Demand for LED lighting is rising,in 2013 LED demand has rapid recovery, and Taiwan LED chip industry start ahead of package, showing strong demand. LED lighting order to determine the current round pick, corporate profitability has gradually stabilized and have expansion, we believe that the current round of lighting needs improvement is the main driving force of industrial recovery, we expect the next three years, demand for LED lighting compound growth rate will reach 59% , LED lighting is expected to promote the industry entered a new round cycle. Limited new supply, lighting demand will increase exponentially expand the market space,in 2011 LED industry capacity expansion has come to an end, short-term market limited new supply. Space from the market point of view, the global general lighting market size of about 400 billion yuan, the corresponding LED amount is more than ten times the current demand for LED market space will expand exponentially. Combined with the current penetration rate of LED lighting, we believe that the pace of development of domestic LED lighting will be significantly faster than the global average.Escort policy to accelerate the popularity of LED lighting. Countries and regions now generally launched out incandescent plan, Europe, Japan, and our plans so completely out of incandescent lamps in 2-3 years. Also in addition to country-level road map out of incandescent, national and local government subsidies to promote LED lighting plan launched. We expect that the introduction of energy-efficient lighting subsidy policy and local government to actively promote the intake once accelerate the popularization of LED lighting products.Follow the smile curve, promising enterprises upstream and downstream applications. LED industry is a blue ocean market is huge. Comb from the industrial chain point of view, we are optimistic about the upstream and downstream chip companies lighting applications class enterprises. Due to the current demand for LED lighting just started, greater flexibility in the upstream chip corporate performance; lighting field, because the end product for customers, associates owned customers and channel resources, higher margins, we believe that greater investment opportunities in the future.Investment strategy: We believe the market is still in the early start, the current share price trend is expected to come from expansion demand and valuation of repair, the future stock price performance driving force will come from the gradual recognition, focusing on promising upstream three safety optoelectronics, BDO Runda, promising channels dominated the sun lighting, large-size backlight recommendations concern breakthrough Ruifeng power and Jufei. |
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