LED industry reshuffle policy incentives from the spring is not far away

Quick upgrade energy saving and environmental protection policies and measures introduced with LED TV, curtain wall technology, the LED industry by leaps and bounds. Data show that in 2011, in the upper reaches of the LED industry chain, only packaging a link, the growth rate of up to 50%. But in the industry view, half of the flame of the LED industry, but half of the sea. Earlier due to the shortage of funds and other issues, the rumors of a number of LED companies in Shenzhen closed down, but also due to excessive early blind investment, excess capacity of the entire industry, winter seems to have come.

Industry reshuffle but winter is not too cold?

Although the momentum is strong, but a financial crisis, it seems that the LED will push the cold pool. Earlier, the annual sales of just billions of dollars in Shenzhen, a LED company boss foot, quickly triggered the industry shock. Shenzhen REFOND listed company general manager Gong Weibin said, "that enterprises in the blind expansion, resulting in serious excess capacity, the capital of a problem, it A rout is like a landslide. "

Now LED product prices fell sharply, the profit margin dropped from 30% to 15%-20%, is the time to test the strength of the enterprise. Gong Weibin said, however, the current LED in the upper margin is still good. The so-called 'collapse' is only an individual phenomenon, we early on the industry expectations, so what are overblown wind sways grass. "

Insiders pointed out that, in fact, more people want to reshuffle the industry to achieve the purpose of integration. Industry reshuffle, will eliminate a large number of small scale, lack of technical strength of small businesses, after their failure, the remaining equipment, personnel, etc. will be large-scale enterprise mobility. "

It is understood that, although Shenzhen gathered more than 1 thousand and 300 LED companies, but the total registered capital of $5 billion, however, the ability to resist risks is quite weak. In addition, the data show that Guangdong LED industry to achieve industrial output doubled last year, this year is expected to double. However, the rapid growth of the scale should bring profit, otherwise it is surplus. It is estimated that if the LE D market penetration rate to reach 90%, an annual rate of about 30% of the annual rate of 10, which is too slow. Therefore, the growth rate of 50% is not what, the 100%, 200% is not too much, the key is that there is no profit of 50%, an increase of 100%. The development speed of the growth of 30%-50% is not LED, can be said to be a position to enter the LED industry during early winter to winter.

In fact, the industry is now like a child crying 'starve', but really 'starve' it? Tsinghua Tongfang general manager Wang Lianghai believes that people outside the industry is not familiar with the people do not understand how the enterprise, but this is a public misunderstanding, the enterprise itself should be cool to see the problem, seriously think.

Incentive policy from the "spring" is not far away?

Export oriented LED companies, the recent financial turmoil in Europe and America, so that they feel cold Xiao Xiao. Zhang Xiaofei said that the U.S. tariff is low, there is no awareness of energy saving, so the market is not large. But the European electricity market penetration is very high, LED is high, a large scale, "the European debt crisis has affected the export enterprises, export growth slowed sharply this year, a year of economic situation will not be too large to improve the future, so it is not too optimistic, so some companies have growth targeting the domestic market. "

However, enterprises expect domestic demand pull, the price has become a stumbling block. Nandu reporter observed that the current market price of 5-7 watt LED lamp (equivalent to 40-60 watt incandescent light bulb, 10-15 watt energy-saving lamps) prices are generally more than one hundred dollars, some well-known brands of up to 200 yuan. Although the most energy-efficient LED lamp, life is also the longest, but in each three or four yuan incandescent lamp, only about $15 in front of the energy-saving lamps, LED lamp price seems to be difficult to accept.

Terminal market price is too expensive, consumer acceptance is quite limited. Shenzhen poly LED industrial limited company products are mainly exported to Japan and Europe, is currently planning a listing, the company's general manager Xiao Ling south are reporters said, "we are the main production of end products, in the domestic large supermarket also has sales, but the effect is not ideal, the main product is the cost is too high, the price is high under the. "In other words, the LED industry is in the upstream and downstream stages, the rapid development of the upstream, but the gap has not been opened downstream.

Is it feasible? Sony light source, said the person in charge of Zhang Li, at this stage is still driven by technological advances in product prices, but not a pure price war. If it is a pure price war factors, should be low quality products, this time not into the market, there is a chance of falling costs. "

Xiao Ling wants the government to give a certain amount of financial subsidies, the only way to reduce the cost is also more conducive to the promotion and popularization. "

In fact, in November of this year, the national development and Reform Commission on the introduction of the ban on the import and sale of incandescent light bulbs notice, announced the elimination of incandescent roadmap. Since October 1, 2012, the import and sale of 100 watts and more than ordinary incandescent lamp, from October 1, 2014 to prohibit the import and sale of more than 60 watts and ordinary incandescent lamps. The industry believes that the introduction of this policy will further accelerate the popularity of LED lights.