Analysts pointed out that the 2 billion 200 million yuan of the amount of subsidies or just a start, the primary beneficiaries of state subsidies will be those of large competitive enterprises LED.
The day before, there is news that the central to promote household consumption subsidies, 5 kinds of energy-saving appliances, household appliances shares and LED shares will generally benefit. It is reported that the State Council executive meeting decided to promote energy-saving appliances and other consumer policy measures. Among them, the state arranged 2 billion 200 million yuan to support the promotion of energy-saving lamps and LED lights.
Affected by this good news, May 17th, LED concept of plate 14 stocks in 3 fell slightly, the remaining stocks have rosy. At the close, Wright LED led the concept of plate, Sanan optoelectronics followed, followed by SANGHUA, the three companies in 5.02%, the day rose 3.84% and 3.71%.
Long term leveraging civilian LED lighting market
Yesterday, reporters call the Sanan optoelectronics, relevant personage expresses to the reporter: "first, the State Council once again concerned about the LED industry, and took out 2 billion 200 million yuan to promote, this is undoubtedly a good thing, not only for the company, for the entire LED industry is also good. Secondly, for the company, the short-term positive I am afraid that can not be said. However, from the current point of view, the main purpose of the 2 billion 200 million yuan of funds is to support and promote, you can see the government level for the LED industry long-term consideration and support. "
Deputy Secretary of alliance national semiconductor lighting project long Nguyen army had also said that the 2 billion 200 million yuan of subsidies to promote LED lighting industry in the promotion of good, in the long run, will move the civilian LED lighting market.
As for the 2 billion 200 million yuan to support the promotion of energy-saving lamps and LED lamps refers to the outdoor lighting and indoor lighting, the three optical sources, this is not clear, I'm afraid not to involve all brands of LED light products, only individual brand products to promote and support.
It is worth mentioning that, for the support of individual brands will have Sanan optoelectronics, the person only smiled but did not reply. Then said: "it depends on whether the government will give an optoelectronic this opportunity, Sanan optoelectronics will strive for the. "
In fact, according to the reporter, as early as May of this year, the Ministry of science and technology "semiconductor lighting technology development" 12th Five-Year "special plan (Draft)" (hereinafter referred to as the "plan"), proposed that by 2015, LED lighting industry reached 500 billion yuan, LED lighting products accounted for 30% of the general lighting; cultivate 20-30 leading enterprises, built 20 national industrial bases and 50 "ten city lights" pilot city; and in 2009 China's LED lighting market share of only less than 1%. Obviously, the next few years, China's LED potential market is huge, the industry will usher in rapid development.
At the same time, the above plan also pointed out that in 12th Five-Year the 80% chip nationalization, light efficiency, cost down to 1/5. The current LED chip accounted for nearly 60% of the cost of the lamp light chip can drive the price estimates, the lighting costs dropped by nearly 50%; and the package technology upgrading and high efficiency and low cost driving circuit popularization, lamps cost can be reduced to 30-40% now to replace 40W incandescent lamp, LED bulb price fell to 20-30 yuan, street decline. But can also fall into the mainstream price of thousands of yuan, to accelerate the penetration of beneficial LED.
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