Outlook: the focus and outbreak of the lighting industry's future development

When will the industry enter the golden period of development?

At present, China's lighting industry has problems such as low industrial concentration, need to strengthen research and development capabilities, and product quality needs to be improved. The industry as a whole needs to be upgraded and upgraded. It is understood that in recent years, the output value of China's lighting industry has grown rapidly. According to statistics from the China Lighting Association, China's annual sales of lighting products have exceeded US$38 billion. Among them, the growth rate of LED is alarming. In the first quarter of this year, the output value of China's LED applications was 19.9 billion yuan, a year-on-year increase of 42%.

Domestic LED upstream business will show explosive growth

In terms of long-term development, the world's lighting industry is undergoing a transformation. Many countries have proposed plans to phase out incandescent lamps and promote energy-saving lamps, and regard the semiconductor lighting energy-saving industry as a new economic growth point in the future. With the adjustment of China's industrial structure and the acceleration of the development process, the semiconductor lighting energy-saving industry has ushered in a new development opportunity period as an important measure for energy conservation and emission reduction. With the development and implementation of semiconductor lighting projects in various countries, it is expected that the market will experience explosive growth in the next two years, and related domestic listed companies will also directly benefit, among which the materials, epitaxy, and chip companies in the upstream of the industrial chain should be the focus of attention. Object. The domestic LED upstream business-related listed companies are Sanan Optoelectronics, Lianchuang Optoelectronics, Fangda A and others. Among them, Sanan Optoelectronics is the leader in the domestic LED industry. The company has full-color series of high brightness and ultra-high brightness LED products.

Western market will become the focus of industry development

Ten years after the development of western China, more and more integrated strategic frameworks were established with the Shaanxi-Gansu “Guanzhong-Tianshui”, Guangxi Beibu Gulf, and Sichuan-Chongqing regions as its fulcrum, among which “Guanzhong-Tianshui Economic Zone Development Plan”. This was approved by the State Council in June 2009 and provided another “experimental field” for the economic take-off of the western region of China. With the latest strategic plan for the development of the western region of the country, lighting companies will in-depth develop a number of Shaanxi cities such as Xi'an, Hanzhong, Xianyang, Baoji, and Weinan, which will bring new profit growth points for corporate profits.