The LED concept in the A-shares is a bit hot. On the 6th, the LED sector was in the forefront. China Star Optoelectronics and Dehao Runda had two daily stocks, and Sanan Optoelectronics and Sunshine Lighting were among the top gainers. In the A-shares where the speculation is still prosperous, the logic of LED's take-off is derived from the "China's Roadmap for Eliminating Incandescent Lamps (Draft for Comment)" published by the National Development and Reform Commission. This document shows that China will ban imports from October 1, 2016. Sales of ordinary lighting incandescent lamps of 15 watts and above, many investors interpret them as incandescent lamps will completely withdraw from the Chinese market from October 1. In fact, the hype about the ban is not new. From the 2011 decanter delisting road map, the LED concept has been hyped up every time the ban node arrives. Although the annual compound growth rate of LED is more optimistic, compared with the gradual withdrawal of incandescent lamps on a global scale, the battle between LED and energy-saving lamps for market share is undoubtedly more concerned by the industry. The growth rate declines: the new normal of semiconductor lighting In 2015, the overall scale of China's semiconductor lighting industry reached 424.5 billion yuan, an increase of 21% compared with 2014. Compared with the annual growth rate of more than 30% in the past 10 years, the growth rate has dropped significantly. However, it is undeniable that LED is the most important driving force for market development. In 2015, the output value reached 155.2 billion yuan, with a growth rate of 32.5%, and the penetration rate exceeded 30%, accounting for 45% of the application market. The growth rate of each link has declined. Some insiders believe that the domestic semiconductor lighting industry has begun to move into the new normal of medium and high-speed growth. After the incandescent lamp exits the market, LEDs and energy-saving lamps will divide the remaining market share. In 2015, the integration trend of LED industry was obvious, and there were 46 important M&A integration transactions in the entire semiconductor lighting industry. The total transaction amount disclosed was nearly 40 billion yuan, which means that industry resources are gradually concentrated in powerful enterprises. It is increasingly difficult for SMEs engaged in the manufacture of low-end products to survive. Taking packaged listed companies as an example, the average operating profit margin in the past three years has dropped from 15% to 9%, and the scale has increased by only 2% ($8.8 billion). In the second half of 2015, the National Bureau of Statistics released a data showing that among the more than 2,600 LED lighting companies in the country, there were 579 loss-making enterprises in the first half of 2015, with a total loss of 1.215 billion yuan. The ratio of loss-making enterprises is much higher than the loss of the national light industry.
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