I heard that Xiaomi wants to cooperate with lighting companies to produce smart light bulbs. It feels a bit strange. Even if you are pursuing a diversification strategy and paving the stalls in a field that is too far away, don’t you worry about it? Later, when I think about the nature of capital, where is the money to make it, Xiaomi is going to the money in this market. What can I do?
The money in the lighting market seems to be really good. From the current performance forecast or annual report of many LED listed companies, benefiting from the overall macro environment improvement and the market's strong demand for LED related products, Bacheng LED listed company's annual report is pre-happy, most of the performance growth rate is 30% Between 70%, such as Lehman Optoelectronics, Hongli Light Point, Jufei Optoelectronics, Crystal Optoelectronics, etc.; at the same time, some of the performance has shown rapid growth, such as Tianlong Optoelectronics.
However, for this good-looking situation, some people are very pessimistic. In the industry, the media said frankly: "Last year, the entire Chinese LED industry was very volatile. From time to time, there were news reports that well-known companies were being merged, and many companies have closed down or directly ran. Although the current industry is in a rising stage. However, the golden period of China's LED industry has just passed, and it will last for another three or four years. "There are still many people who sing the Chinese LED market like this person. They agree that China's LED industry will have excess capacity. The follow-up of the photovoltaic industry.
In fact, the domestic LED lighting industry crisis has been looming. Even under the influence of the domestic market, Taiwanese companies have begun to be connected, and large companies like Qi Li Optoelectronics, which have done well in the industry, have closed down. The lighting industry, which was originally used as a sunrise industry, seems to have a dim prospect at the moment. What is going on?
Things are not complicated. In 2009, the impact of the global financial crisis was fierce. In order to expand domestic demand, the Ministry of Science and Technology launched the “Ten Cities and Ten Thousands†semiconductor lighting application demonstration city program, and plans to promote the LED industry with public lighting in 21 cities including Beijing, Shanghai and Shenzhen. . Since then, the development of the LED industry has entered the fast lane, and the policy subsidies are one after another, from upstream equipment to downstream application procurement. The LED industry has also leapt from a small branch industry in the semiconductor industry to a key cultivation or pillar industry in many places.
The LED industry's high industry profits, easy-to-accept industry thresholds and constant policy guidance have not only brought a large number of gold diggers, but also brought chaos in the LED industry. In the past few years, the profit of the LED industry can reach 20% to 30%, but then because of the swarming of too many companies, the profits will soon be diluted, and now only about 5% of the net profit can be earned.
The money in the lighting market seems to be really good. From the current performance forecast or annual report of many LED listed companies, benefiting from the overall macro environment improvement and the market's strong demand for LED related products, Bacheng LED listed company's annual report is pre-happy, most of the performance growth rate is 30% Between 70%, such as Lehman Optoelectronics, Hongli Light Point, Jufei Optoelectronics, Crystal Optoelectronics, etc.; at the same time, some of the performance has shown rapid growth, such as Tianlong Optoelectronics.
However, for this good-looking situation, some people are very pessimistic. In the industry, the media said frankly: "Last year, the entire Chinese LED industry was very volatile. From time to time, there were news reports that well-known companies were being merged, and many companies have closed down or directly ran. Although the current industry is in a rising stage. However, the golden period of China's LED industry has just passed, and it will last for another three or four years. "There are still many people who sing the Chinese LED market like this person. They agree that China's LED industry will have excess capacity. The follow-up of the photovoltaic industry.
In fact, the domestic LED lighting industry crisis has been looming. Even under the influence of the domestic market, Taiwanese companies have begun to be connected, and large companies like Qi Li Optoelectronics, which have done well in the industry, have closed down. The lighting industry, which was originally used as a sunrise industry, seems to have a dim prospect at the moment. What is going on?
Things are not complicated. In 2009, the impact of the global financial crisis was fierce. In order to expand domestic demand, the Ministry of Science and Technology launched the “Ten Cities and Ten Thousands†semiconductor lighting application demonstration city program, and plans to promote the LED industry with public lighting in 21 cities including Beijing, Shanghai and Shenzhen. . Since then, the development of the LED industry has entered the fast lane, and the policy subsidies are one after another, from upstream equipment to downstream application procurement. The LED industry has also leapt from a small branch industry in the semiconductor industry to a key cultivation or pillar industry in many places.
The LED industry's high industry profits, easy-to-accept industry thresholds and constant policy guidance have not only brought a large number of gold diggers, but also brought chaos in the LED industry. In the past few years, the profit of the LED industry can reach 20% to 30%, but then because of the swarming of too many companies, the profits will soon be diluted, and now only about 5% of the net profit can be earned.
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