LED season or summer lighting

Suddenly, like a night of spring breeze, just a short time ago, the entire light-emitting diode (LED) industry is also experiencing a wave of price cuts, the collapse of the invasion, but now the market is a bustling scene.

Zhongshan LED lighting quality upgrade strategy conference held yesterday in Xiaolan Town, Guangdong, Zhongshan. "It's just too busy. A number of Companies in the LED lighting industry chain in an interview with the Securities Times reporter, said the international market since the beginning of the year to improve, the current situation is optimistic about the order.

Outbreak point or in the middle of the year

"January is the spring dawn, February is the lotus just buds. Industry research institutions experts describe the beginning of the LED lighting market recovery.

In fact, LED industry has been recognized in the middle and lower reaches of the capital market recovery. This year, A shares LED plate gainers. The logic behind the rise in share prices is to stabilize the performance of listed companies rebounded.

According to statistics, the Shanghai and Shenzhen two city 25 LED key listed companies, 2012 total operating income was 48 billion 409 million yuan, an increase of 9%, total net profit of 3 billion 933 million yuan, down 18% year-on-year; the first quarter of this year, the 25 companies total revenue of 9 billion 888 million yuan, an increase of 12%, total net profit of 719 million yuan, down 3%. The industry continues to grow, the decline in earnings slowed down.

Specifically, the middle reaches of the packaging and downstream applications, the performance of the company's net profit is better than the upstream chip companies, mainly due to the serious excess capacity in the upstream chip, low operating power factor.

China Merchants Securities, a research report shows that the chip and packaging plants are loaded into the state, order visibility of 1~3 months, significantly better than the normal level, and some companies even take the initiative to give up orders.

Prior to the industry is expected to market broke out in 2015, and now I feel partial conservative, to advance to 2013. "Director of Limited by Share Ltd Linsen Lighting Department of East China Zhang Chao expressed optimism about the development of LED lighting market.

In this regard, experts also agree. He believes that from the beginning of February this year, LED lighting market has been very obvious signs of the outbreak, the two or three quarter of this year is expected to be possible outbreak.

In the middle reaches of the industry this year, PHILPS Lumileds to order Everfount company, Asia Marketing Director Zhou Xuejun said, the second factory in Malaysia production base in Penang last year has started, but now on the orders are still busy.

Referring to overseas markets, Zhou Xuejun said: demand, very hot. "

Lighting market penetration will exceed 10%

The reason for the market recovery, Zhang Xiaofei analysis, on the one hand, the global market for LED lighting acceptance promotion, export demand rapid growth momentum; on the other hand, the domestic commercial lighting market started to use LED lighting products, at the same time, continue to promote public lighting market.

This year, the domestic LED lighting market penetration will exceed 10%. In 2015, this figure will reach 35%. The data may be too conservative. Zhang Xiaofei said. Zhou Xuejun believes that the market penetration of this index can not be generalized, depending on the market segments. At present, in the field of public lighting, commercial lighting market prospects, in 2013 may be more than 10% of the permeability, civil lighting may be relatively weak. "However, this is enough to support the recovery of the entire market, public lighting, commercial lighting accounts for about 70% of the total market. "

Some local government bidding efforts to increase. Recently, the lamp of bidding in Guangdong province science and Technology Agency website released the first quarter of 2013, the first quarter of this year, Guangdong province road light, tunnel lamp bidding has reached 76 thousand light, has more than 2012 full year total tender 75 thousand.