LED companies expect civilian lighting subsidies to promote industrial development will be more effective

Following the May 7th National Science and Technology Ministry issued the "12th Five-Year Special Plan for the Development of Semiconductor Lighting Technology (Draft for Comment)" to guide the price reduction of LED lighting terminal products, the Guangdong Provincial Government held the promotion and application of LED lighting products in Guangdong Province on May 28. Work conference and announced the implementation of the "three-year popularization of LED public lighting" work program. Some insiders believe that the government's successive support policies have shown the importance of the LED lighting industry, but it will be more effective if the introduction of the civil lighting subsidy policy for the industry.

For the LED lighting is good, on May 29, the LED listed company in the secondary market responded positively. Guoxing Optoelectronics (002449) closed at 8.97 yuan, and Qinshang Optoelectronics (002638) rose 8.45% to close at 16.05%. In addition, Sanan Optoelectronics (600703), Changfang Lighting (300301), Hongli Optoelectronics (300219) rose more than 4%.

Good for Guangdong leading enterprises
According to the requirements of the “Implementation Plan”, from the date of implementation of the plan, LED lighting products will be used in lighting projects such as roads, public places, government agencies, state-owned enterprises and institutions, and new areas planned for construction. The original project using non-LED lighting products will complete the phased batch transformation within 3 years before the end of 2014, and the Pearl River Delta region will strive to complete by the end of 2013.

For this program, yesterday, Li Xuliang, chairman of Qinshang Optoelectronics, clap his hands. He told reporters that the large-scale high-quality enterprises in the industry are concentrated in Guangdong Province. The support program will help to cultivate leading enterprises in Guangdong, so that they can gain first-mover advantage and gain the right to speak in the industry competition.

According to outside rumors, as of the end of 2011, there were more than 80 LED lighting companies in Shenzhen. In Foshan City, nearly 10% of LED lighting companies closed down in 2011. Li Xuliang believes that because this subsidy will implement energy efficiency standards, only the relevant energy efficiency standards stipulated by the state can qualify for subsidies, and the implementation of the energy efficiency “leaders” system makes the industry's high-quality large enterprises occupy a dominant position. It is expected that relevant supporting policies will promote the development of the industry and accelerate the reshuffle of the industry. It is expected that nearly 50% of LED lighting companies will close down or be merged in the next few years.

Civil lighting market has greater potential

In the past three years, Guangdong Province has successively implemented demonstration projects such as “Ten Cities and Ten Thousand Miles”, “Thousand Miles of 100,000” and “Green Lighting Demonstration City” to promote the promotion and application of LED lighting in a point-to-face manner. By the end of 2011, the province's LED lighting demonstration project has promoted the application of 250,000 LED street lamps. Up to now, more than 300,000 LED street lamps have been installed in the province, and more than 3,000 kilometers of demonstration roads have been launched. The annual output value of the LED lighting industry has exceeded 150 billion yuan. Ranked first in the country.

"The LED application demonstration project is a breakthrough for the development of the LED industry. This is a good idea. Guangdong's policy is timely. The next step should be to promote the policy of the civil lighting market." The founder of the Guangzhou International Lighting Exhibition, the world's largest lighting exhibition, Pan Wenbo, dean of the Guangya Lighting Research Institute, said that the potential of the civil lighting market is greater than that of public works. The market size of the existing incandescent lamps alone will reach hundreds of billions of yuan. Therefore, the huge potential of the LED market is favored by Chinese and foreign LED companies. The 17th Guangzhou International Lighting Exhibition, which will open on June 9, has attracted 2,600 companies from around the world.

The relevant person in charge of Dehao Runda (002005) also pointed out that although the Ministry of Science and Technology previously released the "12th Five-Year Plan" for the development of semiconductor lighting technology (draft for comment) is also expected to reduce the price of end products through the localization of chips, but the actual This is still not enough. "At present, there are subsidies and encouragement policies for people using terminal LED lighting products in the world, such as Japan and the United States, and they are very effective, and there is no specific timetable for this country."

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