"Policy favorable"
Demand for LED lighting products or the next 5 years will increase from 3 to 5 times according to policy, our country will be divided into five phases phase-out incandescent lamps: November 1, 2011 for the transition period on October 1, 2012; banned imports and sales of 100-watt incandescent lamps for general lighting and above; as of October 1, 2014 banned imports and sales of 60 watt incandescent lamps for general lighting and above; October 1, 2015 for the mid-term evaluation period ; As of October 1, 2016 banned imports and sales of 15 watt incandescent lamps for general lighting and above, or as the mid-term evaluation of the results to adjust.
National development and Reform Commission on media, through the implementation of the road map, to promote the healthy development of China's lighting industry making excellent energy-saving emission reduction effect, is expected to be new lighting industry output value of about $ 8 billion yuan, about 15,000 new jobs to form, year when the annual power saving of 48 billion-kilowatt's ability to reduce carbon dioxide emissions by 48 million tons.
In addition, the next 5 years, the State would continue to encourage the production and dissemination of LED lights, national development and Reform Commission was drafted Semiconductor Lighting industry "Twelve-Five" plan and green lighting and Treasury references policies, study and formulate measures to encourage the promotion LED, LED output value of industry within 5 years is expected to quadruple.
Reporters noted that the financial institution for China's industrial policy are also given a lot of development forecast. UBS in a research report released November 3, in which the analysis says that energy-saving lamps will be replaced with incandescent lamps eliminate policies starting at the low end market, if the Terminal price 40%-50%,LED 3-5 times increase in demand for general lighting, in the field of high-end, LED lighting penetration rates are expected to quickly grow to more than 10% from 3% was not present. UBS expects over the next 5 years, lighting energy-saving in China will reach $ 8 billion to 10 billion subsidies, bidding down prices through subsidies to stimulate greater demand.
People in the industry believe that for many incandescent lamp production enterprises, the current transition period, is an opportunity, there are well-established enterprises to self-transition to energy-saving lamps and LED business transformation, small businesses can seek cooperation with large enterprises, or accept the merger.
"Industry"
A large number of companies switched to LED, presents "mad vote" rapid rise LED industry trend for nearly two years, "China lighting capital", guzhen town Party Secretary Yu Xi basin used "crazy cast" to describe the present status quo. Reporters found, already highly competitive LED industry, and now there are a large number of enterprises engaged in energy-saving lamps into the, gives companies a sign faces a huge shift. The last two years, for the lighting industry, and fastest prices of raw materials to the number of Phosphors not only for small and medium enterprises, and was suffering from price, even in large enterprises, had to spend a lot of liquidity for the purchase of production needed to phosphors. Sharp drop in profits of energy-saving lamps, some companies started investment LED industries, which also increased differentiation in the enterprise, "early this year over more than 200 per kilogram, now more than more than 3,000, the price has gone up a dozen times, corporate operating costs soared. "Opeal nanjianzhong lighting company limited quality Department Director, told reporters. This year, the phosphor powder prices rose so that companies are "too much" lighting companies funding pressure generally increasing, were phosphor requires considerable liquidity-related.
"An enterprise with 1 million or 2 million previously on the line, now just buy stock liquidity of the money spent will be 20 million or 30 million of phosphor. Businesses are reluctant to pressure stocks, orders at any time, at any time. ”
Phosphors for price increases, even some enterprises replaced with halogen powder phosphor, shoddy, at the expense of loss of healthy development of the industry and consumer credit gets short-term interests. It is the CFL's profit shrink sharply in the past in the field of energy-saving lamp taste blood companies began to consider restructuring.
Some business owners have indicated that, on the one hand, with the mass production and sales of LED lighting, LED light prices dropped, on the other hand, energy-saving lamps cost increased dramatically, having to increase the price, in fact, both prices are gradually approaching. For enterprises, more willing to choose profit margins more LED lights.
Nanjianzhong says, in the case of mad rising corporate profits low raw material prices, most companies are not willing to spend too much money for technological transformation, because "I do not know which day would go to". But unlike opeal, although LED hold certain shares, opeal remains to energy-saving lamps is good at, "for now, we will be developing on the basis of domestic famous brands, seeking to reach a certain scale, at the same time we want to go international routes towards many legs. "Lei Shi lighting, GE and so do a very big business overseas, and pluralistic development in engineering aspects of lighting, electrical, opeal also decided to move in this direction. At present, opeal opened an Office in Dubai, covering the Middle East, ready to substantially increasing export share, at the same time, also from household product to extension engineering products, electrical appliances and electrical products. Opeal 7% per cent of sales in research and development every year.
"Price war" is a major competitive SMEs means "crazy, now on the lighting businesses rush, go in again. "The town a lighting business marketing director Liu Sheng is also not an exclamation mark. At present, the mood of this madness "contagion" his business owners. Originally, the main lantern where Liu Sheng, in recent years has also been the main lantern market of two or three-tier cities in China. Recently, the boss sees after peers all make LED regardless of size, began to go. "We have already inspected the Shenzhen LED enterprise, feeling that the industry compared to other lighting is still very profitable, are also encouraged by the Government, so we want to have access to. "Although Liu Sheng is not is in favour of he is located of enterprise so blind to entered LED," we enterprise is unlikely to, in LED production aspects originally on no core competitiveness, entered this area, is nothing more than is found other factory opened die, and generation workers, posted Shang we company of brand only, to wanted to has must of market, also only spell price has, this is many small and medium-sized LED enterprise currently take of method. ”
World heroes. In the eyes of Liu Sheng, although many enterprises are present in a State of disorder competition of LED lighting, but good grasp of the market, because at the confusion of the market, maybe it was the best opportunity to make a time. "In fact, LED lighting has a lot of space, such as residential, outdoor, engineering, high power lamps, and more are used to, if you replace all traditional lighting LED lighting, it would be a very large market, so everyone would like to share. "Liu Sheng said competition was confusing, but undoubtedly LED lighting market potential.
