Dehao Runda, Hongli Optoelectronics Divided Zhuhai Billion LED Lighting Municipal Engineering
[High-tech LED reporter Zhao Hui Shenzhen report]
Zhuhai LED public lighting promotion project accelerated, Dehao Runda and Hongli Optoelectronics won the bid for Zhuhai Public Green Lighting LED Street Light Reconstruction Project, sharing a total of nearly 100 million yuan of lighting orders.
DHL Runda (002005.SZ), which has been suspected of relying on subsidies to maintain LED performance, announced on the 27th that the company as the leader won the bid for “Zhuhai Public Green Lighting 30,000 LED Street Lights Renovation Procurement and Installation Project (1 The bidding section), with a total amount of 4,608,900 yuan, accounts for 1.50% of the company's 2011 audited operating income.
Hongli Optoelectronics (300219.SZ) also announced on the 28th that the company as the leader won the bid for “Zhuhai Public Green Lighting 30,000 LED Street Light Reconstruction Procurement and Installation Project (Second Section), the total amount of the winning bid was 42.933 million yuan. It accounted for 7.82% of the company's audited consolidated financial statements in 2011. The previous half-year report showed that Hongli's total revenue of general lighting products in the first half of the year was only 4,223,500 yuan.
Affected by this positive news, Dehao Runda's share price in the past two days has remained strong during the decline of the broader market, rising 4.76% in two days.
Previously, the "Daily Economic News" issued three reports in a row, pointing directly to Dehao Runda's nearly 1.1 billion yuan "daily business major contract" is a small thunderstorm, and the implementation of the later variables is large. The article also pointed out that Wuhu Dehao Runda lighting production line is under-operated, MOCVD equipment parameters have not reached the government subsidy standards, "high-tech enterprises" qualifications and other issues. The LED business of listed companies has not been able to get rid of the situation of “eat subsidies to earn performanceâ€.
Dehao Runda was suspended for one day on November 20, and the clarification announcement issued on the 21st was also referred to as “incapableâ€, avoiding suspected letters and violations.
Dehao Runda’s board secretary Deng Fei said in an interview with Gaogong LED that as a listed company in Zhuhai, he has invested heavily in LED in the past few years, and naturally hopes to get more in the public lighting renovation project in the province. More market share.
“Zhuhai’s winning bidding project is still in the publicity period, and the company is actively seeking to participate in the LED public lighting bidding in other cities.†Hongli Optoelectronics Dongshou Deng Shoutie said that Hongli Optoelectronics established a full-time subsidiary Shenzhen Ledia in 2009. Into the LED lighting market, and through the holding subsidiary Guangzhou Zhongying Gongyuan Energy Saving Technology Co., Ltd., actively participate in and undertake the public LED lighting project in Guangdong Province and other LED lighting projects.
According to the statistics of the Science and Technology Department of Guangdong Province, there are still differences in the progress of LED lighting promotion projects in various cities. Some cities and counties have made rapid progress, and they have started bidding and even entered the construction stage; some cities have just completed preparations.
"Big companies have advantages in terms of capital, brand, government resources, etc. In the next round of government bidding, large enterprises will undoubtedly grab most of the shares." Dr. Zhang Xiaofei, CEO of Gaogong LED, believes.
UBS, a researcher at UBS Securities, said that there are already many projects in Guangdong Province that have entered the final stage of preparation. In the coming months, it is expected to enter the intensive period of local project bidding, including Dehao Runda, Hongli Optoelectronics, and Qinshang Optoelectronics. A number of listed companies within the company, because the financial strength is stronger than most of the province's peer enterprises, in this round of local tender procurement is more competitive.
Zhuhai LED public lighting promotion project accelerated, Dehao Runda and Hongli Optoelectronics won the bid for Zhuhai Public Green Lighting LED Street Light Reconstruction Project, sharing a total of nearly 100 million yuan of lighting orders.
DHL Runda (002005.SZ), which has been suspected of relying on subsidies to maintain LED performance, announced on the 27th that the company as the leader won the bid for “Zhuhai Public Green Lighting 30,000 LED Street Lights Renovation Procurement and Installation Project (1 The bidding section), with a total amount of 4,608,900 yuan, accounts for 1.50% of the company's 2011 audited operating income.
Hongli Optoelectronics (300219.SZ) also announced on the 28th that the company as the leader won the bid for “Zhuhai Public Green Lighting 30,000 LED Street Light Reconstruction Procurement and Installation Project (Second Section), the total amount of the winning bid was 42.933 million yuan. It accounted for 7.82% of the company's audited consolidated financial statements in 2011. The previous half-year report showed that Hongli's total revenue of general lighting products in the first half of the year was only 4,223,500 yuan.
Affected by this positive news, Dehao Runda's share price in the past two days has remained strong during the decline of the broader market, rising 4.76% in two days.
Previously, the "Daily Economic News" issued three reports in a row, pointing directly to Dehao Runda's nearly 1.1 billion yuan "daily business major contract" is a small thunderstorm, and the implementation of the later variables is large. The article also pointed out that Wuhu Dehao Runda lighting production line is under-operated, MOCVD equipment parameters have not reached the government subsidy standards, "high-tech enterprises" qualifications and other issues. The LED business of listed companies has not been able to get rid of the situation of “eat subsidies to earn performanceâ€.
Dehao Runda was suspended for one day on November 20, and the clarification announcement issued on the 21st was also referred to as “incapableâ€, avoiding suspected letters and violations.
Dehao Runda’s board secretary Deng Fei said in an interview with Gaogong LED that as a listed company in Zhuhai, he has invested heavily in LED in the past few years, and naturally hopes to get more in the public lighting renovation project in the province. More market share.
“Zhuhai’s winning bidding project is still in the publicity period, and the company is actively seeking to participate in the LED public lighting bidding in other cities.†Hongli Optoelectronics Dongshou Deng Shoutie said that Hongli Optoelectronics established a full-time subsidiary Shenzhen Ledia in 2009. Into the LED lighting market, and through the holding subsidiary Guangzhou Zhongying Gongyuan Energy Saving Technology Co., Ltd., actively participate in and undertake the public LED lighting project in Guangdong Province and other LED lighting projects.
According to the statistics of the Science and Technology Department of Guangdong Province, there are still differences in the progress of LED lighting promotion projects in various cities. Some cities and counties have made rapid progress, and they have started bidding and even entered the construction stage; some cities have just completed preparations.
"Big companies have advantages in terms of capital, brand, government resources, etc. In the next round of government bidding, large enterprises will undoubtedly grab most of the shares." Dr. Zhang Xiaofei, CEO of Gaogong LED, believes.
UBS, a researcher at UBS Securities, said that there are already many projects in Guangdong Province that have entered the final stage of preparation. In the coming months, it is expected to enter the intensive period of local project bidding, including Dehao Runda, Hongli Optoelectronics, and Qinshang Optoelectronics. A number of listed companies within the company, because the financial strength is stronger than most of the province's peer enterprises, in this round of local tender procurement is more competitive.
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