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內地明年十月起分階段禁入口白熾燈 @ 2011-11-04T20: Back Hot News
Keyword:淘汰白熾燈 內地
Concept:
LED照明股被追捧,股價上漲;投資者憧憬內地淘汰白熾燈,可帶動對LED照明設備的需求增加。據《每日經濟新聞》報道,國家發改委將於明天〔4日〕召開淘汰白熾燈路線圖新聞發布會,此消息被解讀為對LED照明和節能燈產業的長期利好,因為取代白熾燈形成的市場規模將高達人民幣幾千億元。真明麗〔01868.HK〕跳升10.85%至1.43港元,達進精電〔00515.HK〕漲10.06%到1.86港元,雷士照明〔02222.HK〕持平於3.51港元。
大陸禁用白熾燈計畫將於10 月起上路,預定4~5 年內全數淘汰白熾燈泡,以去年大陸白熾燈內地銷售量即高達10.7 億顆,LED 照明汰換商機驚人,再加上歐盟、澳加日等國,也訂出明年起禁止生產白熾燈的規定,近期供過於求壓力逐漸化解,再加上全球節能趨勢商機再起,也使得周二電子股的表現以LED 族群表現最為強勢,加上股價基期低,收盤共計有十一檔鎖住漲停板。在中國LED 已領先布局的在磊晶部份計有晶電(2448)、璨圓(3061)、新世紀(3383)及封裝的億光(2393)、華興(6164)、立碁(8111),後勢可注意。太陽能族群則在上游多晶矽價格松動,對下游有利,法人回補的升陽科(3561)、新日光(3576)、茂迪 (6244)、昱晶(3514)底部轉強可留意,但進入Q4 淡季太陽能族群較不利業績表現。
發改委明日召開發布會,介紹內地淘汰白熾燈相關信息,市場憧憬節能照明行業將獲益,相關股份今日繼續造好。

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