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In July last year, Dongguan issued the “Working Plan for Promoting the Application of LED Lighting Productsâ€. Dongguan will take the lead in the field of public lighting, that is, in the field of lighting engineering, such as roads, public places, government agencies, state-owned enterprises and institutions, or financial or state-owned capital investment. LED lighting products promotion and application. By the end of 2013, the LED street lights in secondary trunk roads, branch roads and residential areas have reached 100%.
In the next ten days, the entire street lamp of Guancheng will be reconstructed, and the street lighting renovation of Nancheng, Humen, Songshan Lake and other towns and streets is also actively undergoing bidding. In 2013, the entire LED streetlight renovation in Dongguan continued. Was pulled away.
The market demand for LED street lighting is directly related to the release of government public resources. In the opinion of the industry, the favorable policy from the government will change the overheated investment in the LED lighting industry, which will inevitably promote industry integration and standard development. In Dongguan, where LED lighting companies are numerous, this sign is also very obvious. The LED lighting enterprises in Dongguan are changing their past impetuousness, and the development is gradually attributed to rationality.
Behind the growth rate of the company's performance
In 2013, Dongguan local LED companies clearly felt the enthusiasm and enthusiasm of the various towns and streets for LED lighting product transformation projects. According to statistics, the tender for street lamps and tunnel lights in Guangdong Province from January to March 2013 has reached 76,000 baht. Compared with 2012, the total amount of tenders in Guangdong Province is only 75,000 baht. It can be said that in 2013, the number of tenders for LED street lamps in Guangdong showed a sharp increase.
Guangdong is a pioneer in the promotion of LED lighting applications in China and has a clear demonstration role in China. According to the “Implementation Plan for Promoting the Use of LED Lighting Products†in Guangdong Province, the province has popularized LED public lighting for three years, and the Pearl River Delta region is striving to complete the project within two years. The renovation schedule for Dongguan is: By the end of 2013, LED street lights in secondary trunk roads, branch roads, and residential areas have been illuminated at 100%, and landscape lighting and public indoor lighting use more than 90% of LED lighting products.
Coincidentally, in 2013, the industry was considered to be a landmark year for the LED lighting industry. LED lighting products technology has entered a mature stage, and the quality problems that have been criticized in previous years have become less and less controversial. At the same time, the production cost of LED lighting products has been basically the same as that of traditional lighting products, and the market demand has expanded dramatically.
Entering 2013, the comprehensive benefits of the policy and the inevitable development of the market have made Dongguan's local LED companies clearly feel the enthusiasm and enthusiasm of the various towns and streets for LED lighting product transformation projects.
Last year, Guangdong Rongwen Energy Technology Group Co., Ltd. won the bid for the Guancheng Street Light Reconstruction Project, which was responsible for the renovation of more than 10,000 street lamps in Guancheng.
"Although the statistics have not yet come out, according to the information in our industry, the amount of tenders in Dongguan will soon exceed that of Yunfu, and it will rise to the first place." Li Yiqiang, chairman of Rongwen Group, said.
Mature technology makes the price performance start to appear
In 2010, many small and medium-sized enterprises flocked to the production R&D and export of LED chips. At that time, Li Yiqiang was cautious about the LED trend at that time. Therefore, Rongwen Group mentioned the compatibility of sodium lamp and LED technology when pushing the intelligent management system of the Internet of Things street lamp.
Obviously, the compatibility of technology also reflects the industry's wait-and-see attitude toward LED flash. This attitude has slowly changed over the past year. Taking Li Yiqiang as an example, compared with the previous doubts about LED lighting, last year Rongwen Group felt keenly that the policy changes were based on the “Promotion of the Use of LED Lighting Products Implementation Plan†issued by Guangdong Province. By the end of 2013, Dongguan’s secondary roads and branches The street lamp lighting rate of roads and residential areas is 100%.
“The government has taken out resources in the public sector and expanded the market demand for LED products.†Li Yiqiang said, “I think it’s time, the application of LED lighting is correct, and the company must keep up with the pace of the government. Since last year, Rongwen Group has clearly adjusted its strategic positioning, combining Internet of Things technology with LED street lights.
There is also a view that policy tonics are, after all, short- and medium-term regulation. From the trend point of view, is the LED lighting industry catching up with the accidental period of policy or the inevitable period of market outbreak, is it a new round of impetuous or rational return?
In the interview, the reporter found that the maturity of LED lighting technology has gradually become the industry consensus. This turning point is also starting from this year, LED lighting enters the mature stage of technology, and the price/performance ratio begins to manifest.
