The rapid growth of LED lighting market has driven the whole industry into a high prosperity period1

According to reports, the overcapacity of photovoltaic LED has left a deep impression on people. Now, the LED lighting industry is growing rapidly, which is expected to bring new flavor to the whole industry. Judging from the situation in recent years, the LED lighting industry has maintained rapid growth. Ding Wenwu, director of the electronic information department of the Ministry of Industry and Information Technology, recently predicted that the domestic LED output value will continue to maintain a rapid growth of 20 to 30 next year. the growth share mainly appears in public areas such as civil use and road lighting. In addition, Lv Wenbin, deputy director of the Department of Resource Conservation and Environmental Protection of the National Development and Reform Commission, expects that the target of 20 market share of LED lighting in 2015 will be achieved ahead of schedule. In 2011, China issued the 'road map for the phase-out of incandescent lamps in China'. In October this year, it also passed the ban on the export and sale of incandescent lamps above 60 W. Promoting energy-efficient lighting products is not only conducive to sustainable energy utilization and environmental protection, but also conducive to the formation of new economic growth points. As a large producer, consumer and exporter of lighting products, China's domestic LED industry has grown rapidly, with a market size of more than 260 billion yuan in 2013. From the perspective of scope, the EU has recently raised the standards for LED lighting products, and the relevant domestic industrial standards have also been gradually improved, which has played a role in supervising the transformation of LED enterprises in China. In the view of Han Xiaoping, chief information officer of China energy network, the great development of the domestic LED lighting market will obviously alleviate the problem of domestic overcapacity and may even drive the transformation of the energy industry. Han Xiaoping explained this in detail. Han Xiaoping: The main reason for overcapacity is that the domestic market has not started, mainly relying on exports. In the past few years, the pressure of overcapacity was relatively large. In some supermarkets or in some stores, LED lights can be bought, and almost all stores are selling them, and they are getting cheaper and cheaper. Therefore, through diversified competition, it has been realized that the price of this product has been continuously reduced, the quality has been continuously improved, and everyone is easy to accept. We have achieved a market share of LED in a very short period of time, and this speed will be further accelerated in the future, because Chinese people attach great importance to thrift, and using LED can not only save electricity bills, moreover, the life span of LED bulbs is almost 10 times that of ordinary incandescent bulbs, so more and more people will choose LED lamps, and the price of LED lamps will continue to drop. moreover, its performance in all aspects is better than that of traditional energy-saving lamps, so more and more people and more and more families will use it, which will promote the development of this industry. A large number of use in China will make the price of LED products lower. More enterprises will produce and face the whole world, which will make great progress in lighting and energy conservation around the world and reduce more emissions. Reporter: From the performance of the capital market today, because the heavyweights LED the market, today's LED sector performance is not eye-catching. However, the industry is still full of confidence in the development of the industry. Guotai Junan industry analysts believe that the current LED industry has benefited from the launch of the lighting market, which is ushering in a good historical scene and has entered a three-year long period of high prosperity. In addition, mainland enterprises benefit from the comprehensive advantages of technology, cost and support, and will enjoy the LED manufacturing chain transfer premium. In the view of Yuan Jun, investment consultant of Aijian Securities, the products of domestic LED lighting manufacturers already have a stable market, and the market scale will expand steadily. The entire LED industry, especially the LED chip field, will directly benefit from it. Yuan Jun: at present, the overall growth rate of LED is about 23-About 30, the share has exceeded 20. Now it seems that it is already a trend to promote LED conversion in the EU, and our pace is relatively fast. Judging from the current situation, apart from some safety standards that need to be slightly improved, the current market has basically stabilized and is gradually expanding. LED is relatively good in the future, which is certain. Judging from the current growth rate, the growth rate of civil and road lighting is relatively fast, especially road lighting, which is related to the replacement of incandescent lighting by LED implemented by the government. Therefore, the long-term development of LED is optimistic. From the perspective of the overall LED architecture, this kind of corresponding plates, from the perspective of the original chips, are just like these chip-producing enterprises such as San'an Optoelectronics, and then like Guoxing Optoelectronics, jufei Optoelectronics, xuelaite, etc. ; The steps are to look down from the chip. From the chip to the whole lamp manufacturing, material manufacturing and product introduction, these industrial chains such as Dehao Runda and Lehman optoelectronics have opportunities. at present, chip companies are still benefiting more, because they will eventually reach the basic end, that is, the chip end, and many other uses of LED are gradually emerging, not only lighting, there are many related uses, so it is worth paying attention to.