This is a positive factor for leading companies in lighting fixtures. But before the implementation rules are yet complete, companies are not willing to make a clear statement on the matter.
On the second day after the publication of the Measures, on January 22, nearly 900 stocks in the Shanghai and Shenzhen stock markets fell, Foshan Lighting (Love Stocks, Quotes, Information) (000541.SZ) and Zhejiang Sunshine (Love Stocks, Quotes, Information) The stock price of (600261.SH) rose sharply against the market and became a prominent highlight in the day. Foshan Lighting rose 4.34% to close at 23.06 yuan. On January 23, the lighting industry sector also performed actively, with Foshan Lighting, Snowlight (Love Stocks, Quotes, Information) (002076.SZ) and other strong daily limit. Foshan Lighting, which was temporarily suspended on January 24, said that if the "Measures" were implemented, it would have a greater role in promoting the production and sales of the company's products.
CIIA Securities (love stocks, quotes, information) analyst Hu Yali said in his research report that although the types and quantities of specific bidding products are unknown, the leading enterprises in the lighting industry have greater capacity, after-sales service and quality. Advantages, so the leading enterprises may be more competitive in the bidding, and the benefits are more obvious.
The follow-up bidding method and the implementation of the subsidy will determine the degree of benefit of each enterprise, and the final benefit will depend on the bidding result.
Product upgrades accelerate China's lighting electricity consumption accounts for about 12% of the total electricity consumption of the whole society. Tian Lei's analyst Zhao Lei pointed out that if half of the incandescent lamps sold every year in the country are replaced by high-efficiency lighting products, it can save 84 billion kilowatts. When it is equivalent to the annual power generation of the Three Gorges Power Station.
From the user's point of view, taking an 11-watt energy-saving lamp with a market price of 26 yuan as an example, in a 5000-hour service life, the total power consumption is 55 degrees, and the total electricity cost is 24.75 yuan per kWh of electricity. The 60-watt ordinary incandescent lamp, which has the same brightness, has a service life of about 1,000 hours, a market price of about 1.5 yuan, a total power consumption of 300 hours for 5000 hours, and an electricity cost of 135 yuan. The life of one energy-saving lamp is equivalent to 5 incandescent lamps. After deducting the difference between the purchase costs of the two lamps, at least 80 yuan can be saved during the period of use.
Although it is more economical to calculate, the performance of energy-saving lamps in the domestic sales market is far less than that of incandescent lamps.
China is the world's largest producer of energy-saving lamps. In 2005, the output of energy-saving lamps reached 1.7 billion, accounting for 90% of the world's total output, but more than 70% of them were exported abroad. The domestic application is only about 500 million, and the main Concentrated in the coastal and eastern regions, the annual use of incandescent lamps is 2.4 billion.
This is not only because the price of high-efficiency energy-saving lighting products is higher than that of ordinary lighting products, but also because the quality of energy-saving products is uneven, and the entire industry lacks standards in terms of price and products.
Guo Xing Junan Securities analyst Wei Xingzhen believes that the introduction of the "Measures" will directly reduce the terminal sales price by 30% to 50% without reducing the profit of the production enterprises, basically reaching the price level acceptable to users.
In the long run, the "Measures" are also conducive to the formation of an orderly competitive environment for domestic lighting products. The subsidy policy will directly increase the price competitiveness of quality products, and guide the market to increase the demand for winning products, thereby reducing the consumption ratio of low-priced and inferior products.
Professor Wu Chuyu of the China Lighting Society believes that the replacement of incandescent lamps with high-efficiency lighting products, including energy-saving lamps, is an inevitable trend. However, this process has been relatively slow for a long time. “The policy of using financial subsidies to support the efficient lighting industry has accelerated this trend. â€
But for companies, they will comply with market requirements in the short term. Manager Zhang of Foshan Lighting National Civil Lighting Department told Caijing Shibao that Foshan Lighting's current share of incandescent lamp production is decreasing year by year, but whether it is cancelled or not depends on the market reaction. If the market still needs it, it will remain certain. Proportional production. â–
The link energy-saving lamp is a kind of fluorescent lamp. The fluorescent lamp is divided into a straight tube type fluorescent lamp and a compact fluorescent lamp, and the latter is an energy-saving lamp. It is a new compact electric light source composed of a single-ended fluorescent tube and an electronic ballast. The general energy-saving lamps are classified according to the shape of the lamp, such as H-shaped, U-shaped, D-shaped, and the like.
Generally speaking, high-efficiency lighting products refer to those optical power sources except for currents that emit light through metal. That is, except for incandescent lamps and halogen lamps, the rest are high-efficiency illumination sources.
