At present, Shenzhen, Foshan, Zhongshan and other places have seen the closure of LED small businesses. The industry believes that most of these small enterprises die from overcapacity. Dongguan is a major industry in the LED industry. It is in the forefront of the LED application. The survival of LED companies is affecting people.
To this end, after visiting a large number of enterprises, this reporter tried to use a LED enterprise in Dongguan as a specimen to conduct a comprehensive and in-depth analysis, to see the leopard in the tube, to see the micro-knowledge, and to restore the current real development of the LED industry in Dongguan.
Zhao Ling is the deputy general manager and economist of Dongguan Keleide Digital Optoelectronics Technology Co., Ltd. (hereinafter referred to as Keleide). Recently, the company has newly established a foreign trade department. She needs to fly to Mexico, Saudi Arabia and the United Arab Emirates to negotiate orders. Matters.
"The domestic market can't do it, and can only resort to export." The savvy and calm Zhao Ling said faintly that the company is now rushing to export, trying to gain a place in the overseas LED market with strong energy conservation and environmental protection concept and mature market.
From the demonstration projects that have been promoted by the state, the provinces and cities, to the EMC model of testing, and now to the expansion of overseas markets, Ke Lei's breakthrough road map can glimpse into the subtle changes of the LED industry in Dongguan.
After a bank guarantee
On November 10 this year, Dongguan Songshan Lake Park, which is known as “China's Most Beautiful High-tech Zoneâ€, is still green. In the No.1 Building of Songshan Lake Innovation and Technology Park, surrounded by green trees, Zhao Ling talks with reporters.
This company with the background of Tsinghua Industrial Research Institute is known as the “strength faction†of Dongguan LED industry: strong technology and talented people. Ke Lei has a very low-key, and the only thing that has made the outside world a little bit impressed is that the LED lamps it produced have entered the Forbidden City, except for rarely appearing in the media.
However, one recent incident has made Ke Lei unable to calm down. After successfully winning the LED lighting project of Shenzhen Huanan International Industrial Materials City, Shenzhen Huanan City asked Kelei to issue a bank guarantee of 1 million yuan (a kind of guarantee certificate).
"The other party asked us to open a bank guarantee, indicating that we are not confident enough." In Zhao Ling's view, the demanding requirements of the other party are related to the current living conditions of LEDs in the Pearl River Delta.
Since the second half of this year, Foshan, Shenzhen, Zhongshan and other places have seen the collapse of LED small businesses. Some bosses have run, and LED companies in the Pearl River Delta have entered the winter overnight.
“The most fundamental reason is the funding problem.†Zhao Ling said that although public opinion is now focusing on “overcapacityâ€, the most direct performance is the break of the capital chain, and the lengthened payment cycle has greatly increased the financial risk of LED companies.
Zhao Ling said that compared with other industries, LED payment cycle is long, liquidity relies more on state subsidies, and small enterprises can not get state subsidies, can only rely on long and fragile payment cycle, capital chain break is inevitable .
In fact, the issue of funding is not a patent for small businesses. In the case of state subsidies as the main driving force, LED companies generally face the difficult situation of “lack of moneyâ€.
EMC mode looks beautiful
Market and capital are an open problem in the LED industry, especially when LEDs start.
In addition to state subsidies, in recent years, the domestically introduced EMC (contract energy management model) developed by Western developed countries has been introduced, and it is expected that this new model will solve the financing shortcomings of enterprises.
The main mode of operation of the EMC model is that LED lighting companies first provide a batch of LED products to users free of charge. After using the products, users will return the energy-saving benefits generated within a certain period of time. When the return reaches a certain period, the user will eventually own the LED product.
However, this model that once brought bright prospects to LED lighting companies has encountered the embarrassing situation of "satisfaction." According to public reports, the success rate of using LED to promote LED lighting in Guangdong is less than 10%.
"The most critical issue is financing." Zhao Ling said that EMC is theoretically invulnerable, but in fact it has lengthened the capital rotation cycle of LED lighting companies, EMC mode is not welcomed by enterprises.
