Key Analysis
This week, 22 LED stocks fell by 19 stocks, with an average drop of 5.5%.
In 2015, China's LED lighting exports totaled 10.229 billion US dollars, up 10.9% year-on-year; the total export volume reached 2.834 billion, and the export volume increased by 51.7%; the average export price was 3.61 US dollars/only, down 26.9% year-on-year.
The bleak LED is only the surface. After years of rapid development, the LED lighting industry has entered a mature stage. Enterprises lacking core competitiveness gradually withdraw. After this round of cleaning, the market will gradually become clear, and enterprises with core competitiveness will get Great development.
The continuous decline in the price of LED lighting products and the continuous improvement of performance quality have made the LED lighting industry enter a new era, from the previous replacement era to the era of universalization.
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Market review
This week, 22 LED stocks fell by 19 stocks, with an average drop of 5.5%. Except for Sanan Optoelectronics (600703), Guoxing Optoelectronics (002449) and Alto Electronics (002587), the other stocks rose during the week, with Lianjian Optoelectronics (300269) and Lehman Optoelectronics (300162) falling. Big, weekly decline of about 20%.
This week, the high-tech LED industry index closed at 1245.1 points, with a weekly decline of 3.6%, the Shanghai and Shenzhen 300 index closed at 3098.9 points, a weekly increase of 4.9%, the high-tech LED industry index performance was weaker than the broader market, and this is also the high-tech LED industry in the past two months. For the first time, the index was upside-down with the Shanghai and Shenzhen 300 Index. After the high-tech LED industry index fell sharply last week, it fell sharply again this week, and the short-term support was weak.
2016 China LED lighting products export top 10 enterprises ranking
According to GGII's "2015 China LED Lighting Export Monthly Monitoring Report (Second Edition)", China's LED lighting exports totaled 10.229 billion US dollars in 2015, an increase of 10.9% year-on-year; the total export volume reached 2.834 billion, and the export volume increased. 51.7%; the average export price was 3.61 US dollars/only, down 26.9% year-on-year.
In 2015, the growth of China's LED lighting exports slowed down, and the average export price decreased. The growth rate of LED lighting products in the whole year slowed down sharply. The growth rate slowed down from 68.7% in 2014 to 10.9%.
Although the performance of China's LED lighting market was frustrated in 2015, more than 20% of LED lighting companies (workshops) closed down in the year, but it cannot be said that the continuous decline in the price of LED lighting products and the continuous improvement of performance quality have made the LED lighting industry enter a A new era, from the previous replacement era to the era of universalization.
In 2015, the brand and corporate skills became more and more important. The small and medium-sized enterprises that had no brand and took the low-end route died in batches, while the enterprises with brand and scale and whose product quality has undergone historical tests have grown significantly. Although the industry generally believes that the LED market in 2016 will continue to be sluggish, the industry's scale growth is still slow, but the High-tech Research Institute LED Research Institute (GGII) believes that the LED bleak is only the surface, the LED lighting industry has developed rapidly after many years. As we enter the mature stage, enterprises lacking core competitiveness will gradually withdraw. After this round of cleaning, the market will gradually become clear, and enterprises with core competitiveness will have a great development.
According to the long-term tracking of customs data, the High-tech Research Institute LED Research Institute (GGII) aggregated the export situation of China's LED lighting enterprises in 2015 and selected the top 10 LED lighting products export enterprises in China in 2016.
Figure 1 2016 China Top 10 LED Lighting Products Export Enterprises
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Source: Gaogong Research Institute LED Research Institute (GGII)
01. Sunlight lighting
Zhejiang Sunshine Lighting Electric Group Co., Ltd. (600261.SH) was established in 1975. It was formerly known as Shangyu Bulb Factory. It is a domestic old-fashion lighting enterprise and currently specializes in fluorescent lamps, LED lighting, electronic energy-saving lamps and special lighting products. In 2011, the company gradually shifted its business focus to LED lighting. At present, LED lighting products are mainly LED bulbs, fluorescent tubes, spotlights, downlights, etc.
According to customs data, in 2015, Sunshine's main export products were LED bulbs, MR16 and LED tubes. The products were mainly exported to Poland, the United States, France and other places.
02. Debon Lighting
Zhejiang Hengdian Group Debang Lighting Co., Ltd. is a subsidiary of Hengdian Group. It is mainly engaged in electronic energy-saving lamps, LED bulbs and LED indoor application products, lighting electronic products and outdoor lighting. It is a national key high-tech enterprise and Zhejiang. Provincial patent demonstration enterprise.
