In the past 2013, emerging industries represented by LEDs, lithium batteries, and robots ushered in a new wave of development. In the secondary market, stocks in emerging industries such as small and medium-sized boards and ChiNext have seen large gains. This also reflects a direction of China's economic growth mode transformation, China's economic structure is in the transition from the traditional to the emerging economy.
The Central Economic Work Conference at the end of last year proposed six major tasks for economic work this year. The second one clearly pointed out that it is necessary to adjust the industrial structure, vigorously develop strategic emerging industries, and accelerate the optimization and upgrading of traditional industries.
As an emerging strategic industry, with the rapid development of LED lighting, the demand for epitaxial chip and packaging in the middle and upper reaches has been boosted. The LED industry, especially downstream application companies, has received extensive attention from capital. According to the survey data released by the listed company on the Shenzhen Stock Exchange Interactive Platform, LED companies are the biggest hot industry concern.
G20-LED Summit member Hongli Optoelectronics only received intensive field research of 24 institutions in January 2014. Huacan Optoelectronics also accepted field research of 13 institutions in the same period, and suspended nearly two licenses due to the acquisition of lighting companies. Liard also received field research from 31 institutions.
On February 19th, the spring investment strategy of high-yield research and development, which launched spring investment strategies around emerging industries such as LED, lithium battery and robotics, attracted the participation of nearly 100 brokers, funds and institutional investors.
LED lighting specials in the morning, including Huaxia Fund, Bosera Fund, Great Wall Fund, E Fund, Southern Fund, China Merchants Fund, Golden Eagle Fund, Zeyi Investment, Huatai Securities, Guotai Junan, Haitong Securities, China Merchants Securities, Fortune Lyon, Huachuang Securities , Zhongshan Securities, Ping An Securities, Shenyin Wanguo and Tongchuang Weiye, Shenzhen Venture Capital, Hyundai Financial Holdings, Lubomai, Dachen Ventures, Zhejiang Huarui, Oriental Fuhai and other investment institutions, G20-LED Summit member companies, Secretary of the Board of Directors, the decision-making level of the LED industry-related enterprises, and the head of the strategic investment department, all made their debut.
Indoor lighting dominates the future lighting market Traditional lighting companies have a larger market share, and LED lighting and packaging companies that have already listed will have certain advantages in lighting. Dr. Zhang Xiaofei, Dean of the Industrial Engineering Research Institute, said at the investment strategy meeting that the future lighting market will focus on indoor lighting. LED lighting companies have advantages in outdoor lighting. Listed companies and state-owned enterprises will account for most of the market. Traditional lighting companies have little advantage, and most of the companies that used to do outdoor lighting will be eliminated.
When talking about the future development of the LED industry, Dr. Zhang Xiaofei believes that industry consolidation will continue to increase in 2014. The number of enterprises with traditional lighting turning to LED lighting has reached its peak. The number of enterprises focusing on LED sales has reached its peak. The total number of enterprises in the LED industry will also reach its peak. The market competition will start to be fierce, and some enterprises will be integrated and withdrawn.
The investment opportunities of the LED industry in 2014 are undoubtedly the core concern of many institutional investors.
The three main lines of investment in the LED industry in 2014 are upstream sapphire, downstream lighting applications and mergers and acquisitions of the entire industry. Zhang Hongbiao, research director of the High-tech LED Industry Research Institute (GLII), said in his speech that the current domestic sapphire flat-film substrate has been accepted by most customers. With the promotion of sapphire in high-end smart phones and smart wearable devices, sapphire Demand will grow rapidly.
Zhang Hongbiao said that in 2013, China's LED chip industry reached 8.4 billion yuan. Due to the growth of downstream application demand, chip supply is expected to remain tight in the first half of this year. In the second half of the year, with the investment of many enterprises expanding production capacity, supply and demand will improve. The annual price is expected to remain relatively stable.
According to GLII statistics, the scale of China's LED application industry reached 208.1 billion yuan in 2013, a year-on-year increase of 31. The lighting market represented by indoor lighting has grown rapidly, showing a booming growth trend.
Zhang Hongbiao believes that in 2014, China's LED indoor and outdoor functional lighting output model will exceed 100 billion yuan, LED indoor and outdoor functional lighting continues the explosive growth trend in 2013, is the main engine of LED industry development.
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