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The "Jiangmen City Supporting Strategic Emerging Industries (Green Light Sources) Development Preferential Measures" was recently reviewed and approved by the 30th executive meeting of the 14th Municipal Government and officially implemented on July 30. One of the highlights of this approach is the introduction of subsidies for equipment investment in new or expanded investment projects in the “Project Investment†section, and encourages industry associations, chambers of commerce, industry alliances and other intermediate organizations to invest in LED projects.
What kind of state is the LED industry that has been vigorously promoted in recent years? Reshuffle or warm up, what do people in the industry think? What impact does government support have on the development of the industry?
Q1: Is the LED industry warming up?
In 2013, the upstream situation of LED lighting was the rise in the price of epitaxial chips, in which some white light chips rose by 10%, while epitaxial chip companies began to concentrate; in the middle reaches, packaging factories closed down 20%, while most packaging companies turned to lighting devices. Downstream display companies have closed down and moved to lighting, and LED lamps are also cheaper than traditional energy-saving lamps.
Jiangmen LED industry has new actions. Last Tuesday, Jiangmen Keheng Co., Ltd. (300340) announced the announcement of foreign investment and decided to acquire 51% of Shenzhen Lian Teng Technology Co., Ltd. with its own funds of 10.95 million yuan, and was responsible for raising no more than 20 million yuan to Lian Teng Technology. Liquidity. It is reported that this move is to further improve the company's layout in the LED industry chain, and quickly enter the field of LED product application terminals. At the same time, Guangdong Ganhua (000576) recently issued a statement saying that the company's board of directors reviewed and approved the proposal of a wholly-owned subsidiary, Guangdong Deli Photoelectric Co., Ltd., to apply for a credit line of RMB 233 million from Jiangmen Ronghe Rural Commercial Bank. The financing will be used for the construction of Deli Optoelectronics LED epitaxial wafers and chip production projects. To this end, Guangdong Ganhua will hold the first extraordinary shareholders meeting in 2013 on August 12 to consider the proposal.
Since the collapse of many enterprises in Shenzhen last year, LEDs have collapsed. In July this year, after a number of LED factories in South China announced the collapse, Foshan and Guangzhou reported the closure of the LED factory. A lighting media in Zhongshan said that at least 100 mainland LED SMEs have closed down this year.
What is the situation of Jiangmen's LED industry? Officials and industry associations have failed to provide statistics on the closure of manufacturers, but the person in charge of a LED company in the high-tech zone revealed that some manufacturers could not stop and exit the market. Moreover, the collapse of several major enterprises in Shenzhen last year also had an impact on Jiangmen enterprises. "Shenzhen's product quality is better than Zhongshan, and many LED companies in Jiangmen are purchasing in Shenzhen."
"A company is born, and a company is closed. This is a normal thing." Hong Yannan, chairman of Guangmingyuan Lighting Co., Ltd. and chairman of Jiangmen Lighting Industry Association, said that there was no specific investigation of the closure of Jiangmen. As for whether the collapse of Shenzhen enterprises has affected the development of Jiangmen enterprises, he said that there must be a large number of suppliers and customers behind each producer, so it is normal to be affected. "Because this is a network, no one is alone in the market. However, there will be problems in the enterprise and there will be no problems in the industry."
Is the LED industry going to pick up or shuffle? Zhang Xiaofei, CEO of Gaogong LED, analyzed at the Jiangmen seminar last week. In 2013, the upstream situation of LED lighting was the rise of epitaxial chip prices, some of which were up 10%, while epitaxial chip companies began to concentrate; in the middle, packaging factory Closed 20%, while most packaging companies turned to lighting devices. Downstream display companies have closed down and moved to lighting, and LED lamps are also cheaper than traditional energy-saving lamps.
Jian Yucang, general manager of Shenzhen Ruwei Electronics Co., Ltd., also confessed to Jiangmen’s report last week, watching all kinds of capital flooding into the LED industry. “It is expected that if it continues to develop in such a chaotic manner, within three to five years, our industry may appear. Some big things." It is said that there are basically three large blocks of light, light source, power supply and aluminum substrate. The threshold of the light source is high, and the quality hazard is not too great. Power companies have many other electronic industry transformations, and the risks are not big. The problem is in aluminum substrates. The chaos of the aluminum substrate is a microcosm of the industry, and it is difficult to keep up with the optimization of the supply chain, which will inevitably lead to regional industry lag or even retrogression. Jian Yucang suggested that in the development of enterprises, "there is no standard to be the best."
Q2: How should LED companies locate?
The reporter learned that in recent years, the number of LED companies has doubled due to the influx of funds. Jiangmen Lighting Association announced that Jiangmen registered as many as 3,000 LED companies. If you add a small workshop that is not registered and a small working group of 3-5 people hiding behind the registered company, "there are countless companies engaged in the LED lighting industry."
The increase in enterprises has led to overcapacity in LED production and vicious price competition. Ms. Hu, a buyer of Jiangmen Ziguangxing Lighting Co., Ltd., said that the price is now very low. The price of LED products in Zhongshan Lighting Market is very low and the quality is uneven. In order to ensure product quality, they turned to Shenzhen's Mingwei Electronics, Maoshuo Power (002660, shares it) and other large-scale enterprises to purchase.
