The dual carbon policy continues to be implemented, and the full range of outdoor LED lighting fixtures are accelerating the completion of stock replacement

Against the backdrop of the continuous deepening of national energy conservation and emission reduction, as well as the "dual carbon" strategy, the national urban lighting quality improvement and renovation project will enter a centralized implementation cycle in 2026. A full range of outdoor LED lighting fixtures, represented by LED bridge lights, wall washers, outdoor floodlights, buried lights, underwater lights, courtyard lights, etc., have officially become standardized standard equipment for municipal, cultural and tourism, and real estate landscape projects. The elimination process of traditional high energy consuming high-pressure sodium lamps and metal halide lamps will accelerate comprehensively, and the industry's green transformation will usher in a substantial turning point.
According to statistics from authoritative institutions in the domestic lighting industry, the overall market size of outdoor lighting fixtures in China will exceed 120 billion yuan by 2025, with the penetration rate of LED products reaching 82%, a significant increase from 67% in 2020. It is expected that the overall industry size will approach 135 billion yuan by 2026, with an average annual compound growth rate stable at around 8.5%. A multi-level promotion system has been formed on the policy side. The national "14th Five Year Plan for Energy Conservation and Emission Reduction" clearly requires that the comprehensive energy saving rate of public area lighting should reach 50% or more. The Ministry of Housing and Urban Rural Development is synchronously promoting the special action of urban renewal, including the lighting renovation of waterfront bridges, urban building facades, parks and green spaces, riverside trails, cultural and tourism water features and other spaces, which will be included in the mandatory assessment indicators. Only the replacement track of municipal stock lighting fixtures will release more than 9 billion yuan of incremental market space within the year.
From the perspective of changes in demand for segmented categories, functional high-power lighting fixtures and landscape decorative lighting fixtures are experiencing simultaneous growth. Outdoor floodlights and LED column lights are often used for large-scale projection of light in squares, main roads in parks, and sports fields. With over 70% comprehensive energy-saving advantages, they have become the first choice for the renovation of old parks; Specialized LED bridge lights for bridge lighting, linear building contour lights, and wall wash lights are suitable for urban waterfront corridors and landmark building renovations. Programmable RGB intelligent models are purchased in bulk for lighting projects of multiple rivers and cross river bridges; Specialized underwater lighting for water features, lawn lights for landscaping, tree lights, buried lights, and step lights are steadily increasing in volume based on cultural and tourism attractions and high-end residential projects. In the past, low-priced and low light efficiency non-standard lamps that were commonly found in the market gradually lost their project access qualifications. Various bidding documents have added mandatory standards for lamp energy efficiency, light pollution protection, and waterproof IP levels. The minimum protection level for outdoor lamps is uniformly required to be IP65 or above, and underwater lighting products need to pass IP68 deep water sealing testing, forcing upstream optimization of heat dissipation, light source packaging, and driving power supply processes in the industry chain.
The regulations on light pollution control have been implemented in nearly 100 cities across the country, completely changing the previous lighting concept of "the brighter the better", and "seeing the light but not the light" has become the mainstream design principle. Small decorative lighting fixtures such as LED window lights, point light sources, embedded step lights, and wall lights are fully equipped with anti glare optical lenses to limit nighttime light overflow; Ecological protection areas and wetland park projects strictly limit the color temperature and single power of lighting fixtures, and extensively use low blue warm light lawn lights and tree lights to reduce interference with the nighttime sleep of animals and plants. The Contract Energy Management (EMC) model is widely used in municipal projects, and the government does not need to invest a large amount of money at once. It relies on the electricity saved by lighting fixtures to pay for renovation costs in installments, greatly reducing the funding threshold for promoting LED replacement in various regions.
Industry practitioners analyze that in the next three years, stock renovation will still be the core growth engine. At the same time, the proportion of photovoltaic integrated outdoor lighting fixtures (solar courtyard lights, solar lawn lights, solar floodlights) continues to rise, and distributed energy storage and peak valley electricity intelligent control technologies are gradually popularized. Outdoor LED lighting fixtures will transform from simple energy-saving hardware to key terminal devices in urban low-carbon energy management systems.