[Source: "High-tech LED Research Review" August issue Hu Yanling]
Recently, the new energy company carrying the new hope of Foshan Lighting (000541.SZ) LED business has been disbanded, and the continued infighting and turmoil have also greatly damaged the LED business of NVC Lighting (02222.HK). The two traditional lighting companies in China have been deeply worried about the LED lighting business in the LED business.
Sunshine Lighting (600261.SH) has made a satisfactory transcript in the first half of this year with stable development ideas, which also gives everyone confidence in the transformation of traditional lighting.
According to Sunshine Lighting's 2012 semi-annual report, Sunshine Lighting received revenue of 1.195 billion yuan from January to June 2012, a year-on-year increase of 12.6%. The net profit attributable to shareholders of the parent company was 88.36 million yuan, a year-on-year increase of 21.6%. Among them, the revenue of LED lamps and related lamps exceeded 90 million yuan, which has exceeded the revenue of the whole year and achieved rapid growth.
"The development speed of the LED industry is much faster than expected." Guan Yong, general manager of Sunshine Lighting, said that in 2011, the company's LED lighting manufacturing capacity per month was 400,000. By March of this year, the number had climbed to 1.4 million. .
50% LED after 5 years
LED opportunities are coming. According to relevant data from Zhejiang Province, in the first six months of 2012, the export growth of traditional energy-saving lamp lighting in Zhejiang Province was only 1%. Before last year, the annual export growth of the traditional energy-saving lamp lighting industry in Zhejiang Province reached 13%. -14%.
"Changes in the energy-saving lamp market will inevitably stimulate the growth of the LED industry." Guan Yong said that the traditional lighting market is closely watching the changes in the LED market, increasing investment and avoiding missed market opportunities. "This year, the company's LED sales target is that its sales revenue accounts for more than 10% of the company's total revenue." Sunshine lighting at home and abroad is known as "OEM energy-saving lamp production and export", with the intention of making LED one of the development priorities of the domestic market. .
The development of LED is not uncomfortable. In 2010, the LED lighting business accounted for about 2% of the company's total business. In 2011, the LED lighting business doubled, accounting for 4%. In the first half of this year, its proportion has reached 8%. "The LED performance has doubled. On the one hand, the LED base is small. On the other hand, the LED industry is growing faster than expected." Guan Yong said that the company is expected to have better performance in the LED lighting market in the second half of the year. Sunlight will receive 3 this year. More than 100 million yuan of LED business income, profit contribution will exceed 20 million yuan.
At present, 60%-70% of Sunshine's total revenue comes from overseas OEM orders, and the rest is sold by domestic private brands. In the future business plan of Sunshine Lighting, domestic private label sales will occupy half of the seats, and the proportion of OEM order revenue will drop to 50%. In the sales area, half are overseas markets and half are domestic markets.
"LED will accelerate the possibility of strategic realization." Guan Yong expects that the LED business of sunshine lighting will account for 50% of the company's total revenue in the next five years. LED will be one of the key projects for Sunshine Lighting to develop its own brand and build its own brand.
According to Guan Yong, Sunlight Lighting divides the domestic market into four parts: home lighting, commercial lighting, LED urban outdoor lighting, and national large projects, fully supporting the brand positioning of “China Green Lighting Leaderâ€.
At present, Sunshine Lighting has gradually built a multi-level marketing system with complete functions and wide coverage. It has formed more than 20 sunshine logistics operation centers around the country as the core distribution, and provincial distributors are the marketing backbone network, covering the nationwide sales and service network. The company's domestic distribution network has penetrated into some county-level cities. The gradual development and maturity of the domestic marketing system will be a strong guarantee for opening up the domestic market and fulfilling the goal of 50% domestic sales.
Recently, the new energy company carrying the new hope of Foshan Lighting (000541.SZ) LED business has been disbanded, and the continued infighting and turmoil have also greatly damaged the LED business of NVC Lighting (02222.HK). The two traditional lighting companies in China have been deeply worried about the LED lighting business in the LED business.
Sunshine Lighting (600261.SH) has made a satisfactory transcript in the first half of this year with stable development ideas, which also gives everyone confidence in the transformation of traditional lighting.
According to Sunshine Lighting's 2012 semi-annual report, Sunshine Lighting received revenue of 1.195 billion yuan from January to June 2012, a year-on-year increase of 12.6%. The net profit attributable to shareholders of the parent company was 88.36 million yuan, a year-on-year increase of 21.6%. Among them, the revenue of LED lamps and related lamps exceeded 90 million yuan, which has exceeded the revenue of the whole year and achieved rapid growth.
"The development speed of the LED industry is much faster than expected." Guan Yong, general manager of Sunshine Lighting, said that in 2011, the company's LED lighting manufacturing capacity per month was 400,000. By March of this year, the number had climbed to 1.4 million. .
50% LED after 5 years
LED opportunities are coming. According to relevant data from Zhejiang Province, in the first six months of 2012, the export growth of traditional energy-saving lamp lighting in Zhejiang Province was only 1%. Before last year, the annual export growth of the traditional energy-saving lamp lighting industry in Zhejiang Province reached 13%. -14%.
"Changes in the energy-saving lamp market will inevitably stimulate the growth of the LED industry." Guan Yong said that the traditional lighting market is closely watching the changes in the LED market, increasing investment and avoiding missed market opportunities. "This year, the company's LED sales target is that its sales revenue accounts for more than 10% of the company's total revenue." Sunshine lighting at home and abroad is known as "OEM energy-saving lamp production and export", with the intention of making LED one of the development priorities of the domestic market. .
The development of LED is not uncomfortable. In 2010, the LED lighting business accounted for about 2% of the company's total business. In 2011, the LED lighting business doubled, accounting for 4%. In the first half of this year, its proportion has reached 8%. "The LED performance has doubled. On the one hand, the LED base is small. On the other hand, the LED industry is growing faster than expected." Guan Yong said that the company is expected to have better performance in the LED lighting market in the second half of the year. Sunlight will receive 3 this year. More than 100 million yuan of LED business income, profit contribution will exceed 20 million yuan.
At present, 60%-70% of Sunshine's total revenue comes from overseas OEM orders, and the rest is sold by domestic private brands. In the future business plan of Sunshine Lighting, domestic private label sales will occupy half of the seats, and the proportion of OEM order revenue will drop to 50%. In the sales area, half are overseas markets and half are domestic markets.
"LED will accelerate the possibility of strategic realization." Guan Yong expects that the LED business of sunshine lighting will account for 50% of the company's total revenue in the next five years. LED will be one of the key projects for Sunshine Lighting to develop its own brand and build its own brand.
According to Guan Yong, Sunlight Lighting divides the domestic market into four parts: home lighting, commercial lighting, LED urban outdoor lighting, and national large projects, fully supporting the brand positioning of “China Green Lighting Leaderâ€.
At present, Sunshine Lighting has gradually built a multi-level marketing system with complete functions and wide coverage. It has formed more than 20 sunshine logistics operation centers around the country as the core distribution, and provincial distributors are the marketing backbone network, covering the nationwide sales and service network. The company's domestic distribution network has penetrated into some county-level cities. The gradual development and maturity of the domestic marketing system will be a strong guarantee for opening up the domestic market and fulfilling the goal of 50% domestic sales.
　
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