LED lighting is a sudden emergence of industry reshuffles really coming

LED concept stocks rose sharply on the first day of the new year. At the close, the four stocks of Changfang Lighting (300301), Lehman Optoelectronics (300162), Lianjian Optoelectronics (300269) and Ruifeng Optoelectronics (300241) were up.

LED lighting is a new and cutting-edge product in the field of modern lighting. Compared with traditional lighting, it has long life and energy saving features, especially outstanding energy-saving performance. It is in line with the current social development trend and the industrial market is expected to expand further.

Shareholder Xiao Hao: Looking back at the development of the LED industry in 2013, it can be said that the rainbow is accompanied by the haze, and the beauty is with the thorns. After three years of cold winter, the LED lighting era is expected to come, but the manufacturers have not earned a lot of money, and the shadow of increasing income does not increase. In 2014, the growth performance of the LED lighting market is expected, and the industry reshuffle and the strong and strong pattern will continue. According to industry data, in the second half of last year, the LED lighting market has begun to grow rapidly and is expected to continue its five-year high growth.

Veteran of the market: At present, the profits of downstream brands are relatively better; upstream supply is over-supplied due to excessive investment in the previous period. In addition, during the three years from 2010 to 2013, the price of LED lighting products dropped by more than 20% annually. The most important trend in the LED lighting market in 2014 is that industrial concentration will be higher than traditional lighting. Among them, the domestic market shipments are concentrated in the commercial lighting field, and alternative light sources and downlights are gradually becoming mainstream shipments. From the export data point of view, the export growth rate of LED lighting products began to accelerate, and the export performance in the fourth quarter of last year was not weak.

Observer Yao: The National Development and Reform Commission issued the “Notice on Strengthening Work to Ensure the Implementation of the 2013 Energy Saving and Emission Reduction Targets”. The Development and Reform Commission, the Ministry of Finance and the Ministry of Housing and Urban-Rural Development are jointly responsible for promoting the implementation of green lighting projects and continuing to implement energy-saving products for the benefit of the people. In the future, the financial subsidies for green lighting will shift from fluorescent lamps to high-efficiency lighting products such as LEDs.

With the withdrawal of state subsidies and the increase in demand for LED lighting, the LED chip industry will improve in 2014, and the entire market is expected to usher in the second half of this year. In the meantime, the industry's survival of the fittest is indispensable.

Dr. Zhang Xiaofei, director of the High-tech LED Industry Research Institute, predicted that the LED industry will begin to reshuffle in 2014. The company with a turnover of less than 10 million will have little room to survive in the future. The LED industry will start shuffling this year. . Especially in the next three years, the LED industry big fish to eat small fish, fast fish to eat slow fish, will be the normal state of the industry, because the market space is so large, this is the inevitable result of market rules. Non-listed companies may be largely eliminated or integrated, and listed LED industry leaders are expected to benefit from the integration process.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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