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The light source has been fully replaced with energy-saving lighting to lead the sale of the best-selling 40-watt and 60-watt incandescent lamps in the US market. At the same time, in Asia, South Korea, Thailand, and the Philippines have also taken measures to promote the use of energy-saving light bulbs instead of incandescent light bulbs. With the above-mentioned countries beginning to completely ban incandescent lamps, the light source submarine replacement will be fully opened in 2014, and LED lamps are expected to gradually enter the lighting market.
China is also obsolete in eliminating incandescent lamps. In November 2011, China released the elimination route for incandescent lamps. According to the national plan, the import and sale of ordinary lighting incandescent lamps of 60 watts and above will be banned from October 1, 2014; the mid-term evaluation period from October 1, 2015 to September 30, 2016; banned from October 1, 2016 Import and sale of general lighting incandescent lamps of 15 watts or more; or adjust according to the results of the mid-term evaluation. Incandescent lamps have been eliminated, leaving market space for the development of energy-saving lamps. In the lighting products market in the next few years, energy-saving lighting will play a leading role.
The main funds flowed into the relevant stocks to rise against the market. According to the investment express financial terminal, the main funds began to stay in the LED concept stocks at the end of 2013, taking Sunlight and Lehman Optoelectronics as examples, Sunshine Lighting 2013 12 From March 25 to December 31, the main net inflow of 11.66 million yuan, of which the main net inflow of the stock reached 16.13 million yuan on December 30; Lehman Optoelectronics at this stage net inflow of 9.44 million yuan, of which the main net Inflow of 4.7 million yuan, on December 27, the main inflow of 1.84 million yuan, the stock strong daily limit.
In the first trading day of 2014, Sunshine Lighting and Lehman Optoelectronics ushered in the favor of the main funds. The net main inflow of the two mains was 2.4 million yuan and 11.93 million yuan respectively. Both of them were strong and sealed the daily limit. In addition, through the investment express fund data, on December 12, 2013, the two institutional funds line also crossed the retail fund line. From the formation of the high control panel, the sunshine lighting has risen by 26.80, and Lehman Optoelectronics has risen. 24.07.
Institutional hot money to do more energy-saving lighting, rising tides through the investment newsletter seat data found that large single-participating energy-saving lighting concept stocks speculation is mostly for the hot money business office seats, in addition, the organization also joined the buy-and-buy team. Taking Sunlight Lighting as an example, Guotai Junan Securities Guangzhou People’s Middle Road Sales Department bought 9.71 million yuan on January 2, and another institution-only seat also bought 7.22 million yuan. The top 5 seats in the buy-in list bought a total of 37.19 million yuan on the same day, accounting for 16.79% of the total turnover of the stock. On January 3, Changfang Lighting and Furi Electronics also sought the hot money. On the same day, Changfang Lighting was actively bought by the CITIC Securities (Zhejiang) Jinhua Zhongshan Road Sales Department, which bought 14.73 million yuan. Dongxing Securities Fuzhou Wuyi Middle Road Sales Department bought Furu Electronics 7.69 million yuan.
On January 2nd, the energy-saving lighting concept stocks staged a wave of strong daily limit. The energy-saving lighting concept stocks in the two cities closed up, including rectangular lighting, sunlight lighting, Lehman Optoelectronics, Lianjian Optoelectronics, Ruifeng Optoelectronics, Jufei Optoelectronics Co., Ltd. , Yangtze River Communications 7 stocks. On January 3, the concept stock still has a good performance. Although the concept of energy-saving lighting has recently risen in a big way, the main funds for the pull-up have been slightly cautious. Although the hot money and institutions have joined forces to buy, the main funds for selling rallies are not in the minority. The main funds do not fully occupy the dominant position, and the follow-up still needs to pay attention to the main trend.