LED enterprises are busy in transformation, is it persistence or cross-border?1

Overcapacity has become the key word of LED lighting industry. In the case of weak main business, LED lighting enterprises such as Changfang group and qinshang optoelectronics have been injecting educational assets into listed companies to develop dual main businesses; However, some enterprises said that they are optimistic about the prospects of the industry and stick to the main lighting industry. Overcapacity has become the key word of LED lighting industry. In the case of weak main business, LED lighting enterprises such as Changfang group and qinshang optoelectronics have been injecting educational assets into listed companies to develop dual main businesses; However, some enterprises said that they are optimistic about the prospects of the industry and stick to the main lighting industry. On December 23, NVC Lighting and the Cloud Computing Industry Technology Innovation and breeding center of the Chinese Academy of Sciences (Under said Chinese Academy of cloud computing center)A strategic cooperation conference was held in Huizhou. At the press conference, Hong Xiaosong, vice president of NVC Lighting, said in an interview that NVC believes that the future of the lighting industry is full of hope and confidence in the development of the industry is very firm. we will walk firmly along the lighting direction. At the same time, Hong Xiaosong said that NVC believes that the future development opportunities of the lighting industry lie in smart lighting and smart lighting. Although it started from commercial lighting, NVC Lighting has put smart city in a smart position. The price of smart home is very high. Even very wealthy families may not be able to bear it. Many lighting companies are talking about smart home strategy, but it seems that they have not made anything. this is related to the price paid by consumers. Smart business will be different, and the company has the ability to pay for this cost; Smart cities will bring more benefits. Some experts and NVC in the industry judge that the real smart life starts with big things. Du Yinghua, chief brand officer of NVC Lighting, said in an interview. Yuan Feng, deputy director of the cloud computing center of the Chinese Academy of Sciences, said at the meeting that the street lamps in each city are widely distributed and have electricity, which will be a good entrance to build a smart city. this is also the reason why the Chinese Academy of Sciences chose lighting enterprises to cooperate. In the view of Jessica Mo, CEO of Zhongke Zhicheng Software Co. , Ltd. , an incubator of the cloud computing center of the Chinese Academy of Sciences, there are many profit points in the transformation of street lamps in smart cities. Only the sense of integrated lamps is a market, which can be loaded with different terminals. each terminal is a profit point; In addition, the platform itself is also a profit space, such as advertising on the display screen; There are also subsequent data portals, including subsequent data services, which will have a large market. The market space is unlimited. There are about 200 thousand street lamps in cities like Beijing, Shanghai and Guangzhou. In terms of street lamps alone, the basic street lamps are 1000 to 2000 yuan each, and the market size of smart street lamps will be much larger than this. And if the smart city is built, its carrier will not only be street lamps, but also charging piles. There is still much room for imagination in the future. Hong Xiaosong said in an interview with reporters. Despite the full confidence and huge market, NVC Lighting has not yet landed any smart city projects. Du Yinghua told reporters that NVC Lighting is already talking about the project and participating in the government's bidding. It is expected that there will be project results in the middle of next year. In fact, after experiencing white-hot competition, many domestic listed companies engaged in lighting business are already undergoing transformation. For example, qinshang Optoelectronics, which has an advantage in the field of municipal lighting engineering, has formed a dual-business model of LED education after the successful acquisition of Longwen Education. Earlier, Hu Shaoan, the director of qinshang Optoelectronics, said in an interview with the 'Daily Economic News' reporter that the possibility of divestiture of LED assets from listed companies will not be ruled out in the future. Another listed company, Changfang lighting, was renamed Changfang group and is also transforming into the field of education. One of its recent actions is to announce in November this year that it plans to spend 0. 6 billion yuan to acquire 60 shares of Shenzhen Trey New Education Group Co. , Ltd. However, NVC Lighting has no intention of this kind of cross-border transformation. Du Yinghua said that he did not feel that the market was saturated. On the contrary, this was the situation that the enterprise was going to be polarized under the situation of market competition. There was a lot of room for the replacement of lighting supplies, and the replacement rate was less than 30. Hong Xiaosong said that it is not that we will not do lighting when we turn to the development of intelligence. It is actually in the upgrading of our lighting industry, from traditional lighting to smart lighting. providing users with smarter, better and healthier lighting is our development direction, not transformation. Hong Xiaosong further revealed to reporters that participating in the construction of smart cities with street lamps as the entrance is not to lay new street lamps, but to renovate the original street lamps. Related to our construction route, smart lighting adds functions to the existing street lamps, and realizes seamless upgrade by adding equipment to hardware and adding control to software.