[Text / Gaogong LED Yue Mengdi] On September 11th, the G20-LED Lighting Summit hosted by Gaogong LED and Guoxing Optoelectronics (002449.SZ) held the 2015 CEO closed-door meeting held at Guoxing Optoelectronics. The top leaders of G20 member companies, including Mulinsen (002745.SZ), Sunlight (600261.SH), Lianchuang Optoelectronics (600363.SH), and Guangyu Lighting, discussed the new industrial structure in the form of closed-door round tables. supply chain finance".
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meeting venue
At the meeting, the leaders of various companies also expressed their views on the current market while briefing on their own situation. G20 member companies cover the upper, middle and lower reaches of the industry chain. Although their respective businesses are different, the views on the market are strikingly consistent: this year the market is not as expected, but the future is still expected.
"As far as we are concerned, by the end of the year, we will find that there will be some gaps with the assumptions at the beginning of the year," said Dr. Zhang Xiaofei, Chairman of Gaogong LED.
LEDs have experienced rapid development in recent years, and the decline in prices has made all the industry people stunned. Lin Jiyao, general manager of Mulinsen LED Lighting Division, is quite helpless: "(Our) lighting industry has seen a rapid increase in shipments this year, but the profit has not increased." Mulinsen as the world's top ten LED companies, there is still no increase The confusion of increasing income is even more obvious for other companies.
“When you do it, you will find that there are fewer and fewer supply chain companies, and then fewer and fewer peers are found, and customers are also.†Gong Wen, general manager of Jingtai, proposed that “the number of participants is decreasing.†See, the number of participants is small, is the industry scale shrinking? But Dr. Zhang Xiaofei believes that this shows that the LED industry is constantly maturing.
In fact, the size of the industry and the size of the market are not necessarily proportional to the number of participants. The popularity of automation and the exit of small businesses have provided more space for other companies that have been in stock. “From our point of view, the demand for bulbs is much larger than last year,†said Zhang Jiliu, general manager of Hangzhou Zhongzhong. Compared with the previous purchase of automated production lines in one line, some companies are now 2. 3, even 4, 5 automated production line requirements.
Group photo of G20-LED Lighting Summit members
The development of the LED industry to the present, from the industry's people looking forward to the first year of lighting, and now to say "to do LED is very hard." Many people are a bit tangled, a little hesitant, LED is doing or not?
Xu Fugui, chairman of Guangyu Lighting, is very determined. In the past few years, Guangyu Lighting, which has almost no LED indoor lighting business, has developed the idea of ​​entering indoor lighting. Hongli Optoelectronics (300219.SZ) continues to carry out outreach acquisitions, all of which are to strengthen the LED industry and lay out LED+. Lianchuang Optoelectronics business is quite a lot, and the Internet + in the second half of the year is also actively deployed. Ding Hua, general manager of Moso Power's LED business group, also affirmed that the company's LED industry will not change. Sunshine lighting LED business has exceeded 66%, and this year has been through the grounding gas activities to revitalize dealers, and vigorously develop LED......
G20 member companies are the leading companies in the LED industry, and their attitudes and decisions will largely affect the overall direction of the industry. More exciting content of the G20-LED Lighting Summit will be reported by Gaogong LED.
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