Views: 0 Author: Site Editor Publish Time: 2023-06-02 Origin: Site
All things grow without light, and photosynthesis is a crucial link in the process of plant growth. Scientific research has shown that plant lamps can play a crucial role in regulating light quality during the process of photosynthesis in plants.
Nowadays, plant lamps have also been expanded and applied to more fields by humans. From food production, fruit and vegetable cultivation, flower planting, medicinal plant cultivation, mosquito control and insect killing and other fields, industrial application programs with plant lamps as the core technology are increasingly popular. The cross-border integration model of "lighting+agriculture" has given birth to a huge emerging market.
With the continuous surge in market demand, in addition to the government and major research institutions focusing on the plant lighting technology industry, manufacturers and scientific and technological innovation enterprises in multiple fields have also begun to increase their industrial layout. The investment and financing efforts in various segmented tracks are constantly increasing, and the industry has officially entered an accelerated development period.
Plant lighting can achieve precise control and energy conservation and environmental protection
Fundamentally, the extended application of plant lighting in agriculture and other fields is an innovative expansion of photosynthesis. Because in the seven colored light, plants mainly absorb red and blue light during photosynthesis, and the remaining trace amounts of light such as green and yellow orange light mainly participate in other metabolic processes of the plant. It is precisely because of the differences in light quality that in order to efficiently cultivate plants, plant lighting can further achieve the efficient utilization of effective light sources through precise control of illumination, photoperiod, spectral distribution, and light uniformity.
Compared with traditional lighting modes, plant lighting not only optimizes the process of plant growth and development, but also can eliminate invalid light according to the different spectra required by different plant growth stages, accurately control the required frequency band for plant growth, improve plant photosynthesis efficiency, and ensure plant yield and quality from the root. On this basis, plant lighting has prominent advantages such as energy conservation and environmental protection, making it a feasible solution for developing high-quality agriculture.
From the perspective of product classification, plant lighting mainly includes four types: LED lamps, fluorescent lamps, high-pressure sodium lamps, incandescent lamps, and halogen lamps, among which LED lamps are currently the mainstream products in the market. Based on semiconductor light sources and intelligent control equipment, LED plant lighting lamps can create the most suitable light environment for plant growth according to the light environment demand laws and production objectives, truly achieving high-quality, high yield, stable production, universities, ecology, and safety in agricultural production. Due to the high luminous efficiency, low heat generation, small size and long service life of LED plant lights, together with the continuous upgrading of LED technology, its market penetration is also increasing.
Compared with developed countries in Europe and America, China's plant lighting industry started relatively late, but its development speed is astonishing, and the application market is also continuously expanding. Especially in the past decade, industrial development has been continuously accelerating. In addition to further consolidating its market position in traditional agriculture, market breakthroughs have been achieved in multiple fields such as facility horticulture, livestock and poultry breeding, and fishery plant protection. According to GGII (High Industry Research Institute) data, 2018-2020 was the peak period of rapid increase in the output value of China's LED plant lighting system. Among them, the output value of China's LED plant lighting system reached 9.5 billion yuan in 2020, a year-on-year increase of 25%. In the past two years, the industry has maintained a high growth rate of over 20%, and the market size has already exceeded the 11 billion yuan mark.
With the support and promotion of a series of favorable policies in the country, more and more local leading enterprises are increasing their market layout in the plant lighting race track. The industrial chain from upstream chips to packaging devices, and then to lighting fixtures and systems has basically taken shape. Industry authoritative institutions predict that the demand for LED plant lighting products and systems in China is expected to increase to 149000 sets this year.
Plant lighting is a key solution for promoting high-quality agricultural development
From the perspective of industrial application prospects, plant lighting has been widely applied in multiple fields related to plants. In addition to traditional plant tissue culture, leafy vegetable production, greenhouse lighting, and flower planting, in recent years, with the increasing cross-border efforts of "lighting+agriculture", plant lighting has also been deeply applied in various fields such as algae cultivation, plant protection, space fruits and vegetables, and mosquito control, and its market prospects are immeasurable.
