The central drive 'from 2011 to 2015' ( The 'twelfth five-year') Vigorously promoted more energy conservation and emissions reduction targets, the development environmental protection projects, the implementation of a policy to ban the import and sales general lighting incandescent lamp (step by step Tungsten filament lamp) , and will gradually by phases in October next year ban on imports and sales of general lighting incandescent lamp. Cooperate with policy development, the enterprises entering the industry, make industry growth gradually increase; 并于中央拟为LED照明市场提供财政补贴之下,分析员均认为,若具体政策有效落实的话,白炽灯于2016年将完全被淘汰后,对该产业未来发展是有利的。惟需要关注的是,由于该政策具体方案仍未落实,对个别股份公司短期实际五面影响不大,加上LED灯的生产成本较高,技术水平不足,因为比较先看好节能灯未来的发展。 *LED灯生产成本高,毛利或受压* 自1996年中国正式开始实施环保照明工程,并提倡各单位企业以高效照明的节能灯代替白炽灯,以减少二氧化碳的排放。近年为进一步促进市场的发展,政府拟制定LED灯的补贴政策,群益证券研究部新能源行业分析员廖凯对《经济通通讯社》表示,就目前发展来看,国内的LED照明产品仍然较少,生产技术亦未到位,相信短期对照明行业的憧憬已经反映。加上,LED灯的生产成本太高,若基建发展未能配合之下,市场或会出现供过于求的情况,对生产商的毛利必定带来负面的影响。而中央对行业的补贴至目前为止亦未有具体的方案,因此政策对行业的利好作用持久性不大,对未来内销发展影响亦言之尚早。 不过,她又指出,政府于5年内淘汰白炽灯的改革方案,相信对节能灯发展有较大的帮助。按市场份额来看,节能灯于市场的占有率由1996年的20%提升至去年的85%,相信对该产业的发展受惠程度会更大。 *LED利节能减排,观察补贴据点* 近年来,不少企业进军LED环保照明市场,例如德普科技( 03823). With 1, 2. 4 billion yuan to buy the LED company, significantly increase the LED business share; Another company completed ling ( 01997). Visible also limit expansion LED business, the business such as energy-saving products in the future will become the developing trend, relatively competitive. International electronics industry analyst jian-ying xie to the economy through news agency, said the current LED lighting market development in the mainland is compelled in urgent, believe that if the Treasury to provide subsidies for LED lighting, China lighting total power consumption by about 12%, will have higher energy efficiency of leds to replace incandescent lamp, and greatly reduce greenhouse gas emissions; And allow more enterprises to join the market, more to play to the role of energy conservation and emissions reduction. And he said, LED the government to provide subsidies to believe was a continuation of the sales policy, long-term to observe subsidies implementation, if the street light, street light industrial infrastructure projects such as subsidies, relevant manufacturer directly benefit will be strong, the future benefit; If, on the other hand, subsidies for home decoration lamp, due to the current technology is not high quality, high production cost, also not too big influence on industry development.