Expert analysis: market trend of LED silica gel in 2012

1. House prices return to rationality and promote the market to return to spring

After two years of property market regulation, the soaring trend of house prices in various regions has been alleviated. According to the latest report, housing prices in more than 70 cities in China, including Beijing, Shanghai and Guangzhou, declined to varying degrees in 2011. On December 9, the Political Bureau of the Central Committee held a meeting, which made it clear that next year we will implement a positive fiscal policy and a prudent monetary policy, adhere to the real estate regulatory policy, promote the rational return of house prices, and promote the healthy development of the real estate market. It is worth mentioning that in 2012, a number of affordable housing will be constructed nationwide, which will accelerate the rational return of housing prices. The decline of house prices will certainly stimulate the enthusiasm of consumers to buy houses, and the downstream home building materials market will also usher in spring.

2. E-commerce boom will sweep the industry

Although many traditional lighting manufacturers still insist that lighting products are not suitable for online sales, the lighting brands in Taobao Mall are growing at a high speed and their sales are also growing rapidly. In March 2011, the Juwuyou Lighting Mall project was officially launched, attracting the industry's keen attention. Up to now, there are more than 100 flagship stores of excellent lighting brands, and channel service providers in more than 30 provinces and cities across the country have been in place. After several optimization and upgrading, the operation mode of the mall has been basically finalized. It is believed that after the successful opening of Juwuyou Lighting Mall, the lighting industry will enter the era of e-commerce.

3. LED enterprises will launch channel war

In recent years, the development speed of LED lighting has been unexpected. Traditional overseas LED upstream leading enterprises such as Kerui, Preh, etc. have rushed into the Chinese market, while traditional international lighting giants such as Philips, Osram, GE, etc. have also made a strong attack, while domestic excellent brands such as Sunlight, Shanghai Yaming, and Lashizhao have begun to show their strength in the field of lighting application products. Although the LED market is booming, LED lighting products have not won the favor of consumers in the terminal market due to the relatively lagging channel construction. He who has access to channels will win the world. It is understood that a number of powerful LED enterprises, such as Shifu, Dehaorunda and Myles, are increasing their efforts in channel construction. It is believed that under their leadership, 2012 will become the year of LED lighting channel construction.

4. Accelerated capital operation

In recent years, a large number of lighting enterprises have entered the capital market. Up to now, there are more than 50 domestic listed lighting enterprises, at least five times more than five years ago. According to relevant sources, at present, more than 100 lighting enterprises related to LED silica gel are queuing for listing. In addition to listing, mergers and acquisitions are also surging. It is conservatively estimated that in 2012, there will be no less than 3 enterprises listed and no less than 3 mergers and acquisitions.

5. Fluctuation of phosphor price

In 2011, phosphor took a roller coaster ride. Affected by the strengthening of the management of rare earth resources by the state, the price of three primary phosphors used in fluorescent lamps has risen sharply, from 250 yuan to 300 yuan/kg at the beginning of the year to 2500 yuan to 2800 yuan/kg in the middle of June, an increase of nearly 9 times. The price of phosphor soared, which made many energy-saving lamp enterprises "unbearable". Although the price of phosphor gradually returns to the normal level in the second half of the year, once the national news on rare earth resource control is released again and hot money returns, the price of phosphor will probably ride the roller coaster again. How to make a good inventory plan for fluorescent powder will be a problem that must be carefully considered by the capillary enterprises and finished product enterprises of energy-saving lamps.

6. Marketing activities focus on the terminal market

Find a scenic spot with beautiful scenery, hold a dealer conference in a lively manner, and let the dealers buy products to purchase and pay for them after eating, drinking and having fun. This has always been the old marketing routine of lighting enterprises. Nowadays, enterprises and businesses are becoming more and more realistic. It is better to teach them how to fish than to teach them how to fish. As a result, more and more lighting enterprises move their marketing activities forward to the market terminal according to the requirements of the agents, and the theme of the dealer meeting is more about how to combine the local market and explore practical action plans. It is understood that the marketing activity plan of Ford Optoelectronics and Dehaorunda in the terminal market has been released. In 2012, the marketing activities of the market terminal of the lighting industry will be successful.