Three ministries and commissions plan to eliminate fluorescent lamps to boost LED lighting stocks


LED screen network reported on February 28 that the Ministry of Industry and Information Technology website disclosed on the 27th that the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the Ministry of Environmental Protection jointly formulated the "China Roadmap for Gradually Lowering Fluorescent Lamps" and released it. Analysts believe that this move will boost the industry such as LED lighting.

The implementation of China's gradual reduction of mercury-containing roadmap for fluorescent lamps is to eliminate the production process of compact fluorescent liquid mercury by the end of 2013; by the end of 2014, we will strive to eliminate the liquid mercury production process. For domestically produced fluorescent lamps with a power of not more than 60 watts, the mercury content is gradually reduced in three stages, and efforts to achieve a mercury content of 50 or more products do not exceed the target value of the same stage.

The expected effect of the Road Map is that by the end of 2014, by eliminating the liquid mercury process, mercury emissions from the production process were reduced by about 50 compared to 2010. By 2015, the average mercury content of a single fluorescent lamp product was reduced by about 80 compared to 2010.

Hou Yuxuan, a researcher in the environmental protection industry of China Investment Consulting, believes that the above-mentioned "road map" is actually a route plan for eliminating fluorescent lamps. This is absolutely beneficial to the LED industry in the dire straits, and will remove obstacles for its terminal market. Factors such as weak economic development and overcapacity in the development of the LED lighting market in the early stage will gradually weaken, and the market value of related companies is expected to rebound. Can pay attention to Sanan Optoelectronics, China Microelectronics, Sunlight and other stocks.

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