Domestic sales suffer from excess capacity and capital chain pressure, turned out to sea to seek wall flower
At present, Shenzhen, Foshan, Zhongshan, and led message fly small companies have closed down. The mainstream view, these small businesses are mostly died of excess capacity. Is the LED industry in Dongguan city, walk on the LED in the front ranks of the country, LED enterprises living conditions affect people's hearts.
To do this, after reporters in interviews and investigations conducted on a large number of enterprises, trying to take a LED enterprises in Dongguan as specimens, through a comprehensive and in-depth analysis, AB UNO disce omnes, see minimally know, restore the current real development of Dongguan LED industry.
Mexico, Saudi Arabia, U.A.E., Zhao l will fly in the East, the Western hemisphere this week a back and forth.
Zhao l is Dongguan Ke Lei digital optoelectronic Technology Limited (hereinafter referred to as Lei) Deputy General Manager and Chief Economist, recently company has established a Ministry of foreign trade, she needed to fly overseas to discuss the order matters in person.
"Domestic market can't, only turning to exports. "Zhao l said with a hint of able and, at present, the company is committed to an onslaught of export, in a bid to strong in the energy-saving environmental protection concept, market-LED development and maturation of overseas markets to find my place.
From the successful demonstration projects at the national, provincial and municipal promotion, to try out EMC mode, and then to expand overseas market today, mark Bray, a breakthrough in the road map, the subtle changes of a dull looking at the LED industry in Dongguan.
The embarrassment after a bank letter of guarantee
On November 10, known as "China's most beautiful high-tech zone" Dongguan Songshan Lake Park remains green, Oh in green tree, Songshan Lake under the innovation and Technology Park, 1th floor, Zhao l and journalists talking.
The has a background in Industrial Research Institute of Tsinghua University company was called Dongguan LED industry "warlords": technology has strong talent. Mark Bray, very low-key, since only the outside a bit impressed by the fact it produces LED lamps shine in the forbidden city, in addition very few appearances in the media.
Recently, however, one thing that mark Bray was unable to calm down. Successfully winning the LED lighting project of Shenzhen South China international industrial materials city, Shenzhen China South City demands that Lei issued a $ 1 million bank letter of guarantee (security certificate).
"Requested us bank guarantees, indicate our lack of confidence. "Zhao l, they raised the demanding requirements of the current LED relating to the existence of the Pearl River Delta.
Since the second half of this year, Foshan, Zhongshan, Shenzhen, and other places have LED small business failures, some bosses Pao Lu, severe winter LED enterprises in Pearl River Delta overnight.
"The most fundamental reason is financial. "Zhao l said, although opinion is now in the Spotlight" excess ", but the performance is directly funding strand, LED by longer payment periods of greatly increased capital risk companies.
Zhao l said, compared with other industries, LED by relatively long payment periods, liquidity greater reliance on State subsidies, and small businesses can't get state subsidies, can only rely on lengthy and vulnerable payment periods, funding strand breaks are inevitable.
In fact, financial issues, not small business of the patent, in the case of State subsidies as a major impetus, LED enterprises generally face a "lack of money" the difficult situation.
EMC model looks beautiful
Market and funding, is an open challenge LED industry, especially in the LED at the start of.
Out of State subsidies, domestic introduced in Western developed countries in recent years a common EMC (energy performance contracting model), through a new pattern short plank in enterprise's financing.
EMC model's main mode of operation is, LED lighting enterprises first of all, free of charge to users with a number of LED products, users in the use of product, return the energy-saving benefit of within a certain period. When the return achieved after a certain period, users will eventually have LED products.
However, the once bring bright future to LED lighting business model's "best game no one played" the embarrassment. Public reports indicate that using EMC promote LED lighting in Guangdong Province the success rate of less than 10%.
"Financing is the most critical issues. "Zhao l, said, EMC perfect in theory, but actually elongated LED lighting capital rotation cycle of the enterprise, EMC model is welcomed by the enterprise.
The first half of this year, Lei was the successful bidder has a LED project in Shangqiu, Henan, EMC model, Lei was raised of the repayment period is 5 years, 2 months, but the other requirement is 8 years.
"This is an unacceptable length of time. "Zhao l, said State vigorously implementing EMC model, but this model has a fatal flaw, that is, the risks and pressures are all pushed to the LED companies, businesses at your sole risk.
Another controversial issue is that although at the time of calculation of energy-saving is tested by third parties, but the data does not detect science. "For example a street after installed LED lights, saves a lot of power, but who can guarantee that this street is not illegal tapping of electricity leakage phenomenon? ”
These congenital defects, EMC model in China does not favor, really few enterprises with EMC mode.
Break through road in the export?
These days, Zhao l has been busy with negotiations going abroad. At present, the Lei and the United States California, New Orleans and other cities was nearing completion of the negotiations, and soon, mark Bray, a product will appear in the United States market.
For more exports, Lei was even set up the Ministry of foreign trade.
"This two-day working with Mexico in talks next week I will fly to Dubai and U.A.E.. "Zhao l said on the occasion of the domestic market is struggling, select export may be a way out.
Zhao l, foreign markets have at least two major advantages, a foreign concept of Energy saving and environmental protection more effective, easier to accept energy saving and environmental protection; second, foreign market fairly standard, does not appear in the bidding violations.
"Now China demonstration project, sometimes are not just talking products, good product may not be able to win the Championship." Although the Lei Zhao l have full confidence in the market competition in a foreign country, but the overseas market is really the right LED enterprise solutions?
At least the Yuan exchange rate, businesses face a major test. "The renminbi is indeed a challenge, it will Significantly increase the cost of products, compression profit space, but once opened the market, the prospects remain good. ”
At a time when Mark Bray, promoting exports, a major positive news is posted. National Ministry announcement said, China will from October 1, 2012, five stages in terms of power size progressively banned the import and sale of incandescent lamps for general lighting. On October 1, 2012, prohibit the import and sale of more than 100 Watts and incandescent lamps for general lighting, effective October 1, 2014 banned import s and sales of 60 watt incandescent lamps for general lighting and above, effective October 1, 2016 banned import s and sales of 15 watt incandescent lamps for general lighting and above, or as the mid-term evaluation of the results to adjust.
"It will be LED a major boon to industry. "Zhao l says incandescent eliminated to make room for LED market space, she wished to state that the new energy conservation policy would again LED the industry back on the road.
