"The same is an important LED manufacturer in Guangdong Province. The two listed companies are currently in a state of stalemate, and they are very fierce in the bidding process." A LED industry official in Guangdong Province reported. The two companies he refers to are Dongguan Qinshang Optoelectronics and Guangdong Dehao Runda. The triggering of the fierce battle is the Guangdong LED lighting new policy introduced in May this year.
A few days ago, Dehao Runda Securities revealed to reporters that "this policy leaves a large market space for LED manufacturers, and we certainly hope to obtain larger orders in the middle."
"Lighting cake" nearly 5 billion
On May 28th, the Guangdong Provincial Government held the “Working Conference on Promoting the Application of LED Lighting Products in Guangdong Province†to determine the implementation of the “Guangdong Three-year Popularization of LED Public Lighting†work program.
According to the requirements of the Guangdong Provincial Government, in the field of lighting engineering, such as public roads, public places, government agencies, state-owned enterprises and institutions, or other state-owned capital investment, the new lighting projects will adopt LED products, and the original non-LED lighting products are used. The transformation was completed before the end of 2014. Among them, the Pearl River Delta region is striving to complete the project before the end of next year.
According to the policy, this time Guangdong Province has fully popularized LED lighting in public places, and the total investment of 2 million LED street lamp renovation projects is 4.89 billion yuan. After the transformation, the annual electricity and lighting replacement costs will reach 1.5 billion yuan. Guangdong Province plans to extract 0.3 points/kWh from the city's urban construction surcharge of 1.4 points/kWh levied with electricity tariffs, which is used for the basic investment of LED lamps.
According to the person of Qinshang Optoelectronics Securities Department, at present, the total standard of Guangdong Qingyuan District is about 160,000, 46,000, which is the first batch. In addition, similar projects are also found in Foshan, Xiangjiang, Zhuhai and Yunfu.
Dehao, diligently competing for orders
"For this 'big cake', lighting companies are excited, of course, excellent companies can grab more shares. "Guangdong province LED industry pointed out.
The two listed companies seem to have their own advantages.
Dehao Runda Securities Department reminded reporters that the number and share of national LED lighting subsidies have been confirmed. The company has won 10 models before, and is one of the companies with the most successful bidding signals.
It is not difficult to see from the announcement of Dehao Runda on October 11 that the company's low-power downlights, spotlights and high-power streetlights are priced below the average bid price. Regarding the current tender situation of the New Deal in Guangdong Province, the Securities Department revealed that “the company has conducted intensive bidding work.â€
Li Xuliang, chairman of Qinshang Optoelectronics, revealed that the first single outdoor bid is Qingyuan, involving 46,000 baht, and a total of 160,000 to 200,000 ç› LED lights. There is also a tender afterwards, and it is about to be marked.
The reporter was informed that the follow-up target was as high as 2 billion yuan, mainly for outdoor use. The above-mentioned Guangdong LED industry sources revealed that "after that, there are new rural outdoor lighting in Guangdong."
Everything to reduce costs
The reporter found that after the National Day of Qinguang, the company was very high-profile, and the announcement of continuous winning bid showed that the LED policy of Guangdong Province had officially entered the stage of the fourth quarter. And Dehao Runda is relatively low-key, the securities department said, "not all orders and winning bids must be announced."
Qin Xu Optoelectronics Li Xuliang stressed that in the competition, the cost advantage is very important. "Now the price of the lamp is declining, which is also conducive to the government's advancement. More than a year ago, our 5W bulb was close to more than 100 yuan, now more than 20 pieces; before we did tunnel lights from 5,000 yuan to 6,000 yuan, now we won the bid for the reform and reform committee The subsidized street lamp is the cheapest 900 yuan. Qingyuan's street lamp is about 2,000 yuan. Our cost is relatively low, as long as we are willing to cut prices."
“In order to grab cakes and reduce costs, many LED lighting companies have begun to turn to new business models.†The above-mentioned Guangdong LED people revealed that “some listed companies adopt factory incubator mode, and potential cooperative customers are strength companies in prefecture-level cities. After the latter pays a certain amount to the listed company, it can use the solution and core components of the listed company. In terms of profit, the listed company accounts for about 20% of the small head. This model does not occupy the funds of the listed company, which is beneficial to the company and The prefecture-level cities have the strength to cooperate quickly and share the local lighting market."
