LED industry should not blindly chase high
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The news that the US is about to stop producing incandescent lamps has made the LED sector a fire. On Wednesday, among them, Changfang Lighting sealed the daily limit plate shortly after the opening. Yesterday morning, the rectangular lighting once again achieved more than 5 gains.
It is understood that manufacturers of 40-watt and 60-watt traditional incandescent lamps commonly used in American households will stop production and supply from January 1, 2014. The ban aims to promote other energy-efficient bulbs such as compact fluorescent lamps and LED lamps.
Zhao Huan, chief investment officer of Guotai Junan Securities Network Finance Department, said that the ban will effectively drive LED energy-saving lighting demand, LED's largest application market will be opened, and upstream and downstream manufacturers will benefit from it. At the same time, it also brought substantial benefits to A-share listed companies, indicating that these concept stocks may have trading opportunities in the market. However, for investors, it is better to select the truly growing LED concept stocks from the perspective of performance, and never blindly chase after the market's emotional fluctuations.
According to the Energy Independence and Security Act of the United States issued in 2007, the United States eliminated the incandescent lamps in three steps: the first step is to eliminate 100 watts of incandescent lamps in 2012 and replace them with energy-saving lamps of 25-30; By 2013, 75 watt incandescent lamps will be further phased out; the third step is to eliminate 60 watts and 40 watts of incandescent lamps since 2014. In fact, not only the United States, China, the European Union, Japan and other countries and regions are gradually phasing out incandescent lamps. For example, in November 2011, China's National Development and Reform Commission also issued an announcement called the incandescent lamp phase-out roadmap. According to this plan, from October 1, 2012, the import and sale of ordinary lighting incandescent lamps of 100 watts and above will be formally banned, and by the last stage, October 1, 2016, 15 watts and above of ordinary lighting incandescent lamps are Imports and sales will be banned.
However, for the US to ban the sale of incandescent lamps or to facilitate the expansion of domestic LED products, Zhang Xiaofei, dean of the High-tech LED Industry Research Institute, said that although the US market is developing rapidly compared to Europe and other places, it is very important to enter the market. difficult.
Zhang Xiaofei further explained that the US LED products 30 reach consumers through retail channels, and the other 70 are engineering and agency channels. For the 30 retail channels, they are basically controlled by large building materials chains, and it is not easy for Chinese companies to enter these building materials chains. The other 70 part, you have to find a suitable agent in the United States. Doing your own channels, without two or three years of accumulation, may have no effect at all. Another reason for the difficult entry of the US market is the high certification requirements, so the elimination of incandescent lamps in the United States will not be too good for the Chinese LED industry. Zhang Xiaofei said.
The US market certification requirements are indeed more stringent, and ENERGY STAR and UL certification are the two most basic and important certifications. It is difficult and costly to obtain the above certification. Mei Zhimin, the brand director of Zhou Ming Technology (300232, shares), pointed out.
Pan Rongrong, vice president of Wanrun Technology, also said that on the whole, it is not easy to obtain a permit for the US market, and the initial cost is high. However, both Mei Zhimin and Pan Yurong said that their company has successfully entered the US market for LED products.
Compared with the industry's cautious attitude towards entering the US market, the seller's research institutions are more optimistic about the future trend of the LED industry.
Zhang Haomei, an analyst at Guodu Securities, believes that under the situation that the entire electronics industry is not prosperous in the peak season, the LED segment industry is still improving. In the fourth quarter of this year, the price reduction of LEDs for backlights and LEDs for lighting is steadily declining. Under the situation that the subsidy policy for home appliances will be introduced soon and the cost performance of LED lighting products will continue to increase, the LED boom is expected to continue.