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On January 17th, according to the Voice of the Economy, Tianxia Finance, the A-share market continued to slump yesterday: the Shanghai Composite Index rose slightly, the Shenzhen Composite Index fell slightly, and the Growth Enterprise Market fell 1.4. Despite the overall poor stock market, there is one type of stock that is unique. This is the LED concept stock. Among them, Hongli Optoelectronics, Huacan Optoelectronics, Maoshuo Power, and Zhouming Technology all rose more than 5.
From the surplus to the abundance of LEDs, it is not only a stock boom, but the development of the LED industry is also very good. According to the analysis of some customs data, it is estimated that the export growth rate of LED lighting products in the fourth quarter of 2013 will be above 80%. The LED industry, which has been showing up with the image of the hard-won brothers in the photovoltaic industry, suddenly got rid of overcapacity. What are the reasons? Han Xiaoping, chief information officer of China Energy Network, analyzed it with his personal experience.
Han Xiaoping: It’s very interesting. About a few months ago, if you were going to buy an LED bulb, it might be quite laborious. Many places may not be sold. But now, you can buy LED bulbs in almost any store. Place it in a very obvious position and keep it everywhere. And many people buy a few when they buy it. I also did this thing. I probably bought ten light bulbs and replaced the light bulbs that we can change. Coupled with the recent implementation of the ladder price, more and more people are paying attention, so everyone should use some relatively energy-efficient facilities or equipment.
Can the transplantation of LED mode save the photovoltaic industry? If the photovoltaic industry wants to get out of the predicament, can you copy the success of LED? Han Xiaoping believes that this method is feasible.
Han Xiaoping: Photovoltaic is actually the same reason. We used to pay attention to manufacturing photovoltaic products, but no one has to consider that this kind of photovoltaic products needs someone to sell, and this sales needs certain professionalism. Therefore, the entire industry has no sales, no service industry, and has no way to start in the domestic market for a long time. And these manufacturing companies are not willing to invest money to build such a service industry, which leads us to develop a lot of good policies, but its development speed is very unsatisfactory.
