On the 1st of this month, China officially started the elimination of incandescent lamps, marking the countdown of incandescent lamps in China. The incandescent lamps invented by Edison since 1879 will gradually be replaced by new energy-saving lamps. Relevant data show that China’s annual total lighting consumption is about 500 billion kwh, accounting for 13% of total electricity consumption, accounting for 6% of energy consumption, and it grows at a rate of 5%-10% per year, which is higher than that of the UK for the whole year. The total electricity consumption is still high. Therefore, it can be predicted that the development potential of energy-saving lamps in the future will be huge and will usher in a period of rapid growth.
Saving money is the last word
Incandescent lamps are gradually withdrawing from the market, replaced by energy-saving lamps of various brands. The current transition period seems to be drawing to a close. This is a reporter's visit to a number of large-scale supermarkets in the capital during the Golden Week, which was obtained by observing the sales of light bulbs. in conclusion. However, on the shelves of individual supermarkets, there are still occasional incandescent bulbs of 100 watts, which is obviously contrary to the relevant national regulations.
According to the “announcement on gradually prohibiting the import and sale of incandescent lamps for general lighting†issued by the National Development and Reform Commission in November 2011, since October 1st this year, China officially launched the incandescent lamp elimination plan, which prohibits the import and sale of general lighting of 100 watts or more. Incandescent lamps, and will gradually ban the import and sale of general lighting incandescent lamps according to their power levels.
The reporter went to a Wumart supermarket in Changping District and found that the bulb shelf had been filled with various brands of energy-saving lamps. However, after careful inspection, the 100-watt Philips brand incandescent lamp still occupied a corner of the shelf. 6.90 yuan/only. The same wattage of Osram energy-saving lamps sells for 30.90 yuan/only.
The reporter asked the salesperson for the reason, and the answer was whether it was some inventory that was entered last year. Ordinary incandescent lamps are still favored by some older customers because of their low prices. In order to take care of the emotional needs of these customers, they will sell for a while and they will no longer be available for sale. Incandescent light is a matter of morning and evening.
According to the sales staff, ordinary incandescent light bulbs are cheap, but their life span is only 1000 hours, while the life span of an energy-saving light bulb can reach 6000-8000 hours. Obviously still using energy-saving lamps cost-effective. The instructions on the packaging of some energy-saving lamps also illustrate this point: A 100-watt OSRAM energy-saving lamp can be used for 2.8 hours per day for 8 years; an 8 watt op-power energy lamp can be used for 5.5 hours per day. Can be used for 4 years; a 5-watt Philips energy-saving lamp, using 5.5 hours per day, life expectancy of up to 3 years.
A friend who worked at Philips company paid the reporter an account: Suppose a 60-watt incandescent bulb and an 11-watt Philips energy-saving bulb are priced at the same price of 15 yuan each, but the power consumption is different. Far away, the incandescent lamp consumes 360 KWh, while the energy-saving lamp consumes 66 KWh (1 KWh is the same as 1 kWh); the electricity cost of the incandescent lamp is 0.61 RMB/kWh based on 0.61 yuan per kWh 360KWh = 219.6 yuan, while the energy cost of energy-saving lamps is 0.61 yuan × 66KWh = 40.26 yuan; then the purchase cost of 15 yuan, including the use of energy-saving lamps can save costs 179.34 yuan.
In fact, as early as three years ago, the country began to use the market to promote the deregulation of incandescent lamps. Xie Zhenhua, deputy director of the National Development and Reform Commission, once stated that the energy saving effect of financial subsidies to promote energy-saving products is very obvious. “If we replace all incandescent lamps in the country with energy-saving lamps, we can save more than 480 billion kWh of electricity a year.†According to reports, ordinary people buy Energy-saving lamps can receive 50% of the government's subsidies, and local governments will also subsidize them on the basis of central government subsidies. Take Beijing as an example. If Beijing residents purchase energy-saving lamps, they can obtain it on the basis of a 50% subsidy from the central government. For 40% of the subsidies, the amount of subsidies added up to 1 yuan; the proportion of subsidies for large units of users is 30%.
LED industry will be good for long
In fact, the subsidies given by the state to energy-saving lamps not only benefits the average consumer, but also makes the LED industry in the “overcapacity†critical time see the light. When talking about the benefits of LED lights, a friend of the Philips company said that with a 25-watt led lamp as an example, the brightness of the light is the same as that of an ordinary incandescent lamp of 125 watts, but the power consumption is saved by nearly 5 times and the service life is improved. Several times. Although the price of LED lamps and energy-saving lamps is higher than that of incandescent lamps, it is still the mainstream of sales.
The ban on the sale of 100W ordinary incandescent lamps also brought a de facto advantage to the LED sector in the capital market. On Oct. 8, the Shanghai Stock Exchange opened its first day at 2048.85 points and closed at 2074.42 points, a decrease of 0.56%. However, in the broader market fell, the two sub-sectors of the LED sub-industry rose against the market: Sanan Optoelectronics opened at 15.38 yuan, the closing price was 15.47 yuan, an increase of 1.05%; BDO ​​Runda opened at 6.68 yuan, The closing price was 6.71 yuan, an increase of 0.45%.
