Wen Qidong | Digital Review: 2022 China Lighting Industry

The following article originates from Yuguang Tongchen, author Wen Qidong

Author / Wen Qidong

In October 2022, the Ministry of Industry and Information Technology and the China Federation of Industrial Economics announced the list of the seventh batch of manufacturing single champion enterprises (products) . Infiniton and Kaige Precision Machinery , two enterprises, were selected as "National Manufacturing Single Champion Demonstration Enterprises". MLS's LED lighting products and Sanan Optoelectronics' sapphire substrate products were both selected as "National Manufacturing Single Champion Products". At this point, a total of 8 enterprises in the lighting industry chain have been selected as "National Manufacturing Single Champion Demonstration Enterprises", while 6 enterprise products have been honored with the title of "National Manufacturing Single Champion Products".

In 2022, the Ministry of Industry and Information Technology continued the cultivation work for the fourth batch of national specialized, refined, differential, and innovation (SRDI) 'Little Giant' enterprises, completing the relevant review process in September. The list of enterprises that passed the review within their jurisdictions was publicly announced by local industry and information technology departments across the country. The total number of enterprises in the fourth batch of national SRDI 'Little Giants' reached 4357 , bringing the cumulative total of all four batches to 8997. Upon review, among the publicized list of this batch of national SRDI 'Little Giants', there were 87 enterprises related to the lighting [[Industry / Supply chain]], exceeding the combined total of the first three batches (84). Consequently, the total number of national SRDI 'Little Giant' enterprises related to the lighting [[Industry / Supply chain]] has now reached 171. The business activities of these enterprises cover the entire lighting [[Industry / Supply chain]], including lighting applications and engineering, raw materials/components, optoelectronic devices/modules, power supplies/drivers/controls, accessories/kits, and production/testing equipment.

目前的171家照明产业链相关企业中，从地域分布上来看，珠三角56家一骑绝尘，独占三分之一的份额，长三角三省一市50家紧随其后，福建21家也不遑多让，这三大区域企业数量已达127家，占整体的75%比重，这和我国照明产业集聚带位于东南沿海的江浙闽粤沪等省市的基本情况高度符合。此外，江西也达到了9家，为东南沿海之外的亮点，这也和目前部分照明产业链向江西为代表的中西部省份转移的趋势相关联。

从产业链分布来看，照明成品和应用企业共54家，占比31%；对应的是供应链配套企业达到了117家，这当中元器件企业达37家（驱动IC企业17家），外延芯片/封装企业共23家，原材料企业21家，电源/控制企业17家，设备企业11家，配件企业8家。

2022年12月，工信部、国家发改委、财政部、市场总局等四部门发布“2022年度智能制造示范工厂揭榜单位和优秀场景名单”。全国共有99家单位入选“2022年度智能制造示范工厂揭榜单位”，同时有389个智能制造场景入选“2022年度智能制造优秀场景名单”。其中，照明产业链相关企业共6家入选“2022年度智能制造优秀场景名单”。

2022年10月,国家知识产权局公布了“2022年度国家知识产权优势企业和示范企业”认定名单，全国共有2995家企业入选名单。其中，“国家知识产权优势企业” 2513家，“国家知识产权示范企业” 482家。据统计，共78家照明产业链相关企业榜上有名，其中，入选”国家知识产权优势企业” 58家，入选“国家知识产权示范企业” 20家。

"Chinese Lighting, Illuminating Continental Europe". On October 2, 2022, the Frankfurt International Lighting and Building Technology Exhibition , a global beacon for the lighting industry that was postponed several times due to the pandemic and had been absent for four years, finally emerged after much anticipation . At that time, domestic epidemic prevention and control measures were still tight and not yet relaxed, while overseas outbreaks continued to rise and fall; nevertheless, as many as 111 Chinese lighting enterprises resolutely traveled to Europe to expand their markets and business. This demonstrated the spirit of Chinese lighting enterprises that fear no difficulties and forge ahead, aligning with the historical trend of the Chinese lighting industry立足自身 (standing on its own), going global, competing worldwide, and practicing the dual circulation strategy. It is impossible not to applaud these "counter-flow travelers".

Looking at the location of participating companies from China, Guangdong enterprises number as many as 54, taking the lead and accounting for nearly half of the total. Zhejiang enterprises also have 45, capable of competing with the former. The number of participating companies from these two provinces accounts for as much as 90% of the total, reflecting the pivotal role of Guangdong and Zhejiang as major bases for Chinese lighting exports (these two provinces have consistently ranked in the top two for lighting export value, accounting for over 60% of the total lighting export volume). Among them, Shenzhen enterprises 30 stand out above all others, while Ningbo is not far behind, contributing 28. In terms of industry chain categories, there are 84 lighting finished product enterprises, which alone account for three-quarters, with the rest being supporting enterprises in the supply chain.

2022年全年共发布了照明行业相关国家标准共15项，其中9项当年实施，5项于次年5月实施,1项于2024年1月实施；而2022年全年实施的照明行业相关国家标准共31项。详情见下表：

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At the end of 2021, to adapt to the development of international trade, the World Customs Organization (WCO) released the revised directory of the Harmonized System of Nomenclature and Coding for Goods (2022 Edition), which came into effect on January 1, 2022. The adjusted Harmonized System deleted and replaced relevant provisions for heading 8539 concerning light sources, and subheadings 9405.10 to 9405.60 concerning Luminaire products. It also introduced separate tariff classifications for LED light sources, LED modules, parts, and luminaires and lighting appliances designed to use only LED light sources. After the adjustment, the number of HS codes related to the Lighting Industry has expanded from 51 to 59 , this adjustment aligns with the development trends of the Lighting Industry, further refines the classification of exported lighting products, and facilitates precise implementation of industry research and analysis. Some major changes are as follows:

The 2022 curtain falls, never to return. Winter has arrived, and the lights remain on;

2023 arrives with a roar, the road ahead is uncertain. After this arduous journey, we reach the other shore.

To be continued...