The State Council recently through the "12th Five-Year" new planning, decided to accelerate the development of energy-saving products production equipment upgrade, promote conservation, green, low-carbon consumption concept, and finally to arrange 2 billion 200 million yuan of financial subsidies to promote energy-saving lamps, and LED lamps development. Analysts believe that the policy support to determine the future trend of energy saving industry, LED lights are the world's third generation of lighting products, will be the leading technology and energy saving effect of low-carbon, occupy a unique advantage.
Societe Generale Securities analyst Liu Liang in an interview with reporters, said, the country's annual energy-saving lamps will have more than 10 million subsidies this year, the figure expanded to 2 billion 200 million, covering the scope of the expansion of the third generation of lighting products. Although the proportion of the two is not clear, but this is the first time to get clear LED policy support, which means very clear. "It is reported that, LED lighting appliances using solid discharge mode, not only the gas discharge than the ordinary energy-saving lighting lamps more power, and mercury free, more secure. However, due to the high cost of LED lighting, the Japanese market penetration rate is the highest, probably in about half of Europe and the United States is in a stage of rapid development and popularization of the domestic, because the price and restriction, in the initial stage of development. The financial subsidies to promote a clear trend of low-carbon energy, the future will certainly be more support and attention, Liu Liang added.
News shows that around the price ladder hearings are being held, although there are many details of the implementation of the dispute, but the price rise is no suspense. Liu Liang explained, this is undoubtedly positive for energy-saving lighting positive news. At present, although the household lighting power consumption is limited, but the entire lighting also includes commercial and industrial lighting electricity consumption, according to foreign data, the proportion of this piece in more than 20%, is also a very large demand. Once the demand starts, the industry will get a lot of driving force, coupled with policy support and financial assistance, the future will certainly be rapid development.
Xiangcai securities analyst Zhu Lixu said, "in the LED business of the company is more, there are also differences related to the company's fundamentals, with the core technology of the company to benefit more, get more funds and preferential policy. Suggest that investors can focus on long-term understanding of the fundamentals after the long-term operation. "
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