He Lin: Analysis of the Advantages and Disadvantages of Government's "Opinions" on LED Industry Investment

On December 19th, the 2009 LED Industry Investment and Market Strategy Forum was successfully concluded in Shenzhen Golden Central Hotel. The forum was hosted by the well-known domestic industry research, media organization Gaogong LED and National High-tech Enterprise Development LED Professional Committee. This forum invites Chen Yingchun, deputy mayor of Shenzhen, and Gao Lin, deputy director of LED project of Shenzhen Science, Industry and Trade Committee, and many LED industry experts, including Xiao Kewei, managing director of Jingke Electronics, Li Mantie, general manager of Lehman Optoelectronics, CTI Nie Pengxiang, vice president of China Testing and Testing Institute, Gu Yongde, chairman of Maoshuo Power, and Xiong Yingxiang, general manager of Deshida Optoelectronics. At the same time, many investors and institutional leaders attended and delivered speeches.

The topics of this forum are mainly focused on LED investment opportunities and risks, market development and how to finance. The content includes all aspects of the LED market and investment. Such as the traditional lighting to fight semiconductor lighting, the analysis of the success or failure of the company's listing report, the current status and strategy of the global LED market, order-for-investment: the fog of the lost LED industry.

How does the government's opinion affect LED investment? He Lin, director of the industrial platform of China Merchants Technology Group Co., Ltd., believes that the “Opinions on the Development of Semiconductor Lighting Energy Conservation Industry” issued by the six ministries and commissions, such as the National Development and Reform Commission, emphasized that the key areas of support are LED test equipment. LED production equipment, high-power LED chips, high-power lighting, special lighting, and epitaxial materials. Less supportive industries are low-volume applications such as packaging, low-power chips, indicator lights, heat dissipation, and optical materials. The government will continue to support demonstration projects such as the “Ten Cities and Ten Thousand Cities”, but oppose the blind transformation of landscape lighting. The government will strongly support relevant testing institutions, testing methods research, exhibitions, forums, media and other service agencies.

Regarding the impact of local government policies on LED investment, he emphasized that the policy provisions in some places are vague and the space for activities is large, which increases the complexity of investment. The local government policy is inconsistent with the spirit of the central government, and the subsequent implementation is full of variables. Repeated investment in the region, homogenization competition weakens the competitiveness of enterprises.

He Lin, Director of Industrial Platform of China Merchants Technology Group


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