Incandescent ban does not represent a great opportunity to usher in LED

In November 4th, the national development and Reform Commission have jointly announced, the Ministry of Commerce, the General Administration of customs and the State Administration for Industry and commerce, the State Quality Inspection Administration issued a "gradual ban on the import and sale of ordinary incandescent lighting notice", from October 1, 2012, according to the size of the power stage gradually ban the import and sale of incandescent lamps for general lighting.

This was considered to be a LED application lighting - the future is expected to replace the traditional large-scale lighting industry a major positive. This news directly affected, LED stocks by the market stir, or also to the concept of plate head. Among them, the production of LED lighting products is a few days Lehman photoelectric limit.

Comment

Recently, the LED industry will usher in a huge development opportunities began to flood the interpretation of the market, but the reality may not be the case. Introduction of the roadmap for the introduction of incandescent lighting, LED industry has brought substantial opportunities have been exaggerated.

According to the aforementioned ministries "notice" rules, China phasing out incandescent roadmap is divided into five stages, the first step is to ban the import and sale of 100 watts and above ordinary incandescent lighting, but it will begin from October 1, 2012, there are nearly a year ago.

In addition, it is understood that the current market of 100 watt incandescent lamp application is limited, mainly concentrated in a small number of rural areas, industrial and mining sites and other public areas. And this part of the market price sensitivity is higher, the short-term is not likely to accept the high price of LED lighting products. As you can see, LED lighting for the 100 watt incandescent lamp Market substitution effect is actually very small.