Elimination of Incandescent Lamps and Led Enterprises in 5 Years
On November 4, the national development and reform released the "road map for China's elimination of incandescent lamps", which proposed to gradually prohibit the import and sales of general lighting incandescent lamps by stages according to the power from October 1, 2012. Since the implementation of China's green lighting project was launched in 1996, the Chinese government has successively included lighting power saving in the key areas of energy conservation in the ninth five year plan and the Tenth Five Year Plan and the key energy conservation projects in the Eleventh Five Year Plan and the twelfth five year plan. In addition to proposing to eliminate incandescent lamps and promote energy-saving lamps, the Chinese government specially issued support policies for LED products last year. At present, it is organizing the drafting of semiconductor lighting The 12th Five Year Plan."The national development and Reform Commission plans to invest 8 billion yuan to subsidize civil led, which is currently in the bidding stage," an executive of a lighting enterprise disclosed to this newspaper.Phase out incandescent lamps in 5 yearsLast year, the output and domestic sales of incandescent lamps in China were 3.85 billion and 1.07 billion respectivelyAccording to the announcement of the national development and Reform Commission, on November 1, the national development and Reform Commission, the Ministry of Commerce, the General Administration of customs, the State Administration for Industry and Commerce and the State Administration of quality supervision, inspection and Quarantine jointly issued the announcement on the gradual prohibition of the import and sale of general lighting incandescent lamps (hereinafter referred to as the announcement).According to the announcement , China will phase out incandescent lamps in five stages: the transition period from November 1, 2011 to September 30, 2012; the import and sale of 100 watt and above incandescent lamps for general lighting will be prohibited from October 1, 2012; the import and sale of 60 watt and above incandescent lamps for general lighting will be prohibited from October 1, 2014; the interim evaluation period from October 1, 2015 to September 30, 2016; and the import will be prohibited from October 1, 2016 And sell general lighting incandescent lamps of 15W and above, or adjust according to the interim evaluation results.In other words, five years later, China will basically eliminate incandescent lamps.Xie Ji, deputy director of the Department of resources and environment of the national development and Reform Commission, revealed that after nearly two years of consultation and discussion with enterprises, associations and experts of all parties, the route was finally determined. "Incandescent lamp enterprises have long felt the need for transformation. When drafting this road map, they have discussed with enterprises, and enterprises have long known the actions of the government. In the process of formulation, on the one hand, they are communicating with enterprises, on the other hand, they are actively supporting incandescent lamp enterprises to carry out transformation production." Xie Ji said.According to Bai Hua, director of the UNDP representative office in China, lighting power consumption accounts for about 20% of the total power generation. A lot of power can be saved by replacing more energy-saving lighting equipment.As the world's largest producer and consumer of incandescent lamps, China's output and domestic sales of incandescent lamps last year were 3.85 billion and 1.07 billion respectively. It is estimated that China's lighting power consumption accounts for about 12% of the power consumption of the whole society. Using high-efficiency lighting products to replace incandescent lamps has great potential for energy conservation and emission reduction.In fact, since the implementation of China's green lighting project in 1996, the output ratio of energy-saving lamps and incandescent lamps in China has increased from 1:34 in 1996 to 1:1 in 2010. The global market share of energy-saving lamps has increased from 20% in 1996 to 85% in 2010. The structure of lighting appliance industry has been continuously optimized and upgraded and the product quality has been continuously improved."At present, incandescent lamps are only used in remote rural areas, energy-saving lamps have become the mainstream products in cities and towns, and LED has begun to be used in urbanization transformation, and there are few civil uses." A regional sales manager of Sanxiong Aurora told this newspaper. He believes that after years of guidance and cultivation, most incandescent lamp enterprises have either delisted or upgraded and transformed. At present, there are few enterprises producing incandescent lamps. Therefore, the introduction of the announcement only accelerated the complete delisting of incandescent lamps.However, in Bai Hua's view, in order to realize the complete delisting of incandescent lamps and successfully promote energy-saving lamps, it is first necessary to pass laws and regulations to prohibit the production and sales of incandescent lamps, secondly to ensure that the products sold on the market are energy-saving products, and finally to cultivate the