According to customs data, in 2015, Debon Lighting's main export products were LED street lights, LED bulbs, LED panel lights and LED tubes. The products are mainly exported to the United States, Venezuela, Japan, Brazil and other places.
03. Rieter letter
Lidaxin Green Lighting Co., Ltd. was established in 2000. The company is mainly engaged in electronic energy-saving lamps, LED lamps and other products. Rieter, Heidexin and Lilai are the three independent lighting brands.
According to customs data, Rieter's main export products are LED bulbs, which are mainly exported to the United States, Germany, Brazil and other places.
04. Tongshida
Xiamen Tongshida Co., Ltd. was established in 1997 with a registered capital of 300 million yuan. It is a subsidiary of Xiamen Light Industry Group. The company's main electric light source products and lighting appliances. It has Xiamen Tongshida Lighting Co., Ltd., Xiamen Tongshida New Materials Co., Ltd., Xiamen Tongshida New Technology Co., Ltd. and Xiamen Tongshida Marketing Co., Ltd. The company cooperates with General Electric Company (GE) of the United States, and its export products are mainly based on foundry GE products.
According to customs data, the main export products of Topstar are LED tubes. The products are mainly exported to the United States, and some products are exported to Hungary and Mexico.
05. Yuanhui Optoelectronics
Huizhou Yuanhui Optoelectronics Co., Ltd. was established in 2007, and currently specializes in LED indoor lighting and lighting, automotive lighting and other products. The company is one of the largest LED lighting manufacturers in China, and its brand “Ao Liang†has a strong influence in overseas markets.
According to customs data, Yuanhui Optoelectronics' main export products are LED downlights, LED tubes and LED bulbs. The products are mainly exported to the United States, Hong Kong, Japan and other places.
06. Shengdi Optoelectronics
Founded in 2000, Shengdi Optoelectronics Technology Co., Ltd. is a private technology-based enterprise specializing in the production of new light sources. Currently, the company has three R&D and manufacturing bases in Tongxiang, Zhejiang, Jiaxing, Zhejiang and Zhongshan, Guangdong, and is located in Beijing, Shanghai and Shenzhen. A research and development center has been established.
According to customs data, the main export products of Shengdi Optoelectronics are LED Par Light, LED Spotlight, MR16 and LED Bulb. The products are mainly exported to the United States, France, Germany and other places.
07. Hailai Lighting
Xiamen Hailai Lighting Co., Ltd. was established in 2001 with a registered capital of 20 million US dollars. The company specializes in producing various electric light source products mainly based on energy-saving lamps. It is currently in the forefront of China's largest energy-saving lamp manufacturing enterprise and is a high-grade energy-saving lamp. The main export base is one of the 150 key industrial enterprises supported by the Xiamen Municipal Government.
Customs data shows that Hailai Lighting's main export products are LED spotlights and LED par Lights, and the products are mainly exported to the United States.
08. Meike Electric
Founded at the end of 2009, Zhejiang Meike Electric Co., Ltd. is a new enterprise specializing in the production of LED lighting. After a few years of operation and development, the company has become the leading LED indoor lighting export enterprise in China.
According to customs data, the main export products of Meike Electric are LED bulbs and LED candle lamps. The products are mainly exported to Germany, Greece, Brazil and other places.
09. Yufu Lighting
Shenzhen Yufu Lighting Co., Ltd. was established in 2004, initially producing and selling traditional lighting products. Transformed into LED lighting around 2009, it is China's leading manufacturer of LED lighting products, specializing in the design, development, production and sales of high-end LED lighting products.
According to customs data, Yufu Lighting's main export products are LED bulbs and LED spotlights. The products are mainly exported to the United States, France, Canada and other places.
10. Foshan Lighting
Founded in 1958, Foshan Electric Lighting Co., Ltd. is a large-scale backbone enterprise in the national electric light source industry. The State Council has approved the export base of mechanical and electrical products and enjoys the right to operate self-operated export business. The company has set up more than 2,000 sales outlets in China, and 40% of its products are exported to more than 20 countries and regions such as Europe, America and Southeast Asia.
According to customs data, Foshan Lighting's main export products are LED bulbs and LED spotlights. The products are mainly exported to the United States, Canada, Thailand and other places.
Analyst:
Name: Li Shengfa
Email: sf.
phone
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