LED kev lag luam daws qhov overcapacity li cas?
Nyob rau hauv xyoo tas los no, thaj chaw ntawm LED teeb pom kev zoo tuaj yeem piav qhia tias muaj yeeb yuj thiab tag nrho: ntawm ib sab, LED teeb pom kev zoo tau txais txoj cai zoo thiab kev txhawb nqa kev lag luam, thiab lub zog ntsuab rov ua dua tshiab yog nrawm dua. Lub influx ntawm cov lag luam tau ua rau oversupply, thiab tag nrho cov xaus ntawm kev lag luam saw tau qhia ib tug scene ntawm "siab peev thiab tsawg profits". Ntau lub tuam txhab tau ntsib kev poob lossis txawm tias tshem tawm, thiab qhov xwm txheej yog qhov txaus ntshai.
Nws yog to taub hais tias nyob rau hauv 2011, LED coj mus muag teeb pom kev zoo tau loj hlob sai heev thiab tau dav saws los ntawm factories, thaum LED lub tsev teeb pom kev zoo pib nce nyob rau hauv 2012. Nyob rau hauv kaum xyoo dhau los, ib tug loj npaum li cas ntawm peev poured rau hauv lub LED teeb pom kev lag luam, thiab cov compound. kev loj hlob txhua xyoo ntawm tag nrho cov lag luam mus txog 20 feem pua -30 feem pua. Nyob rau hauv xyoo tas los no, kev lag luam kev loj hlob tau qeeb. Hauv xyoo 2015, kev lag luam kev loj hlob yog kwv yees li 2 feem pua. Nyob rau hauv lub ntsej muag ntawm lub peev xwm tsis txaus nyob rau hauv lub lag luam LED teeb pom kev zoo, ntau lub tuam txhab tseem tab tom nce lawv qhov ntau lawm, uas ncaj qha ua rau overcapacity. Txhawm rau txo qis cov khoom lag luam ntawm cov lag luam, feem ntau cov tuam txhab tau txais kev muag khoom qis, lossis txawm tias "kev tua tus kheej" qauv muag. Qhov no nyob rau hauv lem ua rau tag nrho cov lag luam mus rau ib tug tsis noj qab nyob zoo txoj kev loj hlob qauv.
Thaum kawg ntawm xyoo 2015, Lub Rooj Sib Tham Kev Lag Luam Hauv Lub Chaw Haujlwm tau tsim cov kev npaj tseem ceeb rau kev hloov kho vaj tse-sab. Ntawm tsib txoj haujlwm hloov kho ntawm kev txo qis tshaj, destocking, deleveraging, txo cov nqi, thiab ua rau qhov tsis txaus, tsoom fwv hauv nruab nrab tau ua qhov tseem ceeb "txiav overcapacity". Cov tsoomfwv hauv nroog kuj tau teb rau tsoomfwv hauv nruab nrab txoj kev hloov kho lub tswv yim ntawm "txiav overcapacity". Ntawm ob lub rooj sib tham hauv zos tau tuav tsis ntev los no, "txiav overcapacity" tau dhau los ua qhov tseem ceeb ntawm kev mloog. Txhua lub zos tau ua "txiav overcapacity" lub hom phiaj ntawm kev ua haujlwm xyoo no, thiab muab cov kev ntsuas sib xws, thiab kev sib ntaus sib tua los daws cov peev txheej ntau dhau tau pib.
Raws li cov ntaub ntawv qhia txog kev ua tau zoo ntawm qee lub tuam txhab teev npe hauv xyoo 2015, nws tuaj yeem piav qhia tau sib xyaw. Qhov xwm zoo yog tias qee lub tuam txhab cov txiaj ntsig tau nce siab, thiab lub tuam txhab kev txhim kho tau zoo. Piv txwv li, Sanan Optoelectronics cov txiaj ntsig tau nce 5 zaug; qhov kev txhawj xeeb yog tias qee lub tuam txhab kev ua haujlwm tau poob qis hauv thaj chaw loj, ua rau muaj kev poob loj, thiab cov kev cia siab tau txhawj xeeb.
Raws li tib lub lag luam keeb kwm yav dhau los, ob qhov txiaj ntsig tau zoo sib xws. Kev ua tsov rog Passive yog ib qho laj thawj tseem ceeb rau kev poob qis hauv kev ua haujlwm, tab sis qhov tseem ceeb yog tsis nkag siab txog kev ua lag luam. Txawm hais tias nws ua haujlwm kom muaj sia nyob lossis kev daws teeb meem nyuaj, qhov tseem ceeb nyob rau hauv seb tag nrho cov kev lag luam saw tuaj yeem ntsib teeb meem ntawm overcapacity hauv LED kev lag luam.
Yog li cas peb tuaj yeem daws qhov teeb meem ntawm overcapacity hauv kev lag luam? Tus sau tau teeb tsa cov tswv yim hauv qab no:
Ua ntej, ua kom cov txheej txheem hloov kho thiab hloov pauv ntawm txoj kev loj hlob hom. Kho cov qauv kev lag luam thiab cov khoom lag luam, nquag tsim cov peev txheej tsim tau raws li kev xav tau ntawm kev lag luam, thiab hloov los ntawm kev nthuav dav mus rau kev tsom mus rau kev ua tau zoo thiab kev ua haujlwm zoo, txhawm rau txhim kho tag nrho cov kev loj hlob ntawm kev lag luam.
