In 2013, the total scale of China's LED industry was 263.8 billion yuan, a year-on-year increase of 28%, of which the output value of lighting applications increased by more than 80%. In 2014, LED is a plate-type investment opportunity that should not be missed. It is recommended that everyone pay close attention to it and not interfere with short-term fluctuations.
In smart homes, Google announced on Tuesday that it will acquire equipment company Nest for $3.2 billion in cash. The background of this acquisition is that with the development of communication and Internet technologies, the cost and speed of network and cost-effective, and the increasing use of Internet socialization, gradually lay the foundation for smart life. We believe that this acquisition marks the international first-line giants blew the horn of the smart home industry, and also represents the recognition of the business giant's development prospects in the smart home industry. We judge that smart home will lead the next wave of the electronics industry, and the market space is broad (2013 China market size: 1.2 trillion yuan for home appliances, 0.6 trillion home appliances, 2.5 billion home security), and the investment prospects are good. In fact, the growth logic behind smart homes and LEDs is similar: new products gradually mature and lower prices, to provide consumers with more comfortable, convenient and safe functions, providing energy-saving and environmentally friendly solutions; LED lighting itself can also be included In the broad category of "smart life."
As a carrier, hardware is the foundation of the rise of smart home. On top of this, software and Internet applications tie users closer; the logic of growth is that the smart home has undergone tremendous changes in the data input, processing and output. The information flow of traditional household appliances is: 1. Artificial signal input, 2. Product action output; while smart home is not limited to home appliances first, secondly, there are many new parts: 1. Signal input of communication network, 2. External environment Signal input, 3, internal memory information storage, 4, internal processor information processing, 5, diversified product action output, 6, data information network output, 7, post-stage data processing, 8, data Socialization and other processing. The above new information flow needs to be carried by electronic components, so these new electronic components (sensors, processors, communication modules) are our investment opportunities. It is recommended to focus on Ertai (Intelligent Controller Supplier, now a core supplier of international home appliance giants, R&D personnel in the forefront of the industry, new investment of 200 million technical changes) and Neusoft carrier (PLC chip in smart home) There are many applications, and now have a relatively complete product line, electronic carrier control may become one of the mainstream signal control solutions for smart homes.
Last week's review: This week is the second trading week of 14 years. The GEM and the electronic index continued to perform well, up 3.12% and 2.96% respectively. The Shanghai and Shenzhen 300 Index fell 1.20% during the same period. LED and smart home sector became the electronics industry. The most dazzling sub-sector.
With the rapid growth of the national economy,the contradition between the supply and the demand of energy is becoming more and more prominent in China.
Therefore it's great significance develop new Led Street Light with high effeicency,energy saveing,long working life,high color redering index and enviroment protection.
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Jilin Province Wanhe light Co.,Ltd , https://www.wanhelight.com