Energy-saving lamp company "very injured" seeking transformation

Since the beginning of this year, the price of domestic rare earths has soared, rising five to six times in half a year, which has directly led to the soaring prices of phosphors, which are the main raw materials. On June 18, the phosphor price was 3125 yuan/kg, and in March, the price was only 300 yuan/kg. The price of upstream phosphors has steadily increased, and downstream energy-saving lamps and related companies are directly affected. It is understood that many energy-saving lamp manufacturers in our district are facing difficulties in cutting production and stopping production. “Every time you sell an energy-saving lamp, you lose 30%,” said the person in charge of an energy-saving lamp manufacturing company.

Phosphor prices are the same for a day. Some energy-saving lamp manufacturers are in the state of discontinued production and semi-discontinued production of phosphors for energy-saving lamps. Now the price given by suppliers has reached 3,000 yuan per kilogram, and two or three months ago, Kilograms only cost 300 yuan, which is a tenfold increase.” Beilun Guangyao energy-saving lamp factory located at Chaiqiao Street was established in 1987. It specializes in the production and development of energy-saving lamps, violet tubes, germicidal tubes, and electronic ballasts. Private enterprise. It is understood that the company's energy-saving lamp products are mainly sold to Guangdong. At present, due to the increase in the price of phosphor powder, the company is already in a semi-discontinued state. "Let's wait and see again" has become the only thing the company can do.

Ningbo Kaiyao Electric Manufacturing Co., Ltd. is located in Daxie Street. It is a private enterprise integrating R&D, design and manufacture of energy-saving lamps, LED lamps, electronic ballasts, and sales services. The products are exported to Europe, the United States, Japan, Hong Kong and other countries. In the region, the energy-saving lamp business accounts for 70%-80% of the company's total business. In 2010, the output value reached 300 million yuan. Since the beginning of this year, due to the soaring price of phosphor powder, the development of enterprises has encountered a "cold stream." Lin Haitao, manager of the company's domestic sales department, told the reporter that at present, the company is mainly producing original orders. Because the new orders need to be re-quoted, and the current price of phosphors has been rising, in order to avoid losses, new orders are not much. The original energy-saving lamp business was ready to expand into the domestic market, and it looks like it needs to wait.

It is understood that there are currently 21 energy-saving lamp production enterprises in our district. Talking about the soaring prices of raw materials phosphor powder in the first half of this year, many related company leaders even said that they can't afford to hurt. Some companies are facing difficulties in cutting output and stopping production.

Rising rare earth price is the main reason, energy-saving lamp industry may face reshuffle. It is understood that as a strategic resource, rare earth is known as “industrial monosodium glutamate”. The world’s annual consumption of rare earth is about 100,000 tons, of which more than 90% is produced in China. . Last year, China began to strengthen the management and control of rare earth resources. Rare earth enterprises reduced production according to the government's directive plan. Coupled with the speculation of hot money in the intermediate links, the prices of rare earths continued to rise during the year. Three-color phosphors are one of the indispensable raw materials for energy-saving lamps. The rare earth is the main raw material for producing trichromatic phosphors, accounting for 75% of the total. In the past, the cost of phosphors accounted for less than 10% of the cost of lamps. Now, due to the increase in rare earth prices, the cost has already accounted for 50%.

In terms of sales, due to the large number of energy-saving lamp manufacturers in China, manufacturers are not afraid of price increases. “If only one of our companies raises the quotation, dealers will choose other manufacturers. This is what we do not want to see.” Lin Haitao said. The person in charge of the Guangyao energy-saving lamp factory calculated an account for the reporter. Taking a 25-watt lamp as an example, according to the previous price of the phosphor, selling it to 3 yuan/company would be profitable, and now it will be sold near. 5 yuan / branch companies can maintain the cost, but the current market price of the product is still maintained at 4 yuan, the company is facing a loss.

The soaring prices of phosphors brought about by the soaring price of rare earths have brought about the impact of the energy-saving lamp companies in our region. The reporter learned from the visit that many related companies have already withdrawn from the market or are planning to withdraw from the market. Yan Shenglun, director of Daxie Hongtai Lighting Factory, told reporters that due to the increase in raw material prices, the company’s capital flow was no longer able to maintain normal production operations, but had to shut down and shut down production, and more than half of the company’s friends around him who had produced energy-saving lamps had already taken or were preparing to withdraw. market.

Industry insiders have stated that if current phosphor prices continue to rise in accordance with the current situation, the energy-saving lamp industry may face reshuffle, and some small and medium-sized enterprises that are not competitive will have to withdraw from the market.

Some companies have begun to turn to do LED lighting and electronic ballasts, and some energy-saving lamp companies have been or are preparing to withdraw from the market. In this wave of raw material prices, there are also some related companies are actively seeking to transform in order to be based on the market. . This year, Kaiyao Electric relies on its R&D strength to develop LED lamps and electronic ballasts. It re-plans the production structure by reducing orders for energy-saving lamps and adding orders for LED lamps and electronic ballasts. In Kaiyao’s LED lamp production workshop, workers are busy producing LED lamps and the shop is full of goods. "The production of LED lamps also requires the use of rare earth raw materials, but the amount is very small, so it is not affected." "Companies are now orders continue, this year has also specifically purchased special equipment for LED production." Lin Haitao said.

In the company’s electronic ballast workshop, several production lines in the production workshop of several hundred square meters are in operation. Workers on the assembly line are stepping up assembly, inspection, and packaging. According to reports, Kaiyao's electronic ballasts are mainly supplied to Philips and other manufacturers. The current sales volume is stable, and orders have already been scheduled for the second half of this year.

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