照明行业出海情报周报（2026.04.20-04.26）
发布时间：2026-04-27
照明/光电行业出海情报周报
Lighting/Optoelectronics
Industry Overseas Intelligence Weekly Report
报告周期：2026年4月20日 - 4月26日Reporting Period: April 20 - April 26, 2026覆盖范围：海外投资、技术发展、品牌出海、市场动态Coverage: Overseas Investment, Technology Development, Brand Globalization, Market Dynamics
1. 本周行业要闻速递 / Weekly Industry News Highlights
立达信泰国海外基地一期落成，LED照明出口龙头连续涨停获资本市场聚焦 / Lidar Lighting's Thailand Base Phase I Completed, Export Champion Gains Capital Market Focus with Consecutive Limit-Up
LED照明产品出口规模长期位居国内第一的立达信（605365.SH）近期二级市场表现强劲，近三个交易日累计涨幅超过20%，其中4月21日、22日连续两个交易日涨停。公司前瞻性布局的泰国海外生产基地一期工程已落成并完成生产搬迁，二期在建预计2027年投用，主要定位服务美国订单，中国基地则专注非北美订单及品牌业务订单，形成"双基地"协同模式以对冲关税政策潜在冲击。同时公司借力华为鸿蒙生态，打造"光+智能"生活新范式，成为智能家居与物联网板块标杆企业。
Lidar Lighting (605365.SH), which has long ranked first in domestic LED lighting product exports, has shown strong secondary market performance recently, with cumulative gains exceeding 20% over three trading days, including consecutive limit-up on April 21 and 22. The company's forward-looking Thailand overseas production base Phase I has been completed and production relocated, with Phase II under construction and expected to be operational by 2027, primarily serving US orders. The China base focuses on non-North American orders and brand business orders, forming a "dual-base" synergistic model to hedge against potential tariff policy impacts. Meanwhile, the company leverages Huawei's HarmonyOS ecosystem to create a new paradigm of "Light + Intelligence" living, becoming a benchmark enterprise in the smart home and IoT sector.
佛山照明2025年境外收入18.3亿元，加速泰国工厂产能释放推动"产品出海"向"品牌出海"升级 / Foshan Lighting's 2025 Overseas Revenue Reaches 1.83 Billion Yuan, Accelerating Thailand Factory Production to Upgrade from "Product Export" to "Brand Export"
佛山照明2025年年报显示，公司境外营业收入达18.3亿元，占总营收约20.8%。公司明确提出2026年经营计划将加快泰国工厂产能释放，在稳住现有优势地区和重点大客户份额的基础上，加大力度开拓新兴市场，推动"产品出海"向"品牌出海、产业出海"升级，构建多元韧性的海外市场格局。同时车灯业务向中高端升级，海洋照明、体育照明、航空照明、动植物照明等新赛道业务持续壮大，形成细分赛道独特竞争力。Foshan Lighting's 2025 annual report shows overseas operating revenue of 1.83 billion yuan, accounting for approximately 20.8% of total revenue. The company has clearly stated in its 2026 business plan that it will accelerate production capacity release at its Thailand factory, stabilize existing advantages in key regions and major customer shares, and increase efforts to develop emerging markets. This pushes the upgrade from "product export" to "brand export and industry export," building a diversified and resilient overseas market structure. Meanwhile, automotive lighting business is upgrading to mid-to-high-end segments, and new track businesses such as marine lighting, sports lighting, aviation lighting, and animal/plant lighting continue to grow, forming unique competitive advantages in niche segments.
