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  Recently, the National Standards Committee issued a series of 48 national standards revision and revision plans for semiconductor lighting terminology, including a series of policies covering LED industry standards and specifications. It is expected to have a positive impact on the development of the LED industry, but the actual effect remains to be seen. It should not be too optimistic.
There are a series of problems in 48 standards, such as less mandatory standards, low proportion of international standards, slow progress in standard formulation, lack of supporting regulatory enforcement system, and reasonable selection of standard parameters.
The issuance of 48 national standards revisions is only the first step in China's LED industry to begin the formalization and standardization development path. The substantive impact depends on the rationality and timeliness of the formulation of standards on the technical level. Look at implementation and supervision at the executive level. The specific effects will not be finalized until the standard and supporting regulatory measures are officially introduced.
GLII released the ranking of the top ten LED lighting power supply companies in China in 2012. LED lighting drive power industry will continue to benefit from the growth of indoor lighting and outdoor functional lighting market demand, the market potential is large, it is recommended to pay attention to Maoshuo power supply.
High-tech observation
GLII: LED fluorescent tube prices are lower in the first quarter
GLII: Taiwan's LED chip shipments increased slightly by 0.8% in 2012
GLII: Q1 chip gross profit stopped falling and the market price decline narrowed
Market review
This week, the high-tech LED industry index 1 closed at 1137.04 points, up 3.16%, the Shanghai and Shenzhen 300 index rose 1.86%, and the high-tech LED industry index remained strong.
This week, 25 LED key stocks rose, only one stock fell, with an average increase of 3.35%. The top three stocks this week were: Dehao Runda (8.31%), Foshan Lighting (7.09%) and Jufei Optoelectronics (6.81%), and Dazu Laser (-3.83%) was the only stock that fell.
Investment recommendation
Moso Power (002660), Tongfang (600100), Jufei Optoelectronics (300303).
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Key Analysis