Come like one night spring breeze suddenly ", be in before long before, the light emitting diode LED industry is experiencing the reduction tide, closed down tideinvasion, now the market is a be in full swing scene.
Zhongshan LED lighting quality upgrading strategy conference recently held inGuangdong Zhongshan Xiaolan town. "It is not busy." Many LED lighting industry chain enterprises in accept the Securities Times reporter to interview, the international market began to turn for the better since the beginning of the year, the current ordersituation is optimistic.
The outbreak time or in the middle of the year
"January is spring sleep not, February is the lotus just buds." Industry Research Institute of Engineering LED President Zhang Xiaofei describes so early recovery LED lighting market situation.
In fact, the downstream industry LED recovery has long been recognized by thecapital market. Since this year, A LED shares were among the biggest gainers plate.While the rose logic behind it is the listing Corporation performance recovery.
According to statistics, the Shanghai and Shenzhen two city 25 LED key listing Corporation in 2012, business income 48409000000 yuan, grow 9% compared to the same period, the total net profit of 3933000000 yuan, down 18%; first quarter of this year, the 25 companies total business income is 9888000000 yuan, grow 12% compared to the same period, the total net profit of 719000000 yuan, down 3% year-on-year. The scale of industry continues to grow, slowing earnings decline trend.
Specifically, net profit in packaging and downstream application of enterpriseperformance is better than the upstream chip enterprises, mainly due to the upstreamchip overcapacity, enterprise power rate is low due to.
China Merchants Securities in a research report, chip and package plants are in full load condition, order visibility up to 1~3 months, much better than the normal level,and some even take the initiative to give up the order status.
"The industry is expected to market exploded in 2015, now I think the conservative, to advance to the 2013." Foreign Limited by Share Ltd lighting division director of East China Zhang Chao expressed optimism about the LED lighting market development.
In this regard, Zhang Xiaofei also expresses the approval. He thinks that, starting from February this year, LED lighting market has been very obvious signs of the outbreak,is expected in the two or three quarter of this year will be the outbreak.
In the middle reaches of the industry Philips Lumileds this year to order Everfount,Asia Limited market director Zhou Xuejun said, second factories in Malaysiaproduction base in Penang last year has started, but is now on the orders are stillbusy the past.
Referring to the overseas market, Zhou Xuejun said: "demand, very hot."
Lighting market penetration will exceed 10%
The reasons for the market recovery, Zhang Xiaofei analysis, on one hand, the global market for LED lighting acceptance degree promotion, export demand to show rapid growth momentum; on the other hand, the domestic commercial lighting market started to application of LED lighting products, at the same time, the market continued to promote the public lighting.
"This year the domestic LED lighting market penetration rate of more than 10%. In 2015, this figure will reach 35%. These data may be too conservative." Zhang Xiaofei said. Zhou Xuejun thinks, market penetration of the index can not lump together, to see the market segments. At present, in the field of commercial lighting market public lighting, greater prospects for 2013, the permeability may be more than 10%, civilian lighting may be relative to some of the weak. "However, this is enough to support the entire market recovery, public lighting, commercial lighting together accounted forabout 70% of the entire market."
Some local government tender in the intensity increased. Recently, street lampbidding of Guangdong Province Science and Technology Agency website, the first quarter of this year the province of Guangdongstreet and tunnel lamp bidding has reached 76000 cup, has more than 2012 full yeartotal tender 75000 lanterns.