Energy-saving lighting concept glamorous

On January 1, this year, the best-selling 40-watt and 60-watt incandescent lamps in the US market were sold out. At the same time, in Asia, South Korea, Thailand, and the Philippines have also taken steps to promote the use of energy-saving light bulbs instead of incandescent light bulbs. As countries begin to completely disable incandescent lamps, light source replacement is about to start fully in 2014, and LED lamps are expected to gradually occupy the lighting market.

Stimulated by this news, the concept of energy-efficient lighting in the A-share market broke out. Yesterday, Changfang Lighting, Changjiang Communications, Sunshine Lighting, Lehman Optoelectronics, Lianjian Optoelectronics, Jufei Optoelectronics, Ruifeng Optoelectronics and other 7 shares daily limit, Chau Ming Technology, Sanan Optoelectronics, Hongli Optoelectronics and other stocks have soared.

Concept stocks rose against the market to meet the limit of the upswing Yesterday, rectangular lighting opened slightly lower at 10.20 yuan, then quickly turned red, and rose sharply; around 10:45, rectangular lighting strong limit to limit the daily limit. At the close of the session, rectangular lighting reported 11.30 yuan, an increase of 10.03%. The daily trading volume was enlarged compared with the previous trading day, and the turnover rate was 12.04%.

Driven by the rectangular lighting, the concept stocks reproduce the tide of collective rises. Sunshine Lighting, Lehman Optoelectronics, Lianjian Optoelectronics, Jufei Optoelectronics, Changjiang Communications, Ruifeng Optoelectronics and other stocks have followed the daily limit. Among them, the joint construction of photoelectric hit a record high of 24.20 yuan.

In addition, Zhouming Technology, Sanan Optoelectronics, Hongli Optoelectronics, BDO Runda, Liaard, Lianchuang Optoelectronics and Qianzhao Optoelectronics all surged by over 5%. Tongfang Guoxin, Huacan Optoelectronics, Foshan Lighting and other shares rose more than 3%. Shandong Precision Co., Ltd. fell only 0.53% in the sector.

On that day, the energy-saving lighting index rose by 4.50%, while the Shanghai Composite Index and Shenzhen Component Index both fell yesterday. The Shanghai Composite Index fell 0.31% to close at 2109.39 points, and the Shenzhen Component Index fell 0.09% to close at 8114.39 points.

U.S. formal and incandescent light sources According to the 2007 U.S. Energy Independence and Security Act, since January 1, 2014, the best-selling 40-watt and 60-watt incandescent lamps in the US market have ceased to be sold.

After phase-out of incandescent lamps, the United States encourages the use of energy-efficient compact fluorescent lamps, LED lights, and other energy-efficient bulbs. Analysts believe that compared to other energy-saving lamps, LED light bulbs are more energy-efficient and environmentally friendly, so LED replacement of incandescent lamps will have a broad market space. In a research article, the China Investment Advisor pointed out that the elimination of incandescent bulbs has a promising market for LED lamps.

In Asia, South Korea, Thailand, and the Philippines have also taken steps to promote the use of energy-saving light bulbs instead of incandescent light bulbs. With the above countries starting to completely disable incandescent lamps, light source replacement is about to fully start in 2014, and LED lamps are expected to gradually enter the lighting market, which undoubtedly played a role in the development of the LED lighting market.

China is also phasing out incandescent lamps in an orderly manner. As early as November 4, 2011, the National Development and Reform Commission, the Ministry of Commerce and other departments jointly issued the "announcement on gradually prohibiting the import and sale of incandescent lamps for general lighting." The "Announcement" made it clear that, starting from November 1, 2011, the import and sale of incandescent lamps for general lighting will be banned in five stages in accordance with the size of the power.

The "Announcement" shows that starting from October 1, 2014, China banned the import and sale of incandescent lamps of 60 W or more for general lighting; the period from October 1, 2015 to September 30, 2016 is the mid-term evaluation period; October 1, 2016 The import and sales of incandescent lamps of 15 W or more general lighting are forbidden from the beginning of the day or adjusted depending on the results of the mid-term evaluation.

Analysts pointed out that although the concept of energy-saving lighting collectively rose yesterday, but the main funds to do more to pull up slightly more cautious, although the hot money and institutions yesterday joined the buy, but choose to sell rallies of the main funds are not few, The main fund for long-term loans has not taken a dominant position, which means that energy-saving lighting concept stocks represented by sunshine lighting may face greater pressure for corrections due to profit-taking in short-term hot money.