Hong Yannan used "three new" to describe industry trends, new platforms, new rules, and new forces. Among the new plans, he said that the rules of the game have changed. "Before I sold the goods to you, you gave me the money, and now even the customers have to redefine. There are also great changes in the people who participate in the game, there are semiconductors. Giants, traditional lighting, and biscuits also want to invest." He said that a friend who produced biscuits wanted to invest in LEDs and was persuaded by him. Once in Fuzhou's hometown, there are companies that do underwear, and he also said that he wants to do LED. "It’s dangerous to take millions of people into a new industry. Because you have to learn, not a few million can get it, it doesn't look so fun.†He told reporters that he had advised to retreat capital into the LED.
Hong Yannan said that in the development of enterprises, there are only a few major problems in cash flow and management. The difficulty of lending now is a problem he is bothered with. According to its understanding, most members of the Jiangmen Lighting Association do not have much advantage in financing. Talking about survival under the crisis, he suggested "integrating the supply chain, managing the cash flow, controlling the cost, and grasping the quality." He said that the company first clearly defines its development orientation. "When you are going to become a company, you must understand your position and then persist in doing it." The second is to clearly understand what companies can do. "I understand your strengths." Where is it, it is very dangerous to not watch people make money and follow others."
In recent years, as a result of the influx of funds, Jiangmen has registered as many as 3,000 LED companies. Hong Yannan, chairman of Guangmingyuan Lighting Appliance Co., Ltd. and chairman of Jiangmen Lighting Industry Association, suggested that the integration of the supply chain, management of cash flow, control of costs, and good quality will allow Jiangmen LED to occupy a place.
Q3: What should the LED government do?
Jiangmen recently passed the "Jiangmen City Support for Strategic Emerging Industries (Green Light Sources) Development Preferential Measures", which was officially implemented on July 30. The industry hopes that the government can listen to the opinions of enterprises at specific implementation levels.
On the one hand, companies have gone bankrupt because of the break of the capital chain; on the other hand, various capitals have broken into the industry. To promote the development of LED, should the government not participate? What should I do?
In recent years, Jiangmen has spared no effort in supporting the development of LED. Following the expiration of the support subsidy policy introduced earlier, Jiangmen recently passed the “Jiangmen City Supporting Strategic Emerging Industries (Green Light Source) Development Preferential Measuresâ€, which was officially implemented on July 30. The reporter learned from the Jiangmen City Economic and Information Bureau that the method has seven chapters, which are designed to encourage investment in LED projects, improve the innovation capability of enterprises, and build their own brands. Among them, the government includes promoting the LED industry brand in service, giving priority to the protection of LED project land, implementing “green channel†management for LED investment projects, and encouraging the introduction of high-level talents.
For project investment and methods, it is mentioned that subsidies will be given to equipment investment in new or expanded investment projects in key sectors such as LED industry chain extension, chip, packaging, application, substrate, and materials. For major LED investments that have invested more than 100 million yuan and have core technologies, they can be supported by the "one enterprise, one policy" approach. At the same time, the opening of the industry associations, chambers of commerce, industry alliances and other intermediate organizations to invest in LED projects, in addition to enterprises to enjoy the corresponding concessions, according to the total amount of investment in the project investment, the amount of more than 100 million yuan is awarded 3%, the highest Not more than 1 million yuan.
In addition, there are related preferential or subsidy regulations for the establishment of LED technology enterprises in industrial parks, the establishment of LED enterprise headquarters in Jiangmen, and the introduction of foreign advanced equipment by LED companies. For the development of enterprises, there are corresponding rewards and subsidies in terms of independent innovation and industrialization, technology upgrading, creation of brand-name products, participation in standard setting, and application of domestic and foreign patents.
How do enterprises see the support measures? In an interview with reporters, Hong Yannan said that the specific provisions are still unclear, but this industry is indeed worthy of support, and it is certainly rewarding for the government. "The key is how this support is done. I think this is very knowledgeable. If you say money directly or how, there are indeed many loopholes. It has caused many people not to engage in products, to engage in projects. I took the money. This is harmful to the industry, and it will introduce an unfair competition." He even used "demolition behavior" to describe some support measures. "The two companies were quite competitive, one is For some reason to get subsidies, another competition is not eliminated and then eliminated, it is like a forced demolition."
Hong Yannan said that the idea of ​​support from the government is very good, but the specific implementation still needs to be considered. He hopes to support the companies that really contribute to the industry. “Subsidies are good for the development of the industry, but how to subsidize is also quite a matter of learning. Because in our national conditions, people who will engage in relationships will benefit, then everyone will do a good job, and R&D will not invest, and ultimately It is a harm to the whole industry.†He suggested that subsidies can be made from the perspective of taxation, and that “many things are unclear†in the way of equipment subsidies.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.) 
Enterprise Polarization Three questions Jiangmen LED industry how to look for opportunities?
Recently, the “2013 Guangdong LED Lighting Supply Chain High-Level Seminar†hosted by Gaogong LED was held in Jiangmen, and nearly 200 LED enterprise executives attended the meeting. Zhang Xiaofei, CEO of Gaogong LED, said at the meeting that the current polarization of lighting companies is very obvious. There may be a batch of LED lighting companies that sell billions of grades, but the tide of closure will continue.