NVC Lighting locks the lighting industry megatrend in the future--LED lighting

After 8 months of struggle and suffering, Wu Changjiang finally regained the official command of NVC Lighting and became the protagonist of NVC in the new era.

On January 13th, NVC Lighting announced that NVC lighting founder Wu Changjiang returned to the position of CEO. At the same time, he announced that NVC's interim management committee had also been dissolved two days ago.

At this time, NVC finally came out of a highly uncertain period of turbulence. Accompanying this was that NVC's power structure changed drastically, and eventually changed the company's development direction.

Over the past 8 months, NVC Lighting has been inconsistent from the superficial "Wu Yan Controversy" to the deep multinational giant Schneider looking at the side of the couch. The shadow of uncertainty has been covering this fast-growing local Chinese lighting industry leader. With the arrival of Dehao Runda introduced by Wu Changjiang, NVC's future will be locked into the general trend of the lighting industry-LED. And NVC's internal power structure will also be rewritten as Wang Donglei, Wu Changjiang Alliance, and Schneider and Yan Yan's standing power.

NVC "Go to Wu" first surname "Lei"?

Since the day Wu Changjiang and his two classmates founded NVC, NVC Lighting was destined to be deeply imprinted with the traces of Wu, so some people joked that NVC Lighting was actually "surnamed Wu" and "Wu Lighting" .

On December 26, 2012, a paper announcement by NVC Lighting broke the temporary calmness of NVC Lighting. The announcement said that NVC founder Wu Changjiang will directly and indirectly hold 11.81% of NVC Lighting's shares to DHL Runda (002005.SZ), a wholly-owned subsidiary of DHL Hong Kong. Wu Changjiang's shares suddenly fell to 6.79%, "and no longer serve as the company's major shareholder."

At this time, DHL Runda held 20.05% of NVC Lighting's shares and became a major shareholder and single largest shareholder of the latter.

DHL Runda is a well-known traditional small household electrical appliance company established in Zhuhai and listed on the Shenzhen Stock Exchange. It began to enter the LED lighting industry through mergers and acquisitions in 2009 and has become one of the largest LED companies in China. DHL Runda raised funds through the capital market and invested RMB 4.3 billion in three years to invest heavily in the LED field. So far, DHL Runda has realized everything from epitaxial wafers, chips, packaging and even applications. The layout of the entire industry chain is known as "the world's leading semiconductor lighting product manufacturer and service provider."

It is said that Wang Donglei's "good gambling" personality is quite similar to Wu Changjiang, which is also a reason for the two to appreciate each other. "From the perspective of DHL Runda's strong offensive in the capital market in recent years, it looks similar to Wu Changjiang's channel approach in the past. If they can cooperate sincerely, they will have something to do in the emerging lighting market." Yi Lighting Industry People said so.

At the moment, DHL Runda controlled by Wang Donglei is now the largest shareholder of NVC, and it has invested heavily in the field of LED lighting. All its actions will have a greater impact on China's LED lighting industry. Return to the position of CEO of NVC, but NVC may no longer be "surnamed Wu" from now on, but really fall into the hands of a person with the word Lei in the name-Wang Donglei.

Wang Donglei sends a signal to control NVC

On January 10th, DHL Runda, which has been frequently involved in capital markets and mergers and acquisitions, held a new product launch conference in Shenzhen. On the same day, NVC Lighting held an operator meeting near the venue, and Wu Changjiang appeared as a guest at the venue of DHL. Attentive people found that Wang Donglei greeted Wu Changjiang on the side when he launched the new product launch ceremony to show his attention.

"We have been thinking about NVC for a long time. In the field of lighting, NVC has the strongest channels, and the stock price is also low. It was passed. "When answering the reporters' questions, Wang Donglei spoke his mind and said without hesitation that in the future" the development of NVC will be led by us. "

He said that after entering NVC, NVC's strategic development will be dominated by DHL, and the latter's LED products will quickly enter NVC's channels.

At the press conference, Wang Donglei confirmed what the outside world called his "high-stakes LED", "It is true that we have established a huge LED industry chain in several cities in China through acquisitions and new construction. We are now focusing on building two bases in Dalian and Wuhu. . The former has already completed an investment of 4 billion to 5 billion yuan, forming a complete LED industry chain base. "

Now, through the holding of NVC Lighting, the prototype of a lighting industry empire has appeared in front of Wang Donglei.

"NVC is the largest lighting company in Asia, as well as partners from Europe and the United States," said Wang Donglei, who has just signed a brand licensing agreement with Whirlpool's subsidiaries. Whirlpool authorized Dehao Runda to use the Whirlpool brand for market development and sales in North America, in order to penetrate the North American lighting market and promote the global brand layout. On the same day that Wang Donglei said this, DHL Runda announced the news through a public company announcement.

This is the third high-profile layout of lighting channels in the world following the recent acquisition of the equity of NVC Lighting and the signing of a brand strategy agreement with German ADG.

Wang Donglei believes that if LED lighting products are to be popularized in the North American market, they must enter the field of home furnishing. "The choice to cooperate with Whirlpool is also based on market demand. First, DHL-Runda does not have the financial strength to lay channels; second, if DHL-Runda has enough funds to lay channels, the LED game is over . "

The industry waits for "the performance of three gamblers"

Analysts believe that NVC Lighting, which takes the market offensive as its gene, has always given the outside world an impression of "channel is king", which is also the gene contained in Wu Changjiang's character, as a research and technology and no advantage Lighting company, the channel is also the core value of NVC Lighting today. "This point, whether Schneider in the past or De Hao Runda today, their interest in and intention for NVC are surprisingly consistent."

On the other hand, people in the industry are also interested in the direction of DHL Runda and NVC Lighting after their marriage.

Zhang Xiaofei, director of the Institute of High-Tech LED Industry, said in an interview with the "China Times" reporter that Dehao Runda has been looking for downstream channels. Its original strength is to make small home appliances overseas, and it is more familiar with overseas markets. But in the domestic lighting industry, DHL Runda is very unfamiliar, not to mention that the domestic lighting market is relatively fragmented, and no one has unified the rivers and lakes yet. DHL Runda clearly hopes to rewrite the rules of the game in the future lighting industry by entering NVC.

"And for Wu Changjiang, the most important thing is to find a balance of shareholder power, which is also a kind of escape. NVC lighting can also strengthen its position in LED. In the past, NVC was very weak in LED, it was only traditional A symbol of lighting. This change is conducive to the development of NVC lighting in the later light source revolution. "Zhang Xiaofei said.

"Now, the three gamblers Wu Changjiang, Yan Yan and Wang Donglei have come together, and the market, production and capital are available. Next, it will depend on how they will perform." Zhang Xiaofei said.