Industry Rating: Optimistic
Recently, the Ministry of Finance and the National Development and Reform Commission jointly issued the Interim Measures for the Administration of Financial Subsidy Funds for Efficient Lighting Products Promotion, which will focus on supporting high-efficiency lighting products to replace incandescent lamps and other inefficient lighting products in use, mainly including self-ballasted fluorescent lamps for general lighting. , three-color double-ended straight tube fluorescent lamps (T8, T5 type) and metal halide lamps, high-pressure sodium lamps and other electric light source products, semiconductor (LED) lighting products, and necessary supporting ballasts.
The state adopts indirect subsidy for promotion, that is, unified bidding to determine the high-efficiency lighting product promotion enterprises and the agreed supply price, and the financial subsidy funds are replenished to the winning bidder, and then the bid-winning enterprise sells the price after the bidding agreement minus the financial subsidy fund. End user. The "Interim Measures" stipulates that the central government of large users shall be subsidized according to 30% of the supply price of the winning bid agreement; the central government of urban and rural residents shall provide subsidies at 50% of the supply price of the winning bid agreement.
Although we can't calculate specifically for the time being, this will have a big impact on the listed companies, but there is no doubt that the policy will have a decisive impact on the future of the industry. Today, energy conservation and emission reduction as an important national policy, the strategic significance of the energy-saving lighting industry to national energy arrangements has become increasingly prominent. Lighting energy savings have two benefits: energy savings and carbon dioxide emissions. According to estimates, if China's lighting uses about 12% of the total electricity, if all are replaced by LED lighting, the energy consumption can be reduced by half, at least equivalent to the annual power generation of the two Three Gorges power stations.
The technologically advanced nature of the entire energy-saving lighting industry can be divided into three major categories of industries:
Fluorescent lamp: This is the most versatile lighting product at present, with a large amount of coverage, but relatively backward technology and low energy saving effect. The main representative company is Foshan Lighting.
Energy-saving lamps: The energy-saving effect of energy-saving lamps is equivalent to the traditional fluorescent lamps, and it is also the most mature and most widely used lighting products. The main representative companies such as: Zhejiang Sunshine, Snow Wright and so on.
LED: Although LED technology is not mature, it can not completely replace traditional lighting, but it is the development direction of the future lighting industry. At present, China is already a major producer of the global lighting industry. The industrial base is very good, but it is far behind in the LED field, and its future development potential is huge. The main representative enterprises are: Silan Micro, Lianchuang Optoelectronics and Xiamen Xinda, among which Shilan Micro is the best LED in listed companies.
We believe that energy conservation and emission reduction will be the most promising areas in the future, and the lighting industry is an important part of it. It is recommended that investors actively deploy. Our portfolio includes: Zhejiang Sunshine, Snowlight, Silan Micro and so on.
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