Rare earth prices rose 124% energy-saving lamp industry reshuffle soon

In 2010, the price of rare earth products soared, with the highest increase reaching 124%. Under the transmission of rare earth product prices, the prices of three-color phosphors for lamps have risen steadily. The increase has reached 50%, and the increase in capillary prices has been around 15%. The major energy-saving lamp companies in China have obviously felt the price rise from rare earth products. The tremendous pressure comes.

It is understood that, at present, China has more than 3,000 energy-saving lamps and related companies, with an annual output of more than 3 billion energy-saving lamps, the annual consumption of rare earth trichromatic phosphors about 10,000 tons. Moreover, as the speed of replacing incandescent lamps with energy-saving lamps has accelerated, the demand for rare-earth tricolor phosphors has also increased. Rare earth resources as a strategic resource of the country, out of the long-term development of the country and the strategic needs of ecological and environmental protection, the future mining and trade of rare earth resources will be strictly controlled by the country. As a result, the market for rare earth tri-phosphor phosphors will be in short supply. Rare earth rotation prices, coupled with the rising prices of plastics, copper materials, and packaging cartons, the profit margin of the energy-saving lamp industry has been severely squeezed. For sun lighting, Foshan Lighting, Tong Shida Lighting and other rare earth trichromatic phosphor factory with a lamp, and the list of national manufacturers of high-performance energy-saving subsidies for the brand name manufacturers, their comprehensive advantages will be more prominent. For those companies that originally used low prices as a competitive advantage, their profit margins were already very limited. If they do not raise prices, they may not be profitable. However, price increases will lead to a sharp decline in sales and market share. The rapid fall. It is understood that a Zhejiang energy-saving lamp company plans to raise prices by 20% this year, but most agents choose to refuse to sign contracts, desperation, the manufacturer had to make concessions, the plan is only to increase the price by 10%, but many agents still ignore it, The situation of the manufacturers is extremely embarrassing. In fact, many small and medium-sized energy-saving lamp companies are facing the difficult situation of “rising and dying, not rising or dying”.

BR> Rare-earth, plastic and other energy-saving lamps continue to increase raw material prices, coupled with the country will vigorously promote the new three-color lamp industry standards with light on May 1, the energy-saving lamp industry reshuffle is inevitable. In the next two or three years, mergers and acquisitions and consolidation will become a hot topic in the energy-saving lamp industry. The brand enterprises with strong capital will vertically integrate the upstream and downstream resources of the industrial chain through mergers and acquisitions to further strengthen their competitive advantages. The small and medium-sized energy-saving lamps and related supporting companies are either committed to becoming a brand company's manufacturing plant, or they can only switch to other lighting products or exit the lighting industry.