LED lighting will be the future industrialization
LED industry is regarded as the second solar industry, but now the technology of LED keep on developing, though the core ones are still not been controlled by Chinese company. But as the application of LED are widely used, the domestic market is increasing, Year 2013 could be the most important year. It's reported that, the output value of LED industry would be more than 1 trillion in 2020.
In fact, as the downturn experienced in 2012, LED upstream chip prices dropped significantly, due to upstream LED products accounted for 30% of the cost, so after entering 2013, the prices of LED products fall down, especially the price of LED lighting products are close to energy-saving compact lights, with the substitution of advantage, thus stimulating demand.
With the target of trillion output, LED industry is currently facing the problem of low concentration. May 14, the reporter learned that the current national standards committee lead organization of the LED industry standards work in progress, the future will be the standard set threshold, with the threshold for "strong push" industry mergers and acquisitions in order to end the LED industry chain more than 5000 enterprises dance situation.
And by the end of 2012 the NDRC released the semiconductor lighting energy-saving technical requirements, this document proposes a number of major projects in which to promote LED applications, including railways, airports and other countries are the major projects. In addition, in 2012 in energy-efficient buildings, green LED lighting field explicitly supported file at the central level there are four copies.
In addition, even in the LED investments have tended surplus now, the local government areas in the heat of the LED industry continues unabated. In the just concluded Seventh Shanghai International New Energy New Light & Lighting forum, from Xiangyang, Hubei Province High-tech Zone to the participants of the investment group companies on an invitation, the LED industry as the focus of future development of high-tech zones. Prior to this, the country has formed a Xiamen, Shanghai, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang and other 15 industrial base.
May 15, the entire LED industry chain's stock rose more than 5% among all sectors rose in the first, engaged in chip production HC SemiTek (300323.SZ), three optical (600703.SH) limit, the downstream Applications rectangular illumination (300301.SZ), the ground on photovoltaic (002638.SZ) rose 10.02%, respectively and 8.6%, other companies such as Mason Technologies (002654.SZ), Union Optical (600363.SH), Changjiang Electronics Technology (600584.SH) such shares have also strengthened.
The industry become warm makes these important reasons hottest company's share price. In the first quarter, as the economy pick up, LED overall strong market demand pick up, a quarter data, the orders are very saturated, basically close to the full capacity of production. Industry expansion is also steadily. Therefore, for most LED lighting industry practitioners are very confident.