LED lighting boom enhances competition

In mid-April, Nanshan Yufa’s owner, Jiang Xinhua, got the electricity bill for the previous month. He was pleasantly surprised to find that he lost more than 4,000 yuan. After removing the February Spring Festival and holiday, and using LED lamps, nearly 7,000 square meters of shopping malls. You can save at least 3,000 yuan in electricity every month.
The case of Jiang’s boss is a microcosm of LED lighting that has grown by leaps and bounds in 2014.
Recruiting and recruiting, the lighting company collectively increased staff shortly after the Spring Festival, real-name certification for the domestic marketing director of Yihe Lighting Appliance Co., Ltd. @LED lighting person Gu Yubo said on Weibo: Last night, a friend called for help, he is a LED lighting company Need to recruit 800 strong men before the end of April, this is what to do! More than the 400 strong men of Everlight Wu are still cattle.
The general manager of Yiguang Lighting @吴正喆 later replied: "Building momentum is a must, and sustainability is king." This morning, it was reported that a company is preparing to recruit more than 800 new people and is ready to go wild in the market. There are a lot of brands to give up this year, and the strength seems to be very big.
Yihe Lighting is in Zhejiang, and Yiguang is a Taiwan-funded factory in Shanghai. It is a company that makes LED lamps.
And Shenzhen, the largest LED industry base in China, can be seen everywhere.
Longgang Shenghongliang Company is doing LED lighting. The boss Li Guoping turned around in the United States and Russia last year and saw a bunch of customers. After the Spring Festival this year, he started to recruit people. Up to now, he has increased nearly 60 people.
Chairman of Jingyuan Optoelectronics is the largest LED chip manufacturer in Taiwan. Its chairman, Li Bingjie, said that this year is a year of rapid increase in LED lighting penetration. The industry will enter gold for three years, and the company's profit will be better than last year.
Banned orders, increased demand for exports and domestic sales The US government announced that from January 1, 2014, inefficient incandescent lamps will fully withdraw from the US market. Prior to this, the European Union and Japan had completely banned the use of incandescent lamps in 2012. The US government's ban on whitening is likely to make North America the largest export market for LED lamps in China.
China has also issued a road map for the ban, which will be gradually realized between 2014 and 2016. A document issued by Guangdong Province in 2012 stipulates that all government projects use LED lighting. Since this year, Jiangsu, Fujian, Shanxi, Hunan and other provinces have also launched similar documents.
Moore's Law, the price of the people is favorable. The general manager of the Shenzhen LED Industry Association Li Hongcheng believes that LED lamps are also electronic products. According to Moore's Law of electronic products, the price drops by half every 18 months. The price trend of LED lamps is basically the same in recent years. In line with such a law.
From the LED product procurement and distribution center Huaqiang LED trading center learned that the price of T5LED fluorescent tube is about 30 yuan, similar to the price of ordinary fluorescent tube market. The price of 5W bulbs is generally around 20 yuan, and the price of energy-saving lamps is further closer.
In Jingdong Mall, a 3W LED bulb is priced at 4.8 yuan, and the 7W bulb of the same brand is priced at 16.8 yuan. This price is almost the same as ordinary energy-saving lamps. The well-known brand Foshan Lighting (000541, shares it) 5 sets of 3WLED bulbs, the price is 89 yuan, the unit price has been less than 20 yuan. The international big-name Philips 10W LED bulbs are priced at 59 yuan, a big drop of 10 yuan a month ago. With the price of Philips energy-saving lamps, the lowest price difference has dropped by about 1 times, and the price difference is further narrowed compared with 1.5 times in mid-2013.
The more intimate price undoubtedly removes the biggest obstacle to the popularity of LED lamps.
De-capacity, boosting competition and increasing competition Since the end of last year, LED stocks have ushered in a wave of madness. Among them, from December 20, 2013 to February 10, 2013, one of the leading stocks, Lianjian Optoelectronics, rose by as much as 69.39. From the first quarter's financial report, Jufei Optoelectronics, Guoxing Optoelectronics, Liard, Lehman The performance of companies such as Optoelectronics has achieved varying degrees of growth.
For Shenzhen, the rebound of the LED industry has important significance. As the largest industrial base in China, Shenzhen has thousands of LED companies and 9 A-share listed companies, covering the entire industry chain from chip to application.
However, some analysts believe that with the rapid growth of LED lighting demand, there will be a process of de-capacity, market concentration will gradually increase, prices will be relatively stable, the industry will gradually resume growth, and the economy will improve. Li Bingjie, chairman of Jingyuan Optoelectronics, stressed that although the economy will rebound, competition will increase and industrial operations will be more severe.

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