See how to interpret the securities industry LED

First of all, in the face of the LED policy ushered in the two positive, which for the first time in the turbulent stage of the LED industry has brought a strong needle.

As the spring warmth, 2012 global scope of comprehensive ban incandescent planning, as well as China's "12th Five-Year" energy-saving environmental protection industry development plan "is the light emitting diode (LED) lighting included in the scope of subsidies for the news, is in the chill in the LED lighting industry has brought a warmth, also brought I hope.

Policy ushered in the two positive

In the domestic LED industry is facing a critical period of market change, the state vigorously support the LED lighting subsidy policy is about to surface.

August, led by the national development and Reform Commission, the Ministry of finance to develop the 12th Five-Year energy saving and environmental protection industry development plan after three rounds of comments, will be submitted to the state council. It is said that the LED industry is an important part of energy conservation and environmental protection industry planning, related standards and subsidies are expected to be introduced at the end of this year or early next year.

Recently, rumors of the LED industry, national development and Reform Commission, the Ministry of Finance jointly is expected as early as before the end of November this year launched the first round of the LED lighting products subsidies, the amount of about 8 billion yuan, and will give priority to start for indoor lighting and commercial lighting products subsidies, such as lamp, lamp, and then gradually expand the scope and intensity of subsidies.

The news of the overcapacity in the shadow of the shadow of the low cost of LED companies, as a stimulant. In this regard, many industry professionals said: "the LED industry is relatively low, facing the present situation of the industry growth rate slowed down, the country if the introduction of subsidies, can greatly boost confidence in the industry, to stimulate the development of the industry, far-reaching significance. "

Lehman photoelectric chairman Li Man rules more specific enforcement policy concern, "once the government through subsidies to promote LED lighting, the long run, the entire LED industry will benefit from the first, will be reflected in the application aspects of downstream products, alleviate the structural excess current, then gradually transfer to the middle and upper reaches of the chip package, but the latter speed may not be so fast. At the same time, the effect depends on how specific policy enforcement. Because the price of LED lamps is relatively high, only strong subsidies will have an impact, which requires the government to invest a lot of money, it may be in the implementation of the discount. "

Although the "12th Five-Year" energy-saving environmental protection industry development plan "and LED lighting into the scope of subsidies policy specific time there is not an authoritative statement, but the domestic LED industry chain has been eager, around the layout and construction of the LED lighting industry quietly.

Let LED companies excited more than this. In August, the national development and Reform Commission issued the "China's phasing out of incandescent lamps roadmap" proposed a roadmap to eliminate incandescent light, by 2016, China will be divided into five steps to prohibit the import and sale of incandescent lamps. Although the specific effect depends on the implementation of the policy, but the elimination of incandescent or LED lighting products to make room for the development of. "China General Manager Zhong Qun said Dr. corey.

In fact, as early as a few years ago, some developed countries began to develop policies to eliminate incandescent. By 2012, the world will be within the range of large area ban incandescent lamp. Overall, a large area of the global elimination of incandescent lighting program, the development of LED lighting industry is a positive. Everbright Securities analyst He Wei said.

However, it is worth noting that, LED lighting products are currently the biggest competitor is not incandescent, but energy-saving lamps. "Out of incandescent light, LED lighting products is a positive, but also may benefit from energy-saving lamps, market space Teng out, who can occupy, you have to see which products are more competitive. At present, China's LED lighting technology is not the same, the price is more expensive for consumers. He Wei said.

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