European and American orders decline
"Since the end of last year, our European and American orders have been greatly reduced. We used to be able to do business of more than 100,000 yuan per month, but in recent months we have barely been able to receive orders of 100,000 yuan." Kobayashi has been doing business in Xiamen for many years. The lighting trade has experienced rapid development in the previous two years, and he clearly felt that the export of LED lights this year has weakened a lot.
Relevant statistics from the Canton Fair show that currently 70% of domestic LED companies are still export-oriented. Under the influence of factors such as the European debt crisis and the weak economic recovery in the United States, corporate orders have been decreasing since the second half of last year.
"The situation in the European and American markets is particularly severe this year, and orders have decreased by 40%." Mr. Cai, who is an LED lamp, said that orders from Europe have decreased by more than 50%, while orders from Europe and the United States have dropped by 30% to 50%.
The decrease in orders directly led to the decline in revenue of many companies. According to statistics from a domestic lighting research institute, the 2011 annual performance report released by 12 listed companies shows that the growth rate of 10 companies has declined to varying degrees.
Since exports have been sluggish since the second half of last year, Kobayashi, a trader in LED energy-saving lamps in Xiamen, made a special trip to the Canton Fair a few days ago. However, the life of his colleagues was not easy. Since the beginning of the year, orders for LED energy-saving lamps from Europe and the United States have been large. The 30% drop is very common.
With the announcement of the incandescent lamp elimination route and the support of national policies, the civilian market for LED lighting will be fully expanded. Especially since October 1st this year, incandescent lamps for general lighting above 100 watts will be officially eliminated. Yesterday, the Herald reporter learned from the Xiamen market that, as the best alternative, the LED lighting industry is expected to "inherit" the "big cake" left by incandescent lamps, which has a market of hundreds of billions of yuan, but industry reshuffle is inevitable.
While the export market is "frosty", the domestic market has given Kobayashi a boost --- my country is a major producer and consumer of incandescent lamps, with an inventory of about 15 billion incandescent lamps, and an annual output and sales of about 3.85 billion. 1.07 billion, the market scale formed by only replacing the existing incandescent lamps will reach hundreds of billions.
Last year, the country released a roadmap for the elimination of incandescent lamps, and decided to ban the sale and import of 100 watts and above incandescent lamps for general lighting from October 1 this year; by October 1, 2016, it will ban the sale and import of 15 watts and above general lighting Use incandescent lamps.
For the good news of the delisting of incandescent lamps, in the next few years, LED lamps will be rapidly popularized in China, and the speed will exceed everyone's imagination.
State subsidies will promote the accelerated popularization of LED. On March 20 this year, several national ministries and commissions held a public tender for the "2012 Semiconductor Lighting Products Financial Subsidy Promotion Project". Nearly 300 bidding representatives from 110 companies across the country participated. Many LED products used for indoor and outdoor lighting were listed as Bidding products. The National Development and Reform Commission clearly stated that in 2012 the government will spend 40 billion yuan on the purchase of LED street lights and provide 30% financial subsidies to users of LED street lights.
"This shows that the national policy is also tilting towards LED lighting, and the subsidy policy is likely to extend to the field of civilian LED lighting." Dr. Pan Wenbo, founder of Guangzhou International Lighting Exhibition, said that the subsidy policy is not only conducive to the accelerated popularization of LEDs, but also to the LED industry. Develop and grow.
Although it seems that the industry prospects are very good, but I also have my own worries. "The lifespan of LED lighting is generally about 10 times that of incandescent lamps, so although the market is huge, it is not as attractive as expected." After the delisting of Japanese incandescent lamps, a large number of companies optimistic about LED lamps have attracted. But the reality is that because LED lights are very durable, the market quickly becomes saturated.
As a barometer of the global lighting industry, the data from Guangzhou International Lighting Exhibition also shows signs of industry reshuffle. According to relevant personnel, the exhibition area of the 17th Guangzhou International Lighting Exhibition to be held in June this year has increased by 10% compared with last year. , Reaching a record high of 220,000 square meters, but the number of companies has decreased by 12% compared with last year, from more than 2,900 to 2,600, showing that the concentration of companies has increased and the industry reshuffle is beginning.
"At present, there are not a few enterprises that pay attention to LED processing and trading, but with the continuous increase in the influx, the market saturation will be much faster than expected." Jia Qiang said that the LED industry will be washed out for up to 5 years. The cards are inevitable.
