[LED Xie's Xie's Bai Xiaosheng] Because of environmental protection, I can't buy LED lights in the New Year this year? How long will the price increase last?

The 10th anniversary of the senior engineers is about to come. The original Bai Xiaosheng should be happily screaming at the people here, and the topics at this year's annual meeting will be shared by the spoilers.

But in the past few days, it was inexplicably smashed by friends. So curious, environmental protection is our LED anecdote? Only then found that this is also a big event.

There are a lot of people who seem to be unable to live a good year.

When the WeChat circle of people in the ancient town lighting decoration was praised as the back screen of the "2016 Academy of Lighting Industry Oscar Best Photography Award", I suddenly found that this problem is more serious than expected.

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First, the price of raw materials has risen. I thought that LEDs will only last a few months of passive price increases. Now, due to the sudden attack of environmental protection storms, it is even more confusing.

As far as I know, the environmental storm has swept across the country, Shunde, Shishan, Foshan, Dali, Jiangsu, Sichuan, Zhongshan... In some areas, even drones are used to monitor and collect evidence, and small workshops that are moving in the wind are tight. Closing will also be useless. In the past few days, the WeChat circle of friends in the aluminum factory, coloring processing plant, ceramics, stainless steel, furniture, plastics, hardware products and other industries are all “green screens”.

From November 28th to December 28th, the inspector of the Central Fourth Environmental Protection Inspector Group stationed in Foshan and shut down nearly 800 enterprises.

On December 8th, the deputy secretary of the Party Committee of Henglan Town, Zhongshan City, and the mayor Chen Yonghua and others led a team to inspect a batch of metal processing factories and sealed up the production workshops suspected of violating the rules. The strength of the big, so many manufacturers complained.

The environmental assault caused many upstream processing manufacturers to be forced to stop production and stop production, which also implicated the supply of finished lighting manufacturers, and production was unsustainable.

It turns out that the impact of raw material price increases on LEDs is just the tip of the iceberg. The impact of the environmental storm is really worse. In the industry where the profit has bottomed out, it is hard to be forced into the corner again by the joint efforts of everyone to decide the price increase.

PC plastics factory, PCB circuit board factory, spraying factory, die-casting aluminum factory, etc., many factories are shut down, and normal supply has become a problem for a while. "According to the strict implementation of environmental protection standards, it is necessary to add millions of processing equipment," Bai Xiaosheng calculated the account, the processing fee of 10,000 yuan per day, equivalent to a 30%-50% increase in costs, some small factories have no economy. Strength, I have to find another way to make a living. Even a powerful big company will only add this cost to the customer's head with current profits.

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This makes the old town's lamp-making "factory" swollen in the family?

Some people say that this is a good thing for the industry, and sent away the small workshops that drown the fish and fish, and cleared the industry pattern. But Bai Xiaosheng still has concerns, does this have no effect on big companies?

Of course not, the beautiful group of companies in the United States are shivering in the storm!

For the lighting industry, after all, it is an ecological chain, even if the traditional lighting is still a large part of the small factory to digest it. Do not say anything else, capacity is a big problem. After all, these companies are cross-border marketing. When the production capacity is tight, will it raise prices and delay the delivery time for small customers? And is LED just occupying a small customer share among the customer groups of these companies?

Therefore, with these, not only the cost increases, but also the limited goods out of stock, the world lights are - Zhongshan, is a good example. Henglan, Guzhen and Xiaolan all have the phenomenon of closing the market. Many bosses shouted in the circle of friends, stocking in advance, taking a holiday in advance, and no longer taking orders. (Of course, you have a good plan, I have a wall ladder. It is understood that the door is still in the door, you need to open the door to the secret number.)

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In December, but in the usual peak season, how many companies are thinking about price increases, and sprinting at the end of the year, no matter who...

So the question is, how long will this environmental storm last? How long will the influence last? After the environmental detachment has gone, will we go back to the previous production and production status in all walks of life?

LED is a green industry and should have natural resistance to environmental storms. But this time, let Bai Xiaosheng think more about some problems.

Once upon a time, everyone only thought about how to make good use of the resources in the industry and do a good job in the industry. Now, with the further liberation of productivity, the deep integration of various materials and resources, the development of an industry is increasingly inseparable from other Industry support.

After this, if the carton factory, the foam factory, the acrylic sheet factory, and the electroplating factory violated the environmental protection regulations, wouldn't the ordinary people buy the lights?

Does the environmental storm have a big impact on your company? How long do you think the days of out of stock will be?

Every Monday, I am nonsense to everyone in this serious, and if you feel valuable, you are welcome to forward. If you are interested, you can also post a message below or add me to WeChat to share with you what you want to know and what you are interested in. If I was taken by the LED Jianghu Xie's Bai Xiaosheng column, I will cover you with a private letter.

Finally, the High School Annual Conference will be held on January 5th and 6th at the Venus Royal Hotel in Shenzhen Shajing. The 10th anniversary celebration will be held. A 2017 trend sharing report will be available for each segment. Welcome friends from the industry to come together and develop together.

Xie's Bai Xiaosheng----Xie Peng


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