The national new urbanization plan will benefit from the LED lighting industry

On the evening of March 16, Xinhua News Agency broadcasted the “National New Urbanization Plan” (2014-2020), in which the plan proposes to promote the construction of new cities, clearly pointing out that the concept of ecological civilization is fully integrated into urban development, and building green production methods and lifestyles. And consumption patterns, strict control of high energy consumption, high emissions industry development.

The industry generally believes that the green LED lighting industry as an energy-saving and environmentally friendly industry will directly benefit from it, especially with the liberalization of the civilian sector, the LED lighting industry will usher in the best period of rapid development.

It is understood that according to the national plan, the import and sale of ordinary lighting incandescent lamps of 60 watts and above is prohibited from October 1, 2014; the mid-term evaluation period from October 1, 2015 to September 30, 2016; October 1, 2016 It is forbidden to import and sell ordinary lighting incandescent lamps of 15 watts or more or adjust the results of the mid-term evaluation.

Analysts from brokerages believe that LED lighting will change in 2014, mainly based on the continuous implementation of relevant standards and subsidy policies in various regional markets in 2014, which will greatly help to improve the penetration rate of LED lighting. At the same time, the price of LED lighting is not much different from that of ordinary lighting such as energy-saving light bulbs, and consumers' awareness of environmental protection has risen, prompting the global tide of changing lights.

In fact, since the last year, with the frequent outbreak of haze weather, the development of the LED industry has caused widespread market attention. “It is a general trend for the lighting industry, which accounts for a large proportion of total electricity consumption, to reduce energy consumption.” Industry experts said that with policy boosts, cost reductions and global incandescent lamp bans in batches in 2014 The LED lighting market is facing great development opportunities, and 2014 will be a year of vigorous development of LED lighting. From a global perspective, the LED industry has continued its triumphant stance in 2014, with a high degree of prosperity. International first-line lighting giants are optimistic about the LED lighting market and continue to increase investment.

An industry insider said that the LED market boom depends mainly on three aspects, first, the stabilization of the backlight market, followed by the large-scale start-up of public and commercial lighting, and once again the rapid increase in penetration of home lighting. These three conditions are now in place.

On January 30, 2013, the National Development and Reform Commission and the Ministry of Science and Technology and other six ministries and commissions mentioned in the joint publication of the "Semiconductor Lighting Energy Conservation Industry Plan" that the development of China's lighting industry has experienced new light sources ranging from general lighting to traditional high-efficiency lighting to LED lighting. In the development stage, it has become the world's largest producer, consumer and exporter of lighting appliances.

According to institutional analysts, energy-saving lighting is a truly billion-dollar market. It is expected that the global commercial and civilian energy-saving lighting market will exceed 100 billion yuan for the first time in 2014, and is expected to reach 160 billion yuan in 2015. The industry expects that the global LED lighting market demand will increase by more than 18% year-on-year in 2014. At the same time, the total upstream and downstream output value of the domestic LED industry will exceed 320 billion yuan in 2014, an increase of more than 20% over last year.

Some analysts said that LED lighting is in the golden 3 years of rapid penetration. Compared to LED commercial lighting, the residential lighting market started late. However, as product prices continue to decline and market awareness continues to increase, the development conditions of LED lighting products in the civilian sector will gradually mature, and the civilian lighting market will become a new driving force for LED lighting development.

The latest published annual report of listed companies shows that compared with the overall loss of 30% in the industry in 2012, the LED industry is beginning to usher in a rebound in prosperity. According to statistics, as of March 13, a total of 39 companies in 53 A-share LED companies announced the 2013 annual report or annual performance report, of which 23 companies achieved profitability, accounting for nearly 60%.

According to the analysis of brokerage institutions, this round of LED industry boom will continue throughout the year, and even continue into the next two or three years of LED home lighting penetration rate. Since the beginning of the year, the stock prices of LED industry chain companies have increased significantly in the world, while A-share related companies have lagged behind. The market underestimated the upward elasticity of the LED industry after the outbreak of home lighting, and the industry is facing a golden opportunity for layout.

The green LED lighting industry with energy conservation and environmental protection will directly benefit from the “National New Urbanization Plan”, which will usher in the best period of rapid development.

( This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED . Readers need to verify the relevant content by themselves. )

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