LED concept stocks skyrocketed in the afternoon, saying that the Ministry of Commerce is considering raising the LED tariff

[High-tech LED reporter Zhao Hui ] On the afternoon of August 21, after the opening of the A-share market in midday, all stocks in the LED sector began to rise wildly. As of the close of 15 o'clock, the LED sector index rose by 30.87 points, 55 LED stocks and LED concept. Among the stocks, in addition to the eight companies in the suspension period, there are 30 LED listed companies whose stock prices have risen, and 13 of them have increased by more than 3%.

Today, the Shanghai and Shenzhen stock markets are generally in a downturn, and LED stocks are among the few rising sectors.

All of this comes from a news that has not yet been confirmed. The news said that the Ministry of Commerce is considering raising tariffs on a range of products, including LEDs.

Correspondingly, the stock market in Taiwan, the stock market of LED stocks fell sharply, and Jingdian, Yuyuan, Yiguang and Ronda successively fell.

"At present, domestic high-end devices and chips for exporting lamps are mostly used in Taiwanese products. If the news is true, it will undoubtedly increase the cost of Taiwanese factories." A senior in the LED industry said that, in turn, the LED tariffs were raised. It is an opportunity for domestic LED companies, which is conducive to the development of domestic enterprises in the middle and high-end market.

With the rapid increase in the domestic LED lighting market demand, international companies such as Osram, Philips, GE and CREE have accelerated the adjustment of their layout in China. Japanese and Korean companies and Taiwanese factories are not willing to do so, and spare no effort in the expansion of the mainland market.

In April 2011, CREE and Shanghai Yaming Bulb Factory Co., Ltd. signed a strategic cooperation agreement in Shanghai.

In September 2013, CREE and Guangzhou Guangwei signed a strategic cooperation agreement in Zhongshan. Under the rapid spread of LED lighting, Matsushita plans to launch sales in the Asian region, mainly in mainland China, after focusing on the penetration rate of the Japanese market.

On May 21 this year, the OSRAM Wuxi plant was officially put into operation. This is the third Osram plant in the world with a total investment of 250 million euros. It is expected to reach an annual output value of 500 million euros after it is put into production.

OSRAM hopes to better understand and integrate into the Chinese market through the investment capacity of the Wuxi plant.

If the upward adjustment of LED tariff information is true, it will be good for international big factories and Taiwanese factories that have already established factories in the Mainland. For foreign-funded enterprises that have not yet produced domestic production, they will undoubtedly bring more pressure on costs and other aspects.

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