According to the General Administration of Customs, exports of lamps, lighting fixtures and their parts totaled 51.06 billion yuan in the first two months of this year, up 107.4% year on year.

The export situation is good by Jiangsu lighting industry confirmed. Jiangsu Province plays an important role in China's lighting industry, among which Zouqu Town of Changzhou City is a famous lighting industry gathering place. Jiangsu lighting electric appliance association staff told "China trade news" reporter, in the export, since last year's export situation is good, especially in the subdivision of the field such as agricultural lighting, plant lighting, light source products to achieve rapid growth.

In an interview with China Trade News, Gao Gong LED expert Zhao Hui, a member of Gao Gong Consulting Group, said, "Our survey found that enterprises did report a good export market from January to February this year. "However, the high year-on-year growth rate of lighting exports in January-February this year is related to the low base during the epidemic in January-February last year." According to the statistics of the General Administration of Customs, from January to February in 2019, the export amount of lamps and lanterns, lighting devices and their parts was 31.02 billion yuan. From January to February in 2020, the export amount of lamps and lanterns, lighting devices and their parts was 24.62 billion yuan. It can be seen that the export data from January to February this year is not only significantly higher than the same period of last year, but also has a large increase compared with the export data from January to February in 2019.

At the same time, lighting industry raw materials overall price rise. In the recent period of time, enterprises in the lighting industry have issued a letter to raise prices: February 25, Ouman lighting issued a product unit price advance business letter; On February 25, Guangdong Lianhao Lighting Technology Co., Ltd. issued a price notice letter, since March 1, high pressure and low pressure glue products unified in the end of 2020 price base increase 0.4 yuan. Companies in the upper and midstream supply chain of the lighting industry are also raising prices, such as Shilan Microelectronics, which is engaged in packaging business, which issued a price adjustment letter.

Zhao Hui said, the whole industry chain is rising in price, from chips, packaging, precious metals, glue and other lighting industry used in the middle of the raw materials are rising in price, "although since last year in price, but I understand that the price is not as big as the outside world said.

The price rise of raw materials in lighting industry has different effects on different provinces.

"The LED industry is divided into upper, middle and lower reaches. Jiangsu enterprises are not strong in the upper reaches of the industry, but they are strong in the middle and lower reaches. In the face of such a wave of price rises across the board, local enterprises have been passive in raising prices, while bearing and absorbing part of the pressure of rising costs themselves." Jiangsu lighting association staff said, "according to the feedback, the enterprises can basically accept the price increase, because this is a big market, but the price increase is not big, about 10 percent. And the current price increase is not enough to affect the desire of foreign customers to buy, there is no panic in the market."

Zhongshan City of Guangdong Province is an important city of lighting industry in China, and there is a famous lighting industry cluster of Guzhen. Zhongshan city lighting electric appliance industry association staff feedback says, local lighting act the role of a product already domestic sales also export, the impact that rises in price brings is not big. Lighting manufacturers association staff mentioned, zhongshan city, from the second half of last year began to rise in price of raw materials, raw materials rise in price after local enterprises on the one hand, control costs, on the one hand to raise prices, "according to the feedback of the enterprise, after the price can accept more new customers, old customers may not accept, because the old customers have been using the old price, used to it."

Beijing lighting electrical association staff said, "Beijing basic no lighting electrical manufacturing enterprises, the local industry enterprises mainly engaged in engineering business, a small number of OEM business. "The impact of rising raw material prices on local lighting companies is limited."

In the interview, the reporter found that the lighting industry this round of rising prices on the impact of large and small and medium-sized enterprises is obviously different, the rising prices mainly increased the lighting industry export enterprises cost, lengthen the waiting time to buy raw materials, but these enterprises will not be unable to buy raw materials. This is not the same as the booming export of bicycles in 2020, which will make it difficult for industry enterprises to buy some raw materials and parts even if they pay high prices.

First, when small businesses raise prices, large businesses can afford not to raise prices, and small businesses are more vulnerable than large businesses to price increases. Jiangsu Province lighting electrical association staff said, there are a part of large enterprises, large dealers in the industry due to considerable inventory before, now just take out the inventory of emergency, holding the first not to rise in price. Zhao Hui said that large enterprises for different customers to increase the price of different strategies, "for big customers may not increase, for small customers increase more."

Secondly, the resilience of large enterprises and small and medium-sized enterprises is obviously different. "The price hike has little impact on big companies, which have strong bargaining power and have more stocks and reserves in important materials. Small and medium-sized enterprises in the supply chain are greatly affected by the price increase, because they do not have strong bargaining power and financial strength. This wave of price increases to the end may be a reshuffle, some anti-risk ability of small and medium-sized enterprises so quit." "Said Zhao Hui.

In Zhao's view, even if the price of raw materials rises, there is no shortage of supply problems, downstream companies will not be unable to buy raw materials, "because in recent years the industry has almost hit the ceiling. The domestic general lighting market in the past few years is low price competition situation, the price is basically near and below the cost line, in the current opportunity, the price can rise a little above the cost line. And the upper and middle reaches of the chip, packaging and other production capacity is surplus. Lighting chips, for example, mainly rely on automation production, the machine can be started quickly to produce a large amount of output. It's just that the cost of buying raw materials increases after the price increases, or the lead time becomes longer."

Zhao added that in recent years, the industry has focused on the display sector and rarely on lighting projects. Some companies in the industry also want to enter higher gross margin market segments, such as plant lighting. His words also get the confirmation of enterprises in the industry, part of the head of enterprises really in the subdivision of the field vigorously deep plough. From the upper reaches of the lighting industry, a LED chip enterprise told reporters that the company is the head enterprise in the field of LED chips, LED chip orders are large, but the company in the field of LED chips is mainly to maintain the existing advantages, holding Yingbao Tai can, is placed high hopes and the main push instead is the integrated circuit products.