LED industry companies need to be alert to the crisis behind

"In the next three to five years, if companies do not find their own development path, only 1/4 of the 20,000 LED lighting companies may survive." Dou Linping, the Secretary-General of the China Lighting Association, once warned that while the industry is developing rapidly, Also be wary of the crisis behind.

The LED industry is a key area of ​​China's strategic emerging industries. Taking the development of strategic emerging industries as an opportunity to lead the transformation and upgrading of industries and push China's industrialization into a new phase, this has basically become a consensus. However, the “Economic Information Daily” reporter found that in more than ten provinces and cities in the East, Central and West China, it was discovered that many regions have been blindly developing new industries in the process of transformation and upgrading, resulting in rapid expansion of production capacity. In addition, some regions ignore the regional differences and propose to give priority to the development of modern service industries. In the process of implementation, in order to achieve results in order to ensure that the performance is not customer-oriented, they expect transformation and upgrading to take place one step at a time, pursuing a "big advantage in one battle." Misunderstandings in these practices also hinder the smooth progress of transformation and upgrading.

Like new and old, develop new industries

In the process of industrial adjustment in our country, "increasing" and "decreasing" over-reliance on administrative measures. At present, in the transformation and upgrading of various regions, the phenomena of newness and oldness and the development of new industries have become more prominent. New industries such as new energy, new materials, and optoelectronic information have “emerged” and overheated. Concomitantly, overcapacity is spreading from traditional industries to emerging industries.

Changing the mode of economic development, optimizing the economic structure, and upgrading the industrial level are the main lines of China's "Twelfth Five-Year Plan" and the outstanding tasks it will face in the next five years. With the increase in downward pressure on the economy in the second half of the 12th Five-Year Plan period, the old and new growth points are inaccessible, and the constraints on ecological and environmental resources are increasing. This indicates that the transition and upgrade will enter a “window period” with tight deadlines and arduous tasks in the next five years.

"Economic Information Daily" reporter learned that the transformation and upgrading of industrial structure on the one hand to compress traditional industries, eliminate backward and excess capacity; on the other hand to increase the proportion of emerging industries, optimize the industrial structure. However, over the years, the administrative adjustment of “addition” and “decrease” in industrial adjustment has been intense and the negative effects have been prominent.

The reporter's investigation found that from the eastern coast to the central and western regions, the local layout and layout of the industrial structure is becoming more and more serious, saying that the new energy, new materials, mobile Internet, modern finance, electronic information, biomedicine and other high-tech industries, there is a "one size fits all" phenomenon. A local official in the central region said: "The emergence of extensive, disorderly and homogenous emerging industries that have been vigorously promoted throughout these years has been obvious, and some are 'premature', such as photovoltaic and LED."

Peng Shaomin, spokesperson of LDK Solar Energy High-tech Co., Ltd., a leading photovoltaic company in China, said that in recent years, the photovoltaic industry has been closely associated with the concepts of emerging industries and high-tech industries, and has been highly favored by local governments in line with the requirements of economic restructuring and upgrading. The development of the photovoltaic industry has caused a dramatic expansion of production capacity and a crisis. “At the peak period, a total of 28 provinces and cities in China have taken the photovoltaic industry as the focus of their leading industries and industrial restructuring. More than 280 prefecture-level cities or industrial parks have put forward the concept of creating 100 billion yuan of new energy or photovoltaic industry bases.”

The reporter learned from the investigation that new energy, new materials, electronic information and other industries have also followed the trend of the photovoltaic industry, and the problem of overcapacity has become prominent.

According to expert analysis, the emerging industries are behind the scenes. Some localities simply believe that transformation and upgrading are to develop new industries. When some local leaders talk about transformation and upgrading, they always feel that “there have been few emerging industries that have not been transformed and upgraded. ". However, the reporter’s research found that many emerging industries and high-tech companies that are currently developing from place to place are actually “new” at all. In essence, they are still traditional manufacturing industries.

A person in charge of a photoelectric company in a central province admits to reporters that the company was introduced as a high-tech enterprise from Guangdong to the mainland in 2012. However, there is basically no R&D personnel. The LED lamps produced by the company are high-tech products, but the main players in the Mainland are still Simple processing and manufacturing, fancy mainly the local relatively adequate and cheap labor.

“Transformation and upgrading are the growth modes of economy and efficiency.” Lu Xianxiang, a professor of economics at Zhongnan University of Economics and Law, said that if new industries are to be developed, if they only stay in the low-end processing and manufacturing sectors, their profit growth will still be exchanged for demographic dividends. Low processing fees are not a true transformation and upgrading. Corresponding to this, if the traditional industry can innovate in technology and management, it will also achieve transformation and upgrading.

Ignore differences and blindly pursue high level

Promoting pilot reforms in the service industry, relaxing access to foreign capital and private capital in the service sector, accelerating the development of finance, logistics, cultural innovation, and industrial design... A survey conducted by the “Economic Information Daily” reporter found that in the process of economic restructuring and upgrading, many regions are actually The areas with large differences or even at different stages of development have invariably proposed to give priority to the development of modern service industries and blindly "seek high."