On the second day after the publication of the Measures, on January 22, nearly 900 stocks in the Shanghai and Shenzhen stock markets fell, Foshan Lighting (Love Stocks, Quotes, Information) (000541.SZ) and Zhejiang Sunshine (Love Stocks, Quotes, Information) The stock price of (600261.SH) rose sharply against the market and became a prominent highlight in the day. Foshan Lighting rose 4.34% to close at 23.06 yuan. On January 23, the lighting industry sector also performed actively, with Foshan Lighting, Snowlight (Love Stocks, Quotes, Information) (002076.SZ) and other strong daily limit. Foshan Lighting, which was temporarily suspended on January 24, said that if the "Measures" were implemented, it would have a greater role in promoting the production and sales of the company's products.
CIIA Securities (love stocks, quotes, information) analyst Hu Yali said in his research report that although the types and quantities of specific bidding products are unknown, the leading enterprises in the lighting industry have greater capacity, after-sales service and quality. Advantages, so the leading enterprises may be more competitive in the bidding, and the benefits are more obvious.
The follow-up bidding method and the implementation of the subsidy will determine the degree of benefit of each enterprise, and the final benefit will depend on the bidding result.
Product upgrades accelerate China's lighting electricity consumption accounts for about 12% of the total electricity consumption of the whole society. Tian Lei's analyst Zhao Lei pointed out that if half of the incandescent lamps sold every year in the country are replaced by high-efficiency lighting products, it can save 84 billion kilowatts. When it is equivalent to the annual power generation of the Three Gorges Power Station.
From the user's point of view, taking an 11-watt energy-saving lamp with a market price of 26 yuan as an example, in a 5000-hour service life, the total power consumption is 55 degrees, and the total electricity cost is 24.75 yuan per kWh of electricity. The 60-watt ordinary incandescent lamp, which has the same brightness, has a service life of about 1,000 hours, a market price of about 1.5 yuan, a total power consumption of 300 hours for 5000 hours, and an electricity cost of 135 yuan. The life of one energy-saving lamp is equivalent to 5 incandescent lamps. After deducting the difference between the purchase costs of the two lamps, at least 80 yuan can be saved during the period of use.
Although it is more economical to calculate, the performance of energy-saving lamps in the domestic sales market is far less than that of incandescent lamps.
China is the world's largest producer of energy-saving lamps. In 2005, the output of energy-saving lamps reached 1.7 billion, accounting for 90% of the world's total output, but more than 70% of them were exported abroad. The domestic application is only about 500 million, and the main Concentrated in the coastal and eastern regions, the annual use of incandescent lamps is 2.4 billion.
This is not only because the price of high-efficiency energy-saving lighting products is higher than that of ordinary lighting products, but also because the quality of energy-saving products is uneven, and the entire industry lacks standards in terms of price and products.
Guo Xing Junan Securities analyst Wei Xingzhen believes that the introduction of the "Measures" will directly reduce the terminal sales price by 30% to 50% without reducing the profit of the production enterprises, basically reaching the price level acceptable to users.
In the long run, the "Measures" are also conducive to the formation of an orderly competitive environment for domestic lighting products. The subsidy policy will directly increase the price competitiveness of quality products, and guide the market to increase the demand for winning products, thereby reducing the consumption ratio of low-priced and inferior products.
Professor Wu Chuyu of the China Lighting Society believes that the replacement of incandescent lamps with high-efficiency lighting products, including energy-saving lamps, is an inevitable trend. However, this process has been relatively slow for a long time. “The policy of using financial subsidies to support the efficient lighting industry has accelerated this trend. â€
But for companies, they will comply with market requirements in the short term. Manager Zhang of Foshan Lighting National Civil Lighting Department told Caijing Shibao that Foshan Lighting's current share of incandescent lamp production is decreasing year by year, but whether it is cancelled or not depends on the market reaction. If the market still needs it, it will remain certain. Proportional production. â–
The link energy-saving lamp is a kind of fluorescent lamp. The fluorescent lamp is divided into a straight tube type fluorescent lamp and a compact fluorescent lamp, and the latter is an energy-saving lamp. It is a new compact electric light source composed of a single-ended fluorescent tube and an electronic ballast. The general energy-saving lamps are classified according to the shape of the lamp, such as H-shaped, U-shaped, D-shaped, and the like.
Generally speaking, high-efficiency lighting products refer to those optical power sources except for currents that emit light through metal. That is, except for incandescent lamps and halogen lamps, the rest are high-efficiency illumination sources.
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