public's awareness of energy conservation and emission reduction.Led enterprises are gearing upLED lighting is an important part of energy conservation and environmental protection industry, and the market may quadruple in five yearsAccording to this newspaper, the announcement also puts forward new requirements for lighting pollution control. According to Xie Ji, the central government will give financial subsidies to 12 lighting enterprises to carry out cleaner production. "At the source, we first set the mercury content target for fluorescent lamp manufacturers. At present, it is 5 mg / lamp, but we have higher requirements for enterprises supported by the central energy-saving fund. Only when it is less than 1 mg / lamp can we give financial support," Xie said.At present, even though energy-saving lamps are more energy-saving than incandescent lamps and are also the mainstream products in the lighting market, they have a short service life, and the biggest problem is that energy-saving lamps contain metal mercury. The environmental pollution of metal mercury is an unsolvable problem faced by energy-saving lamp manufacturers.It is worth noting that although there are no mandatory regulations, this is the first time that the state has put forward requirements for the mercury content of energy-saving lamps. "Once the mercury content of energy-saving lamps is reduced, its luminous efficiency will be reduced, and the original luminous efficiency can only be maintained by increasing phosphors or other technologies." He believes that with the popularity of energy-saving lamps with lower mercury content in the market, energy-saving lamp enterprises will usher in a new round of reshuffle, and led enterprises will find new opportunities in this round of reshuffle.Shortly after the national development and Reform Commission announced the road map for eliminating incandescent lamps, dehuorunda (002005) Immediately released two LED products, and said that the prices of the two products had been lowered to the level of energy-saving lamps with the same power. According to Dehao Runda, the development of the product was an innovative product relying on the patented air duct cooling system, and the structural cost decreased by 25% - 30%. The retail price of a 3-watt LED lamp instead of a 7-watt energy-saving lamp was 29.90 yuan, which was basically the same as that of Philips energy-saving lamp of 28 yuan However, it is 50% more energy-saving than energy-saving lamps, 10 times longer service life, and there is no mercury pollution.Wang Donglei, chairman of Dehao Runda, told reporters that according to the current development progress of domestic LED industry and the arrival and production progress of domestic MOCVD equipment, the LED light source may be reduced to US $1 per watt by the end of this year, and this price is only 1.2-1.5 times the current price of energy-saving lamps, Wang Donglei said, "When the price difference between LED products and energy-saving lamps is only 1.2 times, the LED lighting market will suddenly enlarge."According to McKinsey data, from 2010 to 2016, the market share of global LED lighting will increase from 7% to more than 40%. By 2020, the revenue of LED lighting market will be close to 65 billion euros - accounting for nearly 60% of the global lighting market."Developing countries are too sensitive to costs, so popularization will be slow. On the contrary, in developed countries, people have strong awareness of environmental protection and high price acceptance, so they can drive the development of LED. Based on this judgment, in fact, our layout is to occupy the market of developed countries first in developing countries, and then cover developing countries." Wang Donglei said.According to the previous industry analysis, the penetration rate of LED market depends on the efficiency of the chip and the price of lighting products. Not long ago, dehuorunda released a high-power chip with 110 lumens per watt. At the same time, the lowering of the price of the company's LED lighting products will undoubtedly lead to changes in the industry."This industry has ushered in a good development opportunity. In addition to policy factors, environmental factors, factors of technological development trend and the social contribution of green industry, LED lighting enterprises should obtain a reasonable profit, which is neither profiteering nor simple low-cost competition," Wang Donglei said.Industry statistics show that at present, there are more than 10000 Lighting Companies in mainland China, and the total sales of the top three enterprises in the industry account for only about 2.5% of the total sales of lighting products in mainland China. The LED of the fourth generation lighting will accelerate industry integration and cultivate an emerging green lighting market.The relevant person in charge of the national development and Reform Commission said that the Chinese government has given great attention and support to the development of LED lamp technology. Previously, the state issued the development plan of seven strategic emerging industries, and the energy-saving and environmental protection industry is the first. "LED lighting is an important part of energy-saving and environmental protection industry, and its market may quadruple in five years." Wang Donglei said.