LED industry integration will continue

Today, all walks of life are trying to e-commerce, as long as the word O2O seems to mean that the development of enterprises is fashionable. However, is every industry suitable for O2O? Recently, a group of domestic LED enterprises in a small industry development seminar in Guangzhou, the current LED Industry O2O model to reflect. Xue Qing, director of Foshan Lighting brand, bluntly said that O2O mode is not suitable for LED enterprises at this stage. Talking about innovation: low brand awareness is an obstacle to O2O. It is understood that the price of LED lighting has dropped by 60-60 in the past two years- 80, 3 w led bulb lamps are around 13 yuan, and the cost performance has been accepted by the market. Indoor lighting is becoming one of the major driving forces for the growth of China's LED application market. Statistics from Guangdong Guangya Lighting Research Institute show that the domestic LED application market last year exceeded 200 billion yuan, of which indoor lighting accounted for nearly; By 2015, the proportion will further increase to more than 40. With the increase of the market share of indoor lighting, since last year, major LED enterprises have started to spread their channels online for sales innovation. Among them, LED enterprises LED by NVC Lighting and op are more eager to open the e-commerce sales situation with O2O. Sunshine lighting revealed in its 2013 annual report that on 2014, the company will officially start the operation of e-commerce channels. However, the development of most LED enterprises at this stage is not suitable for blind O2O. Xue Qing believes that there are not many LED brand enterprises that can be spoken out by consumers now. Under this circumstance, many consumers even see suitable products in offline experience stores, it is also difficult to complete the steps of placing orders online, because they may not be able to identify the products they saw offline when facing a wide variety of goods on the Internet. Secondly, the enterprises that can build experience stores offline must be brand enterprises, but now most of their product lines are very narrow, which is not enough to meet the experience needs of consumers. Xue Qing said so. Talk about acquisition: last year was only a prelude to industry integration. There is no doubt that expanding production capacity and building brands are the things that LED companies need to accomplish. The change brought by this is that enterprises that have not had time to increase supply will purchase them; Some projects that were purchased last year will also land this year. Pan Wenbo, founder of Guangzhou International Lighting exhibition and president of Guangya Lighting Research Institute, believes that 2013 is only a prelude to industry integration, and 2014 is the real year of integration. The increase of listed companies and the demand for energy-saving transformation in the market are all catalysts for accelerating the integration of the industry. Before the Spring Festival, Tongfang shares announced that it plans to acquire the equity of zhenmingli 51 for 0. 7 billion yuan. This is similar to the merger of Dehao Runda and NVC Lighting. San'an Optoelectronics successfully completed a new round of additional issuance around the Spring Festival this year, with a financing of 3. 3 billion yuan. It is planned to double the current LED chip production capacity. Pan Wenbo believes that although the overall market size will continue to expand in the future, the competition will be extremely fierce and many companies will be eliminated. Judging from the dispersion of the industry, many enterprises in the minority field will become the priority targets for mergers and acquisitions, and these enterprises may find it difficult to become bigger and stronger independently. Therefore, the intensity of integration is yes, and it will have a decisive role in promoting the process of the industry from scattered to concentrated. The reporter also noticed that the IPO recently opened, which also facilitated the listing of LED companies. In the list of IPO declaration enterprise information recently released by the CSRC, the names of Abison and mulinsen are in the list. Pan Wenbo said that after the IPO is opened, there will be a large number of LED companies listed, and the industry's capital strength will become stronger and stronger, allowing industry integration to last for a long time. It is understood that the scale of the Guangzhou International Lighting exhibition this year has reached a new high, reaching 22. 50 thousand square meters, covering 22 exhibition halls. By the end of April 2014, the number of exhibitors had reached 2237, and the area of enterprises in the brand area had increased by 10. Talk about cooperation: each can get what they need through the form of equity participation. It is worth noting that the senior executives of LED enterprises present generally believe that this kind of integration is not necessarily a complete acquisition of competitors, instead, they can obtain the resources they need through participation and cooperation. Gu Yongde, chairman of maoshuo power, said that in order to reduce the production cost of LED enterprises, the company has invested in some robot automation projects and plans to invest in two robot automation enterprises in the future. In fact, the objective environment also requires LED enterprises to obtain greater profits through cooperation. For example, in the government procurement LED lighting project in 2013, a number of major projects for LED lighting energy-saving renovation were selected (EMC)Contract energy management mode. However, the problem is that EMC's return on investment in energy conservation takes a long time, usually 2 years-5 years. The first condition for adopting EMC mechanism is to advance funds. It can be imagined that once the projects increase, the amount of funds advanced will be very large. LED enterprises invest in one project and one project, and the capital chain is in serious shortage. Therefore, we take advantage of the advantages of maoshuo Power listed companies to help customers take projects and obtain EMC Income and Product income through cooperation with customers, at the same time help customers buy its products. Gu Yongde said so.