year, reaching 450 billion yuan in 2015 (including 180 billion yuan for LED lighting applications); LED chip localization rate of more than 80, silicon-based LED chips have made important breakthroughs; large-scale MOCVD equipment The key raw materials have been localized, and the localization rate of testing equipment has reached 70 or above.
Impact: Promote the revitalization of the industrial chain
Guan Jin, senior investment consultant of Chongqing Dongjin, said that the entire LED industry chain is divided into five parts: raw materials, epitaxial materials and chip manufacturing, LED device packaging, LED application products, test instruments and production equipment. For a long time, about 70% of the profits in the LED industry have focused on epitaxial materials and chip manufacturing. However, the publication of the "Planning" and the previous listing of LED lighting products in the government procurement list have, in a sense, the promotion of LED products in the country. The determination also shows that the government's subsidies to the LED industry have begun to tilt from upstream to downstream, helping to revitalize the entire industry chain.
Investment: a good number of listed companies
Liang Wanzhang, chief analyst of Hesheng Fortune, believes that for LED lighting companies in the middle and upper reaches of the industrial chain, the key now is whether they can survive short-term overcapacity and industry integration; for LED lighting companies that manufacture downstream terminals, Preemptive.
Guan Li said that for the secondary market investment, it needs to be tapped from the LED industry chain. Investors can focus on Furi Electronics, Ganzhao Optoelectronics, Sanan Optoelectronics, Silan Micro, Shanghai Belling, and China, which are engaged in epitaxial materials and chip manufacturing. Can Optoelectronics, Tongfang Co., Ltd., Fangda Group, engaged in LED device packaging, Jufei Optoelectronics, Ruifeng Optoelectronics, China Microelectronics, Changfang Lighting, Wanrun Technology, Xiamen Xinda, Guoxing Optoelectronics, providing LED application products Shares, Qinshang Optoelectronics, Sunlight Lighting, Liard, Foshan Lighting, Snowlight, and remote photoelectrics for testing instruments and production equipment.