Elimination of incandescent or achievement led

This reporter Miaohui a few days ago, the development and Reform Commission announced "China's elimination of Incandescent Light Road Map (draft)", plans to 2016 China will completely eliminate the use of ordinary lighting incandescent. In this remark, the industry will look to the most alternative potential of the LED energy-saving lighting.　　Yesterday, people in the industry have built a speech, how to layout LED lighting. Background led illumination substitution effect obvious request draft, starting from October 1, 2012, prohibit the sale and import 100 watts and above ordinary illumination incandescent lamp; starting from October 1, 2014, the sale and import of 60 watts and above general lighting incandescent lamps are prohibited; According to energy efficiency standards, production, Sales and import of low efficiency halogen tungsten lamps with light effects below energy efficiency limits.　　It is revealed that the final version of China's road map for the elimination of incandescent lamps will be officially released October 1 this year.　　In fact, in the energy saving and emission reduction in the "Twelve-Five" period, the power consumption, short life of the incandescent lamp is already a matter of time. Tianboshen, a research fellow in the photovoltaic industry, said that for the incandescent industry, the total phase-out of incandescent light bulbs was a fatal blow to the industry. The company's performance will be greatly affected by the production of incandescent lamps. But in recent years, incandescent enterprises have been to energy-saving lamps and other efficient lighting products, coupled with the growth of energy-saving lamps in the future, the original production of incandescent light enterprises through transformation to maintain the possibility of growth is still very large. In the process of eliminating the use of incandescent light bulbs, the energy-saving lamp industry benefited from the increase in market demand, will usher in a vigorous period of demand.　　The most obvious benefit is the low power consumption, long life led energy-saving lighting industry. Kingdom investment director Huang Daolin also pointed out that now the cost of LED energy-saving lamps with the improvement of the industrial chain and technology breakthroughs have reached the level of widespread use, the development and Reform Commission to prepare "China's incandescent Road map" is the right time.　　This roadmap to the LED industry is a big positive, led energy-saving lamps instead of incandescent is only a matter of time. Strategic upstream focus on LED chips in the LED industry chain, Huang Daolin that led chips, related electronic components, LED energy-saving lamp products have huge investment opportunities, although the relevant listed companies in the last year had a wave of speculation, but after a long period of adjustment, valuation has a comparative advantage, with a certain amount of investment space.　　For example, LED chips related to the listed companies have a LAN micro, three photoelectric and so on, led energy-saving lamps listed companies a large group, the joint creation photoelectric, LED-related electronic components listed companies have long electric technology, Fenghua hi-tech, and so on. Industrial securities LED industry analysts have long been optimistic about the development of LED industry, that "Twelve-Five" will be the golden period of industry development, optimistic about the industrial chain of high-end packaging and downstream application links. Industrial securities that led packaging is LED lighting industry chain throat, will usher in a development opportunity, this link will appear modular trend; in LED lighting applications, cut into the LED industry chain of traditional lighting enterprisesIndustry by virtue of the field of optical design accumulation, LED lighting in the link occupies a certain advantage, the law of the King is also applicable to the field of LED lighting, optimistic with a certain scale, with the independent brand of LED lighting production enterprises, scale and channel is its competitive edge in the downstream competition to win the advantage, recommended Zhejiang sunshine. With Societe Generale securities convergence of views, Wanguo Securities early last year had asserted that, with the promotion of energy-saving emission reduction, belongs to the era of LED lighting is coming. In the field of LED packaging, Wanguo Securities have recommended the national Starlight power and so on.　　In addition, FU-crystal technology because of the packaging technology and technical innovation expectations, but also worthy of concern. Tianboshen that in the LED energy-saving lighting industry benefits of listed companies, Rui Fung Photoelectric engaged in high-end led packaging business, is currently the third largest SMD packaging manufacturers, the level of wool interest rates in the forefront of the industry in the field of lighting has a number of patents, with unique advantages, rapid expansion of production capacity, is expected to Foshan Lighting in the lighting business strength, profitability, in LED lighting products also made a significant breakthrough, the relevant technology in the leading level.　　It is expected that with the further expansion of energy-saving lamps and LED markets, the future growth potential of Foshan lighting is still strong. Long-term view of the layout leading enterprises Silver Teng forward-looking Financial Analyst Xudong analysis of the LED industry development potential, he pointed out that with the full popularization of LED lighting era is coming, the estimated global led industry output in 2011 will reach 20.8 billion U.S. dollars, annual growth rate of 38%, 2012 will reach 30 billion U.S. dollars, Annual growth rate of more than 40%, the opportunity to challenge the 50 billion dollar mark in 2013, the annual growth rate will reach more than 60%. There are indications that in the next 3-5 years, LED lighting will truly replace the traditional lighting era is coming, at that time, led into the tens of thousands of households in the market conditions would be basically perfect.　　LED industry will undergo a massive shuffle, market reorganization movement. For the choice of domestic led listed companies, the first issue that should be considered at present is that 3-5 years later, when the LED industry is fully marketable and faced with shuffle, the layout of those in the domestic manufacturers of fierce competition and foreign giants to suppress the crowding out of the internal and external double pressure to survive the company.　　At present, has cut into the led obvious areas of the same party shares, the Australian and other leading enterprises such as Shunchang is expected to get the first advantage, so that enjoy sustained high growth of the industry cake. In addition to lighting, Xudong pointed out that the LED industry in the smart phones, tablets and other fields have a wide range of applications.　　With the rapid rise of the smartphone, tablet computer and LED LCD TV, LED backlight will be the main driving force for the rapid growth of the short-term led market.　　High risk and low threshold although the market outlook looks beautiful, but from the expected positive to real production capacity, and then reflected to the two-tier market, there are many risk factors exist. Tianboshen that the current energy-saving lighting and LED industry has many problems, one isEnergy-saving lamps and LED lighting prices are higher, the industrial development rate is lower than expected, the second is the lighting industry standards confusion, entry threshold is low; third, lack of core technology, innovative ability, LED products mixed. These problems are the layout of energy-saving lighting and led industry need to pay attention to the risks, investors should be cautious to operate.