The "Notice on Establishing a Government's Compulsory Purchasing Energy-Saving Products System" issued by the General Office of the State Council has provided new market opportunities for related industries and listed companies. Analysts pointed out that the new government procurement regulations will bring significant benefits to white goods enterprises, energy-saving lamps manufacturers and their upstream energy-saving lighting components manufacturers, but the role of the computer industry indicators is not obvious.
According to the "Notice", when government agencies at all levels use fiscal funds for government procurement activities, under the premise that the technical and service indicators meet the procurement requirements, priority should be given to purchasing energy-saving products, and for some products that meet the requirements for energy-saving effects and performance, Implement mandatory procurement. Judging from the newly released list of government-sponsored energy-saving products, the listed companies have the largest number of white goods, energy-saving lamps and computers, among which white goods and energy-saving lamps are the most affected.
Zou Gao, an analyst at Tianxiang Investment Consulting Co., pointed out that the improvement of energy conservation and environmental protection requirements will increase the production cost of home appliance enterprises. In view of the leading position in the home appliance industry, the leading enterprises in the home appliance industry are better at reducing the profit margin of enterprises caused by rising environmental costs. Responsive ability, and leading enterprises have more advantages in energy-saving and environmental protection technology research and development, and the improvement of industry technology threshold provides them with a good opportunity to re-integrate resources in the industry. Taking into account the "Notice" clearly stipulates that under the premise of meeting the requirements, priority should be given to purchasing energy-saving products, and white goods enterprises will obviously benefit from this policy.
As far as the lighting industry is concerned, Zou Gao believes that the "Notice" not only increases the market for energy-saving lamps to a certain extent, but also shows the attitude of encouraging lighting facilities to develop toward energy-saving lamps from the policy level, and the development of the green lighting industry. Will play a positive role in promoting. "We believe that the government will continue to introduce some policies and regulations to support the energy conservation and environmental protection industry in the future."
"At present, the market share of energy-saving lamps accounts for a large share of the entire lighting market, but it also means that the space for its development is very attractive. It is expected that the annual average compound growth rate of the domestic energy-saving lighting industry will reach 27% in the next five years. The release of the "Notice" on the sales contribution of domestic energy-saving lighting manufacturers is still not accurate, but the initial estimate should be able to contribute 2 to 3 percentage points of growth." Zou Gao said.
Not only that, because the legislation of developed countries has banned incandescent lamps since 2009 and fully activated energy-saving lamps, this is also a positive factor for the development of China's energy-saving lamp industry. About 70% of the energy-saving lamps produced in China are used for export, and the further expansion of the foreign market will further bring broad market prospects and new opportunities to the entire green lighting production industry.
In his view, domestic energy-saving lamps manufacturers and their upstream energy-saving lighting components manufacturers will benefit from this round of growth.
As another big “heavy†list of purchases, except for aerospace information, which is a manufacturer of tax control systems and equipment, the other seven companies are computer manufacturers, so related government procurement is mainly focused on computer products and Tax control equipment field.
In this regard, Liu Xiaodong of Tianxiang Investment Consulting Co., Ltd. believes that the requirements for products in the compulsory procurement principle are mainly concentrated on the three aspects of production scale, energy saving effect and number of suppliers, and for computer manufacturers, due to energy saving effect between products. The difference is not big, and the scale of production of enterprises has become a key factor affecting procurement.
He pointed out that the current power consumption of all brands of computer is basically around 300W per hour. There is no obvious problem of energy-saving effect of a certain brand of products. Therefore, energy-saving factors will not become the leading factor for government procurement of computer products. factor. In contrast, the scale effect not only facilitates centralized procurement by the government, but also reduces the unit production cost of the product. Therefore, manufacturers with leading production scales will have an advantage in government procurement.
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