Timely brake LED companies need to "snap" short-term dilemma

“Without giving any reason, Shenzhen has stopped the LED industry development plan.” Wu Yulin, president of the Foshan Lighting Association, told reporters on the phone, “This has caused everyone’s conjecture.”

This call was stopped by Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, as "a good thing." "If you continue to develop according to the current situation, it is entirely possible to follow the footsteps of photovoltaics, but if you can stop, the possibility is relatively small."

Statistics from the High-tech LED Industry Research Institute show that the 25 listed LED key listed companies have a total operating income of 48.409 billion yuan in 2012, a year-on-year increase of 9%, and a total net profit of 3.933 billion yuan, down 18% year-on-year. In the first quarter of this year, the total revenue of these 25 key listed companies was 9.888 billion yuan, a year-on-year increase of 12%, and the total net profit was 719 million yuan, down 3% year-on-year.

"LEDs are currently at least 30% growth this year, and our data shows that they are all in a good direction." Wu Yulin said.

Why did you choose to stop the LED industry development plan at this time? Lin Boqiang believes that "it may be impossible to do it, or it may be necessary to re-adjust the strategy and rationalize the ideas."

"There is a lot of production capacity now. It doesn't make much sense to squeeze in for a short period of time." Lin Boqiang explained, "The production capacity is too big, everyone wants to do it, but the market does not imagine to expand so fast, domestic The foreign markets are not fully open."

Overcapacity should be a relative surplus. Wu Yulin believes that from the current promotion point of view, 90% of households do not use LED products, so the overcapacity is not fully opened.

Wu Yulin said that there must be many reasons for this, but from the perspective of the industry, there are two main reasons: First, the Shenzhen LED industry began in the early 1990s, and it has developed rapidly. LED companies once occupied the country. Half of the country. However, China's current LED production capacity has been seriously oversupplied. There are more than 3,000 LED manufacturers in Shenzhen alone. The other is that LED technology is developing rapidly. The governments all over the world advocate low-carbon and environmental protection, and the laboratory data is constantly refreshing. Let the competition go global, China's major provinces are vigorously developing the LED industry, and Shenzhen as a microcosm of a place, planning can not be effectively implemented.

"In this round of industrial development in Shenzhen, it is impossible to develop according to its plan, it is difficult to achieve its ideal state, that is, the change is faster than the plan." Wu Yulin made an analogy, just like a person expects a high value, but can not reach So beautiful, so it is better to cancel.

However, the stoppage of Shenzhen does not play a butterfly effect. "The whole thing is not something that everyone knows. It doesn't need to start." Lin Boqiang believes that "there may be some impact on local enterprises, and it should have no effect on enterprises in other regions. What should companies do?" It should be sure of the risks."

Wu Yulin also holds the same view. The practice in Shenzhen will not affect the development of LEDs in other regions. "LED is not like the photovoltaic industry after all. The use of lighting has a history of more than 100 years. Every family needs lighting, but every family does not necessarily need photovoltaic products. Secondly, LEDs are very applicable and have a wide range of applications, so they will not It has too much impact."

“The key is the entry point and competitiveness.” Wu Yulin said, “LED is a dangerous plus opportunity for SMEs.” Enterprises should achieve misplaced development.

"At present, the most intense competition in the LED industry is in the middle and upper reaches. The middle and upper reaches have already entered the phase of elimination. At least 30% should be eliminated in the next three to five years. If there is no core competitiveness in the overcapacity of SMEs, it should be eliminated." Wu Yulin If so.

In fact, "the government stops and stops, and enterprises should turn, it doesn't matter." Lin Boqiang bluntly said that stopping is just a saying. The industry has developed to the present state, and enterprises should be the clearest. But now it may be more "熬", the current dilemma is only a short-term difficulty, after this stage should be slowly getting better.

“As the industry develops slowly, like a microwave oven, there were many manufacturers at the beginning, but with the development, the number of enterprises is getting smaller and smaller and the scale is getting bigger and bigger.” Wu Yulin compares LEDs with other industries from time to time.

"The key is the guidance of the state, enhance the core competitiveness of enterprises, increase the research and development of applied products, and promote the personalized development of products from design." Wu Yulin said, "If small enterprises have limited investment, they can do production and research, or Big business cooperation."

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