Cov teeb pom kev dav dav tau dhau los ua qhov hnyav tshaj "Hiav Txwv Liab", tab sis lwm qhov chaw ntawm LED kev lag luam tseem tsis tau tsim thiab txhim kho. Kev tsim khoom ntawm lub teeb pom kev zoo, pom lub teeb sib txuas lus, LED cog teeb pom kev zoo, tsheb teeb pom kev zoo thiab lwm yam kev lag luam yog sib cais; lub "high-margin" niche kev lag luam thev naus laus zis yuav tsum tau tawg los ntawm, thiab lub lag luam davhlau ya nyob twg kuj yuav tsum tau qhib. Kev lag luam LED yuav tsum ua kom cov txheej txheem hloov kho, sib txawv, thiab zom cov peev txheej ntau dhau. Nyob rau tib lub sijhawm, tsev neeg Rhiav-style tsim cov chav tsev uas "tsuas yog saib xyuas txog kev tsim khoom, tsis hais txog qhov zoo" yuav tsum tau soj ntsuam nruj me ntsis, thiab kev sib tsoo yuav tsum tau txiav txim siab.
Thib ob, muab kev ua si tag nrho rau cov kev taw qhia thiab kev txwv lub luag haujlwm ntawm kev npaj, cov cai thiab cov qauv, nruj me ntsis tswj cov xwm txheej nkag, ntxiv dag zog rau kev tswj hwm kev lag luam, txhim kho kev saib xyuas kev lag luam thiab kev ceeb toom ntxov rau kev muaj peev xwm dhau, thiab ntxiv dag zog thiab txhim kho kev tswj hwm kev lag luam.
Vim tias tsis tshua muaj kev cuam tshuam rau kev nkag mus rau hauv kev lag luam LED, nyob rau hauv ob peb xyoos dhau los, kev lag luam loj ntawm cov peev tau ua rau muaj kev xa khoom ntau dhau thiab qhov poob qis ntawm cov txiaj ntsig tag nrho ntawm txhua qhov kawg ntawm kev lag luam saw. Ntau lub tuam txhab tau ntsib kev poob lossis txawm tias tshem tawm. Raws li kev txheeb cais tsis tiav, 4, 000 LED tuam txhab uas muag tau ploj mus los ntawm kev ua lag luam hauv xyoo 2015. Hauv xyoo 2016, kev sib raug zoo ntawm cov khoom siv thiab kev xav tau hauv kev lag luam LED yuav yooj yim, thiab overcapacity yuav pom tseeb dua. Txhim kho kev lag luam kev sib tw mechanism thiab kev txhim kho cov qauv kev lag luam yuav cuam tshuam rau lub neej thiab kev tuag ntawm cov tuam txhab LED feem ntau yav tom ntej. Nyob rau tib lub sijhawm, peb yuav tsum kawm los ntawm cov kev coj ua ntawm cov teb chaws tsim, tsim kom muaj kev them nyiaj rau kev tshem tawm cov peev txheej rov qab thiab nws txoj cai siv kom sai li sai tau, thiab tsim kom muaj kev txhawb zog los tshem tawm cov peev txheej rov qab.
Tom qab ntawd, kev sib koom ua ke thiab kev tsim kho ntawm cov saw hlau yuav raug txhawb nqa, thiab cov txheej txheem ntawm kev tshem tawm cov lag luam "tsis zoo" yuav nrawm dua.
Cov lag luam "Inferior" muaj ntau qhov kev pabcuam kev sib raug zoo, tab sis tsis tuaj yeem tsim cov txiaj ntsig sib raug zoo. Accelerating mergering thiab reorganization ntawm xws li cov lag luam muaj peev xwm ua tau zoo tso tawm cov kev pab cuam ntawm kev sib raug zoo nyob rau hauv lawv, thiab nyob rau tib lub sij hawm, nws muaj peev xwm ua kom muaj nuj nqis ntawm kev sib raug zoo ntawm cov lag luam superior: cia lub advanced technology, productivity thiab kev tswj theem ntawm cov lag luam muaj txiaj ntsig txhawb txoj kev loj hlob. ntawm tag nrho LED kev lag luam. Nyob rau tib lub sijhawm, kev sib koom ua ke zoo thiab kev yuav khoom tuaj yeem sib npaug ntawm cov khoom siv thiab kev xav tau kev sib raug zoo ntawm kev ua lag luam los ntawm qhov chaw, yog li kev lag luam tuaj yeem ua tus coj ntawm kev tsim kho kev lag luam.
Nyob rau hauv lub ntsej muag ntawm kev lag luam kev muaj tiag tias qhov teeb meem ntawm overcapacity tau maj mam dhau los ua qhov tseem ceeb, txoj kev loj hlob ntawm LED cov lag luam yuav tsum tau hloov kho raws li qhov tseeb. Kev sib tw ua lag luam yog lim hiam, thiab cov tuam txhab LED yuav tsum tau npaj kom txaus los daws cov peev txheej ntau dhau. Thaum txhim kho lawv tus kheej tas li, thaum kawg lawv tuaj yeem tawm ntawm lub shackles ntawm ntau lub peev xwm nrog kev pab los ntawm lwm yam kev pom zoo.
