Rare earth prices soared to weaken the rival LED energy-saving lamps took the opportunity to rise

The same is the energy-saving light-emitting materials, rare earth fluorescent lamp and LED's situation is the fire and ice days - the latter sales rose, the former sharp decline. The industry believes that the rare earth luminescent materials market downturn provides opportunities for LED growth.

Luminescent material has gone through the incandescent lamp, energy-saving lamps and energy saving lamps era, and has a halogen powder, rare earth fluorescent lamp and LED lamp (also used rare earth, but only 1/1000 of rare earth fluorescent lamp). In the rare earth fluorescent lamp to replace the traditional incandescent lamp, the first generation of halogen energy-saving lamps has played an important role. According to the Shanghai Institute of lighting data, the current market share of rare earth fluorescent lamps in large cities accounted for 70%.

However, this pattern is quietly changing. From the 2012 International Forum was informed that the Ganzhou rare earth and other channels to reporters before the rare earth luminescent materials (more than 90% rare earth fluorescent lamps) sales of 4500 tons, down 43.8% year-on-year in 2011 sales of 8000 tons; the first half of 2013, sales of rare earth luminescent materials with the same period last year.

According to market data show that in 2012, the third generation of its competitors energy-saving lamps LED total sales rose nearly 34%. The most noteworthy is the sudden outbreak of LED in the weak civil market.

In the first half of 2013, LED civil market sales and sales grew by more than 150% and more than $300%.

As a new generation of energy-saving light source, the current price of LED than the same light effect of rare earth fluorescent lamp to be more than 6-10 times higher, but the energy saving effect of LED is better, for large power consumption in public places, the installation of LED cost-effective.

In addition, after rare earth prices and the rapid decline, price of rare earth fluorescent lamp with the rise with the fall, but prices frequent fast and high amplitude, gradually shaken the confidence of customers, resulting in orders.

Wu Hong, director of the Shanghai Institute of lighting, rare earth fluorescent lamp industry is now operating rate of only four or five into the enterprise is the normal start and stop, the day is very difficult. "It's time for the industry to hold together for the winter. "

Rare earth energy-saving lamps suffered numerous crises but the rise of LED cultivate a rare opportunity. Reporters learned that some manufacturers from rare earth fluorescent conversion LED, such as sunshine lighting (600261, stock it) LED ratio rose from last year's 10% to 28%.

"By 2011, the industry is expected to replace the LED lamp rare earth energy-saving lamps for 10 years, and now it does not seem so long. Shanghai lighting society director Wu Hong said.