US incandescent lamp elimination accelerates domestic LED lighting sector to rise against the market

On December 18th, the LED lighting sector broke out collectively, to close, Changfang Lighting (300301,), Ganzhao Optoelectronics (300102) daily limit, Hongli Optoelectronics (300219) rose more than 6%, Qinshang Optoelectronics (002638,), Sanan Photoelectric (600703) rose more than 2%.

In the news, according to the incandescent ban passed by the US Congress, the United States will start selling the best-selling 40-watt and 60-watt incandescent lamps on the New Year's Day in 2014. The move aims to promote energy-efficient compact fluorescent lamps, LED lights and other energy-efficient bulbs.

It is worth noting that China, the European Union, Australia, etc. will also expand the regulation range of incandescent lamps from the existing industrial fields to residential indoor lighting.

Researcher Hui Guanglun of GF Securities (000776) is expected to usher in the turning point of LED industry in 2014. The general lighting market will surpass the backlight market and become the mainstream of LED industry development.

Huang Panpan, an analyst at Orient Securities, pointed out that the LED industry is both domestic and foreign. The implementation of domestic government bidding has been significantly accelerated. The public promotion of LED lighting has been a hot spot in 2014. Foreign countries have been banned by incandescent lamps and the price subsidy of LED terminals. The demand for LED lighting has increased greatly. The overall demand has driven the manufacturers and industrial chains to make their way. Channels, foundry, and engineering are the main ways of releasing the current channels, and the channel accelerates the cooperation of traditional lighting and the expansion of new e-commerce models.

Huang Panpan suggested to pay attention: Sanan Optoelectronics (600703), Zhaochi (002429), Jufei Optoelectronics (300303), Nanda Optoelectronics (300346) and BOE A.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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