This year's introduction of LED financial subsidies kicked off LED lighting into the introduction of efficient lighting financial subsidies policy has received strong market attention. Although the specific amount of subsidy is not clear, it seems to be a happy event for many in the industry because it has opened the prelude to the introduction of LED lighting subsidy policy.
This reporter learned that China's LED lighting industry is a driving force in the rapid development of policies, which play an important role in the boost. In fact, the "Measures" issued by the state in 2007 covered energy-saving lamps and LED lighting, but LED lighting was not included in the implementation. The market has been looking forward to LED lighting can be included in the scope of subsidies, to promote the promotion and popularization of LED lighting by reducing costs. Previously, the market for subsidy policies for LED lighting also had many claims.
According to any scholar from the China Civil Capital Commission, the China Central Committee for Capital Investment Committee will arrange for 8 billion yuan of extrabudgetary funds from the central government to purchase 4 million LED high-efficiency road lighting products during the 12th Five-Year Plan period. At the same time, it will drive no less than RMB 3 billion. Yuan's local matching funds. As soon as the news came out, it immediately attracted the attention of the industry, they also said that this subsidy policy will further shake the LED lighting application market, accelerate the demonstration application and popularization of LED lighting, and is expected to fundamentally ease the pressure on the expected chip overcapacity .
As October 1, 2011, relevant departments announced that China's incandescent lamp banned elimination schedule. Therefore, during this period, the development of LED-related standards will be expected to accelerate, and the promotion and demonstration policies for LED-related products may be rolled out. Therefore, the good news that came out on February 28 was seen as a big signal for the government to accelerate the formulation of LED lighting subsidies this year.
LED products are expected to further lower prices In the context of LED companies' batch IPOs, overheated industrial investment, and overcapacity, the government's subsidy policy is just like injecting catalysts into the LED industry, and industry leading companies will also benefit from this.
The reporter learned that after years of efforts, the current domestic LED light source prices have dropped to a relatively low level. According to Ledinside's statistics, the average price of LED lights replacing 40W incandescent lamps in January was 19.6 US dollars (about 123.5 yuan ***), the lowest price has dropped to 8.2 US dollars (about 51.6 yuan ***). If the fiscal subsidy is 30%, it will undoubtedly increase the attractiveness of large-scale procurement, long-term use of commercial and industrial companies.
In addition, domestic LED industry supply increased significantly last year, and demand growth was lower than expected, with severe oversupply. Rapid decline in product prices, high industrial chain inventory, industrial development has entered a low point. At present, under the condition that suppliers reduce the operating rate and TV backlighting is in stock, the LED industry has shown signs of bottoming out. The tendering of LED indoor lighting products has given the industry a shotgun and helped the industry to get out of the bottom.
Li Xuliang, chairman of Dongguan Qinshang Optoelectronics Co., Ltd., pointed out that the above measures mean that the semiconductor (LED) lighting industry will usher in a new round of policies. At present, the overseas market of LED industry has been growing explosively, and the subsidy policy will further launch the Chinese market, which is expected to continue high growth in the next 3-5 years. With this subsidy, the cost-effectiveness of the product will further increase and it will further stimulate consumer demand. Qinshang Optoelectronics will no doubt benefit from this policy.
Huatai United Securities is more optimistic about the future of LED lighting in the outdoor and commercial areas. The company believes that the subsidy policy will accelerate the promotion of LED lighting in outdoor and commercial areas. LED terminal lighting companies will directly benefit from the subsidy policy and promotion of LED lighting, and packaging and chip companies will also benefit indirectly.
[industry voice]
[Weibo view]
“The National Development and Reform Commission initiated 2012 financial subsidies to promote the bidding of semiconductor lighting products. The winning manufacturers can enjoy a certain degree of financial subsidies on the basis of the successful bid agreement price. LED product demand is expected to be boosted, and the upper and lower industrial chain can share dividends. The chip maker Sanan Optoelectronics, Hongli Optoelectronics and National Star Optoelectronics for the production of the middle stream, Ruifeng Optoelectronics and Qinshang Optoelectronics for the downstream lighting, etc.." - If wishful. "About the issue of LED financial subsidies, this is the country's new The important measures supported by the energy industry, this year the first time, the target value of 2012 was adjusted to 7.5%, which is the first time in eight years to reduce the GDP target. In fact, there is another meaning implied by this, that is, changing the economy. The growth model, cultural industry and new energy industry will be one of the important industries in the future economic growth model.Therefore, the introduction of LED financial subsidy policy is exactly in line with the guiding ideology of ****. This is for the LED industry and enterprises. , is a very good news." - Song Dinglong "policy guidance plus financial aid, this is undoubtedly for the LED lighting industry As a LED lighting company will also actively respond to national policies, but the policy's promotion effectiveness and implementation of how to temporarily conclusions, but just as the subsidy policy affects the air-conditioning market, I believe it will also bring to the LED lighting industry enhancement."
——Shenzhen Jinliu Ming Optoelectronics Technology Co., Ltd. He Wei, director of domestic marketing “Only five companies have been selected for LED road and tunnel lighting. The competition is extremely fierce. The LED lighting brands are All over the sea, and they all show their magic and try their best to win. The qualifications for this subsidy, although the specific amount and amount of this subsidy are not yet determined, but the strategic significance may be greater than the actual profit, and the performance of the listed companies in the secondary market will be enhanced and gain greater favor. It is worth noting that the traditional lighting companies represented by NVC and Zhejiang Sunshine have been able to make breakthroughs in the sphere of influence of LED lighting companies such as Qinshang, Chau Ming and Jinghe."
