Wu Wenfeng, president of Guangdong Yayi Lighting Technology Co., Ltd., told us that Guangzhou had just finished a Guangya lighting exhibition. The LED industry companies in China all basically participated in this exhibition. At the end of the exhibition, the organizers invited The top 100 Chinese LED companies participated in a thank-you dinner. The host made a joke and said that the LED owners were so thin that everyone laughed. This really reflects, LED industry, the voice of this industry, everyone in this industry, is now eating well, can not sleep well, can not make money, the investment is still so big, so the bosses are thin. Although this is a joke, it does reflect the current state of the industry.
Wu Wenfeng introduced that since last year, domestic small and medium-sized LED companies have frequently closed down - in Shenzhen, more than 80 failed LED lighting companies, Guangdong Foshan, nearly 10% of LED lighting companies closed down in 2011, Dongguan, Zhongshan LED lighting companies Also fell into the cold wave of closure.
According to Dong Yunting, president of the China Electronics Enterprise Association, more than 100 enterprises in the middle reaches of the country have closed down. More than 300 enterprises have closed down in this downstream company. Therefore, from the perspective of the industry chain and the price chain, this profit is mainly concentrated in the upstream. The upstream accounted for about 70%, the middle reaches of the package was 10% to 20%, and the application was also 10% to 20%.
The 2011 annual results report issued by 12 companies listed from last year to the first quarter of this year shows that only two companies have maintained a slight increase in growth rate, while the growth rate of the other 10 companies has declined to varying degrees. However, in sharp contrast to the industry downturn, the IPO enthusiasm of domestic LED companies is still rising this year. According to the statistics of Guangdong Guangya Lighting Research Institute, in the first quarter of this year alone, there are 8 LED companies that have already been listed and have been waiting to be launched. This is more than the total number of LED companies listed in the company last year; among them, listings and conferences will be held in March. There are 6 of them. At the end of last year, there were four led companies reporting the "grand" of the meeting.
Pan Wenbo, dean of Guangdong Guangya Lighting Research Institute, told reporters that based on the led industry in the optoelectronics industry in the past two years, the proportion of these listed companies is higher than any other company in the industry.
The people who invest in LED can be described in various ways. There are logistics, and tires, and even the canteens are all holding funds to make LED. Many of the original companies that do hardware purchase LED lamps from the upstream, after a simple assembly, transformed into a LED company.
Wu Wenfeng also stated that it can be described in terms of eight words: "a mess and a mess." Zhan Runzi, general manager of Tongfang Semiconductor Co., Ltd., said that at present it can be said to be a crowd, or chaos, no order, and large-scale investment.
Obviously, the LED industry is falling into a dilemma. On the one hand, investorsâ€™ enthusiasm is high, and companies are rushing to go public. On the one hand, the profits of the industry are falling. From last year to now, there are more than 500 led companies have closed down. In the same industry, why did you stage two things at the same time? What is the reason for this?
Industry insiders told reporters that the first batch of LED companies that failed to close were mostly novices who entered the industry in these two years. From 2007 to 2011, in just four years, MOCVD equipment for LED production in China grew from 50 to 720, and this year it has increased to nearly 1,000. According to the statistics of the China National Engineering Research Institute for Advanced Industrial Science and Technology, the total investment in downstream LED lighting applications in the country was 23 billion in 2010, and the investment in the application field in 2011 was as high as 40 billion.
Zhan Runzi, general manager of Tongfang Semiconductor Co., Ltd., said that at the application end, especially in the lighting segment, terminal lighting market, home lighting, and positive lighting, there is not much pulling on the above. For this industry, it is still encountered in development. A big bottleneck.
Zhan Runzi told us that the rapid increase in LED chip companies has caused serious shortage of talent and overcapacity in the industry. Starting last year, LED chip prices have fallen sharply.
Zhan Runzi also said that in 2010, according to the original film, according to this to sell, sell 100 US dollars, and now his market price is only 30 US dollars, but his early investment, his equipment, his staff are the same, Even higher than the original. This is because when the industry is out of order, it can be said that this kind of talent is wicked and the cost of personnel is increased.
Duan Xianchun said that although many LED companies wear high-tech outerwear, in many small factories, several electric irons and a bunch of LED lighting parts can produce LED lamps. It is this workshop-style LED company that produces a very cheap but poor quality product that is flooding the market.
