[Source: "High-tech new industry" November issue reporter / Luo Gemei] October should be a month to inspire LED lighting companies.
Since October 1, the country has begun to ban the import and sale of ordinary lighting incandescent lamps of 100 watts and above. In the short month from the end of September to mid-October, Qinshang Optoelectronics (002638. SZ), Sunlight (600261.SH), Zhouming Technology (300232.SZ), Guoxing Optoelectronics (002449. SZ), Shida Nearly ten listed companies such as (002137.SZ), Feile Audio (600651.SH) and Foshan Lighting (000541.SZ) successively announced the details of the bidding promotion project for semiconductor lighting products in 2012/2013.
According to statistics from the High-tech LED Industry Research Institute, the number of successful bidders was 39, and the total number of LED lighting products won was 8.73 million. Among them, the number of indoor lighting reached 7.85 million, accounting for nearly 90% of the total promotion, and the number of outdoor lighting products was only 880,000. According to the published quantity and price of the winning bidders, the “New Industry†will provide nearly 2 billion yuan in sales revenue for domestic lighting manufacturers.
“For lighting companies, the brand promotion and demonstration significance is far greater than the actual economic benefits brought by the winning products.†Sun Yong, general manager of Sunlight Lighting, told “New Industry†that the LED lighting promotion project has been implemented for two or three years. Compared with the energy-saving lamp promotion project, the number is still reduced, but the promotion difficulty is increased. Because the price of LED lighting products is much higher than energy-saving lamps.
"The successful bidding product is like a stepping stone. In addition to the sales of the winning bidding products itself, it will also promote the popularization of LED products in the market, and thus drive the growth of the entire LED lighting market." Fei Le Audio Subsidiary Shanghai Yaming Lighting Co., Ltd. Public Relations Department Director Zhu Hua said.
Short-term performance However, based on the generally low bid price of the winning bidders, it is estimated that the short-term economic benefits for the winning bidders are not large.
"New Industry" has calculated an account. The price of LED outdoor lighting products in this winning product is 10-13 yuan per watt, and the price of LED indoor lighting products is 6-8 yuan per watt. The average outdoor LED lighting power is 101 watts, that is, the price of each LED outdoor lighting product is about 1010 yuan to 1313 yuan. The total sales of LED outdoor lighting is about 900 million yuan to 1.2 billion yuan. The same method can basically calculate the sales of LED indoor lighting is about 600 million yuan to 800 million yuan. In other words, the sales of the winning LED lighting products are about 1.5 billion yuan to 2 billion yuan.
If the above sales are equally divided among the 39 winning bidders, they will only bring 50 million yuan in sales for each family.
"From the perspective of quotation, the price of the winning product is flat or slightly lower than the price of the conventional product, so the actual economic benefits are not large." Guan Yong said that the winning product has corresponding technical guidance requirements, which also leads to product cost. Increase. For the winning bidders, everyone is more concerned about the potential market for LED lighting in the future.
The person in charge of TCL Lighting also said that due to the small profit margin, the direct economic benefits that can be brought to the winning bidders are limited, but they can be included in the winning bid, which will also add some chips to the company's future development. Because in many LED lighting project bidding, the other party will clearly require enterprises to have the qualifications for national procurement of energy saving and emission reduction.
Yang Tao, director of the project of Dehao Runda, predicts that the winning bidder will drive sales of about 100 million yuan for Dehao Runda from 2012 to 2013.
"From the immediate benefits, the winning products can't bring much economic benefits to the company, or even make money." Zhu Hua said that the short-listed manufacturers' quotations are relatively more rational and the prices of the winning products are not too high. Or too low to an incredible price vicious competition.
Different from the above-mentioned enterprises, Liu Yongming, sales manager of Zhounan Technology South China, believes that the winning products will directly bring growth to the company's sales performance. It is reported that Zhouming Technology has received several large projects, mainly government procurement.
"The government's promotion is only an external force. The winning bid only gives the company a good promotion opportunity. How to grasp the opportunity and develop a market that truly belongs to it by its own strength is the company that must be carefully considered." Liu Yongming said.
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