Energy conservation subsidy policy is not clear color TV industry crazy

Yesterday, the reporter learned from the “2013 First Quarter TV Industry Research Conference” that the implementation of the energy-saving subsidy policy has played a huge role in improving the profitability of the color TV industry and upgrading the energy efficiency of products. However, this policy was implemented on May 31 this year. It is still uncertain whether the continuation will expire, which makes the color TV industry very crazy.

The report released by AVC, a data agency, also believes that if the policy does not continue, the upstream and downstream industries of the color TV industry will usher in huge risks in the short term, and clear-cut sales will be inevitable.

The proportion of energy-saving color TVs exceeds 90%. The subsidy policy for color TV energy-saving was introduced in June last year. After a period of time, these energy-saving televisions have become absolute mainstream. AVC's monitoring data show that the implementation of color TV energy-saving policies has led to an average television unit price of 115 yuan, and a 5% contribution to the price of the terminal, effectively supporting the TV market's domestic demand.

Jia Xingdong, deputy director of the Shenzhen Municipal Science and Technology Industry and Trade and Information Committee, said that as of the end of 2012, the proportion of energy-saving products in the flat-panel TVs sold in the market had reached more than 90%. According to the current average price of 3,664 yuan for TVs, direct consumption will be at least 160 billion yuan, and the effect of stimulating domestic demand will be clear at a glance.

End of Policy or Triggering Sales Orders He Ran and Wu Yan, research fellow of AVC Flat Panel Display Division, believe that for 10 months since the implementation of the energy-saving subsidies for flat-panel TVs, an upstream panel, machine, channel and consumption throughout the flat-panel display industry chain The TV energy-saving chain used has already formed and formed its own inventory and turnover cycle.

He Ran and Wu Hao pointed out that considering the current overall energy-saving product inventory and the huge inertia of the industrial chain, if it does not continue, a clear inventory sale will be overwhelming, and this will inevitably cause harm to the industry. Therefore, companies generally expect that the current subsidy policy can be successfully extended, and at least six months of buffering time must be given to the company.

According to the latest data, from January to March 2013, the retail sales of domestic color TV reached 12.386 million units, up 42.8% year-on-year, and retail sales amounted to RMB 41.63 billion, up 39.1% year-on-year. The data station has reached a record high and the start-up situation far exceeds industry expectations.

However, Ovid Consulting's analysis believes that with the implementation and implementation of the rules for the implementation of the five countries in various localities, the increase in retail sales in the color TV market will show a clear downward trend compared to the first quarter. The overall annual growth rate will maintain 5% growth. The annual market retails. The scale will reach 45.2 million units.