Monday, March 31, 2014

LED Light Source to Detonate The Third Revolution 10 Shares Enjoy The Concept of "Revolution" Feast

 LED lighting
 LED lighting
According to 2007 United States enacted the Energy Independence and Security Act,since January 1, 2014, the U.S. market's best-selling 40-watt and 60-watt incandescent stop the sale. After the elimination of the incandescent lamp, the United States encourages the use of energy-efficient compact fluorescent lamps, LED lamps and other energy efficiency higher bulbs. LED lighting for the following incandescent, fluorescent light third revolution. Meanwhile, in Asia, South Korea, Thailand, the Philippines have also taken measures to promote the use of energy-saving light bulbs instead of incandescent bulbs. As countries begin a comprehensive ban incandescent light source will be fully opened to replace the 2014, LED lamps lighting market is expected to gradually occupied.
The current global LED industry has entered a rapid development period, in 2013 the global LED market size of $ 12.4 billion, in 2020 will reach about $ 150 billion size, compound growth rate of 42.6%. As one of the world's leading LED production and consumption country, with the outbreak of the policy of gradual progress and demand, China's LED industry is facing a major historical opportunity, will have a huge investment opportunity.


LED lighting outbreak trend, the Qilu Securities, said the bullish long-term investment value of the LED sector, the investment point of view divided into the following four areas:

First, look at the entire multi-LED plate, with a super value. In the long run, enhance lighting penetration will accelerate in 2013 ~ 2016 LED lighting penetration rate from 10% to about 50%, driven LED lighting industry chain into the high economic cycle.

Second, long-term LED industry chain upstream and downstream sectors most investment value: from the lighting industry value chain and the development trend, LED epitaxial chips currently accounting for about 70% of the profits, part of the package is about 10 to 15 percent, while the application link about 10 ~ 20%, front-end chip link in the value chain occupies a high added value.

Third, short-term point has been configured to present LED plate adjustment in place, buy arrival: 1, Taiwan 1 to February LED industry data than expected; 2, the traditional peak season from April to May; 3, 2014 and is expected to LED sector 2015 revenue growth of over 50% and 30%, the current corresponding to earnings ratio is only 30 times and 21 times.

Fourth, accelerate the industry consolidation, subdivision aspects of rapidly growing companies have the advantage of investment opportunities. LED significantly faster industry consolidation, industry concentration is gradually increased, with the core technology, channel edge, as well as leading industrial chain broken links will rapidly grow and scale advantages through extensive expansion.

No comments:

Post a Comment