Views: 0 Author: Site Editor Publish Time: 2026-09-30 Origin: Site
四．Market Changes: The Hundred Billion Dollar Transformation Track Brings New Opportunities to the Industry
The official implementation of this code is not only a compliance pressure, but also a catalytic force for industrial transformation and upgrading. As the light limit becomes a mandatory standard, the lighting settings for memory storage across the country will undergo compliance upgrades, which will quickly create a considerable new market space.
According to industry data, the overall market size of LED street lights in China has exceeded 100 billion yuan by 2026, and the penetration rate of LED street lights in the road lighting market is also constantly increasing. Combined with the special support policies for national urban renewal, the demand for the renovation of existing old streetlights in the country is already in a concentrated release cycle. The implementation of the light pollution clause in the legal code has further brought a mandatory transformation to the entire industry: from the original "modifiable or non modifiable" to the current "mandatory compliance renovation".
At the market level, industry reshuffling will accelerate and differentiation will occur. On the one hand, small and medium-sized manufacturers without core optical design capabilities and relying solely on chip assembly and stacking will face elimination due to their inability to meet compliance requirements for optical limits; On the other hand, large companies that have been deeply cultivating precise light control technology for a long time and have complete optical research and development capabilities will usher in a period of technological value realization. Precise light control is becoming a market necessity, and at the same time, it is transforming from a differentiated functional selling point to a basic entry condition for the market.
From the perspective of the industrial chain, the benefits of the Code are not only limited to the manufacturing of finished lighting fixtures, but also drive the entire industrial chain to re evaluate its value. The demand for upstream optical components such as high-precision reflective cups, free-form lenses, and anti glare materials will significantly increase. The market value of professional services such as light environment simulation design, compliance testing and evaluation in the midstream system integration part will continue to increase. In terms of downstream operation and maintenance, intelligent dimming, remote monitoring, and full cycle operation and maintenance hosting based on the Internet of Things will gradually evolve from value-added services to standard equipment.
It should be noted that Liaoning and other regions have already introduced detailed local lighting control regulations, which define the five dimensions of color temperature, light distribution, time period power, sensitive areas, and fire safety in detail. It is explicitly stated that the color temperature of lighting fixtures near residential areas should not exceed 4000K, and a series of specific indicators such as warm white lighting around 3000K should be prioritized in waterfront ecological areas. The trend of local refinement indicates that the principle provisions of the code will gradually be implemented into actionable specific standards through local implementation rules. Industry enterprises need to closely monitor local policy dynamics and make compliance arrangements in advance.
五．Future outlook: The lighting industry is moving towards a new stage of "controllability" in its development
The implementation of the light pollution chapter in the Ecological Environment Code is a landmark turning point in the development of China's lighting industry. This marks the formal departure of the lighting industry from the extensive development stage of "taking pride in brightness" and the entry into a new stage of refined development of "adapting to the best".
From an industry perspective, 'more controllable' is not a limitation on development, but a new breakthrough for enhancing industry value. In the past, the value conveyed by the lighting industry to society was "brightness", but in the future lighting industry, "just right brightness": meeting functional needs at the right time, with appropriate intensity, and illuminating accurate areas, without interfering with human life or damaging the ecological environment, this "controllable brightness" is the true high-quality and sustainable brightness.
For the entire industry, three aspects of transformation need to be completed as soon as possible:
• Conceptual transformation: From "pursuing ultimate brightness" to "pursuing precise adaptation", the problem of preventing light pollution should be considered at the beginning of product design and project implementation, rather than waiting until problems arise to make up for them;
• Technological transformation: Increase research and development efforts in optical systems to compensate for deficiencies in core technologies such as precise light distribution, glare control, and overflow suppression, shifting from competition in light sources to competition in light field control capabilities.
• Mode transformation: From simply selling products and doing engineering, to upgrading the full cycle comprehensive services of "design+product+system+operation and maintenance", to continuously provide professional services to ensure the long-term compliant operation of lighting facilities.
The implementation of the Ecological Environment Code is just the beginning. With the continuous improvement of supporting standards, the introduction of local regulations, and the increasing normalization of law enforcement and supervision, the control of light pollution will continue to profoundly reshape the competition rules and development path of the lighting industry. Enterprises that can first embrace change and transform compliance pressure into technological upgrading momentum will seize the opportunity in this industry revolution, promoting and leading China's lighting industry towards a new stage of higher quality development.
