LED照明产品出口额猛增！芯片及海运价格回落利好行业发展
（央视财经《正点财经》）2021年，在新冠肺炎疫情对全球市场严重冲击和日趋复杂的外部环境下，国内LED照明行业曾一度表现出较强韧性和增长潜力，全年出口额同比增长33.33%。虽然进入2022年，该行业也一度遭遇短暂的"失速"，不过记者调查发现，目前国内LED照明出口形势正一改一季度颓势，重回增长趋势。
(CCTV Finance "On Point") In 2021, despite severe impacts from the COVID-19 pandemic and increasingly complex external environment, China's LED lighting industry demonstrated strong resilience and growth potential, with annual export value increasing by 33.33% year-on-year. Although the industry experienced a brief slowdown in early 2022, recent investigations show that LED lighting exports have rebounded from the Q1 slump and returned to growth.
中国照明电器协会数据显示，2021年全行业共完成出口总额654.70亿美元，同比增长达24.50%，其中LED照明产品出口额474.45亿美元，同比增长达33.33%，出口额继2020年之后，再度刷新了照明行业出口的历史纪录。
Data from the China Association of Lighting Industry shows that in 2021, the industry achieved total exports of $65.47 billion, a 24.5% year-on-year increase. LED lighting products accounted for $47.445 billion of exports, growing 33.33% year-on-year, setting new historical records for lighting industry exports following 2020.
海外市场回暖带动上市公司业绩
Overseas Market Recovery Boosts Listed Companies' Performance
海外市场的回暖，也带动LED照明行业相关上市公司2021年业绩飘红。从去年年报来看，共有32家LED照明企业实现营收增长，占总数比为82%，营业收入前五名企业分别为木林森、公牛集团、欧普照明、星宇股份、广日股份。
The overseas market recovery has also boosted the performance of LED lighting-related listed companies in 2021. Annual reports show that 32 LED lighting companies achieved revenue growth, accounting for 82% of the total. The top five companies by revenue were MLS Co., Gongniu Group, Opple Lighting, Xingyu Co., and Guangri Holdings.
2022年行业逐渐回暖
Industry Gradually Recovers in 2022
进入2022年，受到年初国内疫情反复对企业生产与物料供应造成的影响，一季度国内LED照明出口曾遭遇短暂"失速"。不过从4月份开始，LED照明出口行业也开始逐渐回暖。
In early 2022, domestic COVID-19 resurgences affected production and material supply, causing a temporary slowdown in LED lighting exports in Q1. However, the export industry began recovering gradually starting in April.
芯片及海运价格回落利好企业
Chip and Shipping Price Drops Benefit Companies
业内人士告诉记者，LED照明产品会使用到发光芯片和驱动芯片，这两类芯片在今年价格开始出现回落，再加上去年居高不下的海运价格现在也一路走低，这都为企业接下来实现降本增效提供了有利条件。
Industry insiders note that LED lighting products use light-emitting chips and driver chips, both of which have seen price drops this year. Combined with declining shipping costs that remained high last year, these factors create favorable conditions for companies to reduce costs and improve efficiency.
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Source: CCTV Finance
