LED becomes popular through e-commerce
In the future, LED lighting will usher in a new wave of development. Data shows that the cost of an LED driving power supply with intelligent control function is no more than 5 yuan, but the factory price of lighting fixtures equipped with this type of power supply is 20% to 30% higher than that of ordinary lamps. The above-mentioned intelligent configuration alone can increase the gross profit of lamps by at least 20%, and some high-end dimmable products can even reach more than 30%. When light no longer just meets people's basic lighting needs, but becomes a service, manufacturers and suppliers still need to work hard to get consumers to quickly accept this energy-saving product.
It is understood that manufacturers have combined LED lighting with smart technology to create a series of special lighting services such as LED smart home lighting and LED smart office lighting, helping the LED industry open up a broader market. Powerful LED companies have begun to build their own channels, but the main channels in the lighting industry are still in the hands of large traditional lighting companies. For example, NVC Lighting has 11 operation centers across the country, with outlets at the county and town level, with the number reaching more than 10,000; Opple Lighting has 10,000 directly-operated stores or franchise stores across the country, almost covering the country's third and fourth-tier markets, and it also has unique advantages in cooperation with designers, design institutes, and large-scale projects.
Some insiders said: "Compared with traditional offline channels, e-commerce channels are more economical and more direct in promotion. The e-commerce model is not only accepted by most high-intellectuals, eliminating store opening costs, but also eliminating a large number of channel costs, and the terminal selling price can be lower. Through sufficient online traffic, we can foster offline channels and gradually explore the civilian market. Therefore, after the innovative e-commerce model intervened, it quickly gained the favor of a large number of enterprises because of its novel model and low channel cost. For example, Shenzhen Zhouming Technology officially entered Tmall on January 4 this year, and the sales volume that month reached 70,000 yuan, the sales volume in February was 90,000 yuan, and the explosive growth was achieved in March, reaching 200,000 yuan.
In addition to e-commerce, some distributors have also strengthened the application of new media such as Weibo and WeChat, and promoted led products in a way acceptable to the people. The effect is also very significant.
Bringing agriculture into the age of science and technology
The rapid development of LED has not only ignited channel dealers, but also led to the prosperity of other industries. The development of optoelectronic technology has promoted the advancement of modern agriculture. Artificial lighting has become one of the important means of plant production. The artificial light sources previously used in the field of plants mainly include traditional light sources such as high-pressure sodium lamps, fluorescent lamps, metal halide lamps, and incandescent lamps. The outstanding shortcomings of these light sources are high energy consumption and high operating costs. Energy consumption accounts for about 50% to 60% of the total operating costs. At the same time, the spectral energy distribution of these light sources is designed and produced based on the principle of efficient demand for light by the human eye. Therefore, it has little promotion effect on plant growth and the light efficiency is very low.
With the use of new light sources, we saw in a large-scale modern agricultural experimental base that the shelves of a large-scale plant factory are equipped with plant-specific LED lights. Different from the general LED spectrum, in order to cooperate with photosynthesis, the spectrum of the plant lights is biased toward blue light and red light. According to different personal needs, it can also be adjusted to cold or warm white light. It is very convenient to operate with the mobile phone App remote control. The multi-layer frame plant factory is equipped with a water circulation system. It has been tested and can grow more than a hundred kinds of plants, making it suitable for mass production needs. The person in charge of the base said: "LED light sources can not only provide reasonable light environment conditions for the growth of agricultural organisms, reduce the use of pesticides, hormones and other chemicals, and ensure food safety, but are also low-energy green light sources with broad application prospects and are an important development trend of plant lighting sources in the future."
The biggest advantage of specific led spectrum and control systems is that they can cultivate seasonal crops with harsh growth conditions, which brings several times more profits to plant factories than before: first, the mass production of leafy vegetables, such as cabbage, cabbage, lettuce and other cruciferous plants; second, the difficulty of planting ginseng, camphor and other high economic value crops. This has been difficult to achieve in the past. With the continuous improvement of this system, LEDs will also revolutionize agricultural inputs and outputs. In the future, agriculture will greatly increase production and shorten production cycles with LEDs, so it will enter the investor's vision as a new investment blue ocean.
Led sector ushers in gold buying opportunity
Ping An Securities analysis report shows that the LED sector has a golden buying opportunity. The relevant person in charge said: "From the perspectives of valuation, industry development prospects in the next few years, and the company's market capitalization, we believe that the relative advantages of the LED sector are very prominent in the electronics industry. The recent continuous benefits in the industry are expected to be the catalyst for a new round of rise. In terms of targets, we believe that Sanan Optoelectronics has consolidated its leading position in the chip industry, and its wide bandgap semiconductor and mid-stream expansion are likely to exceed expectations. In terms of mid-stream packaging, it is recommended to pay attention to companies with continued M&A needs, as well as Jufei Optoelectronics, which has outstanding management capabilities and benefits from the transfer of production capacity to the mainland. We continue to strongly recommend Foshan Lighting, which has benefited from the improvement of the industry's prosperity and actively deployed its own channels and has obvious channel advantages. In addition, due to the fierce competition in the LED industry, many unlisted companies are willing to use the capital market to become stronger and bigger, and industry integration and mergers will continue to emerge in some markets. Second- and third-tier companies with smaller values are subject to fierce industry competition, and they also have the need to expand the scale of their main businesses, enhance their strength, or achieve transformation through integration. From the perspective of performance and stock price flexibility, we recommend that investors pay attention to the flexible combination of Wanrun Technology, Ledman Optoelectronics, Mosuo Power and Unilumin Technology.. "
Taiwan’s LED industry chain’s revenue in May was released, and the performance was extremely eye-catching. Not only did Taiwan’s stock market buck the trend, soar across the board, but in terms of chip factories, Epistar’s revenue in May was 2.796 billion, 1.39% month-on-month and 25.76% year-on-year. Jingdian originally expected that due to the impact of full production capacity and limited output increase, revenue in May would not reach a new high, but the actual performance was 2.795 billion yuan, setting a new record for three consecutive months and exceeding market expectations. Many regions in the mainland have also begun to develop or formulate LED product standards applicable to the industry in a certain region to ensure product quality and even achieve standard output, bringing the LED production and sales of gradually unified specifications to a higher level. For example, not long ago, a LED company in Jiangxi cooperated with Shenzhen Changyuntong Optoelectronics to adopt Guangdong LED standards and release new technologies and products of "de-illuminated LED standard optical components". This is also the first time that Guangdong LED standards have been adopted by Jiangxi companies, which is a good start.
After experiencing the crisis of overcapacity for two consecutive years, the "white ban" issued by many countries has greatly stimulated the LED lighting market. The LED industry as a whole continues to improve and has entered the "highway", and competition within the industry will become more fierce.
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