In the just-announced annual financial report, Zhejiang Sunshine (600261), Snowlight (002076), and Foshan Lighting (000541) net profit increased by 34.76%, 40.6%, and 8.15%, respectively. Among the three companies, Foshan Lighting and Zhejiang Sunshine chose to develop high-end products for energy-saving appliances.
The reporter found from the financial report released recently that among the top three listed companies in the lighting industry, Zhejiang Sunshine (600261) and Snow Wright (00 2076) net profit increased by 34.76% and 40.6% respectively in 2006, while Foshan Lighting ( 000541) The main business grew by 1.3%. Based on investment income, its net profit also increased by 8.15%. Among the three companies, Foshan Lighting and Zhejiang Sunshine chose to use the cost-effective products to integrate the domestic market strategy. Some experts predict that the brand concentration of the domestic electric light source market will gradually increase in the future.
According to the statistics of China Lighting Association, last year's lighting industry's overall sales revenue, the top ten enterprises' revenue reached 13.743 billion yuan, an increase of 19.71%, accounting for 12.15% of the lighting industry's revenue, compared with 2005, the decline 0.45% and total profit was 929 million yuan, up 0.7% year-on-year, accounting for 20.35% of the total profit of the lighting industry. Compared with 2005, it was down 4.35%.
As can be seen from the above data, the concentration of the top ten in the industry is declining, both in terms of sales revenue and total profit. Some experts believe that in 2007, the lighting industry has not achieved effective integration, and the domestic market has disorderly competition. One of the consequences is export dependence, and the industry's outward orientation remains high. The outward direction of the industry is slowly declining, which has a certain relationship with the implementation of the EU RoHS Directive. The implementation of the RoHS Directive has caused the export of enterprises with poor domestic technology to be blocked, and instead of fighting the domestic market
The domestic market has developed steadily. In recent years, the output of electric light sources and lamps has grown relatively flat, and the global lighting appliance manufacturing industry has rapidly shifted to the Chinese market.
The export of products in the lighting and electrical industry has a certain periodicity, reaching a peak every year around September, and at a low point at the beginning of the year and at the end of the year. Many export-oriented enterprises have turned their eyes to the domestic market during the trough.
The industry believes that the advent of the 2008 Olympic Games is conducive to this high growth trend. In addition, the strong growth of the industry is also largely due to the active domestic real estate market during the same period. From 2001 to 2006, China's fixed investment in real estate maintained steady and rapid growth, with a compound annual growth rate of 17.3%. The good growth trend of real estate investment indicates that the domestic lighting industry has a clear growth prospect.
Adjusting the industrial structure, environmental protection is the focus
According to relevant experts from the China Lighting Association, in 2007, the Lighting Association will further guide enterprises to adjust product structure, improve production processes, optimize raw materials for products, improve production technology, and open up new development ideas in terms of energy conservation and environmental protection.
Experts said that the association will continue to carry out high-intensity gas discharge lamp ballast technology seminars, fluorescent lamp technology seminars, semiconductor lighting application technology seminars and other activities, and extensively develop and produce high-efficiency lighting products in the industry. Communication.
Pay attention to environmental issues and guide the healthy development of the industry. With the widespread application of new electric light source products, the recycling of waste lighting electrical products and the use of toxic and hazardous substances in lighting products have become new problems for the development of the industry. On the basis of previous work, the Association will continue to pay attention to the development trend of domestic and international environmental protection regulations. According to the particularity of the lighting electrical industry and products, the Association will assist relevant departments to timely adjust relevant policies, improve corresponding standards and testing methods, and establish effective circular development. The mechanism enables the lighting electrical products to reduce the harm and impact on the environment while guiding the development of the industry in a healthy and orderly manner.
Energy-saving products are very promising for China to implement the "China Green Lighting Project" from the early 1990s. During the "10th Five-Year Plan" period, the key plan for the structural adjustment and development of the lighting electrical industry is to develop energy-saving electric light source products, limit the growth of ordinary incandescent lamps, focus on the development of double-spiral aluminum lamp incandescent lamps, and increase the proportion of fluorescent lamps to the "10th Five-Year Plan". At the end, the ratio of incandescent to fluorescent lamps reached 3.5:1. The goal of China Green Lighting Project Promotion Project is to save electricity by reducing lighting power and protect the environment. By 2010, it will achieve 10% energy saving; promote the overall level of domestic lighting electrical products; and enhance consumers' efficiency of high-efficiency lighting products. Recognize and use; establish a market environment that is conducive to the promotion and application of high-efficiency lighting electrical products, and ensure the availability of energy efficiency in the use of lighting electrical products through standards and certification.
During the "Eleventh Five-Year Plan" period, building a conservation-oriented society has become one of our goals. In the Medium and Long-term Special Plan for Energy Conservation issued by the National Development and Reform Commission, “Lighting Appliances†has been included in the key areas of energy conservation, and “Green Lighting Project†has been listed as one of the ten key energy-saving projects. During the “Eleventh Five-Year Plan†period, Focus on the promotion of high-efficiency power-saving lighting systems, rare earth trichromatic fluorescent lamps in public facilities, hotels, commercial buildings, office buildings, stadiums, residential buildings, and automation of high-efficiency lighting products production lines.
Experts believe that at present, the lighting industry still has a problem of low industry concentration. Overall, the lighting industry is in an excessively competitive situation, and the secondary integration of the industry is imminent. From the perspective of regional distribution, lighting enterprises are mainly concentrated in the Pearl River Delta and the Yangtze River Delta. Among them, the lighting enterprises in the Pearl River Delta have developed relatively early and are ahead of market development. However, the lighting enterprises in the Yangtze River Delta pay more attention to internal management and export sales. Both hands must be hard, not only in the front of the Pearl River Delta in the competition of the electrical industry, but also in the lighting industry, it also shows an aggressive momentum. The comprehensive layout of foreign superior enterprises in China has also brought strong competitive pressure to domestic lighting equipment. The industry will further reorganize and integrate and gradually become centralized.
The demand for lighting products in the domestic market has increased significantly year by year. The Beijing 2008 Olympics project is a huge business opportunity for the lighting industry. The successful bid for the 2010 Shanghai World Expo will also promote a new round of urban development in Shanghai, and the lighting engineering opportunities are huge. In 2008, China's lighting sales will exceed 150 billion yuan. The development of green lighting projects and the need for energy saving and the development of LED technology will make great progress in white LEDs. The US Department of Energy predicts that by 2010, 55% of incandescent and fluorescent lamps in the United States will be replaced by semiconductor lamps, saving $35 billion annually. In the United States alone, semiconductor lighting could form a $50 billion industry.
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September 22, 2018