中国LED企业掘金中东蓝海，利亚德与沙特EHG集团合资成立中东公司 / Chinese LED Enterprises Tap into Middle East Blue Ocean, Leyard and Saudi EHG Group Establish Joint Venture Middle East Company
中东LED显示屏市场整体处于增量爆发期，主力需求集中在海湾阿拉伯国家合作委员会（GCC）六国，沙特、阿联酋、埃及撑起区域超七成市场份额。中国LED企业凭借完整产业链、高性价比产品与快速交付能力成为中东市场绝对主力。其中利亚德2024年与沙特EHG集团合资成立中东公司，同步推进沙特本土制造基地建设，2026年Q2基地正式投产，主攻高端显示与节能照明系统，直接对接NEOM未来城、2034世界杯场馆等国家级大型项目。洲明科技深耕GCC核心市场，打造沙特达曼2806㎡全球超大户外灯条屏地标项目。
The Middle East LED display market is currently in a period of explosive growth, with main demand concentrated in the six Gulf Cooperation Council (GCC) countries. Saudi Arabia, UAE, and Egypt account for over 70% of the regional market share. Chinese LED enterprises have become the absolute main force in the Middle East market thanks to complete industrial chains, high cost-performance products, and rapid delivery capabilities. Among them, Leyard established a joint venture Middle East company with Saudi EHG Group in 2024, while simultaneously advancing local manufacturing base construction in Saudi Arabia. The base officially began production in Q2 2026, focusing on high-end displays and energy-saving lighting systems, directly connecting to national-level mega projects such as NEOM Future City and 2034 World Cup venues. Unilumin Technology has deeply cultivated the GCC core market, creating the Saudi Dammam 2806㎡ global super-large outdoor light strip screen landmark project.
2025年上半年中国照明产品出口总额259亿美元，LED产品出口额202亿美元占78% / China Lighting Product Exports Total $25.9 Billion in H1 2025, LED Product Exports at $20.2 Billion Account for 78%
2025年上半年中国照明产品出口总额为259亿美元，同比下降6.3%，但LED照明产品出口额达202亿美元，占整体出口额的78%，同比下滑幅度仅为1.2%，显示出海外下游对于LED照明产品较强的需求韧性。欧洲占整体中国照明产品出口全球的比例达到25.1%，超过北美成为中国照明产品最大的出口市场。北美受贸易政策变动影响，出口占比下跌至22.4%，出口金额下滑14.5%。东南亚、非洲市场均有增长，其中东盟增长2%，非洲增长4%。
In H1 2025, China's total lighting product exports amounted to $25.9 billion, down 6.3% year-over-year. However, LED lighting product exports reached $20.2 billion, accounting for 78% of total exports, with a year-over-year decline of only 1.2%, demonstrating strong demand resilience for LED lighting products in overseas downstream markets. Europe accounted for 25.1% of China's global lighting product exports, surpassing North America as China's largest export market for lighting products. Affected by trade policy changes, North America's export share dropped to 22.4%, with export value declining 14.5%. Southeast Asian and African markets both showed growth, with ASEAN up 2% and Africa up 4%.
中山灯饰产业带AI出海实践：TikTok照明品类GMV同比增速超300% / Zhongshan Lighting Industry AI Globalization Practice: TikTok Lighting Category GMV YoY Growth Exceeds 300%
2026中山灯饰全渠道电商对接会成功举办，海豚出海创始人芦雨柠分享了AI工具在跨境内容生成、智能客服及选品决策中的应用实践。TikTok全球月活超15亿，短视频与直播已成为海外家居、灯饰消费的核心决策场景，2026年平台照明品类GMV同比增速超300%，是灯饰出海的核心增量渠道。AI应用场景包括多语种素材创作、短视频智能剪辑、本土化文案生成、AI多语言实时应答以及大数据精准选品决策，大幅降低企业内容制作成本与周期。
The 2026 Zhongshan Lighting Omni-channel E-commerce Matchmaking Conference was successfully held, where Dolphin Global founder Lu Yuning shared practical applications of AI tools in cross-border content generation, intelligent customer service, and product selection decision-making. TikTok has over 1.5 billion global monthly active users, and short videos and live streaming have become core decision-making scenarios for overseas home and lighting consumption. In 2026, the platform's lighting category GMV year-over-year growth exceeds 300%, making it the core incremental channel for lighting export. AI application scenarios include multilingual content creation, intelligent short video editing, localized copy generation, AI multilingual real-time response, and big data precision product selection decision-making, significantly reducing enterprise content production costs and cycles.
