LED concept stocks: LED concept stocks include LED chips, LED packages, LED applications, LED peripherals and other production service companies listed on the China A-share market. Recently, the National Development and Reform Commission is formulating a roadmap for eliminating inefficient lighting products. It plans to phase out different types of incandescent lamps and promote efficient lighting products. China will continue to promote LED lighting. In addition to local governments' subsidies for LED street lights, the National Development and Reform Commission also plans to include LED lighting in subsidies. This means that the largest application market for LEDs will be officially launched, and upstream and downstream manufacturers of the LED lighting industry will benefit from it. In 2010, the output value of China's LED industry will exceed 150 billion yuan. In the LED industry, the lighting market is a very promising market. With the improvement of LED lighting efficiency and government subsidies or incentives, LEDs will be used more widely.
The National Development and Reform Commission announced the elimination of the incandescent lamp roadmap. It is clear that from October 1, 2012, China will ban the import and sale of ordinary lighting incandescent lamps of 100 watts or more. In addition, the National Development and Reform Commission revealed that it is working with the Ministry of Finance to develop a policy to encourage the promotion of LED lights. It is expected that the industry's output value will quadruple within five years. Stimulated by this policy, the LED concept stocks in the market will all be “bright†and become the most eye-catching sector in the A-share market. Liu Liang said that on the policy front, if the country introduces relevant support policies during the relatively low LED industry, especially the subsidy policy for LED lighting, it will help boost industry confidence and encourage orderly development of the industry. China official incandescent lamp replacement The road map, together with countries such as Europe, the United States, Australia and Japan, has entered the substantive phase of the elimination of incandescent lamps, which has benefited the long-term development of energy-saving lamps and LED lamp-related industries for alternative light source products of incandescent lamps.
What are the LED concept stocks? LED concept stocks at a glance:
LED key materials and production equipment manufacturing areas:
1. Sanan Optoelectronics Co., Ltd. is the largest full-color LED manufacturer in China. It has a complete LED industry chain. Its main products include epitaxial wafers and chips of blue LED (GaN-based) and red and yellow LED (AlGaInP-based).
2. Lianchuang Optoelectronics Co., Ltd. is one of the five industrial bases of semiconductor lighting engineering in China. It has a complete LED industry chain including epitaxial wafers, chips and device applications. The company's own products are mainly based on ordinary brightness LEDs, and are developing high brightness. GaN blue-green LED; Xiamen Hualian Co., Ltd., which is 53% owned by the company, is an LED device package company with an output of 12 billion LED chips and an output of 300,000 square inches (mainly red).
3. Silan Micro, the company itself produces blue and green LED chips; the company's 76.1% stake in Silan Mingxin Technology Co., Ltd. mainly produces high-brightness GaN blue-green LED epitaxial wafers and chips.
4. Chunlan shares, subsidiary Chunlan Electronics focuses on GaN-based blue and green LED projects, and is committed to mastering the core technology of LED epitaxial wafers.
5. Aucma, holding Qingdao Aolong Optoelectronics Technology, mainly produces and produces ultra-high brightness LED epitaxial chips, high-power LED light sources and other products.
6. Dry Photoelectric, the company focuses on high-brightness quaternary red, yellow LED epitaxial wafers, chips and three-junction GaAs solar cell epitaxial wafer research and development production, mastered the quaternary red, yellow LED epitaxial wafer, The core technology of chip production; the annual production capacity of 8.6 billion LED chips has been formed. It is one of the largest suppliers of quaternary red and yellow LED chips in China. The products are all high brightness or ultra high brightness LED chips. Mid-to-high-end products; the company's IPO fundraising will be invested in high-brightness quaternary (AlGaInP) LED epitaxial wafer and chip project (Yangzhou), high-brightness quaternary system (AlGaInP) LED epitaxial wafer and chip project (Xiamen), high-efficiency triple-arsenic The gallium solar cell epitaxial wafer project and the enterprise technology R&D center construction project have a total investment of 450 million yuan.
7. Tiantong shares, the company plans to invest no more than 100 million yuan to produce 4 inches of sapphire substrate material.
LED chip preparation field:
1. Shanghai Science and Technology Co., Ltd. The joint venture subsidiary of the company is mainly engaged in the large-scale manufacturing and packaging of high-brightness blue, green and white LED chips.
2. Shanghai Belling, the company's LED driver chip can be used on ultra-thin light boxes, energy saving nearly 50%.
3. Huawei Electronics, masters the production technology of power semiconductor devices with the highest profit margin of LED energy-saving lamps. The existing 4-inch, 5-inch and 6-inch power semiconductor chip production lines, LED chip processing annual production capacity of more than 2.2 million, the packaging capacity is 2.2 billion / year.
4. Furi Electronics, the company's holding 68.97% of Fujian Fuikeke Optoelectronics Co., Ltd. invested in a gallium nitride-based high-brightness chip and light-emitting device project.
