Incandescent lights stop selling, fueling the wave of LED upswing

According to the incandescent ban passed by the US Congress, the United States will stop selling the best-selling 40-watt and 60-watt incandescent lamps on the New Year's Day in 2014, aiming to promote energy-saving compact fluorescent lamps, LED lamps and other energy-efficient bulbs. . Affected by this, the A-share market LED concept stocks collectively strengthened today, the long-term lighting first turned red and went straight to the daily limit, Hongli Optoelectronics rose more than 4%, the relevant stocks entered a wave of gains.

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

At present, the replacement lighting caused by the global ban on incandescent lamps will create huge market demand for energy-saving lamps and LEDs, and will also cause exports to become the driving force for the rapid growth of the domestic LED lighting industry. In this context, it will also usher in the rising power of LED concept stocks such as Changfang Lighting and Hongli Optoelectronics. It is recommended that investors can pay close attention.

Rectangular lighting: The company has world-class automatic ASM and KS equipment, LED products have passed the US UL certification EU CE certification and LVD, the products are exported to the United States, Europe, and other overseas markets. In July, the company's LED white light lighting packaging capacity has been expanded to about 2000 KK / month (expected to expand to nearly 3000 KK / month at the end of the year), is the mainland lighting packaging leader, its stock price experienced a long period of low-end contraction consolidation, fast daily limit on Wednesday morning, short-term positive attention.

Hongli Optoelectronics Co., Ltd.: The company is mainly engaged in the R&D, production and sales of LED devices and their application products. The company has won the bid for the sixth and seventh sections of the “Guangzhou City Center Street Light Energy Saving and Renovation Service Project”. The service life of the energy-saving renovation service is 8 years, and the project revenue accounts for 17.62% of the 2012 audited operating income. In the secondary market, the stock has been stagflation for a long time, and there is a short-term increase in demand in the short-term market.

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