600 million subsidies shocking bombs: Guangdong LED riding a dust

In the LED industry infiltration for many years, seeing the huge heat waves supported by the local governments for the industry, but the general manager of Deshida Optoelectronics Lighting Technology (Shenzhen) Co., Ltd. Xiong Yingxiang is still shocked by Guangdong.

"The subsidy of 600 million yuan, if calculated by LED street lamp 3,000 yuan / baht, is 200,000 baht. In my impression, there is no province in China that can plan to catch up with this scale." Hand held the "Guangdong Provincial People's Government on accelerating A number of opinions on the development of the LED industry (draft for comments) (hereinafter referred to as the "Opinion Draft") were carefully studied, and a bear in the Taiwanese region was shocked by Xiong Yingxiang.

According to the "Opinion Draft", since July 2010, Guangdong plans to allocate special funds for the third consecutive year to subsidize the province's LED lighting applications, the total subsidy will reach 600 million yuan.

In the view of Li Chunyong, the secretarial director of Qinshang Optoelectronics, "there should be more support for the introduction of the New Deal in the future."

According to the statistics of high-tech LEDs, the top three domestic LED street lamp market share in 2009: China Micro-Optical Electronics, Qinshang Optoelectronics and Deshida. The latter two companies are located in Dongguan and Shenzhen respectively. The two statements represent the warm attitude of the Guangdong LED lighting companies in the "Opinion Draft" to a certain extent.

Government subsidized market opening

The specific implementation rules of the "Opinion Draft" are: from July 2010 to June 2011, 30% of the price of the approved LED lamps will be subsidized. The total subsidy is about 300 million yuan, and each city does not exceed 50 million yuan. According to this rule, the annual declining is 10%, 100 million yuan, and 20 million yuan respectively. If the third year is 10% subsidy, the total amount is 100 million yuan, and each city does not exceed 20 million.

Li Chunyong feels that although the price of LED street lamps is still about 2-4 times that of traditional high-pressure sodium street lamps, the market is very difficult to spread at the beginning. “There is such a large policy support in the market introduction period, which can quickly reduce costs. And speed up the process of eliminating traditional street lamps."

"Although the "Opinion Draft" does not specify whether it is subsidizing LED street lights, the lines should be based on street lights." Xiong Yingxiang added that LED lighting includes home lighting, street lights, landscape lights, etc. "But in the early days of Europe and the United States and Taiwan Subsidies open the market as a precedent, and subsidies of 600 million yuan should be mainly used in street lighting projects."

At present, the European Union and Japan have eliminated all incandescent lamps on December 31, 2012. The United States has also announced that it will completely eliminate ordinary incandescent lamps in 2012. However, due to the high price of LED street lamps, the LED street lamp market is still dominated by pilot applications. Market development is mainly dependent on the government's strong support.

The subsidy of 600 million yuan is the city selected for the “Guangdong Province Green Lighting Demonstration Project”. In fact, in addition to the provincial subsidies of 600 million yuan, there are other special subsidy programs in cities such as Dongguan, Shenzhen and Guangzhou. Take Dongguan as an example, it subsidizes lighting projects, and stipulates that the maximum subsidy for town streets or non-government units may reach 10 million yuan.

According to Xiong Yingxiang, it is difficult for enterprises to accept double subsidies. The provincial and local government subsidies for LED lighting and the green energy industry fund of 25 billion yuan should be listed separately. “There should be an auditing standard when reporting, and see the project acceptance. Is there any duplication of subsidies?" Behind the introduction of subsidy standards in various cities, there are considerations for supporting the development of the local LED lighting industry.

More than 85% of LED companies are located in the Pearl River Delta, the Yangtze River Delta, the northern regions (Beijing, Tianjin, Dalian, etc.), Jiangxi and Fujian.

Guangdong LED industry ranks first in the country, with more than 2,600 LED companies. In 2009, the total output value reached 39 billion yuan, a growth rate of more than 25%. The plan for the "Opinion Draft" is: By 2012, the total output value of LED and related industries in Guangdong will exceed 300 billion yuan, and the number of enterprises with an output value exceeding 1 billion yuan will reach 50 or more. The goal of Guangdong is to build a global LED packaging center and the largest product production and application market by 2012.

Rule optimization

In 2012, 21 pilot cities in the “Ten Cities and Ten Thousand Cities” will begin to install LED street lights on a large scale. In addition, other second-tier cities will actively follow up. The total installed size of LED street lamps in China will reach 1.5 million 盏, which means that the LED street lamp market will be scaled. It has reached 15 billion yuan.

Zhang Xiaofei, CEO of Gaogong LED , has doubts about the rapid promotion of LED street lamps in China. For example, Shenzhen used to test LED streetlights last year. The test was lit up for 1200 hours, but the light decay of most products reached more than 10%. Obviously, it could not meet the 50,000 hours of light decay below 30%. Goal, "This shows that the technology is not mature enough, at least not for the main road."

"So the "Opinion Draft" should be more detailed. It is necessary to introduce a standard to test the enterprise and then publish a list of short-listed subsidies." Xiong Yingxiang explained that California's LED street lights will be promoted more than 100,000 in the next two years. Taiwan requires In 2011, LED street lights were replaced with all the traditional street lights. "Good enterprise technology is mature, but now it is a poor quality company that has messed up the market."

For example, bears do not have a complete LED light detection standard in Guangdong Province. At present, relying on Dongguan's own standard LED street light test has entered the second stage. “The first batch of finalists has about 6”, during which 3-4 The monthly inspection needs to go through the Science and Technology Bureau, the Quality Supervision Bureau and the municipal department. "Perhaps the final inspection in Dongguan will become the province's standard."

At the same time, there is more local protectionism for companies. Gaogong LED statistics show that in the Guangdong area represented by Shenzhen and Dongguan, local LED street lighting companies have received 80% of the orders; in the Yangtze River Delta and surrounding areas represented by Fujian, Shanghai, Shandong, Jiangsu and Jiangxi, local LED street lights The company received 70% of the orders.

Li Chunyong admits that Qinshang Optoelectronics has already done 40 or 50 sample projects, and the installation of LED street lamps is about 200,000 baht. More or less local protectionism is encountered, but it is ultimately the product quality.

"Guangdong is still relatively open, but we also hope that there can be restrictions on local protectionism in the "Opinion Draft"." Xiong Yingxiang said that the "Opinion Draft" has some perfect features, but more importantly, the execution is "expensive." In execution, fair and transparent in execution."

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