Morning News | The delisting of incandescent lamps triggered a daily limit of LED stocks, or brought about 50 billion new replacement market

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Today's headlines

Affected by the full delisting of incandescent lamps, yesterday's LED-related listed companies' share prices rose across the board, and China Star Optoelectronics, Dehao Runda, Jufei Optoelectronics, Ganzhao Optoelectronics and other stocks rose daily.

According to the latest data from the High-tech Research Institute LED Research Institute (GGII), the cumulative production of incandescent bulbs in the first half of 2016 reached 2.012 billion, and most of the incandescent products were withdrawn after October 1.

According to the current market price of LED bulbs replacing 15W and above incandescent lamps, an annual replacement demand of nearly 50 billion yuan will be added, of which the filament lamp will benefit the most.

hot news

1. LED manufacturing is about to enter the era of smart factory

Jingsheng Electromechanical (300316) announced that it will jointly promote the market expansion of “intelligent manufacturing and intelligent chemical plants” in the LED and photovoltaic fields with Hikvision, and will be implemented by Optoelectronics and Haikang Robots from their respective subsidiaries.

2, blue LED is outdated, purple LED is the future?

Kyocera and the high-end furniture brand Arflex Japan jointly developed an LED light source that uses wavelength characteristics close to sunlight. The combination of purple LEDs uses a fluorescent material that emits three primary colors, and the brightness is equivalent to 150W of a halogen bulb.

3. There are countless "variations" around CSP.

Seoul Semiconductor said on September 6 that Wicop's new products with a luminous efficacy of 210 lm/W (350 mA) have been mass-produced, and the light efficiency has increased by more than 17% compared to CSP products with similar appearance.

4, PIG package? What a ghost?

On September 6th, a batch of LED projects were signed and settled in Qingshan Lake District of Nanchang. Including the planned investment of more than 1 billion yuan, Elite Optoelectronics owns the PIG package patent, which directly sinters the phosphor into the glass and then puts the chip into it. Among them, refilling glue.

5, overseas LED municipal engineering is also a market to be opened

Zhonghe Technology (000925) said that Zhejiang Zhonghe Investment Co., Ltd., a wholly-owned subsidiary of the company, cooperated with Zhejiang Netnew United Engineering Co., Ltd. to undertake the streetlight replacement LED light source project of the Mexican city government.

6, cross-border to the point of removing the company's executives

Qinshang Optoelectronics (002638) announced that the company's shareholder Qinshang Group proposed to remove Zhao Jun's director and vice chairman. The recall is a reason to fully consider the company's future industrial layout and transformation education. Some investors have speculated that there may be contradictions between the two sides.

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