欧普照明设计品牌OLL完成国际首秀，从"中国制造"向"中国设计"升级 / Opple Lighting Design Brand OLL Completes International Debut, Upgrading from "Made in China" to "Designed in China"
2026年3月，欧普照明第五次亮相德国法兰克福国际照明展，携旗下设计品牌OLL完成国际首秀，并邀请OMA事务所合作。这标志着欧普照明从传统的产品出口向"设计+品牌"出海模式升级，全球化战略展现出清晰的长远布局。OLL品牌的国际首秀是中国照明企业从OEM/ODM代工向自主品牌转型的重要信号。
In March 2026, Opple Lighting made its fifth appearance at the Frankfurt International Lighting Fair in Germany, bringing its design brand OLL to complete its international debut, and collaborating with OMA office. This marks Opple Lighting's upgrade from traditional product export to "design + brand" globalization model, demonstrating a clear long-term layout for global strategy. The international debut of the OLL brand is an important signal of Chinese lighting enterprises' transformation from OEM/ODM processing to independent brands.
2. 市场与技术趋势洞察 / Market & Technology Trend Insights
Mini/Micro LED成为下一代显示技术核心，2028年全球市场规模预计达33亿美元 / Mini/Micro LED Becomes Core of Next-Generation Display Technology, Global Market Expected to Reach $3.3 Billion by 2028
微间距（P≤1.0）产品正在加速渗透，据预测2028年Mini LED直显全球市场规模将达33亿美元，2024-2028年复合增长率约40%。利亚德、洲明科技等头部企业已在该领域建立起技术壁垒。企业需提前布局相关检测装备、驱动IC等核心技术，而非简单组装，以抢占下一代显示技术制高点。
Fine-pitch (P≤1.0) products are accelerating penetration. It is predicted that the global Mini LED direct display market will reach $3.3 billion by 2028, with a compound annual growth rate of approximately 40% from 2024-2028. Leading enterprises such as Leyard and Unilumin Technology have established technical barriers in this field. Enterprises need to advance layout of core technologies such as testing equipment and driver ICs, rather than simple assembly, to seize the commanding heights of next-generation display technology.
LED显示屏头部企业深耕北美市场，中国占据美国进口市场约29%份额 / LED Display Leading Enterprises Deeply Cultivate North American Market, China Accounts for Approximately 29% of US Import Market
2026年北美LED显示屏市场规模约75亿美元，占全球30%以上。中国为北美LED显示屏最大进口来源地，洲明、艾比森、利亚德位列进口前三，合计占美国进口市场约29%的份额。利亚德通过Planar品牌深耕北美市场，2025年海外营收首次超过境内市场；洲明旗下雷迪奥（ROE）为LED舞台租赁和虚拟拍摄领军企业；艾比森在XR虚拟拍摄领域形成技术优势。中国出海企业凭借规模与性价比优势，在北美市场占据重要地位，但仍面临品牌溢价不足、服务网络覆盖有限、专利储备薄弱等挑战。
In 2026, the North American LED display market is approximately $7.5 billion, accounting for over 30% globally. China is the largest import source for North American LED displays. Unilumin, Absen, and Leyard rank top three in imports, collectively accounting for approximately 29% of the US import market. Leyard deeply cultivates the North American market through the Planar brand, with overseas revenue exceeding domestic revenue for the first time in 2025. Unilumin's ROE is a leading enterprise in LED stage rental and virtual production. Absen has formed technical advantages in the XR virtual production field. Chinese enterprises have secured important positions in the North American market through scale and cost-performance advantages, but still face challenges including insufficient brand premium, limited service network coverage, and weak patent reserves.
AIoT深度融合推动照明从"卖产品"向"卖服务"转型 / AIoT Deep Integration Drives Lighting Transformation from "Selling Products" to "Selling Services"
国际标杆企业昕诺飞（Signify）推出的Interact物联网平台可连接数百万盏灯，为城市、办公、商店提供智能照明管理，从卖产品转型为卖服务。国内企业可探索为智慧工厂提供提升生产效率的照明方案，或为养老机构提供基于光照调节老人作息的健康方案。未来的价值在于系统化的智慧照明解决方案，将LED灯具变为物联网节点，通过AI算法实现按需照明、节能管理、数据采集甚至室内定位。
The Interact IoT platform launched by international benchmark enterprise Signify can connect millions of lights, providing intelligent lighting management for cities, offices, and stores, transforming from selling products to selling services. Domestic enterprises can explore providing lighting solutions that improve production efficiency for smart factories, or health solutions for elderly care institutions based on light regulation of daily routines. Future value lies in systematic smart lighting solutions, transforming LED luminaires into IoT nodes, achieving on-demand lighting, energy management, data collection, and even indoor positioning through AI algorithms.
