Overview of the Development Report of Above-Scale Lighting Enterprises from January to October 2023

2023年以来，在宏观政策的持续作用以及全行业的共同发力下，照明行业发展稳中向好，总体延续回暖态势。前10月，工业生产稳定增长，产能得到有效释放，企业利润延续向好态势，出口情况承压修复。

本文对1-10月规上照明企业发展情况进行简要分析，更详细的情况详见中国照明电器协会会刊《中国照明》。

据不完全统计，1-10月照明行业规上企业发展情况具有以下特点：

I. Production stability and recovery

From January to October, the growth rate of industrial value added in the lighting industry continued to decline, but the overall growth rate for the first half of the year increased by 1.5 percentage points compared to the previous period. On a monthly basis, the growth rate for October alone turned positive and showed a significant increase compared to the previous months .

二、产能得到释放

前10月，电光源生产量同比增长超26%，其中广东省产量以全国占比超74%排名第一，同比增长超32%；浙江、江西、福建、湖南产量分列第二至五位。

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前10月，灯具及照明装置产量，同比增长超15%，广东省的产量约占全国70%，排名全国第一，同比增长超25%；浙江、江西、江苏、山东产量分列第二至五位。

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III. Benefits steadily improving

According to incomplete statistics, the number of lighting equipment enterprises above designated size increased in the first 10 months, with a year-on-year growth of about 4%; Profits of enterprises above designated size maintained an improving trend, growing by about 3% year-on-year, which is 11 percentage points higher than industrial enterprises above designated size nationwide, and nearly 95% higher than in the first half of the year; Enterprise revenue remained basically flat compared to last year.

The operating situation of enterprises has gradually improved, enterprise losses decreased by about 8% year-on-year; enterprise operating costs decreased by more than 1% year-on-year; cumulative assets grew by nearly 5% year-on-year; average balance of current assets grew by more than 5% year-on-year.

IV. Export decline narrowing

According to incomplete statistics, in the first 10 months, the value of lighting equipment exports delivered for shipment declined by about 12% year-on-year, narrowing by 2 percentage points compared to the first half of the year. Among them, the value of Electric light source exports delivered for shipment declined by about 13% year-on-year, with the decline rate reduced by nearly 3 percentage points compared to the first half of the year; the value of Luminaire exports delivered for shipment declined by about 10% year-on-year, narrowing by nearly 4 percentage points compared to the first half of the year; the value of electrical accessories for lamps and other lighting equipment exports delivered for shipment declined by about 14% year-on-year, remaining basically flat compared to the first half of the year.

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Source: China Association of Lighting Industry