[Annual Meeting] Sanxiong Aurora title special: LED lighting big waves Taosha future can be expected

[Text / high-tech LED Yue Mengdi] In the second half of this year, Sanxiong Aurora's lighting college set off a lighting design fever in the country, high-profile announcement of all LED people, LED lighting is not just a chandelier.

Sanxiong·Aurora is committed to research, development, production and promotion of high-quality green energy-saving lighting products, providing customers with a full range of lighting solutions and professional services. It is one of the most comprehensive lighting brands in China. Although the current main market is on the mainland, the products have successfully entered overseas markets such as Hong Kong, Macau and Southeast Asia.

Also known for its sunshine is the Sunlight (600261.SH). Sunlight lighting has been transformed from traditional energy-saving lamps. At present, the LED business has exceeded 70%, which is one of the representatives of successful transformation.

According to the survey data of the High-tech Research Institute LED Research Institute (GGII), in 2015, the output value of China's LED lighting industry was 210.5 billion yuan, a year-on-year increase of 18.5%. The penetration rate of domestic LED lighting has increased rapidly, and LED replacement by lighting companies has further accelerated. In 2015, a total of about 5,000 lighting companies withdrew from the market, and leading LED lighting companies and brands began to appear.

"To create a world-class leading brand in the era of semiconductor lighting, this is the development goal of Mulinsen." Lin Jilin, general manager of the LED lighting business unit of Mulinsen (002745.SZ) said. Since the beginning of 2012 (about 168 million yuan), Mulinsen has been doubling the rate of triumphant development in 2014, reaching 591 million yuan in 2014. In 2015, it is fully committed to the development of domestic and overseas markets. At the same time, the domestic construction of the channel, the overseas market in the Americas, the Southeast Asian market, the Indian market, the Middle East Central Asian market, and the African market have also achieved construction.

In October of this year, Mulinsen announced the acquisition of the development of crystal, business reach into the upstream chip, it is reported that the company is also independently research and development equipment. Mulinsen, who has opened up the entire industry chain, from chip to lighting applications, from Zhongshan to the world, has the ambition of “taking all the world” and has the ability to travel all over the world.

In the first three quarters of Sunshine Lighting, LED lighting revenue growth rate was 97%, far exceeding the industry growth rate, and the company's market share is improving. The rapid growth of LED business, the company quickly developed a development route: own brand + OEM "walking on two legs."

As an old-fashioned enterprise of energy-saving lamps, Sunshine Lighting has established its own brand, grafted its original channels and customer resources, enabling the company to control its product profits and consolidate its market position. On the other hand, starting in 2015, Sunshine Lighting has upgraded from a well-known international lighting company such as Osram and Philips to a business model of creating its own brand. At the same time, it has also increased investment in research and development and application of new business.

"We adhere to the idea of ​​technology for efficiency, through product technology innovation, production technology and tooling technology innovation, material technology innovation to improve gross profit margin." Sun Yiping, general manager of Sunshine Lighting China introduced.

Sanxiong Aurora has also been transformed from traditional lighting, and has always led the industry with its stable and stable characteristics. Lin Xi, deputy general manager of Sanxiong·Aurora, believes that the LED lighting market will change in a good direction. In fact, the same is true. After fierce competition and cruel elimination, many companies will leave the market. The big waves are sanding, and the ones left behind must be low-quality products.

Is the price low and high quality contradictory? Is the LED lighting now encountering a bottleneck? How to follow the footsteps of big companies to find better profit growth points? In 2015, the high-tech LED annual meeting Sanxiong Aurora titled "The lighting here" Quietly special, the major photo companies will take you to find out.

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