[High-tech LED reporter / Zhao Hui] Since the end of last year, LED concept-related stocks have continued to rise, and the entire LED sector continues to be favored by funds such as funds and brokerages.

“Since last year, with the rapid release of LED lighting terminal market demand, the overall market bullish trend is obvious.” Zhang Hongbiao, research director of Gaogong LED Industry Research Institute (GLII), said that the LED lighting industry grew faster than expected in 2013, LED indoor lighting, Such as panel lights, lamps, bulbs and other sub-products growth rate is obvious. On the one hand, it benefited from the change of policy support and the application of standards; on the other hand, the downstream market led to the increase in the utilization rate of LED midstream and midstream, and the decline in the cost of key components and accessories led to a rapid decline in the cost of lamps.

Recently, the CSRC announced the latest list of companies that are waiting in line for IPOs, including more than a dozen LED companies such as lighting and power drives and supporting materials.

According to the SFC's initial public offering of stock review workflow, the closest to the listing is the two companies that have passed the audit committee, Mu Linsen and Ai Biesen.

One of the top executives who are in the process of implementing feedback comments said that in the IPO suspension period, other methods such as giving up or overseas listing were considered, but they persisted, because after all, the current market of enterprises is mainly in China, in A shares. IPO is more suitable, and the success of IPO can not only bring tangible benefits to enterprises, but also have an account for shareholders and employees.

“With the promotion of national energy conservation and emission reduction actions, LED lighting and other industries will usher in a new wave of rapid development.” A researcher at Guosen Securities said that if these LED companies are queuing IPOs, they will undoubtedly Strengthening funds, brands, projects, etc., is conducive to a larger market share in the lighting outbreak period.

According to GLII statistics, the total output value of China's LED industry in 2013 reached 263.8 billion yuan, a year-on-year increase of 28%. Among them, LED upstream epitaxial chip, midstream packaging, downstream application output value were 8.4 billion yuan, 47.3 billion yuan, 208.1 billion yuan, an increase of 17%, 19%, 31%.

In the past 2013, with the recovery of lighting demand, the capacity utilization rate of all links in the LED industry chain gradually recovered, but the price decline trend has not slowed down, and market competition is still fierce. Especially in the packaging and application sectors, enterprises have stopped production and closed down.

Financing is undoubtedly an important means to enhance its ability to withstand risks while rapidly expanding its production capacity.

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