According to the announcement of the Shanghai Securities and Futures News, 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, the LED industry may become the most important layout direction of the "spring offensive" in the absence of performance and theme concepts.
A joint survey 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, and Lianjian Optoelectronics.
“In 2013, after the in-depth exploration of the TMT industry by investors, 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 large, so the focus of the New Year’s layout It is the company with performance support. At present, in the whole electronic field, the LED industry has achieved good performance support, and there are related industry events driven in the future, which may become the pioneer of the traditional spring offensive of A-shares. The organizer said.
In 2014, the US government's comprehensive ban on the production and import of incandescent lamps was officially in force. 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, the price of chips has continued to be strong. The price of lighting and backlight package devices has dropped 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.
A joint survey 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, and Lianjian Optoelectronics.
“In 2013, after the in-depth exploration of the TMT industry by investors, 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 large, so the focus of the New Year’s layout It is the company with performance support. At present, in the whole electronic field, the LED industry has achieved good performance support, and there are related industry events driven in the future, which may become the pioneer of the traditional spring offensive of A-shares. The organizer said.
In 2014, the US government's comprehensive ban on the production and import of incandescent lamps was officially in force. 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, the price of chips has continued to be strong. The price of lighting and backlight package devices has dropped 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.
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Yangzhou Heli Photoelectric Co., Ltd. , https://www.heli-eee.com