Obviously, the delisting of incandescent lamps means the long-term benefits of energy-saving lamps such as LEDs. According to data released by Zhang Xiaofei, president of the China Industrial Research Institute, according to conservative estimates, the number of LED companies that collapsed last year has exceeded 10% due to excess capacity. Among them, there are more than 100 packaging companies and 300 lighting companies, most of them small businesses. However, the peaks and turns are turning, and as the state has given policy support for energy-saving lamps gradually in place, the turning point and the positives are in sight. According to a recent survey by the Chinese Civil Capital Commissioner, any Chinese student of the Central Commission for Capital Investment will arrange 8 billion yuan of extra-budgetary funds from the central government to purchase 4 million LED high-efficiency road lighting products during the 12th Five-Year Plan period. At the same time, it will drive no less than 3 billion yuan. Yuan's local matching funds. This policy has led to high prices for LED lighting products, and the demand for policy subsidies is huge. At the same time, the procurement plan at the national level will greatly boost industrial confidence and is expected to accelerate the recovery of the LED industry.
While the country vigorously advocates energy-saving emission reduction and low-carbon economy, the LED lighting industry has a rapid development momentum. At present, China has initially formed four major semiconductor lighting industry clustering regions in the Pearl River Delta, Yangtze River Delta, Northern China, Jiangxi, and Fujian, and the initial composition of the industrial chain for epitaxial wafer production, chip preparation, package integration, and LED applications.
Such a huge industrial development will obviously stimulate the development of energy-saving lamps and produce a great aftereffect. Taking street lamps as an example, statistics show that the stock of street lamps in China is between 28 million and 30 million baht. In recent years, the number of street lamps newly added is 15%-20%, and about 3 million-6 million yen. In 2010, the installed capacity of LED street lights and tunnel lights was about 500,000 ç›. In 2011, the installed capacity was less than 1 million ç›, and the annual increase was more than 50%. It is expected that under the boost of policies, LED street lamps will continue to grow at a high rate in 2012, with an installed capacity of more than 1.5 million baht. According to the number of newly-increased street lamps, the number of LED lamps and lanterns is calculated at 1,000-2,000 yuan per year, and the annual increase is between 3 billion and 6 billion yuan.
According to Wang Donglei, chairman of BDO Runda, according to the progress of the domestic LED industry, and the arrival of domestic MOCVD equipment, the LED light source may be reduced to US$ 1 per watt by the end of this year. This price is only Currently 1.2-1.5 times the price of energy-saving lamps, Wang Donglei said, "When the difference between LED products and energy-saving lamp products is only 1.2 times, the LED lighting market will suddenly enlarge."
According to McKinsey data, the global LED lighting market share will increase from 7% today to more than 40% from 2010 to 2016. By 2020, LED lighting market revenue will be close to 650 billion euros - in the global lighting market Nearly 60% share.
Semiconductor lighting take the wind
Tian Bosheng, a researcher at China Investment Advisor Optoelectronics Industry Research Institute, pointed out that for the incandescent lamp industry, completely eliminating the use of incandescent lamps for general lighting is a fatal blow to this industry. The performance of lighting companies that produce incandescent lamps will be greatly affected. However, in recent years, incandescent lamp companies have successively shifted to energy efficient lighting products such as energy-saving lamps, and coupled with the increase in demand for energy-saving lamps in the market, the possibility that companies that originally produced incandescent lamps maintained their growth through transformation remains significant. In the process of eliminating the use of incandescent lamps for general lighting, the energy-saving lamp industry will benefit from the increase in market demand and will usher in a period of demand.
In addition, if China’s semiconductor lighting market accounted for 30% of the general lighting market in 2015, it could save about 100 billion kilowatt-hours of electricity annually, reduce carbon emissions by 99.99 million tons, and contribute about 1 percentage point of the reduction in energy consumption per unit of GDP; if it reaches 2020, The annual market share can account for 50% of the general lighting market, saving about 340 billion kwh per year, which is equivalent to the total annual production of 4 Three Gorges Projects. In addition, semiconductor lighting products do not contain mercury, have less waste, and there is almost no pollution in the manufacturing process compared to the currently widely used energy-saving lamps (CFLs); semiconductor lighting products have recyclable and recyclable characteristics and are economically viable. Sustained development plays an important role.
Small information: According to the "Notice on the gradual ban on the import and sale of incandescent lamps for general lighting" issued by the National Development and Reform Commission in November 2011, incandescent lamps will be phased out in five phases: November 1, 2011 to September 30, 2012. For the transitional period, starting from October 1, 2012, it is forbidden to import and sell incandescent lamps with general lighting of 100 watts or more; from October 1, 2014, it is prohibited to import and sell incandescent lamps with general lighting of 60 watts or more; October 2015 The period from January 1 to September 30, 2016 is the mid-term evaluation period; starting from October 1, 2016, the import and sale of incandescent lamps with general lighting of 15 watts or more are prohibited, or adjustments are made depending on the results of the mid-term evaluation.
Guangzhou Ehang Electronic Co., Ltd. , https://www.ehangmobile.com