Fluorescent or will be eliminated, good LED market

The website of the Ministry of Industry and Information Technology disclosed yesterday that the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Environmental Protection jointly formulated and published the "China's road map for gradually lowering the mercury content of fluorescent lamps." Analysts believe that this move will boost the LED lighting and other industries.

The implementation steps of the “China's Roadmap for Gradually Reducing the Hg Content of Fluorescent Lamps” plan to eliminate the liquid mercury production process of compact fluorescent lamps by the end of 2013; by the end of 2014, it will strive to completely eliminate the liquid mercury production process. For domestically produced fluorescent lamps for general lighting whose power does not exceed 60 watts, the mercury content shall be gradually reduced in three phases, and strive to achieve a mercury content of more than 50% of the products not exceeding the target value of the same stage.

The expected effect of the Roadmap is that, by the end of 2014, through the elimination of the liquid mercury process, mercury emissions from the production process will be reduced by about 50% compared with 2010. By 2015, the average mercury content of a single fluorescent lamp will be reduced by about 80% compared with 2010.

Hou Yuxuan, a researcher in the investment industry's environmental protection industry, believes that the above-mentioned “road map” is actually a plan for eliminating fluorescent lamps. This is absolutely good for the LED industry, which is in dire straits, and will remove obstacles for its end market. The factors such as weak economic development and overcapacity in the industry that restrict the development of the LED lighting market will be gradually weakened, and the market value of related companies is expected to rebound. Can pay attention to Sanan Optoelectronics, China Microelectronics, Sunshine Lighting and other stocks.