LED industry to pick up to conceal the structural imbalance of internal injuries"

LED lighting hot, just a few months will be realized from the quiet to the prosperity of the transition, many industry bigwigs who also unexpected. But behind the industry rebound, the return value of the LED industry: the low-end market is not dense willow trees and bright flowers of fierce competition, overcapacity worries hanging support policy in a dilemma, which makes the hearts of investors has always hung a sword of Damocles Damour.

Backlight and lighting is currently the two leading LED applications, with consistent growth expectations. In view of the market wide controversy, LED will become the second photovoltaic industry, the view, China Securities Journal reporter went to the most developed domestic LED industry in Dongguan, Guangdong, Foshan, Zhuhai, Zhongshan and other places were investigated. Industry related listed companies, experts and scholars, told reporters that China's civil lighting market is huge, LED industry growth prospects can be expected. However, the LED industry to enter the threshold is low, a large number of low-end production capacity gathered downstream, relying on low-cost low-end civil market. Although listed companies began to force the channel construction, stepping up to seize the high ground of marketing, but still face the problem of low market share. Based on the LED and photovoltaic industry and market positioning of the nature of the larger differences, most of the industry experts and companies interviewed by reporters did not agree with the LED will become the second photovoltaic industry argument.

LED sing all the lights are the protagonist of the ancient town sample

"As long as there are places where the land is made of light. Zhongshan City, Zhang said the master may be exaggerated. Master Zhang in the town of private taxi business for more than 10 years, for the development of Chinese lighting Guzhen lighting industry understand history.

Town official data show that the total area of 47.8 square kilometers, the resident population of 150 thousand people, the town has a lighting and accessories business enterprise 1.27, lighting businesses reached 7497, the total output value of the lighting industry last year reached 15 billion 810 million yuan, accounting for more than 60% market share, exports amounted to $500 million, exports include more than and 130 countries and area.

Ancient town is a microcosm of China's lighting industry. In the light of the incandescent lamp, energy-saving lamps, and now once again become the protagonist of LED lighting, so that there are more than 30 years of history of the ancient town of lighting industry boom.

When the master Zhang's car parked in the town of Ruifeng Lighting City, a piece of the instantaneous emergence of lighting. Ruifeng Lighting City is a LED component of professional market, manufacturers gathered a lamp, each link driver, producer LED from the National Assembly purchased from here, where LED products also lost to all parts of the country.

My hometown in Hunan, Yueyang Township, relatives are now decorated with LED lights house. Speaking of the rapid spread of LED, Ruifeng Lighting City Qing Yue lighting sales shop, a female salesperson surprised. However, for relatives to buy LED lighting brand, the salesman said: too many brands, it is unclear what manufacturers. "

The reporter found in the survey of Ruifeng Lighting City, the rise of LED lighting industry led a large number of low-end production projects, the female sales sales by OSRAM chip products price slightly high, with many small manufacturers of low-end chips, more price advantage, in the low-end market is more competitive. Even in Ruifeng Lighting City, the level of product is different in different sales stores, behind many sales stores, in fact, is a local LED production plant.

Reporters also come from various parts of the LED components buyers, some of them for the company's large-scale procurement, while others are a few brothers do lighting". From the base, power supply, switch, connecting wire to the shell, the required components in the lighting city.

"Now there are some small factories to hire a few people, purchasing components can go back to the production of LED products. For example, a 3 Watt LED bulb lamp, if the purchase price of all components at a wholesale price of about $7, while the market can sell at least $15 or more. Ruifeng Lighting City Qing Yue lighting sales shop Ms. Tang introduced, and now all kinds of components of LED products have been standardized, as long as the purchase of these components, you can assemble their own, the producer's profit is very impressive.

The reporter also noted in an interview with the town, "universal light" is the development of the local economy, from the incandescent lamp, energy-saving lamps and LED lamps, the increasingly developed lighting industry make the town prosperous, alternative lighting needs to provide market opportunities in the local high enough. Residents of the ancient town to reporters, by the lighting industry to make money effect, the town's capital is more favored for the industry, but not enthusiastic about real estate development.

"If I had done it earlier, I wouldn't have to drive a taxi. "The master of light through the rich people envy, but also from a slice of LED industry to pick up to from Guangzhou, Shenzhen, Dongguan and other places of business increasing, the passenger bring six thousand or seven thousand yuan revenue for his monthly taxi business.

Rapid warming in the market demand or outbreak of indoor lighting

Ancient town is located in the northwest of Zhongshan, although Zhongshan has been in the national lighting industry leader status, but there is no local LED lighting industry listed companies. While the A shares in the company of many leading LED, in the city of Zhongshan four ring Ju Wei, including Guangzhou, Zhuhai, honglitronic Elec-Tech Dongguan Qinshang broadcasting, Foshan nationstar and FSL. Shenzhen occupy the rest of the country, with rectangular lighting, Ruifeng photoelectric, Lehman photoelectric 9 A shares LED listed companies.

Industry warming so that the company's share price hot. enter