The relevant person in the Zhejiang Sunshine Securities Department was quite cautious when interviewed by the "Investor News". "This is only a finalist. In the end, which company's products and production quantities have not been said."
However, for Zhejiang Sunshine, as the world's largest production base for electronic energy-saving lamps, it will benefit from the global energy-saving lighting upgrades including China.
Shortlisted LED project
After winning the bid for the “Efficient Lighting Product Promotion Project†in 2010, Zhejiang Sunshine has also gained in the field of LED lighting. Recently, the National Development and Reform Commission announced the "Semiconductor Lighting Product Application Demonstration Project" winning the finalist information, a total of 28 companies were shortlisted, and Zhejiang Sunshine became the only listed company.
The above bidding project was jointly tendered by the National Development and Reform Commission, the Ministry of Housing and Urban-Rural Development, and the Ministry of Transport. It consisted of three products, namely LED road/tunnel lighting products, LED downlights and reflective self-ballasted LED lights, Zhejiang Sunshine. Among the above three products, there are shortlisted.
Founder Securities electronic components industry analyst Sheng Jinsong told the "Investor News" reporter, Zhejiang Sunshine mainly produces energy-saving lamps, and the latest energy-saving lamps are LED lighting, which is made of semiconductor materials, luminous efficiency is higher, longer life Of course, the cost is also relatively high.
With the development of the semiconductor lighting products application demonstration project jointly organized by the National Development and Reform Commission, the Ministry of Housing and Urban-Rural Development and the Ministry of Communications, LED has once again entered the field of vision. However, Zhejiang Sunshine people expressed their cautiousness to reporters. They only indicated that they were short-listed. Generally speaking, the relevant departments will announce the details in about 30 days, but they have not yet.
LED has great potential for energy saving and is recognized by all countries as the most promising high-efficiency lighting industry. However, because the cost of LED lights is still high, it is still uncertain when it can be replaced. The focus is on the cost of LED lights.
Wu Qingyi, the director of Zhejiang Sunshine, said that the price of the most common incandescent lamp is 1.5~3 yuan, and the energy-saving lamp corresponding to the power is about 10 yuan, which is 4 to 5 times. And LED lights are 10 times more expensive than energy-saving lamps, so the price is not good enough. Nowadays, European governments have banned the use or production of incandescent lamps, but in his view, the best alternative to incandescent lamps in three years is energy-saving lamps. When the market price of LED lights drops to about 3 times that of energy-saving lamps, this market will start very fast and there may be explosive growth.
Extended industry chain
Aside from the LED winning bid, Zhejiang Sunshine itself is the world's leading integrated electronic energy-saving lamp manufacturing base. The company's current main products are integrated electronic energy-saving lamps, T5 high-power fluorescent lamps and supporting lamps and special lamps. The company has strong competitiveness in the government's high-efficiency environmental protection and energy-saving lamp promotion projects.
In 2010, the company obtained the promotion task of 9.25 million energy-efficient products, accounting for 6% of the total national promotion tasks in 2010. In addition to assisting Philips to promote, the actual promotion volume may be much higher than this, thus forming an important profit for the company. Source of growth.
Zhejiang Sunshine said that with the direction of “low carbon†and “environmental protectionâ€, it has accelerated the upgrade of the company's energy-saving lamps; and, with the addition of metal halide lamps, high-pressure sodium lamps, LED lighting, etc., the product diversification pattern has taken shape. At the same time, the company continues to promote the transition to a global operation based on its own brand.
On December 25, 2010, Zhejiang Sunshine announced that the company's business scope has been revised. Mainly: design, development, manufacturing, sales and service of lighting appliances, electricians, electrical appliances and their raw and auxiliary materials, components, instruments and equipment; design and installation of lighting systems, acceptance of energy-saving and environmental protection projects and comprehensive technical services; Business and foreign economic cooperation business (for details, please refer to the approval of the Foreign Trade and Economic Cooperation Department).
This shows that the company has accelerated the construction progress of LED lighting projects on the one hand, and promoted strategic cooperation to the upstream of the industry on the other hand to increase profit margins. In May 2010, the acquisition of 50% equity of Hangzhou Hanguang was completed, and the expansion of high-pressure discharge lamps was realized. Zhejiang Yuanyang Company ignited trial production at the end of July to provide supporting raw materials for the company; Jiangsu joint venture company registered in August The establishment will solve the problem of insufficient production capacity of the company's lamps.
Zhejiang Sunshine people said that with the change of business scope, the company's focus will also change. It used to be a product, and as the various costs are rising, so the profit is less.
Founder Securities analyst Sheng Jinsong said that Zhejiang Sunshine is already the industry leader. In order to better control costs, the industry chain is also extending upwards. For example, upstream chips are also doing their own work to increase profit margins. But on the whole, it is still only the production of terminal products that is too late to be involved.
The annual growth rate of energy-saving lamps will exceed 50%
As countries around the world pay more and more attention to energy conservation, the demand for energy-saving lamps will peak in the field of lighting. Based on the general trend of global incandescent lamp decommissioning, Zhejiang Sunshine has actively expanded its production capacity. At present, it has formed three production bases in Jiangxi, Shangyu and Xiamen. At the end of 2010, the company has formed about 400 million energy-saving lamps production capacity; With a production capacity of about 600 million pieces, the gradual expansion of production capacity will enable the company to keep up with the rapid growth of the industry and raise the company's income level.
Zhejiang Sunshine people said that the development of energy-saving lighting in recent years is a trend, Zhejiang Sunshine's product sales have remained stable.
The company continues to improve its profitability through product structure adjustment. At the same time, the company has strengthened its own brand sales ratio, and currently about 40% of its products are self-owned brands. In addition, the company actively deployed the domestic market, Zhejiang Sunshine actively participated in the promotion of high-efficiency energy-saving products implemented by the government, and the company's domestic sales ratio continued to rise.
In the third quarterly report of the company, during the reporting period, the income of the Chinese region increased significantly, mainly because the company always insisted on vigorously developing the domestic market, continuously improved and expanded the company's domestic sales channel network construction, and actively participated in the government's efficient environmental protection and energy conservation. Light promotion project.
Yuan Haoran of CIC Securities believes that the company's main energy-saving lamp products have broad market prospects. At present, countries such as Europe, Australia, North America and Japan have gradually implemented the policy of incandescent lamp cut-off and prohibition of sales. The process of eliminating incandescent lamps in the international market has been accelerating. Although the export energy-saving lamp market is affected by external economic fluctuations, the replacement trend is irreversible.
At the same time, compared with the international market, the production and sales of Chinese incandescent lamps have gradually entered the phase of elimination. With the huge volume of China's lighting market, the domestic market for energy-saving lamps will explode in the future.
With the implementation of the domestic ladder price plan, the continuous improvement of people's awareness of energy conservation and the consumption upgrade brought by economic development have also accelerated the process of replacing incandescent lamps with energy-saving lamps. In the next three years, sales will maintain a compound growth of more than 50%, which will become the mainstay of the company's sales. This aspect is benefited from the promotion of energy-saving lamp products by the state. The total market capacity is rapidly expanding. On the other hand, the company pays more attention to the domestic market, continuously optimizes the channel operation mode, and gradually deepens the channels to small and medium-sized cities.
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