After the introduction of the incandescent lamp elimination plan in Europe and the United States, the decantation of the incandescent lamp in the Chinese market has also entered a countdown.
On November 4, the National Development and Reform Commission announced that the Ministry of Commerce, the General Administration of Customs, the State Administration for Industry and Commerce, and the General Administration of Quality Supervision, Inspection and Quarantine have issued the "Announcement on the gradual prohibition on the import and sale of ordinary lighting incandescent lamps" (hereinafter referred to as the "Announcement"). From October 1, 2012, the import and sale of ordinary lighting incandescent lamps will be phased out in stages according to the power level.
This degree is considered to be a major benefit of LED application lighting in the future, which is expected to replace the traditional lighting industry on a large scale. Directly affected by this news, LED concept stocks were spurred by the market, and the increase also rose to the top of the concept sector. Among them, Lehman Optoelectronics, which produces LED lighting products, has a few daily limit.
At the same time, the interpretation of the LED industry will usher in a huge development opportunity to start flooding the market, but the reality may not be the case. The introduction of the decantation roadmap for incandescent lamps has been exaggerated for the substantial opportunities brought about by the LED industry. On November 9, Zhang Xiaofei bluntly told reporters.
According to the above-mentioned ministries and joint "Announcement" rules, China's phase-out plan for the phase-out of incandescent lamps is divided into five stages. The first step is to ban the import and sale of ordinary lighting incandescent lamps of 100 watts or more, but this will be from October 1, 2012. It started to be executed, and it has been nearly a year since.
More than this, according to our reporter, the current application of 100 watt incandescent lamps on the market is limited, mainly concentrated in a few public areas such as township areas, industrial and mining sites. In fact, the number of 100-watt incandescent lamps in use is limited. This part of the market is more sensitive to price, and it is unlikely to accept LED lighting, which is a high price, in the short term. LED lighting manufacturer, Feng Yi, chairman of Shenzhen Yi Te Lighting, believes that the substitution effect of LED lighting on the 100-watt incandescent lamp market is actually very small.
Data from the High-Tech LED Industry Research Institute show that in the lighting applications downstream of LEDs, the market for 70 is concentrated in the field of outdoor LED lighting, most of which are municipal projects. As a lighting technology using semiconductors, LED lighting projects are overpriced, so in the early days of the market, government investment is often required to drive demand. Zhang Xiaofei analysis.
But on the other side of reality, according to this newspaper survey, it is precisely because the current LED outdoor lighting market is too dependent on municipal engineering, it has led to many difficulties. Taking the LED street light project as an example, this newspaper interviewed many LED lighting companies in the Pearl River Delta and said that the current LED street light project on the market is at a loss.
A senior executive of Shenzhen Huaying Group, which is engaged in the production of LED street lamps, told this newspaper that LED energy-saving renovation projects are mostly municipal projects. The specific operation is often the top-level project of the local government. Due to the long implementation period of LED streetlight projects, the replacement of supervisors is often Bring some uncertainty to the project. A number of LED street light business leaders have reported to this newspaper that in the LED street light project, they often encounter difficulties in returning money.
In this context, EMC mode began to be widely used in LED street lighting projects. The so-called EMC, contract energy management, is a new type of market-oriented energy-saving mechanism. Its essence is an energy-saving business method that pays the full cost of energy-saving projects with reduced energy costs. With the EMC model, buyers can replace new energy-efficient devices at zero cost without paying any additional costs.
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