Yesterday, the Ministry of Science and Technology released the “12th Five-Year Plan for Semiconductor Lighting Technology Development†(referred to as “Planningâ€), and the industrial scale will reach 500 billion. Industry insiders believe that this policy will stimulate LED concept blowouts.
>>Policy release: Industrial scale reaches 500 billion
"Planning" requires that by 2015, we will achieve breakthroughs in key technologies from basic research, cutting-edge technology application, to demonstration application of the entire innovation chain, and the realization of key production equipment and important raw materials in China; focus on the development and standardization of new healthy and environmentally friendly semiconductor lighting. Products, to achieve large-scale demonstration applications; to establish a public research and development, testing and service platform with international advanced level; to perfect the policies and service environment for technological innovation and industrial development; to build a batch of pilot demonstration cities and characteristic industrialization bases; Brand leading enterprises.
By 2015, the scale of industry will reach 500 billion yuan, and 20-30 leading companies with core technologies, more independent intellectual property rights and independent brands will be fostered, 40-50 innovative high-tech enterprises will be supported, and 50 “Ten Cities†will be built. "Million" pilot demonstration cities and 20 industrialization bases with strong innovation capabilities and distinctive characteristics.
>>Disk performance: related concept stocks rose
Yesterday, yesterday, stimulated by the policy, LED concept stocks rose collectively. As of the close, Ruifeng Optoelectronics rose 4.94%, Dongshan Precision rose 3.86%, ST Futures rose 3.68%, Lehman Optoelectronics rose 2.95%.
>>Expert interpretation: The industry will welcome new growth
According to Hu Yongli, chief analyst of Huanghe Tianneng Capital Operation Center, the LED lighting industry is a strategic emerging industry. After a fierce expansion of production capacity in 2010 and 2011, there is a relative surplus of production capacity, especially in the upper-middle-stream companies. After the "Planning" was released, under the stimulation of the industry scale of 500 billion yuan, and the related national policy support, the industry may usher in a new round of growth.
>>Investment Strategy: Divide the midline layout
Huawei Securities analyst Zhang Zhaowei pointed out that the introduction of "Planning" is a good chance to lighten up on a rallies from a short-term perspective. In the long-term, it is expected that follow-up support policies will also be introduced one after another. The downturn of the LED industry is expected to be gradually improved. Investors can dip midline layout.
Hu Yongli pointed out that A-share related listed companies will get obvious advantages, especially the downstream companies will directly enjoy the benefits of market demand growth. Investors are advised to pay attention to rectangular lighting, Hongli Optoelectronics, BDO Runda and others.
According to Liang Wanzhang, chief analyst of Hopson Wealth, investors should select leading companies with superior technology in the industry or high-quality companies with unique advantages, such as Sanan Optoelectronics, Hongli Optoelectronics, etc.
>>Policy release: Industrial scale reaches 500 billion
"Planning" requires that by 2015, we will achieve breakthroughs in key technologies from basic research, cutting-edge technology application, to demonstration application of the entire innovation chain, and the realization of key production equipment and important raw materials in China; focus on the development and standardization of new healthy and environmentally friendly semiconductor lighting. Products, to achieve large-scale demonstration applications; to establish a public research and development, testing and service platform with international advanced level; to perfect the policies and service environment for technological innovation and industrial development; to build a batch of pilot demonstration cities and characteristic industrialization bases; Brand leading enterprises.
By 2015, the scale of industry will reach 500 billion yuan, and 20-30 leading companies with core technologies, more independent intellectual property rights and independent brands will be fostered, 40-50 innovative high-tech enterprises will be supported, and 50 “Ten Cities†will be built. "Million" pilot demonstration cities and 20 industrialization bases with strong innovation capabilities and distinctive characteristics.
>>Disk performance: related concept stocks rose
Yesterday, yesterday, stimulated by the policy, LED concept stocks rose collectively. As of the close, Ruifeng Optoelectronics rose 4.94%, Dongshan Precision rose 3.86%, ST Futures rose 3.68%, Lehman Optoelectronics rose 2.95%.
>>Expert interpretation: The industry will welcome new growth
According to Hu Yongli, chief analyst of Huanghe Tianneng Capital Operation Center, the LED lighting industry is a strategic emerging industry. After a fierce expansion of production capacity in 2010 and 2011, there is a relative surplus of production capacity, especially in the upper-middle-stream companies. After the "Planning" was released, under the stimulation of the industry scale of 500 billion yuan, and the related national policy support, the industry may usher in a new round of growth.
>>Investment Strategy: Divide the midline layout
Huawei Securities analyst Zhang Zhaowei pointed out that the introduction of "Planning" is a good chance to lighten up on a rallies from a short-term perspective. In the long-term, it is expected that follow-up support policies will also be introduced one after another. The downturn of the LED industry is expected to be gradually improved. Investors can dip midline layout.
Hu Yongli pointed out that A-share related listed companies will get obvious advantages, especially the downstream companies will directly enjoy the benefits of market demand growth. Investors are advised to pay attention to rectangular lighting, Hongli Optoelectronics, BDO Runda and others.
According to Liang Wanzhang, chief analyst of Hopson Wealth, investors should select leading companies with superior technology in the industry or high-quality companies with unique advantages, such as Sanan Optoelectronics, Hongli Optoelectronics, etc.
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