Listed companies are eager to join the LED trend

["New Industry" reporter Luo Gemei]

Overcapacity, rising costs, falling profits... Although the LED industry is all around, it still can't resist the pace of enterprises entering the LED industry.

By 2018, LED lighting will reach its peak. If crystal power is not expanded, it will be equal to raising competitors. In the view of Li Bingjie, chairman of Jingyuan Optoelectronics Co., Ltd., the potential of the future LED lighting market is quite large, so the expansion has become a necessity.

"In the context of the current LED reshuffle, who has the core technology and key teams, whoever grasps the market rules, who can have a place in the market." Shen Yulong, director of the Investment Promotion Bureau of Nanjing Economic and Technological Development Zone pointed out.

Since June, listed companies have been eager to invest or upgrade or switch to LED business, which seems to indicate the arrival of a new round of LED investment boom. But this time, they are more targeted at the LED downstream industry, the lighting market.

The "New Industry" reporter learned from Dongshan Precision's announcement that the company will establish Suzhou Dongshan Lighting Technology Co., Ltd. together with its wholly-owned subsidiary Suzhou Yongchuang Metal Technology Co., Ltd. According to the announcement, Dongshan Lighting has a registered capital of 20 million yuan, mainly engaged in consulting, design, service, sales and contract energy management of LED lighting products.

The reporter also noticed that on June 26, Nanjing Jingjing Optoelectronics Technology Co., Ltd., a high-brightness LED production project, was launched by Nanjing Gaojing Transmission Equipment Manufacturing Group Co., Ltd., which is a high-speed heavy-duty gear product development. .

Panasonic will enter the residential LED lighting market in mainland China in July this year. Eighteen LED lighting products will be launched, including two LED ceiling lights and 16 LED downlights, and plans to expand the number of products to approximately 60 this year.

In addition, IRICO, which is engaged in LCD monitors, PDPs and organic EL displays, is also involved in the LED lighting business. The company has invested 180 million yuan in the initial stage and established 21 fully automatic LED packaging production lines. The well-known LCD panel and display panel manufacturer BOE is also actively involved in the field of home lighting, and put forward the concepts of "Warm", "Comfort", "Quiet" and "Humanity". The goal is to create a comfortable space with LED light.

On July 3, Guanggang Iron and Steel Co., Ltd. announced that the company had received the notice from Guangzhou Finance Bureau of Guangzhou Municipal Finance Bureau on the adjustment of the financial subsidies for the LED project of Guangri Co., Ltd.

The "Notice" stated that the municipal finance plan originally planned to provide 100 million yuan of financial subsidies to the Guangzhou Guangri Co., Ltd. LED project in 2012 and 2013. It is now adjusted to pay a subsidy of 200 million yuan to the restructured Guangzhou before June 30, 2012. Steel Co., Ltd., the use of funds for LED projects.

LED lighting is the largest market in the future, and it is seen in the upstream, midstream or other supporting materials. For new entrants, whether to persist in the end is the key to success, so investing in LED lighting is a trend, but the risks remain, an industry analyst said.

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