LED subsidy path conversion: from Pratt & Whitney to key assault

Compared to the previous, the tender set up a lot of threshold for the enterprise, a new round of policy subsidies for only part of the enterprise. April 27th, general manager of Guangzhou Audi Lighting Co., Ltd. General Manager Guan Xudong said.

In accordance with the requirements of China's elimination of incandescent road map, starting in October 1st this year, more than 100 watts of incandescent lamps for general lighting was officially eliminated. March 20th, by the Ministry of finance, the national development and Reform Commission, Ministry of science and technology organization of the semiconductor lighting products in fiscal subsidies in 2012 to promote the project in Beijing open tender, the national 110 enterprises to participate in. But many LED companies reflect, this round of bidding set many restrictions.

Raise threshold

The tender for products including LED lamp, reflection type indoor lighting self ballasted LED lights, and outdoor lighting products, LED lights, LED tunnel lights 4 categories of products, is the state of the LED lighting products for the first time of financial subsidies. At the same time, the company involved in the bidding must have an independent legal personality, registered capital of not less than 50 million yuan.

In addition, the tender also set a number of restrictions, such as the requirements of energy-saving certification, and so on, we later learned that this must start a few years ago. Guan Xudong said. Guangzhou light for Lighting Technology Co., Ltd. chairman Zhou Tanyu refers to the situation after the final choice of the company does not participate in the balance.

The list of participating in the bidding enterprises in addition to PHILPS, OSRAM, Panasonic, Toshiba and other international companies, as well as Shanghai, Shanghai, Zhejiang Kai Ming think brilliance, Tianjin Hai Yu, Lu Ming Dalian professional LED enterprise. In addition, including Huizhou, Shanghai, Yankon NVC, Ya Ming Wright, Xiamen Topstar lighting transformation from the traditional enterprise LED. To subsidize the proportion of about 30% of the purchase price is calculated, the total amount is expected to reach hundreds of millions of dollars.

Pre subsidy policy led to excessive investment in the upper reaches of the LED phenomenon, which makes the NDRC in the development of a new round of policy support more cautious. A source close to the NDRC said.

2009, the state launched the ten city ten million semiconductor lighting application demonstration city program, and later on the upstream chip production LED subsidies, triggering the street and the upstream investment overheating. Later, the state stopped subsidies for LED, the loss of policy subsidies LED enterprises since the second half of last year began to enter the winter, Shenzhen, Foshan, Dongguan, Zhongshan, there has been a collapse of LED lighting companies.

In fact, as early as last year the industry had hair, the next round of subsidies will be a change in the style of work, more subsidies for support of the ten enterprises to accelerate the industry's survival of the fittest, cultivating competitive brand LED.

Shuffle acceleration

Statistics show that Guangdong Lighting Research Institute, 12 companies 2011 annual performance report shows that only two photoelectric KingSun and maintained growth increased slightly, the other 10 companies have different degrees of decline in growth rate. Which in 2010 operating income maintained a growth rate of 234% square lighting, operating income growth in 2011 was only $57%. Million run even zero growth in scientific and technological achievements. Previously, the LED industry average annual growth rate of up to 70%.

After a few years of Hurricane dash, the domestic LED industry into the export trough, the beginning of this year, the domestic LED companies from Europe and the United States orders dropped 30% of the situation is very common.

The industry's temporary trough provides the opportunity to reshuffle, international giants and domestic companies listed on the market to become the dominant reshuffle LED. Pan Wenbo, founder of Guangzhou international lighting exhibition.

Pan Wenbo said, the seventeenth Guangzhou International Lighting Exhibition held in June, the exhibition area increased by 10% than last year, but the number of enterprises decreased by 12% last year by more than 2 thousand and 900 minus 2600, shows the degree to improve the enterprise concentration, the industry reshuffle is beginning.

List of subsidies will be announced in the near future. Policy is to give more confidence in the market, for the enterprise, practicing good internal strength is fundamental. "The state of science and Technology (300232) Marketing Director Liu Jiaxu said.

Contrary to the industry situation is LED's IPO boom. According to statistics, only the first quarter of this year, has been listed and will be ready for LED companies have 8, more than the total number of Listed Companies in last year, the total number of listed companies, of which, in the market in March and there will be over 6. This year the LED listed companies will continue to be staged.

The lighting research analysts believe that the tide is actually listed companies in preparing for the future, it is likely to be potential buyers to swallow.