Recently, many domestic LED companies have heard news. After the adjustment in June and July, the orders of most manufacturers have increased significantly since August this year. According to industry insiders, starting from September, the stocking season for foreign Christmas consumption will be ushered in, and many commercial lighting and street lighting renovation projects will be concentrated in the second half of the year. The LED market is expected to usher in a new round of rapid growth in demand.
Recently, the European Union issued the "new energy efficiency regulations for LED lighting products", saying that LED lighting products exported to Europe since September 1 must comply with the new energy efficiency standards, and gradually improve LED lighting products in three stages in the next three years. Energy efficiency standards. For domestic LED export companies, this means an increase in the threshold and an increase in costs.
Orders are significantly improved
Due to the rapid expansion of the downstream application market, the LED industry has gradually recovered from the second quarter of this year. According to statistics, in the first half of this year, the total amount of tenders for LED street lamps in China has exceeded 20 billion yuan (RMB). As of now, the bidding amount of some provinces and cities has far exceeded the level of 2012.
According to industry insiders, as LED technology matures, product prices will gradually decline, and the cost of government promotion will become lower and lower. It is expected that commercial lighting including LED street lamps will grow rapidly in the future. In addition, the LED backlight demand also has a great improvement: due to the two-month consumption period from June to July, many manufacturers began to stock up for the 11th holiday and the Christmas market. The orders during this time are expected to be significantly improved by the holiday season. .
Deng Fei, an executive at Guangdong Dehao Runda Electric Co., Ltd., said: "In addition to the holiday effect of Christmas, there will be many purchases in the second half of the year. Commercial lighting such as street lighting projects, manufacturer renovation, and residential lighting. ."
In addition, according to the mid-term performance report released by the 23 key LED listed companies in China, which is focused on by the High-tech LED Industry Research Institute (GLII), nearly 60% of LED listed companies have increased their overall sales revenue in the first half of the year. From the three leading companies that reported their recent performance, Sanan Optoelectronics achieved a good growth in its main business performance. Under the driving of backlight and lighting growth, Ruifeng Optoelectronics and Jufei Optoelectronics achieved a net profit growth of more than 30% in the first half of the year.
Yan Fuchun, general manager of Nanjing Maijiang Automation System Co., told reporters that in the first half of this year, the company's LED product sales have doubled, and the market outlook is expected to be good. The head of Yunnan Nuopu Energy Optoelectronics Co., Ltd. also publicly stated that in the first half of this year, Nopp can achieve a net profit of over 2 million yuan in LED business, an increase of nearly 40%. "Because LED technology changes very quickly, compared with traditional lighting, dealers have less stocks and no obvious inventory pressure. Therefore, in general, the industry sentiment index in the third and fourth quarters will continue to increase." Industry analysts said.
EU energy efficiency new standard has different effects
According to the European Union, the latest energy efficiency regulations for LED lighting products were issued. By the second phase of 2014, the energy efficiency index was set at 0.2, which is 2.2 times the current implementation standard in China. After the implementation of the new standard, the cost of certification and random inspection for individual products must be increased by about 10,000 yuan. This is undoubtedly meant to increase the cost for LED companies with export business in China. According to industry insiders, the impact of this regulation on LED companies will not be great, but it will be even worse for SMEs that have difficulties in operating and have low profits.
Zhongshan, Shenzhen and other places in Guangdong Province are the gathering place of LED SMEs in China. It is this type of enterprise that has been the biggest impact of the new EU regulations. Due to low-end technology, fierce competition, and narrow financing channels, such enterprises often occupy market share at low prices in order to survive, so their profits are very small.
Recently, news of the collapse of such enterprises in Shenzhen has also been heard, and the introduction of new energy efficiency regulations in Europe and the United States is a good thing for such enterprises. Zhongshan LED industry insiders made it clear that Zhongshan's LED companies are mostly enterprises, and many of them are engaged in OEM processing. The core technology is in the hands of foreign manufacturers, so most of them do not meet the EU's new energy efficiency requirements. “European and American market access thresholds are relatively high. Now, upgrading energy efficiency standards means that many small LED companies are being shut out.†Zhang Ying, general manager of Zhongshan Xinhang Import & Export Co., Ltd. said.
Relatively speaking, large enterprises are much more calm. Zhao Fei bluntly said that the impact on LED companies will not be great, because their own technical standards are relatively high; and for some small factories, especially small factories that sacrifice quality for price advantage, their exports will be affected.
Duan Cheng, assistant to the chairman of Qinguang Optoelectronics, an outdoor lighting company, said that this standard has no impact on the company, and the standard of Qinshang Optoelectronics itself is higher. "Now the LED chip is technically capable of achieving 110 lumens per watt, and even reaching 150 lumens per watt. It is enough to meet the new standards of the European Union." Snowlight's director and director, Yu Shuzhong said.