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
A few days ago, Dehao Runda Securities revealed to reporters that "this policy leaves a large market space for LED manufacturers, and we certainly hope to obtain larger orders in the middle."
"Lighting cake" nearly 5 billion
On May 28th, the Guangdong Provincial Government held the “Working Conference on Promoting the Application of LED Lighting Products in Guangdong Province†to determine the implementation of the “Guangdong Three-year Popularization of LED Public Lighting†work program.
According to the requirements of the Guangdong Provincial Government, in the field of lighting engineering, such as public roads, public places, government agencies, state-owned enterprises and institutions, or other state-owned capital investment, the new lighting projects will adopt LED products, and the original non-LED lighting products are used. The transformation was completed before the end of 2014. Among them, the Pearl River Delta region is striving to complete the project before the end of next year.
According to the policy, this time Guangdong Province has fully popularized LED lighting in public places, and the total investment of 2 million LED street lamp renovation projects is 4.89 billion yuan. After the transformation, the annual electricity and lighting replacement costs will reach 1.5 billion yuan. Guangdong Province plans to extract 0.3 points/kWh from the city's urban construction surcharge of 1.4 points/kWh levied with electricity tariffs, which is used for the basic investment of LED lamps.
According to the person of Qinshang Optoelectronics Securities Department, at present, the total standard of Guangdong Qingyuan District is about 160,000, 46,000, which is the first batch. In addition, similar projects are also found in Foshan, Xiangjiang, Zhuhai and Yunfu.
Dehao, diligently competing for orders
"For this 'big cake', lighting companies are excited, of course, excellent companies can grab more shares. "Guangdong province LED industry pointed out.
The two listed companies seem to have their own advantages.
Dehao Runda Securities Department reminded reporters that the number and share of national LED lighting subsidies have been confirmed. The company has won 10 models before, and is one of the companies with the most successful bidding signals.
It is not difficult to see from the announcement of Dehao Runda on October 11 that the company's low-power downlights, spotlights and high-power streetlights are priced below the average bid price. Regarding the current tender situation of the New Deal in Guangdong Province, the Securities Department revealed that “the company has conducted intensive bidding work.â€
Li Xuliang, chairman of Qinshang Optoelectronics, revealed that the first single outdoor bid is Qingyuan, involving 46,000 baht, and a total of 160,000 to 200,000 ç› LED lights. There is also a tender afterwards, and it is about to be marked.
The reporter was informed that the follow-up target was as high as 2 billion yuan, mainly for outdoor use. The above-mentioned Guangdong LED industry sources revealed that "after that, there are new rural outdoor lighting in Guangdong."
Everything to reduce costs
The reporter found that after the National Day of Qinguang, the company was very high-profile, and the announcement of continuous winning bid showed that the LED policy of Guangdong Province had officially entered the stage of the fourth quarter. And Dehao Runda is relatively low-key, the securities department said, "not all orders and winning bids must be announced."
Qin Xu Optoelectronics Li Xuliang stressed that in the competition, the cost advantage is very important. "Now the price of the lamp is declining, which is also conducive to the government's advancement. More than a year ago, our 5W bulb was close to more than 100 yuan, now more than 20 pieces; before we did tunnel lights from 5,000 yuan to 6,000 yuan, now we won the bid for the reform and reform committee The subsidized street lamp is the cheapest 900 yuan. Qingyuan's street lamp is about 2,000 yuan. Our cost is relatively low, as long as we are willing to cut prices."
“In order to grab cakes and reduce costs, many LED lighting companies have begun to turn to new business models.†The above-mentioned Guangdong LED people revealed that “some listed companies adopt factory incubator mode, and potential cooperative customers are strength companies in prefecture-level cities. After the latter pays a certain amount to the listed company, it can use the solution and core components of the listed company. In terms of profit, the listed company accounts for about 20% of the small head. This model does not occupy the funds of the listed company, which is beneficial to the company and The prefecture-level cities have the strength to cooperate quickly and share the local lighting market."
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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