More than victory in charge of the lighting, has argued that if the LED lighting industry bubble, is also on the downstream industry chain. Most companies now flock to remain relatively low-end LED products, real breakthrough fewer enterprises development bottleneck of LED lighting industry. Fu XING technology lighting General Manager Wang Dequan also said that if the LED industry overcapacity, excess can only be described as a single product, rather than industry overcapacity. At present, China's LED industry is still in its infancy, there is huge upside.
It is learnt that the Fuxing strategy this year main attack on the Interior LED commercial lighting, LED street lamps and garden lights, while increasing investment in these three areas, which opened the gap with other similar enterprises.
"Transformation of thinking"
"Confusion" LED industry is about to enter the profit gold?
LED as an emerging industry in China, could not escape "on the bandwagon" destiny. Under the guidance of national policy, roll in LED projects around, and soon formed a confusion of industry competition, cohabitation "spurt" development of the State, and national standards has yet to come, but also aggravated the situation of disorder competition.
An unconfirmed market data shows that: 90% LED a loss in business, 80-100 Shenzhen LED businesses failing. Not long ago, Shenzhen Jun Li industry limited investment expanding too fast, Chairman of funding strand breaks causing Pao Lu, and it did not seem to be the case in the industry.
So, as incandescent phase-out policy as well as the country's upcoming "Twelve-Five" after the industry supporting policy, "chaos" in the golden age when you go to the LED industry profits did?
This reporter has learned, LED domestic industries to encourage policy was not fully behind the market. In 2008 first round LED investment boom zhihou, September 2009, national development and Reform Commission Joint Technology Department, and Ministry, and Treasury, five ministries external publishing Semiconductor Lighting (LED) energy-saving industry development views of notification under, indicates that levels tax, and development reform, and technology, sector to promoting implementation national on production new energy-saving lighting products of enterprise, engaged in national encourages development of project imports use device and the in accordance with the contract with device imports of technology and the supporting pieces, and spare parts, Preferential policies for the exemption from import duties in the stipulation scope.
However, Sun Yat-Sen a lighting Technical Director said, financial subsidy policy was developed early, but so far not implemented any specific link, companies do not enjoy any subsidy support. For some of the technologies at the provincial and municipal levels to support policy, a scale in the ancient town of LED manufacturers said, I do not know the policy, no Government Department has informed, don't know how to apply.
Town business LED organisation "incandescent lamps out could bring large market space LED quickly after" this statement is not optimistic. There are enterprises that, because of high prices, the current domestic application of LED light sources mainly confined to local governments on environmental engineering, lighting project, but because of some local authorities lack of awareness to the LED industry, LED corporate marketing even harder.
2009 National Science and Technology Department launched the "ten cities" semiconductor lighting application demonstration cities programme, in 20 cities with 1 million LED municipal lighting, with the goal of 2015, LED lighting in the General lighting market share amounted to 30%. Ancient towns, Xiaolan town of Zhongshan district also took out supporting policies, creating a number of model road gives companies an opportunity to participate and showcase their products. However, since LED lighting technology maturity but also stable enough, there is no national road works in a wide range applications.
In the case of government projects were still not completely universal, civilian is popularization of LED lamps is more difficult. Town development direction of lock of the LED industry to "apply", but at present two major challenges still facing technology breakthroughs and market promotion. This reporter has learned, on the one hand consumer awareness and acceptance of the problem, is even more important aspect of technological breakthroughs harder to bring prices higher.
Incandescent lamps after the elimination, the most direct benefit is the first of energy-saving lamps, energy-saving lamps manufacturers like opple will benefit from a larger, although prices are still much higher than the incandescent lamps energy-saving lamps, but compared with LED lamps, energy-saving lamp to develop more mature and the price is lower.
"The golden period of development of energy-saving lamps also 10 years, after this is through market research have come to the conclusion. LED is the future direction of the representative, although the current development faced many difficulties, including technical, financial, standard, but this is unstoppable industry trends. "Zhongshan area lighting industry association, said the Secretary-General.
"Related links"
Incandescent lamps is not completely exit market in special area also has survival space incandescent lamps domestic demand market of year by year atrophy and national from 1996 on began started implementation green lighting engineering about, as energy-saving knowledge of promotion universal and financial subsidies efficient lighting products, domestic energy-saving lamp and incandescent lamps of yield than has by 1996 of 1:34 rose to 2010 of 1:1. and incandescent lamps of production enterprise also from originally of hundreds of home narrow to today of dozens of home.
Guangdong is China's lighting industry big province, Zhongshan is a "China lighting capital", but the national phase-out incandescent lamps "road map" came out, did not produce larger responses and unrest among enterprises. According to the information industry association, Guangdong Province in the field of traditional lighting industry capacity of 400 billion yuan, but incandescent lamp production capacity is not large, manufacturer of not more than 10, and very low value, while the prices of energy-saving incandescent lights, LED lights tend to be even dozens of times times times, incandescent eliminated not bring significant shock to the market.
This reporter has learned, in the domestic market, light bulbs currently lighting general lighting applications in the field of major construction sites and information are less developed in rural areas, and special lighting for incandescent lamps, like the auto bulbs, instrument lights, have not been included to eliminate within the range of incandescent lamp production companies also have a certain amount of living space.
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