Duan Xianchun, head of the commercial lighting project department of Midea Lighting Company, said that the same product, some 5 yuan, 10 yuan, and some may sell 50, 100 yuan, there is such a gap. Then this kind of low-priced product, its quality will certainly not be very good, it flows to the market, the people still have expectations of the LED, but he bought this product for a period of time after the use of a problem, the people will I feel that LED products are not good, not as light bulbs, fluorescent lamps.
Low-quality, low-quality LED products disrupted market prices, and consumers' trust in LED products was greatly reduced, leading to a vicious cycle. The slump in the export market last year led the LED industry to suffer another heavy blow. LED products from overseas markets, such as Christmas tree lighting appliances, are almost all exported from China. Under the influence of the European economic crisis and the inability of the US economic recovery, the companyâ€™s Orders are falling sharply, with orders in Europe and the United States falling by 3 to 50%, which is quite common in the industry.
Dong Yunting said that it is too chaotic and too scattered, and the companies are too weak. Therefore, in fact, these two years are actually equivalent to a batch of bankruptcy, and a batch of new ones have actually been shuffled. Through this reshuffling, they are actually integrating mergers and acquisitions. He estimated that such an industry would gradually take the normative path.
The unevenness of Chinese LED companies has seriously affected the reputation of the entire industry. This has led to a sharp decline in exports by 50%. The industry is in a downturn. In the words of Dong Yunting and industry insiders, the LED industry is currently facing a reshuffle. The first to fall is the first two. Years blindly smashed gold into this industry. The downturn of some companies has brought a series of chain reactions to the entire industry. In the previous program, we saw that the LED industry is now in mourning. Within a year, more than 500 companies closed down. At the same time, however, the industry has always been able to get the lion's share of capital. In the past year, 8 companies have been listed and the over-raised funds have exceeded 4 billion yuan. Is the company that raised the fund very good?
Mr. Huang is a senior investor. Over the past few years, he has been focusing on LED listed companies. He feels that now the country has more and more support for LED companies, there are new energy concepts, the development prospects are very good, so he took himself All the stocks bought the shares of the LED company, originally hoped to allow himself to make at least a small fortune, but this time he had not wished to lose this not only did not make, but lost a lot.
When asked by reporters about Mr. Huangâ€™s recent earnings, the investor, Mr. Huang, said that he has recently lost money, about 20%.
Less than 20% of losses occurred in less than a month. This not only caused Mr. Huang to scream and misunderstood, but also began to find the reasons for his own investment mistakes. He began to pay attention to the reasons for the loss of these listed LED companies. Mr. Huang noticed that the latest data from Guangdong Guangya Lighting Research Institute: From 2010 to 2012, the gross profit rate of some listed LED companies decreased by up to 17.9% year-on-year. The net profit rate dropped by a maximum of 13.5% year-on-year. The overall sales situation of the industry is unsatisfactory, but what is most confusing to Mr. Huang is that most of the listed LED companies have not used the funds in accordance with their commitments in the original prospectus or postponed the use of recruitment funds, resulting in LED Many of the listed companyâ€™s recruitment funds, especially over-raised funds, are on the books and do not maximize the effect of recruiting funds.
Mr. Huang said that he paid attention to some announcements made by some listed companies. Some of them may have overfunded their own funds. They have not implemented some of these projects in accordance with the original plan. This is a bit worried.
According to industry guidelines, the reporter went to the LED Industrial Park in a development zone in Huizhou City, Guangdong Province. According to industry park workers, the LED industry park mainly introduces epitaxial wafers, chips, LED backlights, and other upstream LED companies. The original intention of the main park and the industrial park is to concentrate on the LED industry leading enterprises and establish a core industrial cluster of LED industry that integrates the research and production of the company's headquarters and middle and upper reaches of the industry, production services, and life support. As the name implies, companies that can enter the park are all companies that have the ambition to develop and research LED upstream technology products. Therefore, the initial investment in the park are all promising companies that are interested in developing in the LED upstream stage. However, what the reporter sees in the park is far from imagination. Many companies that took the land to build a core technology R&D production base two or three years ago are still a wasteland now. A nearby worker told the reporter that the construction site was built in July and August last year, but construction has not been started since the Spring Festival this year.
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