The compulsory standard for student lamps will be officially implemented on March 1, and the compound annual growth rate of eye protection lamp industry will be about 10% in the future.
compulsory standards for learning lamps will be implemented soon
On March 1, the national mandatory standard "Hygienic requirements for myopia prevention and control of school supplies for children and adolescents" will be officially implemented. The "requirements" mandatory provisions on the standards of lamps for students, including detailed provisions on ordinary classroom lighting lamps, reading and writing desk lamps, teaching multimedia products and other items. that is, from March 1, 2022, all learning lamps need to pass this national compulsory certification before they can be listed.
Among them, ordinary classroom lighting lamps have specified the relevant color temperature, blue light hazard group, color rendering index, fluctuation depth (flicker) and other indicators. For example, ordinary classroom lighting lamps require that the relevant color temperature should not be less than 3300K and not more than 5300k; The blue light hazard group of general lighting lamps in the classroom shall reach rg0.
The reading and writing desk lamp specifies the color rendering index, blue light hazard group, fluctuation depth (flicker), illuminance and other indicators. For example, when the reading and writing desk lamp is in the normal working position, the illuminance and illuminance uniformity of the lamp shall meet the corresponding requirements, and shall be shading without excessive glare.
Teaching multimedia products put forward technical requirements for the brightness, illumination, flicker, blue light protection and other items of projection equipment and TV video display system.
eye protection lamp industry accelerates development
According to the data of the National Health Commission, the overall myopia rate of children and adolescents in China was 52.7% in 2020, an increase of 2.5 percentage points over 2019. unqualified learning lamps are one of the reasons for the high incidence of juvenile myopia.
Eye protection lamp is a lamp with eye protection effect, which can reduce visual fatigue and prevent myopia. The lamp cap used for eye protection lamp is a light source with good light quality. The lamp consists of a lampshade that can improve the uniformity of light distribution and reduce or reduce glare.
China's eye protection lamp industry is currently in the stage of accelerated development, and the industry sales market scale has increased from 199.5% in 2014 Billion yuan to 35 billion yuan in 2018, with a compound annual growth rate of 15.2%. in the social environment with high myopia rate of Chinese students, the market scale of China's eye protection lamp industry has a broad space for growth. According to the forecast, the market scale of China's eye protection lamp industry will reach 56.37 billion yuan in 2023, with a compound annual growth rate of about 10%.
With the implementation of the new mandatory standards and the arrival of the school season, relevant products sell well after the festival. On February 21, Suning.Com Co.Ltd(002024) released the consumption report for the spring school season in 2022. The report showed that compared with the Spring Festival, the sales of eye protection table lamps increased by 134%, among which the intelligent photosensitive table lamps are preferred by students.
eye protection lamp concept stocks fell generally during the year
in a shares, companies involved in eye protection lamps business mainly include lighting companies and led enterprises. According to statistics, there are more than a dozen lighting enterprises.
From the perspective of companies specifically engaged in eye protection lamp business, Leedarson Iot Technology Inc(605365) participated in the formulation of national standards for eye protection lamps. Recently, in institutional research, it said that the classroom eye protection lamps and blackboard lamps independently developed and designed by the company have made a certain breakthrough in educational lighting products and are in a leading position.
Opple Lighting Co.Ltd(603515) cooperated with Huawei intelligent lamp control technology to develop Huawei intelligent reading and writing desk lamp. Relying on strong marketing network, the company occupies a high market share in the eye protection lamp market.
Hanwang Technology Co.Ltd(002362) recently said on the investor interaction platform that Hanwang intelligent learning lamp will achieve the ultimate eye protection performance of learning lamp (no flicker of DC technology, national class a illumination, etc.), and also added the remote teaching module.
In terms of the market situation during the year, most companies were affected by the market, and their share prices fell back, Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) , Fujian Furi Electronics Co.Ltd(600203) , Guangdong Saca Precision Manufacturing Co.Ltd(300464) and other companies fell by more than 10% during the year. In terms of performance, Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) , Guangdong Dp Co.Ltd(300808) , Shenzhen Sea Star Technology Co.Ltd(002137) and other six shares have issued performance forecast, and only Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) annual report is increased in advance.
