A preparation war for rushing to eat the 500 billion yuan LED lighting market in Guangdong has quietly started.
The implementation plan for the promotion of LED lighting products in Guangdong Province (hereinafter referred to as the “Programâ€), which was released at the end of May, indicates that Guangdong Province should popularize LED public lighting within three years. The output value of Guangdong LED industry will increase from 100 billion yuan in 2011 to 2015. 500 billion yuan in the year.
On July 19, Huizhou Zhouming Energy Saving Company, a subsidiary of Chau Ming Technology (300232.SZ), was renamed Guangdong Chau Ming Energy Saving Company with a registered capital of 30 million yuan.
On July 13, Lehman Optoelectronics (300162.SZ) announced that it plans to invest 30 million yuan to set up Shenzhen Lehman Energy Saving Company. On July 30, Shenzhen Lehman Energy Saving Company completed the industrial and commercial registration.
Prior to this, on July 2, Hongli Optoelectronics (300219.SZ) increased its capital of Guangzhou Zhongying Gongyuan Energy Saving Technology Co., Ltd. with 24 million yuan.
"The reason why Guangdong LED listed companies are so anxious to set up EMC energy-saving companies is mainly to go to Guangdong's 500 billion yuan LED lighting market." Gao Hong, an analyst at Gaogong LED Industry Research Institute, told the "New Industry" that the profit of EMC's operating model The space is large and even exceeds the profit of the product provider itself. If a company can provide both products and energy-saving services, it is naturally a better choice, and of course the company itself needs financial strength.
Luo Er, deputy general manager of Lehman Optoelectronics, also admitted to the "New Industry" that the establishment of the EMC energy-saving company is to attach importance to the Guangdong government's policy support and huge market space in LED.
Transformation opportunity
The so-called "contract energy management (EMC)" is a new model of the energy-saving service industry. That is, the professional energy-saving technology service company accepts the entrustment of the customer (energy-saving owner enterprise), signs the energy service contract with the customer, implements the energy-saving project with its own funds, and provides the one-stop service completion contract for the equipment, technology and capital necessary for the energy-saving improvement. Gain revenue by saving energy costs for customers.
The "Plan" released this time clearly pointed out that the adoption of the EMC model is encouraged, and the progress schedule for the promotion of LED lighting products in Guangdong Province is also very compact.
According to the "Proposal", Guangdong Province hopes to promote the LED lighting promotion in the field of non-public lighting by popularizing the comprehensive LED lighting social demonstration project such as LED lighting demonstration and indoor lighting in the public lighting field, and finally realize the promotion and application of LED lighting products in various fields of society. The cities and towns in Guangdong Province have formulated the overall goal and planned progress of promoting LED lighting around July 1. In July, the company began to bid for energy-saving service companies. In August, energy-saving companies will conduct procurement and installation according to the contract progress. By 2013, The Pearl River Delta region should take the lead in completing the construction and renovation of public lighting.
"This is a huge cake sent by Guangdong government to Guangdong LED manufacturers. LED manufacturers outside Guangdong Province may be difficult to get involved." Li Xuliang, chairman of Qinshang Optoelectronics, told the "New Industry" that due to the weak economy in the US and Europe, plus LED display market growth slowed down, many LED manufacturers' performance was not satisfactory. The LED lighting promotion program released in Guangdong Province will undoubtedly give Guangdong LED manufacturers a best market development opportunity, and also give some LED display manufacturers transformation LED lighting. The market provides opportunities. “The policy may also attract funds from outside Guangdong Province to develop the Guangdong LED industry.â€
(unfinished)
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