Especially with the global food crisis becoming increasingly prominent, plant lighting has become an important part of ensuring food security. Due to the impact of factors such as climate and soil pollution on traditional agriculture, the yield and quality of crops are seriously threatened. The combination of plant lighting and light control technology with a series of agricultural intelligent technologies can ensure the safety and stability of the plant growth environment, playing a hard core protection role in achieving annual continuity, intensive and efficient production of high-quality, pollution-free crops.
At the policy level, with the continuous expansion of the industry scale, the standardization construction work of the plant lighting industry is also being continuously promoted. As early as 2019, China established a plant lighting consulting group. The planning of IEC standards related to plant lighting is being fully promoted under the leadership of the National Electric Light Source Quality Supervision and Inspection Center, which is of great significance for the sustainable development of the plant lighting industry. With plant lighting providing technological reserves for large-scale grain production in future plant factories, China also regards it as a key industry leading the future agricultural revolution, and more and more supportive policies are being intensively implemented.
On the market side, the factors that constrain the development of the plant lighting industry, in addition to core technologies, cannot be ignored as well as cost factors. In recent years, as the industry has become more mature, the results of cost reduction and efficiency improvement of related products have become increasingly significant. Data shows that the average price of LED plant lighting systems in 2022 is 80200 yuan/set, and the average market price of LED plant lighting fixtures is 6500 yuan/set. This year, the average price has dropped to 70000 yuan/set and 6300 yuan/set respectively, which has brought new impetus to further increase market penetration. Relevant institutions predict that by 2024, the market size of plant lighting equipment alone will reach 5.7 billion US dollars.
Enterprises in fields such as chips and intelligent control demonstrate their strength
With the rapid development of China's plant lighting industry, enterprises represented by LED lighting enterprises, semiconductor leading enterprises, and chip science and technology innovation enterprises have begun to seize opportunities and increase investment in the plant lighting market. Leading enterprises have emerged in sub sectors such as plant lighting related products, systems, and solutions.
Established in 2012, Xinruida (002983. SZ) focuses on the research, production and sales of new display optoelectronic systems and intelligent health light source systems. As a national high-tech enterprise, Xinruida has continuously extended its industrial chain in recent years, covering new display light sources, display optoelectronic systems, as well as various new high-definition display terminals such as car displays, commercial and intelligent displays. In the field of plant lighting, as early as 2017, Xinruida's "A Multicolor Combined LED Light Source for Plant Lighting" obtained a national patent. Due to the company's strong technical reserves in the health intelligent light source system, as well as its full spectrum light source system design and process technology, it can design corresponding light sources for different plant characteristics and needs. Therefore, it has taken the forefront in the industrial application of plant lighting technology. At present, the company's red LED series products with high photon flux efficiency at 660nm and 730nm have been widely used in the plant lighting market.
Established in 2001, Langko Intelligent (300543. SZ) has been deeply rooted in the fields of electronic technology intelligent control, intelligent power supply, and new energy industries for many years. The company has three major intelligent manufacturing industrial parks, and has achieved remarkable results in the upgrading of intelligent technology and the industrialization of technological achievements in recent years. Its business covers fields such as smart home appliances, new energy, and plant factories. In the plant lighting business sector, Langke Intelligent has independently developed power management systems and central control systems, which can provide integrated solutions for plant lighting for downstream customers in multiple fields. Its products include power control systems, lighting fixtures, and central control systems. Due to the fact that plant lighting has been a core business with a rapid growth rate in recent years, Langke Intelligent's investment continues to increase. Especially after a series of fundraising, the enterprise is taking the construction of the Hefei industrial base as an opportunity to accelerate the expansion of the plant lighting industry sector. At present, its core business plant factory management system is widely used in the field of high cash crop and indoor vegetable and fruit planting.