5. Tongfang shares, the company's LED products mainly have high-brightness blue and green LED chips, and high-power LED chips have been mass-produced.
6. Fangda A, the company masters the production technology of high-power high-brightness white LED, its luminous efficiency has reached 30lm/W, and is working hard to increase to 40lm/W, but lacks industrial scale effect.
LED packaging and product application areas:
1. Changjiang Electronics Technology Co., Ltd. has LED packaging technology and established a high-brightness white light chip with Beijing University of Technology Zhiyuan Technology.
2. Dazu Laser, the company's Dazu Optoelectronics focuses on the research and development of LED packaging equipment, has achieved mass sales, orders are full; the company through holding Shenzhen Guoye Star Optoelectronics (51%), Shenzhen Dazu Optoelectronic Equipment (86%) and Shenzhen Lusheng Optoelectronics Technology Co., Ltd. (100%) is involved in three important LED industry segments including LED packaging, LED packaging equipment and terminal product applications.
3. Xiamen Xinda, the company is involved in full-color LED light-emitting diodes and packaging business, the products are mainly used for automobile lights, display screens, etc.; the company also holds a 10% stake in Sanan Optoelectronics.
4. Foshan Lighting, the company and the United States Bridgelux (Puri) Optoelectronics cooperation LED project, will jointly develop high lumens LED bulbs, lamps production and sales in China (provided by the company to protect the patented high lumen LED light source module Technical support for heat dissipation and drive).
5.Zhejiang Sunshine, the company is one of the largest energy-saving lamp production bases in China, with an investment of 200 million yuan to set up Fujian Sunshine Energy-saving Lighting. It mainly produces environmentally-friendly long-term integrated electronic energy-saving lamps (designed annual production capacity is 200 million) and LED lighting products. .
6. Golden seed wine, the company's joint venture with the United States CAOGROUP company Xingu Optoelectronics is one of the leading organizations in the field of optoelectronics in China, mainly engaged in semiconductor lighting materials, including red, yellow, green, blue, blue-green super bright LED, Widely used in outdoor color display screens, traffic lights and other fields.
7. East Lake High-tech, the company's "Wuhan Optics Valley" is China's largest optoelectronics industry base; Hong Kong Jianlong Investment and Wuhan Optics Valley cooperated to establish Wuhan Optoelectronics, establish LED industry zone in Optics Valley, develop and produce LED chips, lighting fixtures Semiconductor lighting products such as car lights.
8. Garbo Group, the company currently holds 11.54% of GE Lighting (General Electric Lighting is established by the international light semiconductor giant LED General Electric Investment).
9. Dehao Runda, the company acquired all the fixed assets related to LED business of Guangdong Jianlongda and Enping Jianlong for RMB 107 million.
10. Xuelaite, the company has mastered the core technology of Xenon Metal Halide Lamp (HID) for vehicles. At present, the company's HID car lamp production capacity reaches 1.6 million/year.
11. Zhenhua Technology Co., Ltd. has an annual output of various types of diodes and triodes of more than 10 billion; the company said it will focus on key projects for the development and production of low-temperature co-fired filters and sensitive components, micro-relays and LED light-emitting diodes.
12. Sanjia Technology, the company invested 30 million to set up Anhui subsidiary, mainly engaged in LED brackets and other optoelectronic products.
13. Coal gasification, the company's holding 80% of the main products of Beijin Aowei Technology is lithium battery LED miner's lamp.
14. Sichuan Changhong, the company is involved in indoor and outdoor related LED products.
15. BOE A, the company is involved in the production of the 8th generation LED backlight LCD backplane.
16. Shunfa Hengye, the LED industry is unknown.
17. Deep Sangda A, the company's LED lighting industry mainly develops, produces and sells LED road lighting products, including tunnel lights, urban street lights and LED drive power. The company's system integration department undertakes product and market development. The company is manufacturing.
18. Zhengtong Electronics, Shenzhen Zhengtong Optoelectronics Co., Ltd. is a wholly-owned subsidiary of Shenzhen Zhengtong Optoelectronics Co., Ltd., which mainly develops, produces and sells LED high-power lamps, LED chip packages, solar street lighting systems, inverters and smart controllers.
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Features
1. Strong explosion protection2. Good hydrophobicity
3. Small weight and unbreakable
4. Easy to identify a damaged unit
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Main Technical Parameters
Type
FXBU-15KV
FXBU-25KV
FXBU-35KV
Rated Voltage(KV)
15
25
35
Rated mechanical strength load(KN)
70
70
70
Creepage distance(mm)
445
667
886
Structure height(mm)
352±15
454±15
538±15
Insulating distance(mm)
175
270
358
Lightning impulse withstand voltage(KV)
95
185
200
1 min wet power frequency withstand voltage(KV)
42
75
90
Standard
IEC61109
IEC61109
IEC61109
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Suspension Composite Insulator
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