LED industry will become a dark horse in the field of energy conservation and environmental protection1

At present, LED industry has become the main force of the new generation of energy conservation and environmental protection, and is also an important part of the new generation of information technology. China's energy consumption has been high, and various forms of energy conservation are particularly important. In recent years, the LED industry has rapidly become a dark horse in the field of energy conservation. It is reported that since January 1, 2014, manufacturers of 40-watt and 60-watt traditional incandescent lamps commonly used in American households will stop production and supply. Affected by this news, the-share led sector immediately rose, and the stocks such as Changfang lighting and Qianzhao Optoelectronics even had a daily limit. According to the forecast of research organization ledinside, the shipment volume of led lighting products in China will reach 13. In 2014. 0. 2 billion, an increase of 68. Although the demand for lighting has continued to grow, the overall overcapacity of led in China has a long history. Freezing three feet is not a cold day. With the opening of the led lighting application market in the United States, can the domestic overcapacity be effectively alleviated? Can China's led industry take this opportunity to get out of the puzzle of overcapacity? Will the industrial reshuffle come? Overcapacity under subsidies in 2011, the collapse tide of led enterprises sweeping the Pearl River Delta region is still vivid in my mind. From the sunrise industry once pursued by capital to the frequent running of many business owners, the speed of change is staggering. The overcapacity of the industry caused by investment expansion is usually considered to be the major cause of the collapse. Although more than two years have passed, overcapacity is still a lingering dark cloud on the head of China's led industry. Li, director of luxresearch in China, an American investment institution, pointed out: for example, in China's led lighting industry chain, there are at least 5000 enterprises in the production of bulbs. basically, it is also a place where enterprises and capital can no longer invest. He said that at present, there are more than 1000 led packaging enterprises in China, which are also very crowded. There are more than 50 upstream enterprises that produce epitaxial wafers. The main reason for overcapacity is that the industry's expectations are too high. The state has indeed introduced many good policies and given a large amount of subsidies. In this case, the rapid expansion of enterprises has led to an immediate surplus in the industry. Li Jun said. Yu Lifeng, a partner of Jiyuan capital who also invests in led lighting, also points out that China's led lighting industry often relies on a large number of policies and financial subsidies, and even needs the government to directly give enterprises related engineering projects. therefore, as soon as the government gives money, everyone will rush into the situation, and the entry threshold of the industry is relatively low, which is easy to cause overcapacity. As a result, China's led industry has a strange scene in which the government is desperately subsidizing and the other side of the company has closed down. There is still room for development. However, Yu Lifeng believes that although there is overcapacity in the led industry at present, this is only a false proposition. china's led industry still has a lot of room for development and has not been released. With the increasingly serious pollution of China's atmosphere, air and soil, the awareness of ordinary people on environmental protection has become more and more strong, and energy-saving and environment-friendly led lighting lamps have gradually begun to be accepted by the public. People are beginning to realize that they cannot emphasize energy conservation and environmental protection while doing something that pollutes the environment. Yu Lifeng said. Yang Dongrui, vice president of xinwo capital, also said that the current led industry does encounter some overcapacity and technical problems, but this is only a phased problem. Many people in the industry also believe that the current development of China's led industry is still relatively healthy. Every industry will encounter the same problems in its development, such as technical obstacles, short-term overcapacity, etc. Judging from the current terminal price, the price of led lighting products has dropped very fast. Yang Dongrui said: at present, the unit price per watt is about 4 ~ 5 yuan, which used to cost dozens of yuan, is basically affordable and affordable for ordinary people. At the same time, the price of led lighting products has also dropped rapidly, and the replacement of alternative light source products such as bulb lamps and lamps is prominent. In North America, such as the US government, the support for led lighting is gradually increasing. Manufacturers of 40-watt and 60-watt traditional incandescent lamps commonly used in American households will stop producing and supplying them from January 1, 2014. it is one of the manifestations of government support. It is reported that the US Energy Star (energystar) The number of subsidies for lighting products is also planned to increase rapidly, which will further reduce the price of led lighting products. Market Forecast shows that the growth rate of led lighting products in North America is expected to reach 72. 5% next year.