Li Yiqiang said that in the past few years, many experts have stood up to question the quality of LED lighting products, but this year they rarely hear the controversy. "The maturity of technology has caused the price of LED lighting products to fall. The current production cost is basically the same as that of traditional sodium lamps, and the market demand is expanding."
For the LED development strategy of Guangdong a few years ago, the industry's evaluation is inseparable from "radical" and "act too fast." Some people even think that the introduction of products under the premature technical conditions and unprepared conditions has also caused some companies to bear the controversy over the quality of products.
"If I do it in 2008, it will be very miserable. I may not see Rongwen in Songshan Lake now." Li Yiqiang said bluntly that at present, Li Yiqiang has established cooperative relations with several towns and streets, and plans to renovate this year. About 100,000 street lamps, with a total investment of about 300 million yuan. With the strictness of the country's bidding regulations, Li Yiqiang also won the bid for projects in Foshan, Guangzhou, Zhongshan and other places, and even opened the Zhejiang market.
Judging from the news released by Qinshang Optoelectronics official website, the first quarter of 2013 still continued to grow at a relatively high rate, and the new orders were far better than last year.
The market is full of positive bubbles still exist
In 2013, LED not only entered the mature stage of technology, but also the emergence of the EMC model, which forced enterprises to turn off the quality of good products. The LED price/performance ratio was less and less controversial, and the confidence of consumers was restored. In the face of the overall benefits of the current policy, companies have seen business opportunities again.
Dongguan Keleide Optoelectronics Technology Co., Ltd., located in Liaobu Town, has expanded its production capacity from the end of last year, and its production capacity will be doubled. The relevant person in charge of Kelei said that from the comprehensive judgment of policy, market and technology, the LED industry will be the “outbreak year†this year, and this round of expansion is to deal with the next large number of orders. Kelei is expected to complete an order of 120,000 baht in the country this year, and is expected to achieve an output value of 180 million yuan.
This year's expansion of production and preparation of LED companies is not limited to Ke Lei. According to the information disclosed by the industry, in April, some LED renovation projects in various towns and streets in Dongguan have completed the bidding. In May, large-scale bidding work will be started in each town and street, and the peak season will be ushered in June and July.
Faced with the explosive growth of the LED market, the capital market is still very optimistic about the industry's prospects.
A center researcher said that a series of plans and programs at the national and provincial levels have standardized the development of LED lighting as never before. "It can be said that there has never been such strong support."
He said that compared with previous years, the LED lighting market prospects will be much better this year and beyond, and Dongguan actively responds to the call of national and provincial departments to promote the local LED industry according to local conditions and relevant supporting preferential policies. Expanded, the market has broad prospects.
At present, the application of LED lighting products mainly pushes outdoor street lights. Dongguan has given sufficient funds in the form of government demonstration projects to promote the application of LED lighting products, which is very beneficial to the sustainable development of the entire industry and the industrialization of LED lighting.
A person in charge of a securities said that the entire LED industry, from now to the next five years, the market is good.
The person in charge analyzed that for the LED lighting market, there is a policy warmth, which is the sweet period of development. Secondly, LED has been developed for so many years, the company's channels have been established, and the marketing model has improved. After the good companies that have been left behind by the big waves in the past few years, especially the listed companies, they have great benefits for their scale operation and marketing.
From this point of view, the capital market is very optimistic about the LED lighting industry. However, is there a bubble behind the prosperous policies?
An unnamed industry insider said that the LED lighting industry has been rushing too fast in the past few years. During the period when technology was still immature, many companies launched products in one fell swoop, but later, consumers found that these products did not The advertisement says so well.
"Once the shortcomings of the product are exposed, not only will a company lose confidence in the entire industry, so the inevitable emergence of corporate closures in the past few years."
In 2013, LED not only entered the mature stage of technology, but also the emergence of the EMC model, which forced enterprises to turn off the quality of good products. The LED price/performance ratio was less and less controversial, and the confidence of consumers was restored. In the face of the overall benefits of the current policy, companies have seen business opportunities again.
"Everyone thinks LED is making money. Although there is still overheated investment, it is much better than before. The problem now is that there are too many LED companies, and there are many low-end companies," the source said.
"The whole of China is in this state, Guangdong is particularly powerful. The situation in Dongguan and Shenzhen is also very serious. Now the industry is very chaotic, the government has no idea how to guide. However, this industry really needs the government to guide, it will be better. The direction of development." 
Recently, the renovation project of LED street lamps in Dongguan was completed one after another. This kind of street lights will be especially bright at the peak of traffic flow, and will be darkened in the low peak stage. It will automatically light up in heavy rain and fog days. The citizens are already in some The road section deeply felt the changes brought by these LED street lights to Dongguan.