Energy-saving lamps low tide LED lighting subsidy policy will be

The low tide of energy-saving lamps LED lighting subsidy policy will be due to the continuous expansion of energy-saving and emission-reduction pressure, and the deepening of low-carbon in various fields. The timetable for energy reduction is lagging behind expectations. To complete the set goals requires continued efforts. The next step is to focus on strengthening financial support and preferential tax policies for energy-saving and low-carbon companies. In the field of energy saving and electricity consumption, the substitution effect of LED is outstanding. According to reports, my country, the United Nations Development Programme, and the Global Environment Facility launched the “China’s Phase Out of Incandescent Lamps and Accelerate the Promotion of Energy-saving Lamps” project. %. , In the next step, according to the national elimination roadmap, the replacement project will be accelerated. Judging from the monthly operating data of Taiwan’s LED companies, the industry as a whole performed well in the first half of the year, and the economy in the second half of the year is expected to exceed expectations. Judging from the recent stock price trends of A-share-related listed companies, due to the impact of the external environment, the trend of the sector deviates from the fundamentals, and investment opportunities are expected to usher in the second half of the year. The subsidy policy for energy-saving lamps that began in 2000 will end at the end of this year. Currently, the National Development and Reform Commission, the Ministry of Finance and other departments are studying the policy of financial subsidies to promote LED lighting products. The form and intensity of subsidies will be based on the promotion of energy-saving lamps and combined with the characteristics of LED lamps. Adjust accordingly. As household lighting pays more attention to the purchase cost, there is still a gap between LED and energy-saving lamps. The introduction of subsidy policies in the future will greatly accelerate the replacement of traditional lighting by LED lighting. Because energy-saving lamps contain mercury, there is a greater concern about environmental protection. At present, many local governments have cancelled subsidies for energy-saving lamps. LED cost performance and environmental protection effects will gradually be reflected in the future. At present, although end consumers are still purchasing traditional lighting products in large quantities, distributors have obviously begun to reduce the proportion of traditional light sources purchased. From the perspective of output value, it is estimated that LED lighting accounted for %~% in the mainland lighting market in the first half of the year, and there is a greater probability that it will be in the range of ~% in the second half, and the trend of quarter-to-quarter increase is obvious. Therefore, the overall quarterly lighting revenue is expected to remain flat month-on-month, while the LED penetration rate is increasing quarter by quarter. The total amount of LED lighting is still growing quarter-on-quarter, and the quarterly growth rate may further increase. *In the recent period, the LED sector has experienced continuous corrections, and investors will inevitably have doubts about the investment prospects of the industry, and doubt that the industry's prosperity will continue to decline. The research report issued by Ping An Securities pointed out that the source of the periodicity of the LED sector in the past was mainly due to the seasonal fluctuations in the backlight market. Starting this year, the source of the industry's upward trend has been the general lighting market. Affected by the upgrading of upstream chip technology and the rapid decline in prices, the price gap between LED lighting and traditional lighting products is gradually narrowing, and the cost-effective advantages of downstream LED lighting products have emerged. In the future, as the penetration rate of LED lighting continues to increase, the industry's boom will have a solid support.