|
Recently, the State Department once again concerned about the LED lighting industry , will come up with 2.2 billion yuan to promote, which for the energy-saving lamps and LED lighting industry is undoubtedly a great good news. And this is the first time LED lights clear policy support, means that national focus on the development of LED lighting energy industry , the future certainly will get more support and attention.
However, the lighting market is so large state subsidies are really pushing the entire industry to develop it ? Not entirely . While emerging industry needs government support, but they can not blindly rely on policies to stimulate the market. Excessive government support policies may cause adverse effects , resulting in the development of their own inertia . After all, in the Sugar Bowl is a growing company in the highly competitive international unbearable storm .
Today , LED lighting companies can no longer rely on government subsidies over the development , should be better planning for the future development path to achieve modular , alternative and standardization , reduce costs in order to correctly guide the direction of the development of LED , LED market development of the industry to create a new prospects . Meanwhile , the government introduced the relevant supporting policies, individual companies should be alert to take advantage of currying policy loopholes , or breeding policy depends inert , in order to ensure the effective implementation of policies , and achieved good results.
Vigilance crisis of excess capacity and financing
Chinese PV companies "swarm " type of development also contributed to an important reason for coming winter period . The industry is well known , the current LED industry is also attracting various people and many have reached the vigorous offensive potential, has become the venture capital and private equity industry, the most popular one . But whether it is a good news , still remains to be verified.
According to statistics, in 2011 a total of seven domestic LED industry enterprises in the A -share market to achieve IPO, total financing amounted to 3.625 billion yuan , with an average single-family corporate finance 518 million yuan . Distribution from the market point of view , where five companies landing the GEM , the other two are listed on the SME board to achieve . While in 2012 there are still a number of enterprises listed on the line . These enterprises ambitious expansion plans , the funds raised almost exclusively used in the production capacity expansion projects and extend the industrial chain , and at the end of the LED industry chain , rather than in the core technology .
According to the Guangdong Guangya Lighting Research Institute of Statistics , from last year to this year, a quarter of the 12 companies listed on the 2011 annual results released report shows that only ground on photovoltaic and Liantronics two maintained a growth rate slightly increased , while 10 companies growth in varying degrees of decline . Among them, in 2010, maintained a 234% revenue growth rate of the rectangular illumination , in 2011 revenue growth rate of only 57%. Mason Technologies results even zero growth.
Insiders pointed out that if the core technology " short board " situation is not reversed , LED enterprises listing and financing may be a direct consequence of excess capacity , and further release of production capacity , competitive pressures will intensify , shuffle the early tide . |