[Zhejiang] phosphor prices soared 10 times in March, Zhejiang energy-saving lamp industry is facing reshuffle

“The price quoted by the phosphor factory has reached 3,300 yuan per kilogram.” Zhang Linfu, chairman of Hangzhou Yuzhong Gaohong Lighting Appliance Co., Ltd., is now the first thing to go to work every day. It is to understand how much the prices of three-color phosphors used in the market have risen. . Compared with 330 yuan/kg in early March of this year, the current price is already 10 times higher.

Three-color phosphors are important raw materials for energy-saving lamps. The fundamental reason for the skyrocketing growth of phosphors is the country’s increasingly tight restrictions on rare-earth resources. "As far as I know, most manufacturers of energy-saving lamps in Jiangsu and Zhejiang provinces are cutting production at different levels. The entire energy-saving lamp manufacturing industry is facing a very difficult situation," said Zhang Linfu.

One day price of phosphors Hangzhou Yuzhong Gaohong Lighting Appliance Co., Ltd. is a supplier of energy-saving lamps for Philips and US GE. The output value in 2008 has reached 934 million yuan. In recent years, the overall strength ranking has been the top 3 in Zhejiang.

Zhang Linfu believes that the current pressure on energy-saving lamp manufacturing companies is mainly two aspects. First, since this year, the prices of trichromatic phosphors, which are important raw materials for manufacturing energy-saving lamps, have risen steadily, and have exceeded the cost of each capillary in 2010. “The cost of a previous 20-watt fluorescent lamp capillary was about 2 yuan. If you calculate it at the current price of 3,000 yuan/kg, the cost of the phosphor will be nearly 3 yuan.”

On the other hand, although energy-saving lamps in Zhejiang Province accounted for 37.5% of the national total in 2010, exports accounted for about 60% of the country's total, ranking first in the provinces. However, most of the products produced in Zhejiang are manufactured in OEM form abroad. Many foreign companies have never increased the price of their own terminal products in order to seize market share. And these rising cost pressures are distributed to several OEM manufacturers.

Guo Yaming, general manager of Hangzhou Daming Fluorescent Materials Co., Ltd., told reporters that the fundamental reason for the rise in phosphor prices is the country’s increasingly stringent restrictions on rare earth resources. It is reported that the phosphor is a mixture of red powder, green powder and blue powder. The content of rare earth in the red powder is 100%, and the content of rare earth in the green powder is 23%. After the country adopted restrictive measures for the rare earth industry, the price of phosphors with rare earths as an important material has also skyrocketed, with the most exaggerated gains reaching 300 yuan/kg in a single day.

The industry reshuffle inevitably "I think the price of phosphors is still up. In the near future, the trend of falling prices of phosphors does not exist." Weng Maoyuan, chairman of the Zhejiang Provincial Lighting Association, told reporters that rare earth is China has One of the strategic advantages of resources, the protection of strategic mineral resources, not only relates to China's reality and future, but also the bottom line of national security and interests. "This is a national strategy, not which industry can decide."

One side is the soaring of raw materials. On the other hand, the cost of labor, space, etc. is continuously rising. The days of energy-saving lamp manufacturing companies can be hard to imagine.

"The energy-saving lamp industry has been inevitable reshuffle." Weng Maoyuan said that the first to be reshuffled out may be those who rely on the benefits of capillary production of capillary manufacturers.

“Now we have three main approaches. One is to consciously reduce production, the second is to stabilize the employees, and the third is to grasp the rhythm of raw material purchases.” Zhang Linfu told reporters that although they were in the 1500 yuan / kg when a large number of goods, However, compared with the current 3,000 yuan / kg, the pressure is still a lot smaller.

In order to maintain the normal operation of the company, Sun Yufeng, general manager of Hangzhou Hang Seng Technology Co., Ltd., has been slowing down the production rate since March. “With more losses, it is better to reduce production capacity.” It is learned that Hang Seng Technology has so far lowered its production capacity by about 20%. . "Some small factories simply stop production."

The transformation and upgrading are the key Weng Maoyuan told reporters that in the past, the price of energy-saving lamps for foreign companies in our country was about 1 US dollar each, and the total annual sales of related companies in China was only 5.8 billion US dollars, and the distribution to foreign terminal consumers was as high as 23.2 billion US dollars. "We sacrificed valuable rare earth resources and most of the profits were scraped away by foreign dealers."

It is necessary to support national policies while avoiding being washed out. The only way for companies is to increase the added value of products through various innovations on the basis of stable production.

Zhang Linfu said that they are preparing for the transformation and production of LED lamps in the future.

Of course, transformation and upgrading do not happen overnight. Enterprises need a certain amount of time to buffer.

Weng Maoyuan hopes that the country can implement a tightened export quota system for rare earth phosphors as soon as possible, because the vast majority of the content of rare earth oxides in phosphors has reached the national 5% control standard of rare earth content. "For example, in the red powder, yttrium oxide accounted for 94%, yttrium oxide accounted for 6%; in the green powder, the rare earth yttrium oxide content was 8%, and the yttrium oxide content was 15%."

However, rare earth phosphors are now classified and exported as inorganic luminescent materials, and neither export tariff nor quota system is implemented. “This is also an important reason why foreign companies can often suppress the price increase requirements of domestic OEM companies. According to our understanding, many foreign companies have sniffed the breath of rare earth prices as early as last year, and they used a lot of stocks to make further progress. Lower the OEM factory OEM price."

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