LED index rose more than 40% in May or out of the cold

The LED (Light Emitting Diode) segment has continued to heat up in the near future. Since the beginning of May, the Shenwan LED index has risen more than 40, and Sanan Optoelectronics, Changfang Lighting, Dehao Runda and other companies have successively staged the stock price limit. The stock price has risen more or nearly 50 in a month.

The industry's warming is an important reason for the stock prices of these companies to be hot. Lin Xiucheng, chairman of Sanan Optoelectronics, the industry leader, told reporters that in the first quarter of this year, as the economy recovered, the overall market demand for LEDs rebounded strongly. At the end of the first quarter, the orders were very saturated, basically close to full-load production.

The relevant person in charge of Dehao Runda also said in an interview with the media that the LED market is heating up rapidly. At present, LED lighting is being used in new shopping malls and shopping malls. Many large LED manufacturers have tight production schedules, and the orders are incomplete. The demand suddenly exceeds It is expected that the entire market capacity will not keep up, and most of the packaging companies are in full production.

According to industry analysts, LED energy conservation and environmental protection are alternative needs. When the economy is in a downturn, government companies are not very demanding for alternative demand. Because they need to meet the shortage of demand first, once the economy improves, the alternative demand will be more traditional. Demand grows faster.

The outstanding performance of the stock price has also made more people aware of the huge demand growth space of the LED industry. At the beginning of this year, the “Semiconductor Lighting Industry Energy Conservation Plan” jointly issued by the National Development and Reform Commission and other six ministries and commissions proposed that the LED lighting energy-saving industry output value will increase by about 30 per year, reaching 450 billion yuan in 2015, including 180 billion yuan of LED lighting application products.

In response to the current shortage of supply, many LED companies in charge of the reporter said that they will further improve the existing equipment to achieve productivity. Sanan Optoelectronics revealed that due to the existence of machine maintenance and experimental requirements, the current yield of 144 MOCVD equipment is around 85, and it is expected to reach 95 by improving the technical level in the next three years.

Industry expansion is also steadily advancing. On the evening of the 27th, Sanan Optoelectronics issued a plan for the increase of the plan. The total amount of funds raised is not more than 3.3 billion yuan. The funds are mainly used for the construction of the Wuhu Optoelectronics Industrialization (Phase II) project. According to the plan, the total investment of the project is 4,075.7 million yuan. After the completion of the project, the annual output of LED epitaxial wafers will be 1.223 million, and the blue and green chips will be 25.614 billion.

Despite this, for the stock price to rise so sharply in the short term, there are still market participants expressing concern that the reaction of the capital market is somewhat excessive. There is still a long way to go before the LED market breaks out, but it is undeniable that the industry turning point has arrived. A brokerage analyst who did not want to be named said.

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