LED industry meets winter: the famous "ten Li Street lights"-empty-LED-IT information
How professional is in the Pearl River Delta towns, product market shares accounted for half of the country, is the industry leader in the world. But bottlenecks, business failures boss to run. Today, we launched the ten episodes, the reports from the innovation of the rural tale of encirclement, exploring how these towns upgrade. Aired the first episode today, attention to guzhen town, Zhongshan, Guangdong Province, is the famous lamp production base here. 2015 has been as a gold LED industrial development phase of the first year, increasing demand for LED lighting on the market on the one hand, but on the other hand companies are experiencing unprecedented winter, what reason?
Guzhen town, Zhongshan city, Guangdong Province, claiming to be the national "lighting" of lighting products in national market share 70%. However, journalists in the town town to see Gang Dong from Archway to Jiangmen, guomao Hotel Wenzhou Street, light Street in the town is the famous ten, has gathered hundreds of lighting fixtures retail shops, but now the streets are empty, very depressed.
LED lighting operator Yang Wei: I rented last year, previously wanted to come not to rent to, come here only to find 8000 a month last year, about 4000 less than before, we are losing, to 150,000 to keep the store not to lose, now less than 100,000.
Mr WONG's portrayal of the ups and downs of experience LED industry. In 2013, he LED the industry, was originally thinking, increasing demand for LED lighting, replace traditional light sources and lighting products, must have been a good opportunity, but didn't expect it after two years, he had to close his window, turned the tire business.
Original LED lighting operator Huang Chaowen: 2013 is very well done, (profit) 20%, 2015 only 7%, lost 70 to around 800,000 for two years, I have just sent a batch of goods, set early last year, has just sent out, only 500 deposit, you say it is hard to do.
It turns out that because of the low technical threshold, Enterprise LED to the influx of the industry, blind expansion, market competition is too fierce, product gross margins fell sharply at each end of the industry chain . LED key listed enterprises from 28 home sales in 2010 net interest rate can be maintained at around 18%, but net interest rate has dropped to 10.23% in 2015, yearly profit margins and diluted.?
Original LED lighting operator Huang Chaowen: in the beginning is good, so scrambled up, and now the economic downturn is hard pressed by price, can do it, a lot of family workshops, you can make those lights when you compare the thousands of assembled lights out can do business.
Even large listed companies could not escape the profits of doom, mulinsen 2015, revenue 3.882 billion yuan, down 3%; total profit of 301 million Yuan, down 41.79%. Lehman shares in 2015, revenue of 381 million Yuan, down 5.99%, belonging to the shareholders of listed companies ' net profits of 20 million Yuan, down 21.64%.
Mulinsen Marketing Director Sun Shaofeng: in the case of business last year, has an exaggerated joke, said selling tea money than selling lamps, as in tea to drink everyone's all right.
Statistics showed that first half of 2015 national cumulative number of loss-making companies 579 LED lighting industry, loss of 22.18%, loss of surface compared with expansion of 2.57%. Small business has been mergers and acquisitions, low-tech enterprises were eliminated. Engineering production and research LED the Institute of statistics showed that around 2015, LED domestic mergers and acquisitions amounted to 42 billion yuan, an increase of 600%, but by 2014, compared to 6 billion yuan.
LED产业遇寒冬：著名“十里灯街”人去楼空 - LED - IT资讯
在珠三角有多专业村镇，产品的市场份额占全国半壁江山，甚至是全世界同行业的佼佼者。但是目前遇到瓶颈，企业倒闭老板跑路。从今天起，我们推出十集节目《来自创新一线的报道》之《村镇突围记》，探寻这些村镇如何转型升级。今天播出第一集，关注广东中山的古镇，这里是全国著名的灯具生产基地。2015年曾被看作是LED产业发展黄金阶段的第一年，一方面市场上LED照明需求量不断增加，但另一方面企业却经历前所未有的寒冬，到底是什么原因？
广东省中山市古镇镇号称是全国“灯饰之都”，灯饰产品占全国市场份额的70%。可是记者在古镇镇看到，从岗东牌坊往江门一段、以及国贸酒店往温州街一段，原本是古镇闻名中外的十里灯街，曾经聚集着上百家照明灯具的门市商铺，但如今街道却是人去楼空、非常萧条。
LED照明灯具经营者杨微：我是去年才过来租的，以前想过来租都租不到，去年过来这边才发现8000块一个月，比之前少了4000左右，我们也是亏啊，要15万才能保持门市不亏，现在才10万不到。
黄先生的经历是LED产业起伏变化的写照。2013年他投入LED这个产业，当时原本想着，LED照明需求量会不断增加，大量取代传统光源及照明应用产品，肯定是个不错的商机，可是没料到才过了两年，他却不得不关闭了他的门面，转行做轮胎生意。
原LED照明灯具经营者黄朝文：2013年是很好做的，(利润)20%左右，2015年只剩7%，做了两年亏损了70到80万左右，我刚刚才送了一批货，去年年初订的，刚刚才送出去，才给500块订金，你说难不难做。
原来，由于技术门槛不高，企业大量涌入到LED这个产业中，盲目扩产，导致市场竞争过于剧烈，产业链各端产品毛利率均大幅下滑。从28家LED重点上市企业来看，2010年销售净利率还能维持在18%左右，但2015年净利率已经降到10.23%，利润空间逐年被摊薄。?
原LED照明灯具经营者黄朝文：一开始是好做的，所以一窝蜂上去，现在经济下行是拼命压着价钱，能做就做，现在很多家庭作坊，都可以做出来那些灯，只要拿几千块出来就可以做组装灯的生意。
即使是中大型的上市公司也难逃利润缩水的厄运，木林森2015年实现营业收入38.82亿元，同比下降3.00%；实现利润总额3.01亿元，同比下滑41.79%。雷曼股份2015年实现营业收入3.81亿元，同比下降5.99%，归属于上市公司股东的净利润0.20亿元，同比下降21.64%。
木林森股份有限公司市场总监孙少峰：在去年生意不好的情况下，有个夸张点的笑话，就说卖茶叶的比卖灯的还赚钱，因为大家都没事都在泡茶喝。
统计数据显示，2015年上半年全国LED照明行业累计亏损企业数579家，亏损面为22.18%，亏损面同比扩大2.57%。小企业逐步被并购，技术含量低的企业大量被淘汰出局。高工产研LED研究所统计数据更显示，2015年国内LED并购金额达到420亿元左右，同比增长600%，而2014年这一数字仅为60亿元。