LED capital behind hot: the civil market in deep trouble

Capital flows into the LED lighting industry, and in the meantime, a large number of enterprises have disappeared. LED industry in the civil market has not yet formed the case, is experiencing a brutal market reshuffle.

Since the first half of this year, a total of 8 LED lighting companies successfully listed, of which 6 landing gem, more than last year's successful listing of the number of more than 7. But at the same time, according to statistics, at the end of last year, only the collapse of Shenzhen's LED companies reached more than and 80.

This industry is in the throes of what the future of this industry will be how?

Before 2005, many people do not know what is the LED, and now even the collection of scrap want to add a foot in. Guangzhou light for Lighting Technology Co., Ltd. chairman Zhou Tanyu jokingly said.

His words is not entirely a joke, in recent years, surging capital into the symbol of the rising industry of the future, in the LED lighting industry into the vast ocean, which has become a new direction.

Favorable policies, broad market prospects, attracting a large number of entrepreneurs to enter. Beginning last year, a large number of LED lighting companies hovering outside the capital market, this year, this phenomenon is more prosperous. However, it seems that the LED industry is not as glamorous as it looks.

Industry sources said that at the end of last year to the beginning of this year, a number of LED lighting companies began to die, insiders said, this is the throes of LED industry. Some people play in the capital market, some people deal with the crisis, the LED industry is undergoing an unprecedented change.

Collapse appears

When he came to the light, Zhou Tanyu talked about his dream. Light is just want to do China's LED brand. The path of light is the way of LED, so the name is also called LEDWAY. "

Zhou Tanyu involved in LED started in an accidental opportunity, economicmanagement professional background he met American Au Optronics Co top technology expert Dong Yi LED Puri professor at Peking University, by Professor Dong guide, Zhou Tanyu spotted a huge market prospects of LED lighting. 2007, Zhou Tanyu founded the first light for lighting, two years later, the light for the company with 20 years of development history of the United States, LED upstream of the United States to form a strategic partnership, get the chip supply. 2010, the light into the Guangzhou Tian an energy saving science and Technology Park, the establishment of advanced packaging base, so far, the light into the fast lane of development.

The company's current size can do more than 10 million a year, plus lamps, you can do 2 billion. "Just five years, the light has become a more mature midstream enterprises.

But in the past two years, Zhou Tanyu obviously felt the market changes. "Industry order is chaotic, speculative phenomenon is more serious. Zhou Tanyu told reporters that he did not smoke before, and now the pressure is greater than before, the competition is very fierce.

"A lot of people with merry psychological, I heard this line do good, just fanatical to join in, turned, switch cross is also not fully prepared. Many people first thought is the first ticket, how much money can be made in the first year, do LED as a short-term behavior, there is excessive speculation. "Zhou Tanyu also revealed to the weekly Times reporter at the end of last year, the Pearl River Delta appeared closures, the so-called collapse, many are not really failed, but the company to do bad, directly to the factory closed, then set up a new company, a superficial reform.

"Fish, may eventually lead to uneven in quality, vicious competition, is not conducive to the healthy development of the industry. "

In addition to LED, Zhou also operates a variety of other industries, Zhaoqing Xijiang shipping is one of the well-developed companies. But Tanyu week is the most promising LED lighting industry: "I do not LED to die in this way. LED itself is a revolution in the light. You don't have a revolutionary spirit, you can't do it. "

Different from what Zhou Tanyu calls "Mania", LED, a hot wave in the emerging industry, continues to ferment, which seems to be worth pondering.

Where is the market space?

At the end of last year, the state issued out incandescent roadmap, decided from October 1, 2012 onwards, to prohibit the sale and import of 100 watts and above ordinary incandescent lighting; October 1, 2014, ban the import and sale of 60 watts and above ordinary incandescent lighting; October 1, 2016, banned the import and sale of 15 watts and above ordinary incandescent lighting.

In May 7, 2012, the Ministry of science and technology "semiconductor lighting technology development" 12th Five-Year "special plan (Draft)" (hereinafter referred to as the "plan"), "efficient light white LED industry in 12th Five-Year reached (150-2001m/W), the cost is reduced to 1/5, chip localization rate of 80%. By 2015, the domestic industry reached 500 billion yuan, the formation of 20-30 leading enterprises.

May 16th, the State Council decided to arrange 2 billion 200 million yuan of financial subsidies to support the promotion of energy-saving lamps and LED lighting.

The incandescent lamp from the LED have a huge market space, the government continued to increase subsidies, 500 billion yuan big cake for LED enterprises has injected a stimulant, all capital have reached the increasingly fanatical LED industry.

According to die Zeit reporter statistics, since the first half of this year, a total of 8 LED companies successfully listed, including the landing of the gem, more than last year's successful listing of the number of more than 7 of the 6. In March alone, there are Riyadh, mosopower power