Grassroots cadres and experts said that there are large differences in regional conditions, resource endowments, and environmental capacity in the eastern, central and western regions of China. There are also large gaps in the stage of industrial development and economic development. Some of the current requirements for transformation and upgrading are based on The status quo of the developed regions in the late stage of industrialization has been put forward. However, in most regions, ignoring the reality of regional development and the one-size-fits-all blindness “high-demand” transformation and upgrading are unreasonable, and their effects may be counter-productive.

“The added value of the tertiary industry exceeds the added value of the second industry as an important manifestation of the transformation and upgrading of the industrial structure, but it is not a unified requirement for all regions and all cities.” Yang Zhiyun, an associate researcher at the Macroeconomic Research Institute of the Guangdong Academy of Social Sciences, believes that As far as a specific region is concerned, its economic environment, location conditions, resource endowments, demand structure, and opening level are all different, and its reasonable industrial structure will be very different. Therefore, "the added value of the tertiary industry exceeds that of the second industry. "Adding value" can only serve as a reference at most, and should not be regarded as a golden rule.

"If people are blindly pursuing the advanced industrial structure and increasing the proportion of the tertiary industry, the result may be that more resources are misallocated to the service industry under government intervention, which leads to a decline in labor productivity and slower economic growth. "The middle income trap." Yang Zhiyun said.

The National Information Center policy trend research group believes that in the future industrial transformation and upgrading, differentiated policies need to be introduced according to the different stages of development and characteristics of each region to promote the healthy development of the regional economy. Among them, the eastern region must compare the successful experiences of developed countries, accelerating the transition from the factor input type to the innovation-driven economy, becoming China's innovation economic growth pole; the central and western regions must accelerate the elimination of excess production capacity and accelerate the transformation and upgrading of traditional industries. The diversification of the economic structure has become the main force in promoting the development of new-type industrialization and new-type urbanization.

Dong Fuchang, Director of the Planning Division of the Jiangxi Provincial Development and Reform Commission, said: “The state and provinces should all rely on the actual development of the region. Special attention should be paid to the different phases of industrialization in different regions. Differential and gradient-based macroeconomic policies need to be formulated to promote economic transformation and upgrading. ”

Urgent transformation, upgrading and upgrading in one step

Reporters found that in the process of transformation and upgrading, some places like to do "quick work", in order to achieve results in the pursuit of quick results, not to look at the rules of the customer, and look forward to transformation and upgrading in one step, the pursuit of "big power in a battle." The impatient mentality of the government and enterprises is a major obstacle to transformation and upgrading.

When the reporter surveyed an industrial township on the eastern coast, he discovered that traditional industries such as local iron and steel, cement, and electricity used to account for a large proportion of economic development, and that the economic downturn and environmental pressure were high. In order to meet the requirements of transformation and upgrading, they spent two years. It has developed an optoelectronic industrial park known as "having a complete industrial chain and world-class leading technology level." “In many places, the upgrading of traditional industries is through technological reforms, and our transformation and upgrading is a one-step transition. We have thoroughly transformed and seized the commanding heights of emerging industries.” The township chief responsible person told reporters proudly.

"National growth rate first," "Central Provinces", "ranking in provincial capitals," "ranking in the provinces,"... In an interview with reporters, these ranks of information often referred to by the grassroots level also reflect local growth. The pressure is often greater than the power of transformation and upgrading. The “growth competition” between regions has often dragged down the industrial transformation and upgrading.

Wang Hao, deputy dean of the Guangdong Provincial Academy of Social Sciences, said that the transformation and upgrading are "slow", and local governments have long enjoyed doing "fast work" and engaged in large-scale investment and construction. Song Xiaoxuan, an advisor of the China Economic System Reform Research Association, believes that because of the “heavy-quantity and light structure” of assessments and evaluations, over the years, the “digital competition” in various parts of the country has been hampered by inertia, and its GDP tends to be severe, weakening the momentum of transformation and upgrading. For example, the GDP growth target for the “Twelfth Five-Year Plan” is 7% across the country, and the weighted average of the provinces’ indicators has reached 10.5%.

A grass-roots cadre said that the impatient mentality of the government and business entities is a major obstacle to transformation and upgrading. "The development of everything requires gradual progress. The great leap forward mentality will only push companies into the dilemma of reducing output and bankruptcy. From the current situation, governments at all levels are more enthusiastic about transformation and upgrading, and have formulated many strategies, plans, and policies to But the transformation and upgrading is not to engage in sports, it cannot rely solely on the promotion of the government, but also requires the independent development of enterprises. What the government needs to do is to cultivate the environment, provide conditions, and encourage companies to take the road of transformation and upgrading."

“The transformation and upgrading are imperative, but they cannot be eager for immediate gains. We must fully realize that this is a long-term process and cannot be accomplished overnight. It is not possible to achieve it in one step.” said Dong Fuchang, Director of Planning Division of Jiangxi Provincial Development and Reform Commission, and he must steadily transform and upgrade in the next five years. In order to push forward, we must not pursue the quickness of customer-oriented laws for the sake of performance.

“There is no end to the development, and there is no end to the reform. The economic transformation and upgrading cannot be done once and for all.” said Li Wei, Director of the Development Research Center of the State Council. To achieve economic transformation and upgrading, we must effectively improve the quality and efficiency of economic development, and focus on upgrading advanced manufacturing and modern services. The development level of the industry, the enhancement of independent innovation capability, and the promotion of economic growth are driven mainly by the combination of low-cost factors and shift to rely more on industrial upgrading and innovation-driven.