The department of Europe is bright to put two new factories into operation Lighting competition high pressure of Foshan
Enjoy " Chinese light king " , " The cash cow " , " The leading enterprise " Foshan of good reputation is lighted (000541 SZ) It intercept before it fall into, after yes situation of pursuing troops.
July 3, & mdash of first big shareholder lighted in Foshan; — Siemens wholly-owned department bright Holding Co., Ltd. (hereafter referred to as Europe's department bright) of Europe of constituent company Announce, it, until to expand Foshan produce, plan, have the intersection of essentiality and progress, two new factory building build and put into production formally, by 2010, total input will reach 400 million yuan. " We plan to improve the selling share of the bright high-efficient lighting products of department of Europe by 80% within 10 years. " Bright global chief executive officer Gu Zi of department of Europe is happy to show.
Before January, the department of Europe is bright to succeed in bidding the international financial center of Guangzhou (west tower) Curtain wall lighting LED (semi-conductive luminescent diode) Products, take down the order with the value over 32 million yuan.
Frequent movements are all reflecting Europe's department bright in the vigorous wild ambition of development in China, certainly bring more swift and more fierce attack to illumination of Foshan too. In the same period, the inner up-and-coming youngster of the trade the sunshine, snow Letts in Zhejiang are in developing rapidly too.
In before with big shareholder for directness compete, and then not have, whether Zhejiang sunshine, snow Letts seize under situation of market share, the illumination of Foshan recasts brilliant ways but covered with thistles and thorns too.
Promise to fail
Under the background of fact that the international giant attacks cities to open up the Chinese lighting market plundering, the illumination of Foshan has been adopted " Bring the doctrine " .
2005, Foshan municipal State-owned Assets Supervision and Administration Commission light 23.97% Foshan that hold it state-run stock right transfer bright and holding the intersection of Europe and department to respectively and Hong Kong help the prosperous light apparatus Co., Ltd., among them the former holds 13.47% and becomes a big shareholder. It is Siemens wholly-owned constituent company that the department of Europe is bright, it is one of the two major light source manufacturers the world.
The big shareholder with illustrious life experience has raised the expectancy of market lighted in Foshan for a time, the department of Europe bright " agreement of transfer of the share " signed with illumination of Foshan was these anticipated origins on August 31, 2004.
According to above-mentioned contract, the department of Europe is bright to make three to promise big while purchasing:
In four years after first, and sell shares in the reform of listing non-tradable shares of listed companies and transfer ownership and finish, will propose the profit allocation proposal and vote 'Yes' in the lighting annual general meeting of share-holders of Foshan, 65% that the allocation proportion of the profit is not lower than the assignable profit realized that year in illumination of Foshan in the distribution proposal put forward.
Second, in the reform of listing non-tradable shares of listed companies and in five years after selling the transfer of shares to finish, purchase square the intersection of Europe and department, will buy the intersection of light and the intersection of product and at least more than 10 million dollars from illumination of Foshan according to the intersection of light and the intersection of products and clause of purchase contract while being bright, the most important one is, Europe bright to promise after the transfer of shares is finished, consider providing the suitable technology assisting and key for the latter according to clause and terms that agree with the intersection of Foshan and lighting department have.
Turn one's head 4 years later, the original commitment is nowadays turned into a scrap of paper.
The securities personage familiar with the matter of lighting stock right transfer of Foshan according to Foshan reveals, the department of Europe became owner of Foshan to light in bright 2005, just settled on its production scale and base, the operational capacities OEM own brand products of utilizing Foshan to light, turn it into a production base of Asian-Pacific area, fight for China, Asian-Pacific area even global market, the monopoly position of ruggedization with Philip.
Foshan illumination it introduces the intersection of Europe and bright department to be for avoid, invest a huge sum of money go on, research and develop and avoid uncertainty required to research and develop.
But Foshan light and so-called between the the intersection of Europe and bright department " Have complementary advantages " Have not produced.
Europe bright to begin in the intersection of Foshan and self-built factory department have 2007, the a four - year long one expand and produce planning to estimate the gross investment reaches 400 million yuan by 2010. Europe bright to declare by 2010, Foshan factory become bright global production of maximum, department of Europe, research and develop the bases department have, and will offer up to 800 for Foshan and produce and research the relevant post.
On the other hand, Chairman Zhong Xin lighting in Foshan shows publicly too, " It is not a feasible way to seen from the present rely on the outside to introduce, the more important thing is to depend on oneself. "
All sorts of opposite behaviors, let cooperation enter the deadlock.
Horizontal competition
" In fact, it has direct competitive relation with Foshan illumination on some business that the department of Europe is bright, involve the horizontal competition. " One securities trader researcher in Shenzhen shows to reporters, " As to situation at present, influence will not be too big. "
But the reporter knows, the bright plan of department of Europe offers the lighting products of 14,500,000 pieces of green for China during 2008 and 2009, and Foshan is lighted there are 50 million the output of the electricity-saving lamp every year.
More important, light the center LED business of next development as Foshan, but because of not getting the technical support of the big shareholder, can only seek the cooperator in Japan or South Korea.
Though Europe department bright global CEO take care of Chinese catalpa to be happy to declare, can according to the agreement, purchase a large number of product that Foshan light every year, and offer some technology in permitting the range.
But at the shareholders' meeting lighted in Foshan in 2008, Zhong Xin shows, have been already looking for the overseas cooperator at present, the other side must like to offer patented technology cooperation.
At present, key technology of LED grasp in bright, international enterprise, inferior, Samsung and Lumileds,etc. of Japan, department of Europe, in the hand. Since the department of Europe is bright to have no intention in LED at present and lighting cooperation of Foshan, then the illumination of Foshan can only choose to look for the partner separately.
According to insider of illumination of Foshan, fly to South Korea and Japan several times at present, but the cooperative project does not have a prospect of a solution so far.
At this moment, bright the intersection of LED and product, department of Europe, exhibit one's skill at the market of China. Besides until will it be June this year win a bid, get 32 million large form, bright LED, department of Europe, obtain the intersection of dragon and the intersection of traffic and order of Science Technologies Co., Ltd. in the Guangdong also recently, use its product for the project of tunnel lighting of the Changjiang River of Shanghai.
It is introduced, more than over 410,000 bright LED products of department of Europe that will be used, it is the tunnel regarded as the lighting source in most long adoption LED in the world at present.
Compete in the face of the big shareholder's directness, how will the illumination of Foshan break out of the encirclement? July 6, Foshan light secret the intersection of forest and grand brightness Dong with unclear recent the intersection of situation and answering of big shareholder.

















