The news that came after the holiday that the 2014 Nobel Prize was awarded to three Japanese scientists for their inventions and breakthroughs in blue light LED has greatly stimulated investors' attention to the LED industry. Semiconductor technology has changed the world, and semiconductor lighting technology will change our world again. LED lighting is the third light source revolution after incandescent lamps and fluorescent lamps.
According to the "China's Roadmap to Phase Out Incandescent Lamps", starting from October 1, 2014, my country will ban the import and sale of incandescent lamps for general lighting of 60 watts and above. Starting from October 1, 2016, the import and sale of incandescent lamps of 15 watts and above will be prohibited. This basically means that incandescent lamps will be completely discontinued and banned. In the next two years, my country's demand for LED light bulbs will usher in explosive growth.
In addition, the rapid growth in demand for foreign LED lighting products has also made a certain contribution to the performance of domestic LED listed companies with a high proportion of LED product export revenue. Since 2013, LED companies have had full orders, increased product output, and synchronized sales growth. Companies are operating at full or overload, and capacity utilization has gradually increased.
Recently, Li Bingjie, chairman of Jingdian, said that when the penetration rate of LED lighting begins to grow significantly from 10%, the market will enter the rapid growth period of the S curve. Starting from this year, it is estimated that the LED industry will enter the golden three-year growth period of lighting. But after 2017-2018, the replacement demand is coming to an end, the market has begun to enter the latter part of the S curve, and the growth rate will slow down significantly. Obviously, the LED sector has all the elements for thematic investment speculation. Pay attention to the following related stocks on dips: Huacan Optoelectronics, Qinshang Optoelectronics, and Snowlite, which may lead to unexpected gains.
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