Industry news


Outside blowing frequency LED lighting summer season

From: Data:15/08/2016

“ suddenly, such as spring night to & rdquo; not long ago, the light-emitting diode (LED) industry is experiencing the price surge, tide invasion failed now market is a bustling scene.

Zhongshan LED lighting quality upgrading strategy conference held in Guangdong yesterday in Zhongshan Xiaolan town. “ it's almost too busy. ” a number of LED lighting industry chain enterprises in an interview with the Securities Times reporter, said the international market since the beginning of the year, the current order situation is more optimistic.

/> outbreak point in time or in the middle of the year

& ldquo; in January is the spring sleep not aware, in February will have is only Xiao He Lu sharp angle. ” industry research institutions experts so described the beginning of the LED lighting market recovery trend.

, in fact, LED downstream industry recovery has long been recognized by the capital market. This year, A shares rose in the LED sector. The logic behind the stock price rise is the performance of the listing Corporation to stabilize and rise.

according to statistics, 25 LED focus on the Shanghai and Shenzhen listed companies, the 2012 total operating income was 484.09 billion yuan, grew 9%, total net profit for 39.33 billion yuan, down 18%; in the first quarter of this year, the 25 companies total operating income was 98.88 billion yuan, an increase of 12%, total net profit of 7.19 billion yuan, down 3%. Industry size continues to grow, earnings decline slowed.

specifically, the middle reaches of the package as well as the downstream application of the company's net profit performance is better than the upstream chip companies, mainly due to the upstream chip production capacity is a serious surplus, low power and other factors caused by the enterprise.

China Merchants Securities in a research report shows that chip and package factory were involved in the full load condition, visibility of orders up to 1 ~ 3 months, significantly better than normal and part of the company even offered to give up the order. &ldquo

; after the industry expected market broke out in 2015, and now I feel conservative, to advance to 2013. ” Limited by Share Ltd Linsen lighting division director Zhang Chao expressed optimism about the East China LED lighting market development.

in this regard, experts also expressed recognition. He believes that starting in February this year, LED lighting market has been very obvious signs of the outbreak is expected in the two or three quarter of this year will likely be a comprehensive outbreak.

in the middle reaches of the industry in the midst of the Philips Lumileds for this year's orders are pouring in, Asia market director Zhou Xuejun said second plant in Penang, Malaysia production base last year has started, but now at hand orders are still busy not to come over.

mentioned overseas markets, Zhou Xuejun said: “ demand is strong, very popular. & rdquo;

lighting market penetration will exceed 10%

reason for the market recovery, Xiaofei analysis think, on the one hand, the global market for LED lighting acceptance of ascension, the momentum of rapid growth in export demand; on the other hand, the domestic commercial lighting market began to application of LED lighting products. At the same time, the public lighting market continue to promote. &ldquo

; this year the domestic LED lighting market penetration rate will exceed 10%. 2015, this data will reach 35%. These data may also be too conservative. ” Zhang Xiaofei said. Zhou Xuejun believes that the market penetration index can not be generalized to market segments. At present, in the field of public lighting, commercial lighting market outlook is larger, the permeability may be more than 10% in 2013, civil lighting may be relatively weak. “ however, this has been enough to support the recovery of the entire market, public lighting, commercial lighting together accounted for about 70% of the entire market. ”

some local government bidding efforts in the increase. Recently, the Guangdong Provincial Science and Technology Department website released the first quarter of 2013 Street bidding situation, in the first quarter of this year, Guangdong Province of street lamps, tunnel lights bidding has reached 7.6 million lights, has more than 2012 annual gross of invite public bidding of 7.5 million lights.