Real estate regulation in the first half of the year severe lighting industry is facing "crisis"

"Suppression" has become the subject of real estate for at least the first half of this year. Since the State Council issued the “National Ten Articles” on April 17th, by the end of July, it has reached 100 days. Qin Hong, deputy director of the Policy Research Center of the Ministry of Housing and Urban-Rural Development, said on July 30th at the Real Estate Trend Forecasting Conference that since the introduction of the regulation and control, the price increase in major cities has increased year-on-year. There has been a drop, the ring price has fallen compared to the previous month, and the volume of transactions has shrunk dramatically.

Insiders in the housing industry believe that they have now entered the deep-water zone where the market regulation interests game is played. If they go one step further or step backwards, they all need to look at the results of the game forces behind the property market. More people in the industry believe that with the promotion of the policy, the price must be reduced. The uncertainty is the time and magnitude of price cuts.

On July 17, Wang Bilin, deputy director of the Policy Research Center of the Ministry of Housing and Urban Development, stated at the “China Coastal Cities Development Trend Forum” that accelerating the construction of affordable housing is a means of reducing the investment brought about by the adjustment of commercial housing for policy housing construction.

Recently, Minister of Housing and Construction Jiang Weixin said that at present, the central government has invested more than 60 billion yuan in affordable housing construction. From August to October this year, the Ministry of Housing and Urban-Rural Development will also conduct a round of inspections on the completion of local investment in affordable housing. The local government of the mission will be interviewed. (According to reports, the Ministry of Housing and Urban-Rural Development has already signed on behalf of the State Council and the provincial governments a letter of responsibility for the construction of affordable housing projects. Any person in charge of the provincial government that has not fulfilled the requirements of the responsibility book will be held accountable.)

Jiang Weixin also revealed a figure that this year the central government plans to complete the housing of 5.8 million sets of affordable housing and shanty towns. If this 5.8 million sets of affordable housing projects are completed, it is estimated that an investment of nearly 600 billion yuan will be realized.

Combining these two pieces of information, the author believes that the impact of the government's macro-control, real estate momentum this year is very large, which is closely related to the housing industry in terms of lighting industry, the next step in the real estate regulation will undoubtedly determine the next lighting company's trend. Therefore, the lighting industry should see this "crisis", which is associated with danger and opportunity.

Information One: The decline in housing prices and the low volume of real estate transactions means that for the lighting industry, the sales of lamps and lanterns will be significantly affected, or even dropped sharply. I believe that many manufacturers have already felt the impact.

Information II: The huge investment in affordable housing and shanty town reconstruction projects will greatly increase the demand for lamps, especially energy-saving lamps. This is undoubtedly a huge business opportunity for the lighting industry. According to statistics, at present, China's affordable housing can cover only 6% of urban households, and its supply is less than one-tenth of the residential market, and it is far from meeting the huge demand for low-income families. This huge gap in market demand and supply provides a rare opportunity for the real estate industry and industry players.

Therefore, based on this, the author can make such a judgment, in addition to the current LED lighting that is supported by the government and the industry concerned, the energy-saving lamps will be favored in the next round of competition. But cakes are always limited. Whoever can compete for that one piece, or even a bigger piece, will have to look at how the manufacturers are.