In the first half of this year, Ke Lei won the bid for an LED project in Shangqiu, Henan. The EMC model was adopted. Ke Lei had to propose a repayment period of 5 years and 2 months, but the other party requested 8 years.
To this end, after visiting a large number of enterprises, this reporter tried to use a LED enterprise in Dongguan as a specimen to conduct a comprehensive and in-depth analysis, to see the leopard in the tube, to see the micro-knowledge, and to restore the current real development of the LED industry in Dongguan.
Zhao Ling is the deputy general manager and economist of Dongguan Keleide Digital Optoelectronics Technology Co., Ltd. (hereinafter referred to as Keleide). Recently, the company has newly established a foreign trade department. She needs to fly to Mexico, Saudi Arabia and the United Arab Emirates to negotiate orders. Matters.
"The domestic market can't do it, and can only resort to export." The savvy and calm Zhao Ling said faintly that the company is now rushing to export, trying to gain a place in the overseas LED market with strong energy conservation and environmental protection concept and mature market.
From the demonstration projects that have been promoted by the state, the provinces and cities, to the EMC model of testing, and now to the expansion of overseas markets, Ke Lei's breakthrough road map can glimpse into the subtle changes of the LED industry in Dongguan.
After a bank guarantee
On November 10 this year, Dongguan Songshan Lake Park, which is known as “China's Most Beautiful High-tech Zoneâ€, is still green. In the No.1 Building of Songshan Lake Innovation and Technology Park, surrounded by green trees, Zhao Ling talks with reporters.
This company with the background of Tsinghua Industrial Research Institute is known as the “strength faction†of Dongguan LED industry: strong technology and talented people. Ke Lei has a very low-key, and the only thing that has made the outside world a little bit impressed is that the LED lamps it produced have entered the Forbidden City, except for rarely appearing in the media.
However, one recent incident has made Ke Lei unable to calm down. After successfully winning the LED lighting project of Shenzhen Huanan International Industrial Materials City, Shenzhen Huanan City asked Kelei to issue a bank guarantee of 1 million yuan (a kind of guarantee certificate).
"The other party asked us to open a bank guarantee, indicating that we are not confident enough." In Zhao Ling's view, the demanding requirements of the other party are related to the current living conditions of LEDs in the Pearl River Delta.
Since the second half of this year, Foshan, Shenzhen, Zhongshan and other places have seen the collapse of LED small businesses. Some bosses have run, and LED companies in the Pearl River Delta have entered the winter overnight.
“The most fundamental reason is the funding problem.†Zhao Ling said that although public opinion is now focusing on “overcapacityâ€, the most direct performance is the break of the capital chain, and the lengthened payment cycle has greatly increased the financial risk of LED companies.
Zhao Ling said that compared with other industries, LED payment cycle is long, liquidity relies more on state subsidies, and small enterprises can not get state subsidies, can only rely on long and fragile payment cycle, capital chain break is inevitable .
In fact, the issue of funding is not a patent for small businesses. In the case of state subsidies as the main driving force, LED companies generally face the difficult situation of “lack of moneyâ€.
EMC mode looks beautiful
Market and capital are an open problem in the LED industry, especially when LEDs start.
In addition to state subsidies, in recent years, the domestically introduced EMC (contract energy management model) developed by Western developed countries has been introduced, and it is expected that this new model will solve the financing shortcomings of enterprises.
The main mode of operation of the EMC model is that LED lighting companies first provide a batch of LED products to users free of charge. After using the products, users will return the energy-saving benefits generated within a certain period of time. When the return reaches a certain period, the user will eventually own the LED product.
However, this model that once brought bright prospects to LED lighting companies has encountered the embarrassing situation of "satisfaction." According to public reports, the success rate of using LED to promote LED lighting in Guangdong is less than 10%.
"The most critical issue is financing." Zhao Ling said that EMC is theoretically invulnerable, but in fact it has lengthened the capital rotation cycle of LED lighting companies, EMC mode is not welcomed by enterprises.
In the first half of this year, Ke Lei won the bid for an LED project in Shangqiu, Henan. The EMC model was adopted. Ke Lei had to propose a repayment period of 5 years and 2 months, but the other party requested 8 years.
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