智能LED植物照明市场高速增长，2026年全球市场规模达60.9亿美元 / Smart LED Horticultural Lighting Market Growing Rapidly, Global Market Size Reaches $6.09 Billion in 2026
全球LED Grow Light市场2025年为48亿美元，2026年增长至60.9亿美元，预计2030年达157.6亿美元，年复合增长率26.8%。市场增长驱动力包括受控环境农业（CEA）兴起、全年食品生产需求、垂直农业扩张以及高能效照明解决方案普及。关键趋势包括全光谱LED、可调光谱、AI驱动光配方、IoT智能控制平台。竞争格局中，Signify/Philips、ams OSRAM、GE Lighting、Samsung、Valoya等为主要玩家，北美偏好全光谱"白光"方案，亚洲垂直农业仍以红蓝光比方案为主。
The global LED Grow Light market was $4.8 billion in 2025, growing to $6.09 billion in 2026, and expected to reach $15.76 billion by 2030, with a compound annual growth rate of 26.8%. Market growth drivers include the rise of Controlled Environment Agriculture (CEA), year-round food production demand, vertical farming expansion, and the proliferation of high-energy-efficiency lighting solutions. Key trends include full-spectrum LED, tunable spectrum, AI-driven light recipes, and IoT intelligent control platforms. In the competitive landscape, Signify/Philips, ams OSRAM, GE Lighting, Samsung, and Valoya are major players. North America prefers full-spectrum "white light" solutions, while Asian vertical farming still mainly uses red/blue light ratio solutions.
供应链"中国+1"策略加速落地，墨西哥和泰国成为热门替代选择 / Supply Chain "China+1" Strategy Accelerates Implementation, Mexico and Thailand Become Popular Alternative Choices
面对国际贸易环境的不确定性，照明企业供应链重构加速。墨西哥利用美墨加协定关税优势，成为第三国组装理想选择，2026年2月新政后优势更加明显。立达信泰国基地一期工程已落成服务美国订单，中国基地专注非北美订单，形成双基地协同。但越南劳动力成本持续攀升、用工荒、厂房租金翻倍，需综合评估。核心合规策略包括：关键部件多供应商策略、将"非受限实体声明"纳入供应商合作协议、近岸突围以对冲风险。
Faced with uncertainty in the international trade environment, lighting enterprise supply chain restructuring is accelerating. Mexico leverages USMCA tariff advantages to become an ideal third-country assembly choice, with advantages becoming more pronounced after new policies in February 2026. Lidar Lighting's Thailand base Phase I has been completed to serve US orders, while the China base focuses on non-North American orders, forming a dual-base synergy. However, Vietnam's labor costs continue to rise, labor shortages persist, and factory rents have doubled, requiring comprehensive evaluation. Core compliance strategies include: multi-supplier strategy for key components, incorporating "non-restricted entity declarations" into supplier cooperation agreements, and nearshoring breakthroughs to hedge risks.
3. 出海情报小结 / Overseas Intelligence Summary
短视频/直播渠道正重塑照明出海格局，TikTok已成核心增量阵地 / Short Video/Live Streaming Channels Are Reshaping Lighting Export Landscape, TikTok Has Become Core Incremental Position
传统电商被动搜索模式正在被颠覆，TikTok凭借算法推荐实现"货找人"的高效转化。对于灯饰这类重体验、重场景的品类，短视频能动态展示光影效果、安装过程与氛围感，直接激发消费冲动。2026年平台照明品类GMV同比增速超300%，中国企业应加速布局短视频内容生态，利用AI工具降低多语种内容制作门槛，抢占这一高速增长渠道。Traditional e-commerce passive search models are being disrupted. TikTok achieves efficient "product-to-person" conversion through algorithm recommendations. For lighting categories that emphasize experience and scenarios, short videos can dynamically display light effects, installation processes, and ambiance, directly stimulating purchase impulses. In 2026, the platform's lighting category GMV year-over-year growth exceeds 300%. Chinese enterprises should accelerate layout of short video content ecosystems, using AI tools to lower multilingual content production barriers, and seize this high-growth channel.
