Recently, the LED concept sector has been active, with 50 concept stocks in the sector achieving an increase of 76.92%. Among them, Helenzhe, Keheng, Weiwei, Wanrun Technology, Maoshuo Power, and Zhouming Technology were among the top gainers, 5.22%, 3.05%, 3%, 2.85%, 2.74% and 2% respectively. In addition, Hengshun vinegar industry, Ai Bieseng, Guangdong Ganhua, Guoxing Optoelectronics, Langke Intelligent, Sunshine Lighting, Dongshan Precision, Infineon, Lianchuang Optoelectronics, Aoyang Shunchang, *ST Zhongfa, Xinhaiyi, Tongtong Equity shares, Snow Wright, Xiamen Xinda, Linyang Energy, Ganzhao Optoelectronics, Meida Digital, *ST Dongjing and other stocks also had good performance yesterday, these stocks rose more than 1%.
On the news front, Sanan Optoelectronics recently issued a price increase notice, raising the price of S-30MB/S-32BB series products by 8%, which started the first shot of 2017 LED chip price increase.
The market generally believes that after the deep reshuffle of the LED industry, the supply side reform is more adequate. From the upstream of LED, the degree of concentration is accelerated, and higher industry barriers are formed, and the disordered capacity expansion is curbed. At the same time, downstream application innovation drives the development of the industrial chain. From the current situation, LED lighting accelerates penetration, LED lighting intelligent, networked to promote the accelerated emergence of small-pitch display market, becoming the main driving force for the new round of LED industry growth. Therefore, due to the decline in production capacity on the supply side and the steady increase in demand, LED chips will be in short supply in 2017.
According to estimates by Guoxin Securities, at the end of 2017, the effective production capacity of LED chips was about 83.28 million pieces, and the demand was about 92.35 million pieces. Among them, the demand for lighting chips increased by 20% to 47.04 million pieces, and the demand for outdoor full-color display screens increased by 5%. The internal small-spacing demand is 1.05%, which is 50%; the mobile phone backlight is 1.39 million, the tablet backlight is 440,000, the computer and TV backlight is 6.99 million, and the automotive lighting is 1.06 million. In 2017, LED demand still has a steady growth of 12.5%.
With technological innovation and cost reduction, LED downstream applications have accelerated, and lighting has become the largest downstream application market for LEDs. The agency expects that the global LED lighting market will reach US$29.6 billion in 2016, and it is expected to reach US$33.1 billion by 2017, and the market penetration rate will exceed 52%. LED has the advantages of energy saving, environmental protection and long service life. At present, only 10% of the electric energy consumed by ordinary incandescent lamps is converted into light energy, and the utilization rate of LED lamps reaches 90%. LED lighting saves nearly 90% of the energy compared with incandescent lamps, saving 75% compared with ordinary energy-saving lamps. . At present, China's lighting electricity consumption accounts for about 13% of the total electricity consumption of the whole society. If all LED lighting products are replaced, the annual electricity saving will be 350 billion kWh.
In this context, LEDs have entered a stable growth era from full competition, and the performance of listed companies has also shown a steady growth trend, and its good business performance has attracted attention from market funds. According to the statistics of the Securities Daily Market Research Center, as of January 23, 45 companies have disclosed the annual report performance forecast, and 38 companies have achieved a positive performance, accounting for 84.44%. Among them, 16 companies' annual net profit growth is expected to double, and the performance of 7 high-growth companies such as Qinshang Optoelectronics, Helenzhe, Huacan Optoelectronics, Liard, Alto Electronics, Weiwei and Dongshan Precision are highly funded by the market. Concerned, the cumulative absorption of gold was 3,790,500 yuan, and the net profit increased by 160.31%, 229%, 379.28%, 110%, 273.55%, 170.97%, and 400%, respectively.
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