At present, China's lighting power consumption accounts for about 12% of the total electricity consumption in the society and exceeds 430 billion kWh. If we replace all incandescent lamps in use with energy-saving lamps, we can save 48 billion kilowatt-hours of electricity annually, which is equivalent to 48 million tons of carbon dioxide emissions. China began implementing green lighting projects in 1996. In 2008, the National Development and Reform Commission and financial subsidy to promote efficient lighting products activities provided 30% and 50% subsidies for bulk users and urban and rural residents to purchase energy-saving lamps. However, as of now, China has not given a specific timetable for the final phase-out of incandescent lamps. The author has learned that, in addition to the timetable, the NDRC is currently studying the supporting policies and special plans for the phase-out of incandescent lamps to promote energy-saving lamps.
According to Lu Wenbin, Director of Energy Conservation and Emissions Reduction Division of the Central Development and Reform Commission of the National Development and Reform Commission, in the future, the country will revise the performance standards and energy efficiency standards for related high-efficiency lighting products, improve the ability of national testing organizations to detect and monitor the quality of high-efficiency lighting products, and further improve the quality of high-efficiency lighting products. Regulatory system.
Energy-saving lamp companies benefit directly
In 2009, the output of incandescent lamps in China was 3.76 billion, accounting for about one-third of the world's output. Among them, the output of compact fluorescent lamps (CFLs) was 3.65 billion, accounting for more than 80% of the world production. If you gradually replace incandescent lamps with energy-saving lamps in the next few years, the use of energy-saving lamps will increase rapidly. Sun Yongshu, chairman of Anhui Shilin Lighting Co., Ltd. believes that in addition to policy promotion, in the future, with the improvement of energy-saving lamp performance and cost reduction, the market competitiveness of energy-saving lamps will also become stronger and stronger.
At present, there are four domestic energy-saving lamp manufacturers that are listed on the domestic A-share market, namely Zhejiang Sunshine (600261), Feile Audio (600651), Foshan Lighting (000541), and Snowlight (002076). The four companies will be direct beneficiaries of the road map. Zhejiang Sunshine announced on the 25th that the National Development and Reform Commission and the Ministry of Finance had achieved a total of 9.25 million efficient lighting product promotion tasks in 2010, which accounted for 5.95 million (excluding high-pressure sodium lamps) for the total number of national high-efficiency lighting product promotion tasks in 2010. %, so the company's sales in 2010 will grow significantly.
Although benefiting from the elimination of incandescent lamps, energy-saving lamps have a promising future market, but people in the industry believe that there are still two major difficulties in replacing incandescent lamps with high-efficiency energy-saving lamps. The first is that the quality of energy-saving lamps is still uneven, and some lighting fixtures are not suitable for energy-saving lamps. Second, compared with the traditional incandescent lamps, the price of energy-saving lamps is still much higher. At present, the financial subsidy policy for encouraging efficient lighting is too single. Some local government officials participating in the promotion of energy-saving lamps also believe that local subsidies alone are not enough to complete the goal of eliminating incandescent bulbs within a few years, and local governments are under greater pressure.
LED companies can potentially benefit
In addition to the benefits of energy-saving lamp manufacturing companies, LED manufacturing companies are also potential beneficiaries in the future. At present, the most likely alternative to incandescent lamps is the self-ballasted LED lamp. Zhao Yuejin, a senior engineer at the Institute of Resources and Environmental Standardization at the China National Institute of Standardization, revealed that the country has formulated its own self-ballast LED standard that has not been released by the IEC. The self-ballasted LED national standards will be released soon.
Unlike the introduction of energy-saving lamps into the national financial subsidy program, LED lighting subsidies are currently outside the national subsidy gate. The main reason is that the quality of the LED terminal lighting system is not stable. The standard of the LED lighting system is not yet unified. How much is the subsidy, who is to supply, and how to make up are problems. Industry insiders expect that with the decline in the cost of LED lighting and the gradual introduction of relevant standards, the country is expected to incorporate LED lighting within the 12th Five-Year Plan within the scope of financial subsidies to promote efficient lighting.
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