Indoor LED products with price advantage

Along with the 2012-2013 semi-financial lighting products financial subsidies shortlisted, making the LED sector yesterday's performance is eye-catching, with 2.06% of the increase in the plate gains list second. Zhou Ming Technology (300232), which has the largest number of subsidy products, was reported to be daily limit yesterday. This has made many investors feel happy.

Ten companies listed in multiple beneficiary stocks rose According to the official website of China Electronics Import and Export Corporation, of the four projects that received the subsidy policy, a total of more than ten companies were short-listed. Among the listed companies, Zhou Ming Technology, BDO Runda, Qinshang Optoelectronics, and Sunlight Lighting are among the shortlisted products. The number of short-listed products has reached nearly 10 models. Among them, there are more listed companies in the interior products, namely BDO Runda, Sunshine Lighting, and Chau Ming Technology. The number of short-listed products is 8, 7, and 6 respectively. The majority of outdoor products are based on the ground and optoelectronics and Chau Ming Technology, the number of finalists are 4 models.

In view of this, the four companies of Chau Ming Technology, BDO Runda, Qinshang Optoelectronics and Sunshine Lighting have undoubtedly squeezed into the first tier.

Affected by this positive impact, yesterday's LED plate has risen in contrarian direction. Eastern Fortune Network data show that, as of the close, the LED plate to 2.06% increase, ranked second in the plate gains, second only to the water conservancy construction sector. This time, the performance of the listed companies that are subsidized by preferential policies is even more eye-catching. Among them, Chau Ming Technology once surged yesterday, and closed above the daily limit, closing at 11.14 yuan. Foshan Lighting and Sanan Optoelectronics also achieved gains of 4.75% and 3.13%, respectively, and their closing prices reported 7.05 yuan and 15.14 yuan respectively; Feiler Audio and National Star Optoelectronics both rose more than 2%, and they closed at 5.58 yuan and 8.05 yuan yesterday. .

Indoor LED products with price-quantity advantages For this, Guotai Junan analyst Wei Xingyi said that the government and LED lighting companies have paid great attention to indoor products, showing that the government and companies have commercial LED lighting, as well as general LED lighting market recognition. With the implementation of follow-up government subsidies, and the introduction and implementation of other local support policies (such as the relevant policies of Guangdong Province), indoor LED lighting is expected to start faster, and the market scale is expected to expand rapidly.

Wei Xingyi also pointed out that in terms of indoor LED products, BDO Runda, Chau Ming Technology and Qinshang Optoelectronics have the advantages of price and quantity. The listed company's outdoor LED products are more prominent than the international first-line brands, and all of the company's product cost performance is far better than Philips's similar products.

In addition, with the gradual phase-out of incandescent lamps, the related LED lighting industry support policies have been further introduced and implemented, technical progress and prices of LED lighting products have been reduced, excess production capacity has been eased, and the domestic LED lighting market will continue to be sustained. Healthy development.