Interpretation of the six major trends in the first half of the LED industry

Shopping malls such as the battlefield, after a market grappling competition, all forces shift, the whole industry structure and layout also changes. The current LED lighting industry "melee", after all is a process of accelerating industrial restructuring and integration of resources, but it does not mean that from the strong, weak constant weak, because now in the "Warring States", change unpredictably, everything is full of variables, the possible dismal performance, had lost, too weak a possible comeback, A new force suddenly rises. A slogan is: everything is possible.

The stage of development of each industry, in different development periods, will show a different situation. LED lighting industry in recent year the present development characteristics, we believe that from the "LED listed hot" and "merger wave", "leave the tide", "foreign business exit" and "price war", "Internet providers and O2O of these words in the reading, perhaps, to grasp the current observation LED lighting industry development trend and some hot.

LED listing fever

Use of it, no longer existing membership, fed for three years. For the country, because the grain to the enemy, so the army can eat enough.

The art of war and war

Now more and more enterprises to be listed, in addition to Linsen lighting in February this year, successfully landing the Shenzhen Stock Exchange SME board, Omig, Rett, Zhuo NPU science and technology 6 LED lighting companies listed on the new three board; and OPPLE lighting, Yuan Hui, Richland photoelectric photoelectric inventronics has long been waiting for, stepped into the listing threshold step. According to incomplete statistics, at present, the new three board listed LED companies a total of 26. It can be said that in the main board, small board, GEM listed on the road, many LED lighting companies are struggling to catch up.

Listed companies can be obtained through financing, can enhance the brand awareness and reputation of enterprises, business management can also become more standardized. In the current confusion in the market competition, homeopathy breakout, the company is listed as a powerful way to self or important channels. This is equivalent to more than the enemy both in the struggle, expect to get behind the surge in support, or food supply, or from the consolidation of military affairs, so that the guerrillas to upgrade to the regular army, full fighting force. Of course, the listed but not the only path, but not the ultimate goal, but after the listing of the enterprise will also face many problems and pitfalls, such as large investment return on equity dispute, the project is low, not being able to follow up qualification and litigation or a fine, in the impetuous, exaggeration, confusion of the LED market, as in the industry haze, the enterprise must have a clear cognition, it is necessary to poke haze, see the reality. Nevertheless, in this year and after a period of time, we believe that LED lighting companies will continue to compete listing boom.

Merger tide

By stepping in, choke the host, gradually into. "The thirty-six - meter - turn from a guest into a host"

In 2015 by the impact of global economic development, mergers and acquisitions investment has become a hot topic in the new era, China's corporate mergers and acquisitions in the ascendant, are in the deployment of resources to find the most favorable integration.

Big fish eat small fish is often seen as the image of corporate mergers and acquisitions, which is in the Warring States period, is a large country by the strong annexation of the kingdom of the weak weak. But today's corporate mergers and acquisitions have broader implications, not just the strong swallowed the weak. For example, the two sides to the powerful alliances, complementary advantages, such as the strength of a balanced approach to achieve resource utilization and maximize the effectiveness of resource restructuring.

Very active in the LED industry mergers and acquisitions last year very much, Tsinghua Tongfang, HC semitek, FSL, Jia Wei shares, honglitronic, rectangular lighting, Chau Ming technology, Lehman photoelectric, EPISTAR, acoustics, Moso, photoelectric and other listed companies are involved. Some analysts noted that mergers and acquisitions is characterized by complementary mergers and acquisitions between enterprises, the main business of the proportion of horizontal integration is relatively small. As of June this year, LED industry mergers and acquisitions tide further staged: REFOND acquisition of 85% stake in Zhou Ming, Ling Tao photoelectric science and technology acquired 40% stake in Dior, Lei nationstar Capital Holdings LED upstream enterprises invenlux.

LED mergers and acquisitions between enterprises is accelerating pace, it can be said that the LED industry has entered the era of mergers and acquisitions. However, mergers and acquisitions is a double-edged sword, if the asset integration is effective, it will be able to enhance the competitiveness of LED enterprises, enterprise development will be very rapid; on the contrary, if the integration is unfavorable, companies will inevitably be in trouble. In 2015, LED lighting business mergers and acquisitions cases will also occur frequently, because in the industry adjustment and transformation, no business does not want to seize the opportunity to develop strong.

Leaving tide

To accelerate the development of LED lighting industry, change the message of change in the industry, since last year the LED lighting industry "personnel shake" frequently staged. Last year, OSRAM, NVC, Tianlong photoelectric, billion light group, reached into the Oriental Lighting, neon, nationstar, KingSun brand appear high turnover, some is the chairman and deputy chairman, directors resigned, staged a "high-level reshuffle", there is a general manager, director of finance, director of the 1 the top 2 turnover, turnover was mostly "personal reasons", "business" and "adjustment" as an excuse to resign, of course more is forced to leave, the court staged a farce".

This year's "high turnover tide" continues, according to incomplete statistics, this year 3-5 month period, LED lighting listed companies a total of 13 executives to resign, involving LIAN, photoelectric Yankon, acoustics, Siu Chi shares, Midea Group, Tian Tong holdings, BYD and other large enterprises in the LED industry, including the specific identity deputy director