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晶鑫光电/JINGXING Opto-electronic

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我国计划大规模推广半导体照明灯具

科技部部长万钢19日在"2009中国国际节能减排和新能源科技高层论坛"上再次表示,将加快推广一批能有效促进节能减排技术改造和产业升级的先进适用技术。我国未来将在几十个大城市大规模推广半导体照明灯具。

加快太阳能光伏、风能等领域的技术应用。具体措施包括:运用多种金融工具,加强对从事节能环保技术研发的科技型中小企业的支持力度;在政府采购政策中综合考虑消耗、环境和资源利用的成本;对清洁能源、节能汽车、绿色家电的生产、销售和应用给予税收优惠、直接补贴和差别定价政策。

半导体路灯的推广范围将显著加大,浙江阳光、佛山照明、方大A、德豪润达以及上游三安光电等可能受益。08年底广东省启动了"千里十万"的半导体路灯两年更换计划,我们预计其他省市也将陆续推出类似计划,几年内LED照明市场将迅速扩大。从长期看,解决产品价格等问题后,LED照明有望进入通用照明领域,市场空间值得期待。

光伏产业将受提振。目前全球范围内光伏产业仍处低谷,我们相信受政策影响,国内光伏产业将面临良好的产业整合与升级契机,短期不确定性大,但是未来发展空间长期看好。

Wan Gang, Minister of science and technology, on the 19 day in "2009 China International Energy Saving and emission reduction and New Energy Technology Summit Forum", once again said that it will accelerate the promotion of a number of advanced and effective technologies that can effectively promote energy saving and emission reduction technology upgrading and industrial upgrading. In the future, our country will popularize semiconductor lighting in a large scale in dozens of large cities.

Speed up the application of solar energy and wind energy and other fields. Specific measures include: the use of a variety of financial instruments, to strengthen the science and technology in energy saving and environmental protection technology research and development of small and medium-sized enterprise support; in government procurement policies and resource consumption and environmental costs into account; on clean energy, energy efficient cars, green household electrical appliances production, sale and application of tax concessions, direct subsidies and difference pricing policy.

The street lamp will significantly increase the scope of promotion, Zhejiang sunshine, FSL, A, and the upstream side Elec-Tech Sanan optoelectronics may benefit. At the end of 08, Guangdong launched a two-year replacement plan for the semiconductor street lamp with "thousand li one hundred thousand". We expect that other provinces and cities will also launch similar plans in a few years, and the LED lighting market will expand rapidly within a few years. In the long run, after solving the problem of product price and so on, LED lighting is expected to enter the general lighting field, and the market space is worth looking forward to.

The photovoltaic industry will be boosted. At present, the photovoltaic industry is still at a low level in the world. We believe that the photovoltaic industry in China will face a good opportunity for industrial integration and upgrading, and the short-term uncertainty is great, but the future development space will be long-term promising.