According to Hong Kong media reports, the market has been maintaining a rather low situation for some time. The market lacks a clear direction. The Hang Seng Index downloads floating load at 23,000 points, but there are still certain sectors that are up against the market. LED lighting The stock is a portrayal of it.
The reason why the entire LED sector was all online, was due to the LED lighting product application demonstration project jointly organized by the National Development and Reform Commission, the Ministry of Housing and Urban-Rural Development and the Ministry of Transport, and the list of 28 companies that were short-listed, so that the relevant beneficiary shares were made. As the news stimulated and rose, and began to enter the investor's sight, the industry's prospects are quite ideal. To understand the growth potential, we must first know what LED is.
Greatly optimized power consumption and life
LED (LightEmittingDiode), Chinese is a light-emitting diode, I believe that you have heard the name of LED more or less. LEDs mainly use solid semiconductor chips as luminescent materials, which have many advantages, such as low power consumption, long service life and no harmful substances.
Let's talk about the power consumption. Compared with the traditional incandescent lamp (tungsten lamp), the LED lamp can save up to 90% of the electricity. That is to say, the electricity cost of the user in the same situation is reduced by 90%, at the same time. The service life has been greatly increased. Compared with the tungsten filament lamp, the life expectancy is estimated to be extended by tens of times, attracting users to buy, and the profit expectation of LED stocks is rising. However, there is still a big problem, that is, the price. Too high.
Beneficiaries under the transformation of the big environment
The problem of too high price is not new in the lighting industry. When the electric power was first launched, the price was also a lot higher than that of incandescent lamps. Even if the power consumption is reduced, it is still not particularly attractive, but after a period of time. After the development of technology and popularization, the price has been declining. Although the current price is still higher than that of the tungsten lamp, it is already in an acceptable range, and the cost performance is better than that of the tungsten lamp.
The same is true for LED lights. With the popularization, prices will fall in the next few years. But compared to it, the bigger advantage comes from the increasingly important environmental theme in recent years.
In the global environment of energy shortage and environmental awareness, energy conservation is particularly important, LED energy consumption is low, and the pollution produced is far less than other products, so it is regarded as a representative of energy-saving lamps.
In fact, the EU and Japan have also begun to ban high-energy incandescent lamps. LED business opportunities are self-evident. According to LEDinside statistics, LED market share in the lighting market last year was only 3.3%. Philips predicts this number will It will rise to 50% in 5 years and 80% in 10 years. In other words, this is a developing industry with amazing growth potential.
Policy-led key projects for the next five years
However, although this is a big trend, buying Hong Kong stocks still requires cooperation from the Mainland. The "Twelfth Five-Year Plan" announced by the Mainland just released the doubts in this regard. The seven strategic emerging industries in the plan, energy conservation and environmental protection are ranked first, reflecting the central government's emphasis on this aspect, the LED mentioned above. The list of lighting product application demonstration projects is a product of the plan. It is believed that more stimulus measures will be introduced to help the industry develop. The industry estimates that the output value of the entire energy-saving lighting industry will rise to 400 billion yuan in the next three to five years. The level of the renminbi, and the output value of LED lamps in the Mainland this year is expected to exceed 150 billion yuan.
In addition, energy-efficient lighting can also benefit from the tax cuts in the 12th Five-Year Plan. The three-three-half reduction will enable the relevant enterprises to exempt the corporate income tax for the first three years, while the tax for the next three years will be halved. The levy shows that the development of the LED industry will have a relatively fast growth period in the next five years, which echoes the global trend.
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