LED lighting market breaks out, transformation and penetration accelerate

This year the first half enterprise refinancing channel open policy environment excellent semiconductor lighting field new product, new technology emerge in an endless stream development momentum thriving industry chain lower reaches supply and demand two Wang, enterprises represented by listed companies are profitable and profitable. With the soaring prosperity of the market, the expansion of industry investment and the integration of mergers and acquisitions are more normalized and diversified. The strong demand and fierce competition are the outstanding performance of the industry. In terms of domestic market, in the first half of 2014, China's LED lighting product market showed outstanding performance, with rapid growth and volume increase and price decrease. With the sinking of enterprise channels, the performance of the second-tier market is outstanding, and the growth trend of commercial lighting is clear. Despite the impact of real estate and e-commerce, the overall efficiency of lighting product dealers is good, and the overall growth rate is more than 20 and the gross profit rate is about 25. It is expected that with the arrival of the decoration season in the second half of the year, the growth rate of 2014 will reach a new high. Full penetration and transformation of LED 2014 is the first year of full penetration of LED lighting domestic market, and retail sales have achieved rapid growth. According to relevant data, in the first half of the year, the sales growth rate of LED lighting products in the channels of real dealers in China's domestic market was 27. 5%. About 8. More than 88 dealers reported that the sales of LED lamps in 2014 increased significantly compared with 2013, with nearly 30% of merchants saying that the growth rate exceeded 30. The rapid growth of LED market sales mainly comes from the replacement of traditional lamps. In the case of weak growth in the overall lighting market, the increase in LED penetration directly promoted the market outbreak in the first half of the year. By the end of June, the overall penetration rate of LED lighting products in physical channels had reached about 57 on average, up from 45 at the end of 2013. 7 increased by 14 percentage points. With the outbreak of the second-tier market, the market in the central region is starting. Tempted by the huge profits of the LED market, manufacturers and distributors are increasingly promoting LED. The primary and secondary markets have already entered the stage of popularization, the third and fourth markets are also closely followed. From the perspective of market level and channel, the second-tier market (Mainly refers to the second-tier prefecture-level cities) The outbreak of 2014 was obvious, and the permeability increased by 15. 5 percentage points, sales in the second-tier market increased by about 30 compared with the same period last year. From the dealer's reflection, 40% of the dealers in the second-tier market grew by more than 30%, while 75% of the dealers grew by more than 10%. After more than a year of intensive work in the second-tier market, the main lighting companies have achieved remarkable results in channel layout and marketing promotion in the second-tier market. The growth rate of the first-tier market and the third-tier market should not be underestimated. Sales in the first half of the year increased by 19. From 2013. 27, while the permeability climbed to 62 and stabilized; In third-tier county-level cities, LED has gradually begun to be recognized by ordinary people. Many enterprises have begun to strengthen promotion, but there is still a gap between LED penetration rate and that of first-tier and second-tier cities. The market growth rate in the first half of 2014 was about 20. The e-commerce market is growing rapidly, and the growth rate of online sales of LED lighting products is more obvious than that of physical channels in two years. The overall Taobao lighting market is growing well. 2014 1-On July, Taobao (Tmall included) Sales of lamps and light sources reached 5. 3 billion yuan, up 144 year on year. 43, of which light source 2. 0. 1 billion yuan, an increase of 95. 4, lamps 50. 0. 8 billion yuan, up 147 year on year. Judging from the volume of transactions, Taobao (Tmall included) Lamps and light sources sold 23. 42 million orders, up from last year. 26, of which 6. 99 million were light sources, up year on year. 99, 16. 43 million lamps, an increase of 79. 88; All kinds of products sold reached 330 thousand pieces. According to Taobao (Tmall included)Data statistics, 2014-In July, LED light source products (Including spotlights) The sales volume increased by 100 compared with the same period last year. 59, reaching about 1. 7. 5 billion yuan, accounting for 82 of the total light source products. 76. Judging from the number of orders, Taobao's total number of orders for selling LED light source products in the first seven months of 2014 reached about 5. 9 million, up 122 from the same period last year. 14. At the same time, the number of LED products on Taobao increased to 60 thousand, an increase of over the same period last year. 22.