- Senior commentator Liu Jun
This reporter learned that China's LED lighting industry is a driving force in the rapid development of policies, which play an important role in the boost. In fact, the "Measures" issued by the state in 2007 covered energy-saving lamps and LED lighting, but LED lighting was not included in the implementation. The market has been looking forward to LED lighting can be included in the scope of subsidies, to promote the promotion and popularization of LED lighting by reducing costs. Previously, the market for subsidy policies for LED lighting also had many claims.
According to any scholar from the China Civil Capital Commission, the China Central Committee for Capital Investment Committee will arrange for 8 billion yuan of extrabudgetary funds from the central government to purchase 4 million LED high-efficiency road lighting products during the 12th Five-Year Plan period. At the same time, it will drive no less than RMB 3 billion. Yuan's local matching funds. As soon as the news came out, it immediately attracted the attention of the industry, they also said that this subsidy policy will further shake the LED lighting application market, accelerate the demonstration application and popularization of LED lighting, and is expected to fundamentally ease the pressure on the expected chip overcapacity .
As October 1, 2011, relevant departments announced that China's incandescent lamp banned elimination schedule. Therefore, during this period, the development of LED-related standards will be expected to accelerate, and the promotion and demonstration policies for LED-related products may be rolled out. Therefore, the good news that came out on February 28 was seen as a big signal for the government to accelerate the formulation of LED lighting subsidies this year.
LED products are expected to further lower prices In the context of LED companies' batch IPOs, overheated industrial investment, and overcapacity, the government's subsidy policy is just like injecting catalysts into the LED industry, and industry leading companies will also benefit from this.
The reporter learned that after years of efforts, the current domestic LED light source prices have dropped to a relatively low level. According to Ledinside's statistics, the average price of LED lights replacing 40W incandescent lamps in January was 19.6 US dollars (about 123.5 yuan ***), the lowest price has dropped to 8.2 US dollars (about 51.6 yuan ***). If the fiscal subsidy is 30%, it will undoubtedly increase the attractiveness of large-scale procurement, long-term use of commercial and industrial companies.
In addition, domestic LED industry supply increased significantly last year, and demand growth was lower than expected, with severe oversupply. Rapid decline in product prices, high industrial chain inventory, industrial development has entered a low point. At present, under the condition that suppliers reduce the operating rate and TV backlighting is in stock, the LED industry has shown signs of bottoming out. The tendering of LED indoor lighting products has given the industry a shotgun and helped the industry to get out of the bottom.
Li Xuliang, chairman of Dongguan Qinshang Optoelectronics Co., Ltd., pointed out that the above measures mean that the semiconductor (LED) lighting industry will usher in a new round of policies. At present, the overseas market of LED industry has been growing explosively, and the subsidy policy will further launch the Chinese market, which is expected to continue high growth in the next 3-5 years. With this subsidy, the cost-effectiveness of the product will further increase and it will further stimulate consumer demand. Qinshang Optoelectronics will no doubt benefit from this policy.
Huatai United Securities is more optimistic about the future of LED lighting in the outdoor and commercial areas. The company believes that the subsidy policy will accelerate the promotion of LED lighting in outdoor and commercial areas. LED terminal lighting companies will directly benefit from the subsidy policy and promotion of LED lighting, and packaging and chip companies will also benefit indirectly.
[industry voice]
[Weibo view]
“The National Development and Reform Commission initiated 2012 financial subsidies to promote the bidding of semiconductor lighting products. The winning manufacturers can enjoy a certain degree of financial subsidies on the basis of the successful bid agreement price. LED product demand is expected to be boosted, and the upper and lower industrial chain can share dividends. The chip maker Sanan Optoelectronics, Hongli Optoelectronics and National Star Optoelectronics for the production of the middle stream, Ruifeng Optoelectronics and Qinshang Optoelectronics for the downstream lighting, etc.." - If wishful. "About the issue of LED financial subsidies, this is the country's new The important measures supported by the energy industry, this year the first time, the target value of 2012 was adjusted to 7.5%, which is the first time in eight years to reduce the GDP target. In fact, there is another meaning implied by this, that is, changing the economy. The growth model, cultural industry and new energy industry will be one of the important industries in the future economic growth model.Therefore, the introduction of LED financial subsidy policy is exactly in line with the guiding ideology of ****. This is for the LED industry and enterprises. , is a very good news." - Song Dinglong "policy guidance plus financial aid, this is undoubtedly for the LED lighting industry As a LED lighting company will also actively respond to national policies, but the policy's promotion effectiveness and implementation of how to temporarily conclusions, but just as the subsidy policy affects the air-conditioning market, I believe it will also bring to the LED lighting industry enhancement."
——Shenzhen Jinliu Ming Optoelectronics Technology Co., Ltd. He Wei, director of domestic marketing “Only five companies have been selected for LED road and tunnel lighting. The competition is extremely fierce. The LED lighting brands are All over the sea, and they all show their magic and try their best to win. The qualifications for this subsidy, although the specific amount and amount of this subsidy are not yet determined, but the strategic significance may be greater than the actual profit, and the performance of the listed companies in the secondary market will be enhanced and gain greater favor. It is worth noting that the traditional lighting companies represented by NVC and Zhejiang Sunshine have been able to make breakthroughs in the sphere of influence of LED lighting companies such as Qinshang, Chau Ming and Jinghe."
- Senior commentator Liu Jun
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