LED industry policy gives high growth expectation cost reduction alternative speed

Recently, the A-share market has stabilized and the LED sector with optimistic development prospects has become increasingly active. The leading varieties such as Sanan Optoelectronics (600703) have formed a K-line pattern of shock breakthrough. The optimistic expectation of LED industry policy in 2011 will further strengthen the speed of capital inflow into the LED sector, and thus promote the trend of related stocks.

Policy gives high growth expectations

At present, LED lighting has the technical advantages of energy saving, environmental protection, longevity and controllability. The data shows that LED lighting lamps save more than 60% of electricity compared with traditional lighting products, and the service life is as long as 5-10 years. Due to the strategic goal of energy saving and emission reduction, China has vigorously promoted the large-scale development of LED lighting industry, and for this reason, it has introduced huge subsidies. policy. For example, China began to implement green lighting projects in 1996. In 2008, the National Development and Reform Commission and the Ministry of Finance subsidized the promotion of high-efficiency lighting products, and subsidized 30% and 50% respectively for large-scale users and urban and rural residents to purchase energy-saving lamps, which greatly stimulated The scale of promotion of the LED industry.

Moreover, it has been reported recently that as early as 2009, the National Development and Reform Commission and the United Nations Development Program, the Global Environment Facility signed a "China phase out incandescent lamps, accelerate the promotion of energy-saving lamps" project, plans to phase out incandescent lamps within three years. Based on this, the industry expects that China will introduce a timetable for eliminating incandescent lamps and impose a consumption tax on incandescent products to further implement the industrial policy objectives of energy conservation and emission reduction.

Data show that in 2009, China's incandescent lamp output was 3.76 billion, accounting for about one-third of global production, and the current national incandescent lamp consumption is as high as 1.4 billion. This means that in the next few years, the existing market share of incandescent lamps will gradually be replaced by energy-saving lamps such as LEDs. The LED lighting industry will face new development opportunities and become a catalyst for rising stock prices.

Cost reduction alternative speed

However, there are also views that the current high price of LED bulbs may lead to a slow pace of promotion, which is actually the main reason for the government to subsidize the purchase of energy-saving lamps.

However, the data show that the LED industry's technological progress is optimistic. From the quality point of view, the current LED lighting products can solve more than 20,000 hours in the case of heat dissipation. At present, the main reason for the high cost is that the production scale is small. Once mass production, the cost is expected to drop by 60%-70%. At the same time, the advancement of technology has made the LED energy saving effect more prominent, according to the prediction of the US Department of Energy. The cost of white LED package will drop from 25$/klm in 2009 to 2$/klm in 2015, and the average annual cost will drop by more than 30%, while the average annual decline will be close to 40% between 2010 and 2012. Therefore, 2011-2012 will be the fastest time-lapse period between LED and traditional lighting, and LED lighting penetration will increase by leaps and bounds during this period.

Moreover, according to industry estimates, in terms of $/lm, the cost of LED lighting will be reduced to twice that of fluorescent lamps around 2012. If the LED is about 2.5 times longer than the fluorescent lamp, it will be around 2012. The total cost of LED lighting is ahead of fluorescent lighting. Therefore, large-scale replacement of LED lighting will be launched in late 2011 and early 2012. If we consider the industrial policies mentioned above and the early effects of the securities market, it can be speculated that 2011-2012 will be an important investment point for the LED lighting industry.

Our company is specialized in supplying  wire tube condenser,Fridge Condenser,refrigeratory condenser.Material: Bundy tube (steel tube coated with copper): 4x0.71mm,4.76 x 0.71mm ,6x0.71mm,6.35x0.71mm,8x0.71mm. Steel wire: 1-1.6mm . Copper filter driers . Structure: bundy tube with steel wire . Painting: electrophoretic painting (black) .We can supply the items according to customers' drawings or samples .Besides. we use the hydrolysis technique to ensure whether the condenser will not leak. Fridge condenser is very popular in the after sales market for freezers , coolers and refrigerators .

Fridge Condenser

Fridge Condenser,Condenser Refrigeration,Freezer Condenser,Refrigerator Condenser

ZHEJIANG ICE LOONG ENVIRONMENTAL SCI-TECH CO.,LTD. , http://www.ice-loong.com

Posted on