The industry generally believes that although the EU's energy efficiency standards have a greater impact on some SMEs exporting to Europe, in the long run, this will force the entire industry's technological progress, improve the industry standards as a whole, and promote its healthy development. It is a good thing.
(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.)
Recently, the European Union issued the "new energy efficiency regulations for LED lighting products", saying that LED lighting products exported to Europe since September 1 must comply with the new energy efficiency standards, and gradually improve LED lighting products in three stages in the next three years. Energy efficiency standards. For domestic LED export companies, this means an increase in the threshold and an increase in costs.
Orders are significantly improved
Due to the rapid expansion of the downstream application market, the LED industry has gradually recovered from the second quarter of this year. According to statistics, in the first half of this year, the total amount of tenders for LED street lamps in China has exceeded 20 billion yuan (RMB). As of now, the bidding amount of some provinces and cities has far exceeded the level of 2012.
According to industry insiders, as LED technology matures, product prices will gradually decline, and the cost of government promotion will become lower and lower. It is expected that commercial lighting including LED street lamps will grow rapidly in the future. In addition, the LED backlight demand also has a great improvement: due to the two-month consumption period from June to July, many manufacturers began to stock up for the 11th holiday and the Christmas market. The orders during this time are expected to be significantly improved by the holiday season. .
Deng Fei, an executive at Guangdong Dehao Runda Electric Co., Ltd., said: "In addition to the holiday effect of Christmas, there will be many purchases in the second half of the year. Commercial lighting such as street lighting projects, manufacturer renovation, and residential lighting. ."
In addition, according to the mid-term performance report released by the 23 key LED listed companies in China, which is focused on by the High-tech LED Industry Research Institute (GLII), nearly 60% of LED listed companies have increased their overall sales revenue in the first half of the year. From the three leading companies that reported their recent performance, Sanan Optoelectronics achieved a good growth in its main business performance. Under the driving of backlight and lighting growth, Ruifeng Optoelectronics and Jufei Optoelectronics achieved a net profit growth of more than 30% in the first half of the year.
Yan Fuchun, general manager of Nanjing Maijiang Automation System Co., told reporters that in the first half of this year, the company's LED product sales have doubled, and the market outlook is expected to be good. The head of Yunnan Nuopu Energy Optoelectronics Co., Ltd. also publicly stated that in the first half of this year, Nopp can achieve a net profit of over 2 million yuan in LED business, an increase of nearly 40%. "Because LED technology changes very quickly, compared with traditional lighting, dealers have less stocks and no obvious inventory pressure. Therefore, in general, the industry sentiment index in the third and fourth quarters will continue to increase." Industry analysts said.
EU energy efficiency new standard has different effects
According to the European Union, the latest energy efficiency regulations for LED lighting products were issued. By the second phase of 2014, the energy efficiency index was set at 0.2, which is 2.2 times the current implementation standard in China. After the implementation of the new standard, the cost of certification and random inspection for individual products must be increased by about 10,000 yuan. This is undoubtedly meant to increase the cost for LED companies with export business in China. According to industry insiders, the impact of this regulation on LED companies will not be great, but it will be even worse for SMEs that have difficulties in operating and have low profits.
Zhongshan, Shenzhen and other places in Guangdong Province are the gathering place of LED SMEs in China. It is this type of enterprise that has been the biggest impact of the new EU regulations. Due to low-end technology, fierce competition, and narrow financing channels, such enterprises often occupy market share at low prices in order to survive, so their profits are very small.
Recently, news of the collapse of such enterprises in Shenzhen has also been heard, and the introduction of new energy efficiency regulations in Europe and the United States is a good thing for such enterprises. Zhongshan LED industry insiders made it clear that Zhongshan's LED companies are mostly enterprises, and many of them are engaged in OEM processing. The core technology is in the hands of foreign manufacturers, so most of them do not meet the EU's new energy efficiency requirements. “European and American market access thresholds are relatively high. Now, upgrading energy efficiency standards means that many small LED companies are being shut out.†Zhang Ying, general manager of Zhongshan Xinhang Import & Export Co., Ltd. said.
Relatively speaking, large enterprises are much more calm. Zhao Fei bluntly said that the impact on LED companies will not be great, because their own technical standards are relatively high; and for some small factories, especially small factories that sacrifice quality for price advantage, their exports will be affected.
Duan Cheng, assistant to the chairman of Qinguang Optoelectronics, an outdoor lighting company, said that this standard has no impact on the company, and the standard of Qinshang Optoelectronics itself is higher. "Now the LED chip is technically capable of achieving 110 lumens per watt, and even reaching 150 lumens per watt. It is enough to meet the new standards of the European Union." Snowlight's director and director, Yu Shuzhong said.
The industry generally believes that although the EU's energy efficiency standards have a greater impact on some SMEs exporting to Europe, in the long run, this will force the entire industry's technological progress, improve the industry standards as a whole, and promote its healthy development. It is a good thing.
(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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