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Eleven companies including Zhaochi, Hongli, and Zhongqi issued price adjustment notices

Since December 2025, the LED industry chain has continued to receive price adjustment signals.

Affected by multiple factors such as the continued rise in raw material costs and supply chain fluctuations, more than 10 LED-related companies such as Zhaochi Optoelectronics, Hongli Zhihui, and Zhongqi Optoelectronics have successively issued price adjustment notices. The scope of price adjustments covers lamp beads, PCB boards, advertising machines, and commercial products. For multiple product segments such as TVs and security equipment, price adjustments for new orders will take effect from mid-December 2025 to January 1, 2026.

Zhaochi Optoelectronics On December 30, 2025, Zhaochi Optoelectronics issued a contact letter stating that due to the continued rise in raw material prices and significant increase in production costs, the price of new orders will be appropriately adjusted starting from January 1, 2026. The specific adjustment range needs to be determined with the company's business personnel. ■ Hongli Zhihui On December 30, 2025, Hongli Zhihui issued a price adjustment notice stating that since the prices of gold, silver, copper and other raw materials have continued to rise sharply since 2025, resulting in a significant increase in production costs, Hongli Zhihui has decided to implement price adjustments for new orders starting from January 1, 2026. The specific adjustment range will be determined by the business personThe staff communicates with customers one by one to confirm. ■ Zhongqi Optoelectronics On December 31, 2025, Zhongqi Optoelectronics issued a price adjustment notice, pointing out that the prices of gold, silver, copper and other raw materials have increased significantly since the beginning of this year (gold prices have increased by more than 70%, silver prices have increased by more than 170%, and copper prices have increased by more than 36%). As a result, the costs of plates, silver glue, etc. have continued to rise, and the original prices have been difficult to maintain. In order to ensure stable product supply and service quality, the company has decided to make appropriate adjustments to the prices of lamp bead products for new orders starting from January 1, 2026. The specific adjustment range will be determined by communication between business personnel and customers. ■ Dahua Co., Ltd. On December 14, 2025, Dahua Small and Medium Enterprises Business Department issued a notice on product price adjustments, stating that due to the impact of global supply chain fluctuations and the continued rise in raw material prices, our company's production and manufacturing costs have increased significantly. In order to ensure product quality and supply chain stability, after careful consideration, the prices of the entire Dahua Distribution NVR series, the entire Fengshi security product series, and some products will be adjusted. Dahua reduced the price adjustment range through R&D design optimization, signing long-term supply guarantee agreements, etc., and made it clear that orders had been signed before the price adjustment to maintain the original price. ■ Skyworth Commercial On December 12, 2025, Skyworth Commercial issued a TV price increase notice stating that due to the increase in the cost of upstream storage and precious metal materials, the company will increase the price of the entire range of commercial TVs starting from December 15, 2025. ■ Huike Shares December 15, 2026On the same day, Huike Co., Ltd. issued a price increase notice stating that according to market conditions, due to the recent continuous increase in various costs and raw materials, our company received a notice from the factory and decided to increase the price of advertising machine series products (all sizes) from January 1, 2026. After the increase, there will be no further price concessions. ■ Guangdong Jiantao Laminated Board Sales Co., Ltd. On December 1, 2025, Guangdong Jiantao Laminated Board Sales Co., Ltd. issued a price increase notice. Due to the current high copper prices, raw copper is difficult to find, and the supply of glass cloth is also very tight. Due to cost pressure, we will increase the price of all materials by 5-10% starting from today's order receipt. ■ Yingshuo Electronics On December 26, Yingshuo Electronics issued a price increase notice stating that due to the current sharp rise in sheet metal, copper and tin. Due to cost pressure, the price of PCB boards will be increased by 10% starting from today's order acceptance. ■ Henan Haile Electronics On December 29, 2025, Henan Haile Electronics issued a price adjustment notice stating that it would increase the price of PCB boards by 10%. The price adjustments will be implemented from the day of receiving the order or January 1, 2026. ■ Xincaichen On December 27, 2025, Xincaichen issued a price increase notice, clarifying that after the existing raw materials are sold out, the product selling price will be increased by 3%-5%. ■ Xinkongyuan Electronics On December 29, 2025, Xinkongyuan Electronics issued a contact letter stating that due to the surge in demand in the AI industry, memory has skyrocketed and wafer production capacity is in short supply. Conventional product transactions haveThe lead time was extended by 2 weeks, and the delivery time of some products was even extended by 4-6 weeks, further exacerbating the cost pressure. Against this background, the company has raised prices for all models by 8%-15%, with only spot inventory maintaining the original price. It is worth noting that Xikongyuan Electronics provides 3%-8% price fine-tuning to agents who place orders 2 months in advance to help lock in production capacity; currently, price adjustments in the LED industry are still continuing, and subsequent price trends will depend on multiple factors such as raw material price fluctuations and changes in market supply and demand.

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