NVC supply system suspended for one week delivery backbone

The impact of the infighting storm on NVC Lighting (02222.HK, hereinafter referred to as "NVC") has been extended from production systems to supply and sales systems. The "First Financial Daily" reporter was informed yesterday that due to the strengthening of the financial system, the NVC supply system was suspended for one week, and the dealers began to worry about the follow-up supply.

The peers also began to "fire and robbery", and the domestic well-known LED lighting company that is eager to expand the downstream terminal market has been on the micro-letter. It has already published the "dig angle" information in the circle through WeChat, and wants to take the sales backbone and dealers of NVC.

Although Wu Changjiang [microblogging] announced that he would report to Dehao Runda (002005.SZ), how to make NVC work smoothly and let the supply and distribution of the NVC system develop soundly is the chairman and temporary CEO of NVC, Wang Donglei. The biggest challenge at the moment.

The supplier is also "injured"

A core supplier of NVC told this reporter that after Wang Donglei took over as the temporary CEO of NVC on August 8, NVC strengthened the approval process, and some large suppliers' payment was not paid in time on Monday (18th). "NVC has verbally notified, suspending one-week delivery, internal grooming process."

"At present, the goods can't be sent in, and the money can't be played." The NVC supplier said, "The financial position of NVC has always been controlled by the CFO, that is, the partner of the company. Now that Wang Donglei takes over, he must further strengthen management."

Since Wu Changyong, Mu Yu, and Wang Minghua, several vice presidents of NVC have been dismissed from office, “there are some people walking below that have affected the normal operation of the system.” The NVC supplier said that like the payment to the supplier, the procurement department should sign There are no posts signed by some of the posts. "We can understand that Wang Donglei also hopes to settle everyone and does not want to get angry in the backyard, but the actual operation is still a bit problematic."

The supplier revealed that NVC’s order for the next week has not been issued, which will affect the next delivery. “The dealers are also anxious now, although there is inventory, but NVC’s goods are rolling fast, and now the supplier’s suspension of delivery will directly affect NVC’s re-delivery.”

Moreover, at present, the NVC Chongqing Wanzhou base continues to be shut down. How to ensure the supply is a headache for NVC dealers.

Peer "poaching" NVC channels <br> <br> focus of intense competition in the lighting market, channel it is crowded, NVC to take advantage of the opportunity to peer.

Recently, there is a saying in the circle of the lighting industry, "Merceland disease, to NVC! The article, this is the internal speech of Qinshang Optoelectronics on August 11th, the topic is "declare war on traditional lighting channels."

The above article pointed out that in the era of energy-saving lamps, the combined market share of NVC, Opp and Sanxiong is only 5% to 6%. The LED era is coming. Nowadays, the lighting market is more chaotic than the era of energy-saving lamps. It is said to be 8000 brand-name manufacturers and hundreds of thousands of various distributors, agents, distributors and engineering companies. There are no standards for products, and terminal prices vary widely.

LED lighting has a huge market for traditional lighting replacement. There are about 60 million to 100 million domestic outdoor lighting, not counting indoor lighting, office buildings, shopping malls, schools, hospitals, etc. This huge stock market has been completely replaced, which is about 5 years, so the channel is king. As an emerging LED lighting company, the short board of Qinshang Optoelectronics is the channel.

"NVC and Dehao are so troubled, the opportunity is even bigger." A senior executive of Qinshang Optoelectronics said, "Minister's dealers will be part of Wang Donglei, part of Wu Changjiang, and some will flow out; it is said that NVC The bosses and directors of all departments have been opened by Wang Donglei. "These talents, these dealers are the big pies that are lost to the diligence in the sky." "You hurry to bring these people to the camp." And at all costs."

Wu Changjiang wants Ladhao to "get into the water"

On August 28, NVC will convene an extraordinary general meeting to consider the resolution to remove Wu Changjiang as an executive director.

Faced with the fate of being able to be swept away by the NVC board, NVC’s founder and former CEO Wu Changjiang wanted to “break the net”. He said on Weibo yesterday that he intends to report the violations of Dehao Runda to the relevant departments as the second shareholder.

However, a DHL Runda insider was calm and told the reporter of the “First Financial Daily”: “He (referring to Wu Changjiang) reported the report and we have nothing.”

For Wang Donglei, the founder of Dehao Runda and the chairman of Dehao Runda and NVC, the stability of NVC is the top priority.

The above NVC supplier said that it is difficult to distinguish who is right and who is wrong, just regret that NVC is again dragged down by the internal struggle. Wu Changjiang grew up in the past era, and it is inevitable that there will be grass temperament. NVC products are produced outside and concentrate on strengthening channels. After Wang Donglei took over, after all, LED chips are different from terminal products. Whether or not the NVC system can operate normally remains to be seen.

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