从OEM/ODM向自主品牌转型是照明企业出海破局关键 / Transformation from OEM/ODM to Independent Brands Is Key to Lighting Enterprises' Breakthrough in Globalization
单纯代工利润微薄且易受贸易政策影响，建立自主品牌、深入当地市场进行本地化运营和渠道建设是突围路径。欧普OLL品牌国际首秀、利亚德Planar品牌深耕北美、民爆光电700余项专利技术打造中高端定制能力等案例表明，中国照明企业已具备从"成本优势"向"技术/品牌优势"转型的条件，品牌出海路径可行性已被验证。
Pure processing yields thin profits and is susceptible to trade policy impacts. Establishing independent brands, conducting localized operations and channel construction in local markets is the breakthrough path. Cases such as Opple's OLL brand international debut, Leyard's Planar brand deep cultivation in North America, and Minbo Optoelectronics' 700+ patents building mid-to-high-end customization capabilities demonstrate that Chinese lighting enterprises already have the conditions to transform from "cost advantages" to "technology/brand advantages," and the feasibility of brand globalization paths has been validated.
Mini/Micro LED与智能光环境是建立技术壁垒的核心赛道 / Mini/Micro LED and Smart Light Environment Are Core Tracks for Establishing Technical Barriers
下一代显示技术（Mini/Micro LED）和AIoT智能照明解决方案是避开低端价格竞争、获取品牌溢价的关键。Mini LED直显市场CAGR约40%，智能植物照明CAGR达26.8%，均为高增长蓝海。企业应提前布局核心技术而非简单组装，同时积极参与行业标准制定以抢占技术话语权，从单纯的硬件出口向"硬件+软件+服务"综合解决方案转型。
Next-generation display technology (Mini/Micro LED) and AIoT intelligent lighting solutions are key to avoiding low-end price competition and obtaining brand premiums. The Mini LED direct display market CAGR is approximately 40%, and smart horticultural lighting CAGR reaches 26.8%, both being high-growth blue oceans. Enterprises should advance layout of core technologies rather than simple assembly, actively participate in industry standard formulation to seize technical discourse power, and transform from pure hardware export to "hardware + software + service" comprehensive solutions.
北美市场准入门槛从"技术合规"升级为"技术合规+供应链安全"双重闭环 / North American Market Access Threshold Upgraded from "Technical Compliance" to "Technical Compliance + Supply Chain Security" Dual Closed Loop
2026年北美市场准入规则发生本质性重构，合规要求更严苛、审核维度更全面。UL、FCC、能源之星、DLC认证仍是事实准入门槛，同时供应链安全审查趋严。中国出海企业需建立标杆项目背书（如机场、著名企业总部、电视台演播厅）、技术标准营销（参与Micro LED、COB等标准制定）、可持续性报告（全生命周期碳排放数据）等综合能力，才能在高壁垒市场中获取长期竞争优势。
In 2026, North American market access rules have undergone essential restructuring, with stricter compliance requirements and more comprehensive review dimensions. UL, FCC, Energy Star, and DLC certifications remain factual access thresholds, while supply chain security reviews are tightening. Chinese enterprises need to establish comprehensive capabilities including benchmark project endorsements (such as airports, famous corporate headquarters, TV studios), technical standard marketing (participating in Micro LED, COB and other standard formulation), and sustainability reports (full lifecycle carbon emission data), to obtain long-term competitive advantages in high-barrier markets.
📌 说明：本报告基于公开信息搜集整理，数据截止至2026年4月26日。📌 Note: This report is compiled based on publicly available information, with data current as of April 26, 2026.🔁 日报推送：每日8:00自动推送行业出海新闻🔁 Daily Push: Automated industry overseas news pushed daily at 8:00 AM.📊 周报汇总：每周六9:00汇总过去一周内容📊 Weekly Summary: Weekly content summary compiled every Saturday at 9:00 AM.
